Review project time and allocation
Compare project hours, employee allocation, and delivery context. This guide explains the Worklix workflow in practical terms so workspace owners, managers, and employees can make the change without losing the context behind existing records.
Use an account with the right Worklix permissions and verify the workspace, employee, date, and timezone before editing live workforce records.
What the report shows
This Worklix view combines the relevant workforce records into one review surface. The exact fields depend on the selected dates, employee scope, enabled tracking features, and permissions.
How to configure the view
Select the date range first, then narrow by employee, department, project, or status. Keep the range focused when investigating a specific exception so totals remain easy to validate.
- Check the employee or team scope before saving.
- Confirm the workspace timezone and effective date.
- Review role access after the change.
How to interpret the data
Use the report to identify exceptions and context rather than treating one metric as a complete performance judgment. Compare schedule, tracked time, project allocation, breaks, and activity signals together.
Export and follow-up
Export only the fields needed for payroll, billing, audit, or analysis. If a record needs correction, update the source record in Worklix first and then regenerate the export so the external file reflects the final decision.