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manage settings related to time entry like email alerts, display, and requirements |
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This form is reached from the Administration Tab | Setup Subsection | System Settings Heading | Time tab and clicking edit
Permissions and Settings
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Missing Time - the difference between your working hours and your submitted or approved time. For example, your working hours are 40 per week. If you have less than 40 approved + submitted hours then you are missing hours. If the week had a holiday in it, then you would only be expected to work 32 hours. Any hours in Draft or Rejected status do not count towards your working hours. They must be submitted or fixed and submitted before they count..
Tick the checkbox for 'Only alert for missing time greater than or equal to 'X' hours' so that resources do not receive missing time alerts (emails to resources and web notifications) unless the missing time exceeds the threshold.
Email Alert Configurations
As the number of days vary from month to month, an adjustment was made so that if you choose ‘day 31’ the system will send notifications on the last day of the month, regardless if the month has less than 31 days.
In summary:
- Enter day 1-28 = emails being sent on the specific day of the month selected
- Enter day 29 = emails sent 2 days prior to the last day of the month selected
- Enter day 30 = emails sent 1 day prior to the last day of the month selected
- Enter day 31 = emails sent on the last day of the month selected
The following examples show the configuration of various settings and its result.
- Often organizations send notifications on the last day of the current month and the first day of a new month so that users get their time in for month end close.
To achieve this outcome set the following controls to:
- Enter day 1-28 = emails being sent on the specifiic day of the month selected
- Enter day 29 = emails sent 2 days prior to the last day of the month selected
- Enter day 30 = emails sent 1 day prior to the last day of the month selected
In the lower section choose between Week and Day for your Calculate missing time by option. Missing time is based on the number of hours someone is supposed to report per week or per day. The week option looks at the week as a whole. So if I leave work early on Friday, but put in extra time on Tuesday I won't get a warning email. The day option requires that every single day a certain number of hours are reported. To determine the number of hours a resource is supposed to work, see their resource profile.
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Setting | Description |
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Require location on time cards | Tick this checkbox to require users to enter the location where time was worked |
Require time approval for resources by default | Tick this checkbox to force the Timecards require approval checkbox to be ticked for all new resources. |
Allow transfer/unapprove of fixed price time cards that have been through revenue recognition *Note: This field is being deprecated. | Projector recommends leaving this checkbox unticked. When ticked, it allows users to transfer time away from a project that has been through revenue recognition. The reason we block this by default is that transferring a revenue recognized time card causes that revenue to go to zero. For example, if my time card has $100 of recognized revenue and I transfer it, it will have $0 afterwards. This causes the actual revenue on time cards to be out of alignment with revenue recognition. For example, you ran revenue recognition for $1000, but there is only $900 on time cards now. This is bad. There are only a few situations where you should use this setting.
Aside from the three cases above, Projector recommends reversing revenue recognition, transferring the time cards, and then redoing revenue recognition. |
Require notifications to be sent when time is entered on behalf of a resource | Tick this checkbox so that anyone who enters time for someone else has to send out an email with a note explaining why. In addition to the person who had time entered for them, anyone with the notification Time has been entered on behalf of another resource will also receive an email. See Time has been submitted on behalf of a user for screenshots and more information. |
Approvers can reject approved time | When ticked, people who approve time will also have the option to reject time cards. See the Time Approval Form for more details. |
Display hours as: |
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