Troubleshooting

Frequently Asked Questions

How Do I Ask PM Assistant for a Report?

You do not. It has no commands and answers no requests. The morning brief, daily budget report, Time Check for Yesterday, end-of-day wrap and Monday weekly report arrive in your operations channel on their own. Managers can see a log of most alerts on the PM Alerts page in the Operator Console.

Will Everyone See My Reminder?

No. The end-of-shift time check, the catch-up note, the weekly deadline check and the task budget alert are private. The team posts in the operations channel show each person's standing, though, so a manager can see who is short there.

Why Did I Get an End-of-Shift Message When I Was on Target?

The end-of-shift message goes to every tracked person. If you are on target, it tells you so.

I Was on Leave. Will I Be Counted as Missing Time?

No, as long as your time off is on the shared calendar PM Assistant reads. People on full-day leave are skipped and their weekly targets are pro-rated. A half day changes the wording of a catch-up note.

Does PM Assistant Log Time or Change Tasks?

No. It never logs time, edits a task or changes an estimate. It notifies, and a person acts.

A Task Went Over Budget. What Should I Do?

Open the task from the button, stop the timer and talk to your manager. The manager decides whether to re-scope, change the estimate or continue.

Why Did I Not Get a Reminder I Expected?

• You may have logged enough time.
• It may not be one of your working days, or you may be marked out of office.
• Each message has a window, and the window may have passed. The end-of-shift message stays open for six hours after shift end.
• Each message is sent once a day.
• Your record may be missing something PM Assistant needs. It covers only people marked for time tracking who have a ClickUp account, a Slack account, utilization hours and working days.

Common Issues

I Was Nudged About a Day I Was Out

1. Check that your time off is on the shared calendar PM Assistant reads.
2. Check that the entry covers the full day. A half day changes the message but does not skip it.
3. If your leave was recorded elsewhere, ask your administrator to add it to the calendar.

Someone Is Missing from the Summaries

1. Check that the person is marked for time tracking in your agency's staff records.
2. Check that they have a ClickUp account, a Slack account, utilization hours and working days. A record that is missing any of these is skipped.
3. If all of those are set and they are still missing, contact support@agenteous.com.

Reminders Arrive at the Wrong Time

1. Reminders follow each person's region, time zone and working days. Check those on the person's record.
2. The team posts use fixed times set for your agency. Ask your administrator to change them if they are wrong.

A Budget Alert Fired on a Task I Did Not Expect

1. Open the task and check its estimate. The alert fires when time spent reaches the estimate, so a low estimate trips sooner.
2. A task with no estimate never triggers this alert. It shows only under No Estimate in the daily budget report.
3. If the task needs more time than estimated, that is the conversation the alert is meant to start.

There Was No Budget Alert for an Over-Budget Task

1. The alert is sent only when a tracked person has a timer running on the task, and the task has an estimate and a status of active or revisions.
2. A task over its estimate with no running timer appears only in the daily budget report.

A Report Shows Stale or Wrong Numbers

1. PM Assistant reads from your project tool when it runs. Check the time entries there first.
2. Time logged after a post appears in the next one, not in the message already sent.
3. If the numbers still do not match, contact support@agenteous.com.