Complete Overview of Use Cases and App menus

For who

👤 Individual contributers

👥 Manages

💰 Managers / Ops

📊 Managers / Admins

🧾 Finance / Managers

🛠️ Admins

That

Log time

Manage a team or projects

Care about billable time and margins

Handle budgets and billing setup

Create invoices

Set up Worklog360

Goal

Log time correctly so it’s usable or billable

Get visibility and stay in control

Make sure time turns into revenue

Define what can be billed and track it

Generate accurate invoices directly from Jira

Initial setup

Start here:

• How to log your time

• How to log billable time

Optional:

• How to submit your timesheet for approval (if approvals are enabled)

📌 Once this is done, your time will automatically flow into reports, budgets, and invoices.

• How to review your team’s logged time

• How to identify missing or late worklogs

Then continue with:

• How to filter and group worklogss

• How to review and approve timesheets

📌 These guides help you prevent missing time, late logging, and reporting gaps.

• How to review billable vs non-billable time

• How to adjust billable hours

Then:

• How to track time against project budgets

• How to detect budget risk early

📌 This is where Worklog360 starts protecting your margin.

• How to set up billable rates and cost rates

• How to create a budget for billing

• How to review budget consumption

📌 Budgets connect time, rates, and invoices into one flow.

• How to create an invoice from a budget

Then:

• What is included in an invoice

• How to export or sync invoices

📌 No spreadsheets. No manual calculations. No missed billable hours.

• How to initially setup Worklog360 (video)

📌 This is a one-time step that enables everything else.

• Time - the menu helps you track, review, and manage worklogs across your team. It contains two main sections:

  • My Time - The section lets you log, view and manage your own worklogs. It has three sub-tabs to organize your time effectively: Check: How to log time

    • Table - See your logged hours in a traditional timesheet format, with a daily and weekly overview. Quickly add, edit, or delete time entries.

    • List – View all your worklogs in a detailed list format.

    • Calendar – Visualize your logged time on a calendar. This view helps you spot gaps, overlaps, or patterns in your work schedule.

  • Approvals - Review and approve worklogs submitted by your team. This ensures that time is validated before it’s used for reporting, billing, or payroll. Check: How to use Approvals

• Reports - helps you analyze and review logged time across your team or projects. It contains three main sub-tabs:

  • Time (Summary) - Provides an overview of aggregated hours and amounts, grouped by user, project, people, epics and many others. This is useful for quickly understanding where worked and billable aggregated time is being spent and what are the corresponding aggregated money amounts Check:

    • [Projects Tab] How to use the Time (Summary) / Project Reports

    • [People Tab] How to use the Time (Summary) / People Reports

    • [Issues Tab] How to user the Time (Summary) / Issues Reports

  • Worklogs - Displays detailed worklogs entries for all team members. You can filter and sort by user, project, date and many more to get precise insights. Check How to use the Worklogs Report

  • Timesheets - Offers a summary of logged hours in a timesheet format for the team. This is ideal for reviewing weekly or monthly work and preparing for approvals or billing. Check How to use Timesheets Reports

• Financialas - The Financials menu helps you manage budgets, monitor worklogs for billing, and handle invoicing. It contains three main sub-tabs:

  • Budgets - Set up and track budgets for projects or clients. Monitor progress against budgeted hours or budgeted amounts to ensure your team stays on target. Check: How to create and track budgets

  • Worklogs & Budget Administration - Manage and review worklogs from a financial perspective. This includes verifying and adjusting:

    • billable hours,

    • rates and amounts,

    • worklogs invoice statuses,

    • assigning worklogs to the correct budgets,

    • ensuring all time data is accurate for reporting and invoicing.

      Check how to use Worklogs & Budget Administration

  • Invoicing – Create, manage, and send invoices to clients based on tracked billable worklogs. Invoices are generated from the budgets you’ve set, ensuring amounts accurately reflect the time and rates allocated to each project. This tab helps you streamline billing and keep your financials organized. Check: How to do Invoicing within Worklog360

• Projects - This menu acts as a quick portfolio view, giving you an at-a-glance snapshot of project health. Track budgets, monitor billable hours, see financial performance, and quickly spot which projects need attention — all in one place. This items are still under development

• Reports (OLD) - helps you analyze and review logged time across your team or projects. (Please use the new reports. This feature is planned to be deprecated in the long run)

• Manage - The menu helps you organize your team, clients, and internal structures efficiently. It contains the following tabs: How to initially setup Worklog360

  • People - Add Worklog360 team members, define working hours, assign roles, and automatically fill in billable rates and cost rates based on the selected role.

  • Clients - Manage your client list

  • Roles & Rates - create and edit roles with default billable rates, providing consistency across the team.

  • Internal Issues - Define which Jira issues that will be used to track vacation, training, meetings, onboarding or any other. How to setup Internal Issues

  • Accounts - This is a flexible feature that helps you organize your company's projects and initiatives to get useful time data, such as time spent by multiple teams across multiple Jira projects. Setting up Accounts

  • Off Jira Activities - Track time spent on activities outside Jira, such as external meetings or administrative work. (This feature will be deprecated. Use the new Internal Issues instead)

  • SubTeams - Organize people into sub-teams for easier management and reporting. (New Sub Teams menu will be created soon and this one will be deprecated)

• Settings - The Settings menu allows you to configure Worklog360 to match your team’s workflow and organizational rules. It contains the following tabs: How to initially setup Worklog360

  • Time – Configure default time settings and preferences for logging work.

  • Rules – Set up rules for approvals, notifications, or other workflows.

  • Approvals – Defining super approver that can review and approve any timesheets.

  • Billable Hours – Enabling the tracking of Billable hours

  • Rates – Manage default instance rates for the app. If no other rates are defined this one is used

  • Holiday Calendar – Define company or public holidays to exclude from time tracking calculations.

  • Activity Types – Create and manage categories for different types of activities to track time more accurately. Available in the log form.

  • Permissions – Control which Jira groups and users can access specific menus and features in the app.

  • Invoicing – Fill in your company details for invoicing.