Time entry
The Time Entry configuration section controls system-wide settings for the Hours module, including approval rules, time sheet behaviour, and time entry configurations. The subject Time Entry has four sub-pages.
Settings
| Setting | Description |
|---|---|
| Allow project manager(s) to approve hours | PMs approve the project hours of their projects |
| Allow project manager(s) to configure hour rates per resource | PMs can assign an hour rate per resource in their project |
| Allow project managers to approve their own timesheet rows in their projects | PMs may approve their own rows |
| New style time sheets | Switches to the new time sheet interface |
Exclusions for PM-approval
For the users selected here, approval of project hours is done by the Time Entry Group approvers instead of the project manager. Typically used for external resources. The setting applies to newly created time sheets only. Manage the list via Add / Remove.
Manage time sheets
Maintenance view of time sheets (filterable, e.g. new, draft, and rejected sheets), with week, employee, status, and remarks. Use this to clean up or inspect time sheets centrally.
Warning: Deleting a time sheet also deletes the related hour entries.
Time Entry Configurations
Time entry configurations are named sets of time sheet rules. They determine the behaviour of time sheets for the users they apply to; a default configuration is always present. Open a configuration to edit it. Each configuration has tabs for the Dashboard, Accountable Hours, and Planning Item Filters, and the following settings:
General
- Name and Description.
- Split Up Time Sheets on Month Transition: weeks that span two months are split into two time sheets.
- Create new Time Sheets after Approval Request: a new sheet is created once approval is requested, so later corrections land in a fresh sheet.
- Allow external users to receive time sheets.
Items
- Preselected Planning Item Filters: filters that are applied to every time sheet by default (e.g. an NPA set).
- Selectable Planning Item Filters: filters users may apply themselves.
Show fields on time sheet
- Product Field (read-only) and Entry Field (selectable in time sheet): extra fields shown on the time sheet rows, with the option to make the entry field required.
Approval
- Auto Approve on Submit: submitted hours are approved automatically.
- Enable backup approvers.
- Create draft entries on request approval, with the choice to replace draft entries after approval or to keep their history.
For the end-user side of time entry, see Hours in the user documentation.