How to use a Righthand with Everhour

Quick answer

Use Righthand to prepare an Everhour project-budget review from a selected report export. Keep time, cost, and remaining budget definitions explicit.

Start with a reviewable deliverable, keeping Everhour as the accepted home for its records. This guide uses an explicitly approved snapshot or browser read; it does not assume that every provider API action is exposed by your Righthand connection.

Evidence and access

Everhour documents exporting reports as CSV, XLSX, or PDF. See the official Everhour reference. Provider capabilities and Righthand's available tools are separate checks.

Use the owner-approved time packet and task mapping, with entry IDs, estimates, recorded hours, and the reporting cutoff. Verify the required tools and owner-approved scope through Righthand integrations; use the supplied packet when a native read is unavailable.

Define the objects and authority

Include these fields in the working input: project, task, user, period, tracked hours, report cost field, budget basis, export time. These are the requested review columns, not a promise that every provider endpoint returns them under those exact names.

A budget variance is an operational signal, not authorization to change rates or bill clients. Retain source definitions.

Illustrative first-run brief

Use the owner-provided Everhour snapshot or approved read-only view. Review the supplied report for three projects. Identify tasks with uncertain categorization and projects needing budget discussion. Do not edit estimates or time entries. Run once for the agreed sample, using America/Los_Angeles for the review deadline and preserving source timestamps separately. Return the draft in this conversation by Friday at 3 PM Pacific for the project lead to review. Include source references and missing fields. Do not write records, spend money, change permissions, or send external messages. Stop and report an unavailable source rather than substituting another account.

Expected result and verification

A project can have many hours but no comparable budget basis. Mark its variance uncalculable rather than assuming overspend.

Compare a project total and budget definition with the source report before calculating movement. Record the source cutoff, applied filters, and items excluded from the sample. The reviewer should be able to follow each consequential finding back to an original object. A well-written summary is not evidence that a proposed action happened. If a later write is authorized, verify its specific result separately before changing the task's status.

Illustrative input and draft output

These synthetic entries show the requested review, not live account results or a provider field schema.

Common failure and recovery

A changed report grouping can duplicate task totals. Reconcile at one grouping level and document the excluded subtotal rows.

If task names changed, reconcile their stable IDs before comparing estimate and actuals; do not treat the renamed task as new work.

FAQ

What should the reviewer verify first?

Verify task IDs, duration window, estimate version, and owner review status. Time spent can be compared with an estimate without declaring the underlying task finished.

How should a repeat run be scoped?

Keep task mappings, estimate versions, and period definitions stable. Annotate revised estimates so a later variance does not hide a change in the baseline.

For connection and permission details, use Righthand Docs. Review Pricing alongside any separate provider charges before expanding the workflow.