ConnectWise PSA Time Entry Management

Overview

Time entries in ConnectWise PSA track time spent on tickets, projects, and other activities. Accurate time tracking is essential for billing, resource management, and profitability analysis. This skill covers time entry CRUD operations, work types, work roles, billing settings, and approval workflows.

API Endpoint

code

Base: /time/entries

Time Entry Types

Time can be logged against different record types:

Charge To Type	Description
`ServiceTicket`	Time against service tickets
`ProjectTicket`	Time against project tickets
`ChargeCode`	Time against charge codes (internal)
`Activity`	Time against activities

Complete Time Entry Field Reference

Core Fields

Field	Type	Required	Description
`id`	int	System	Auto-generated unique identifier
`company`	object	Yes*	`{id: companyId}` - Required for ChargeCode
`chargeToId`	int	Yes	ID of ticket/project/activity
`chargeToType`	string	Yes	ServiceTicket, ProjectTicket, etc.
`member`	object	Yes	`{id: memberId}` - Who logged time
`timeStart`	datetime	Yes	Start time
`timeEnd`	datetime	Yes	End time

Alternative Time Entry

Field	Type	Required	Description
`actualHours`	decimal	Alt	Hours worked (instead of start/end)
`hoursDeduct`	decimal	No	Hours to deduct (break time)

Billing Fields

Field	Type	Required	Description
`billableOption`	string	No	Billable, DoNotBill, NoCharge, NoDefault
`workType`	object	No	`{id: workTypeId}`
`workRole`	object	No	`{id: workRoleId}`
`hourlyRate`	decimal	System	Calculated rate
`agreement`	object	No	`{id: agreementId}`

Description Fields

Field	Type	Required	Description
`notes`	string	No	Time entry notes
`internalNotes`	string	No	Internal notes (not on invoice)
`addToDetailDescriptionFlag`	boolean	No	Add notes to ticket description
`addToInternalAnalysisFlag`	boolean	No	Add to internal analysis
`addToResolutionFlag`	boolean	No	Add to resolution

Status Fields

Field	Type	Required	Description
`status`	string	System	Open, Rejected, Approved, Billed
`emailResourceFlag`	boolean	No	Email resource on approval
`emailContactFlag`	boolean	No	Email contact
`emailCcFlag`	boolean	No	Email CC recipients
`emailCc`	string	No	CC email addresses

Work Types

Work types categorize the nature of work performed.

Common Work Types

Type	Description	Typical Billing
Regular	Normal work hours	Billable
Overtime	After-hours work	1.5x rate
Training	Training time	Non-billable
Travel	Travel time	Varies
Remote	Remote support	Billable
On-site	On-site work	Billable
Administrative	Admin tasks	Non-billable

Get Work Types

http

GET /time/workTypes

Work Roles

Work roles determine billing rates based on skill level.

Common Work Roles

Role	Description	Typical Rate
Level 1 Tech	Help desk	$75-100/hr
Level 2 Tech	Desktop support	$100-125/hr
Level 3 Tech	Systems admin	$125-150/hr
Engineer	Senior engineer	$150-200/hr
Consultant	Expert consultant	$200-250/hr
Project Manager	PM work	$125-175/hr

Get Work Roles

http

GET /time/workRoles

Billing Options

Billable Option Values

Option	Description
`Billable`	Time is billable at standard rate
`DoNotBill`	Time excluded from billing
`NoCharge`	Time shows on invoice at $0
`NoDefault`	Use ticket/agreement default

How Billing is Determined

•Time entry billableOption (if set)
•Ticket billTime setting
•Agreement billing rules
•Company default

API Operations

Create Time Entry (Start/End)

http

POST /time/entries
Content-Type: application/json

{
  "chargeToId": 54321,
  "chargeToType": "ServiceTicket",
  "member": {"id": 123},
  "timeStart": "2024-02-15T09:00:00Z",
  "timeEnd": "2024-02-15T10:30:00Z",
  "workType": {"id": 1},
  "workRole": {"id": 2},
  "billableOption": "Billable",
  "notes": "Diagnosed email delivery issue. Identified blocked sender.",
  "addToDetailDescriptionFlag": true
}

Create Time Entry (Actual Hours)

http

POST /time/entries
Content-Type: application/json

{
  "chargeToId": 54321,
  "chargeToType": "ServiceTicket",
  "member": {"id": 123},
  "timeStart": "2024-02-15T09:00:00Z",
  "actualHours": 1.5,
  "workType": {"id": 1},
  "workRole": {"id": 2},
  "billableOption": "Billable",
  "notes": "Configured DNS records and tested mail flow."
}

Create Time Entry Against Charge Code

http

POST /time/entries
Content-Type: application/json

{
  "chargeToId": 10,
  "chargeToType": "ChargeCode",
  "company": {"id": 12345},
  "member": {"id": 123},
  "timeStart": "2024-02-15T08:00:00Z",
  "actualHours": 0.5,
  "workType": {"id": 3},
  "billableOption": "DoNotBill",
  "notes": "Weekly team meeting"
}

Get Time Entry

http

GET /time/entries/{id}

Update Time Entry

http

PATCH /time/entries/{id}
Content-Type: application/json

{
  "notes": "Updated notes with additional details.",
  "actualHours": 2.0
}

Delete Time Entry

http

DELETE /time/entries/{id}

Note: Cannot delete billed time entries.

Search Time Entries

http

GET /time/entries?conditions=member/id=123 and timeStart>=[2024-02-01]

Common Query Patterns

Time entries for a ticket:

code

conditions=chargeToId=54321 and chargeToType="ServiceTicket"

Time entries by member:

code

conditions=member/id=123

Time entries by date range:

code

conditions=timeStart>=[2024-02-01] and timeStart<[2024-03-01]

Unbilled time entries:

code

conditions=status="Open" and billableOption="Billable"

Time entries for company:

code

conditions=company/id=12345

Approved time waiting for billing:

code

conditions=status="Approved" and billableOption="Billable"

My time this week:

code

conditions=member/id=123 and timeStart>=[2024-02-12] and timeStart<[2024-02-19]

Time Sheet Operations

Time Sheet Endpoint

code

/time/sheets

Get Time Sheets

http

GET /time/sheets?conditions=member/id=123 and year=2024 and period=7

Time Sheet Status Values

Status	Description
Open	Time sheet open for editing
Submitted	Submitted for approval
Approved	Approved by manager
Rejected	Returned for correction

Submit Time Sheet

http

PATCH /time/sheets/{id}
Content-Type: application/json

{
  "status": "Submitted"
}

Approval Workflow

Approval Status Values

Status	Description
Open	Pending approval
Approved	Approved for billing
Rejected	Rejected, needs correction
Billed	Already invoiced

Approve Time Entry

http

PATCH /time/entries/{id}
Content-Type: application/json

{
  "status": "Approved"
}

Reject Time Entry

http

PATCH /time/entries/{id}
Content-Type: application/json

{
  "status": "Rejected",
  "internalNotes": "Please add more detail about work performed."
}

Bulk Approval

http

POST /time/entries/bulk
Content-Type: application/json

{
  "ids": [1001, 1002, 1003],
  "operation": {
    "status": "Approved"
  }
}

Charge Codes

Charge codes are used for non-ticket time (meetings, training, etc.).

Get Charge Codes

http

GET /time/chargeCodes

Common Charge Codes

Code	Description	Billable
MTNG	Internal meetings	No
TRNG	Training	No
ADMIN	Administrative	No
PTO	Paid time off	No
PROJ	Project work	Yes
ONCALL	On-call time	Varies

Best Practices

•Log time promptly - Enter time daily, not at end of week
•Be specific in notes - Document what was done for invoice clarity
•Use correct work type - Important for accurate billing rates
•Set appropriate work role - Affects billing rate
•Mark non-billable correctly - Don't inflate billable hours
•Use charge codes - For internal time tracking
•Submit time sheets - Follow approval workflow
•Review before approval - Verify accuracy before submitting

Error Handling

Error	Cause	Resolution
chargeToId required	Missing ticket/project ID	Include chargeToId
member required	Missing member reference	Include `member: {id: x}`
timeStart required	Missing start time	Include timeStart field
Invalid work type	Work type doesn't exist	Query workTypes endpoint
Cannot delete	Time already billed	Cannot delete billed entries
Invalid status	Invalid status value	Use Open, Approved, Rejected

Related Skills

•ConnectWise Tickets - Service tickets
•ConnectWise Projects - Project management
•ConnectWise API Patterns - Query syntax and auth