🧾 Advanced Task Timesheet Manager Module for Perfex CRM (GPL-Ready Source Description)

Advanced Task Timesheet Manager Module for Perfex CRM is a productivity-focused add-on that extends Perfex CRM with detailed time tracking, task-level timesheets, and reporting features for agencies, software teams, consultants, and service providers. It lets your staff log time against tasks/projects, calculate billable hours, and export reports for payroll or invoicing — all from inside Perfex. This description is crafted for GPL / script / resource sites and follows E-E-A-T (Experience, Expertise, Authoritativeness, Trustworthiness).

🚀 Overview

This module solves a common gap in CRM/project setups: tasks are created, but time isn’t tracked consistently. By adding a dedicated timesheet layer on top of Perfex tasks, managers can see who worked on what, for how long, on which project, and whether it was billable.

• ⏱ Real-time or manual time entries for Perfex tasks
• 📋 Per-employee, per-project, and per-task timesheet views
• 💵 Billable vs. non-billable hour support
• 📤 Exportable reports for finance / HR

Experience (E): built around real agency workflows — estimate the task → work on it → log time → invoice → review productivity at the end of the month.

✨ Key Features

• 🕒 Task-level time logging: staff can start/stop timers or add time manually on any Perfex task.
• 👥 Staff-wise timesheets: see what each team member has worked on during a day, week, or month.
• 📁 Project integration: times are linked to Perfex projects/customers for cost allocation.
• 💲 Billable / non-billable flag: mark entries as billable to push them toward invoicing.
• 📊 Timesheet reports: filter by staff, project, customer, date range.
• 🔐 Role-based access: allow admins/managers to view or edit all entries; limit staff to their own.
• 🧾 Invoice-friendly: time data can be used to support hourly billing (with Perfex invoice module).
• 📆 Calendar / period view: view worked hours per day or per week.
• 🧰 Native Perfex UI: follows Perfex CRM design elements, so no UX shock for users.

⚙️ Technical Stack

• Platform: Perfex CRM (CodeIgniter / PHP-based)
• Language: PHP 7/8, MySQL, HTML5, Bootstrap
• DB: MySQL / MariaDB (same as Perfex core)
• Integration: hooks into existing Perfex modules (tasks, projects, staff)

Server requirements:

• Perfex CRM installed and working
• PHP version compatible with your Perfex version
• MySQL database access
• HTTPS recommended for remote/staff logins

Expertise (E): good example of how to extend Perfex via modules, add routes/controllers/models, and attach logic to tasks.

🧩 Installation Guide

1. 1. Download the module archive (.zip).
2. 2. Go to Perfex Admin → Setup → Modules → Upload module.
3. 3. Upload & install the Advanced Task Timesheet Manager module.
4. 4. Activate it from the modules list.
5. 5. Configure permissions for admin, project manager, and staff roles.
6. 6. Test by creating a task → log time → check timesheet report.

Tip: if you run Perfex on a customized theme, clear cache and re-check module assets.

📦 Deliverables

• ✅ Perfex module package (.zip)
• ✅ Controllers / models for timesheets
• ✅ Admin & staff views (list, filter, report)
• ✅ DB migration / install script
• ✅ Basic setup / usage notes
• ✅ GPL redistribution statement (for educational / archive / script sites)

📱 Supported Platforms

• Web app: Perfex CRM (desktop)
• Mobile / responsive: works in Perfex responsive layout for tablets/phones
• Server OS: Linux (preferred), also Windows hosting with PHP
• Browsers: Chrome, Firefox, Edge, Safari

🧠 Notes

• License: distributed here under GPL for learning, backup, and transparent redistribution; original item may be commercial.
• Customization: you can add overtime rules, approval workflow (manager must approve hours), or integration with payroll.
• Reporting: for big teams, schedule exports and analyze in Excel/BI.
• SEO assurance: keywords included → “Perfex CRM timesheet module”, “Perfex task time tracking”, “advanced timesheet for agencies”.
• Security: always restrict who can edit/delete timesheets.

👨‍💻 Original Developer Credit

This module was originally developed and released by the respective Perfex CRM add-on author on marketplaces such as CodeCanyon. All original code, UX, and commercial rights belong to the original creator. This is a neutral, E-E-A-T-aligned restatement for GPL / script / source-code portals.

Authoritativeness (A): linking/crediting the original vendor ensures users know where to get official updates and premium support.

🔒 Disclaimer

Important:

• This is a source-code description, not the official Perfex CRM listing.
• No original support is included unless you buy from the marketplace author.
• GPL redistribution must keep developer credit and must not misrepresent ownership.
• Always test on a staging Perfex instance before using on production CRM.

Trustworthiness (T): full disclosure of origin, license intent, and limitations to keep redistribution ethical and transparent.