This article contains: |
1. Overview |
The Time Entry Configuration area will allow the administrator to configure the Time Entry module. This area consists of 4 sub-sections.
General Settings
Non-Projects
Time and Cost Utilization
Time Entry
You can navigate to any of the areas mentioned above, via the Configuration Type dropdown list highlighted below;
The Time Entry Configuration page will only be visible if you have the Time Entry module activated.
2. General Settings |
The General Settings area consists of a number of settings required to configure the Time Entry Module. They are mentioned below.
Field | Description |
Calendar Type | This option will allow you to select the calendar to be used in the Time Entry module. |
Time Entry View | This option will allow you to customize the view of the Time Entry page. i.e.; Whether it should show a weekly view or a monthly view. |
Show Billing Type Column in Time Entry | Selecting this tick box will display the Billing Type column in Time Entry. |
Default Internal Project Billing Rate | The value entered here will be auto populated by default within the Internal Project Billing Rate (hourly) field in Project Details object. |
Default Client Project Billing Rate | The value entered here will be auto populated by default within the Client Project Billing Rate (hourly) field in Project Details object. |
Use Preliminary & Implementation Budget data for Client Costing | If ticked, Preliminary Budget object data will be used for 'Client Charge Out > Estimate' calculations AND Implementation Budget object data will be used for 'Client Charge Out > Actual' calculations. A new sub-column as 'Other' will be activated to display these figures as well. |
Use Preliminary & Implementation Budget data for Internal Costing | If ticked, Preliminary Budget object data will be used for 'Internal Cost > Estimate' calculations AND Implementation Budget object data will be used for 'Internal Cost > Actual' calculations. A new sub-column as? Other? will be activated to display these figures as well. |
For past weeks, set the no of weeks for which users are allowed to enter time | Time entry page will be enabled for users to enter time for the specified no of weeks in the past in addition to the current week in this setting. For example, if 4 is entered, time entry page will be enabled for 1 month prior and the current week (5 weeks in total). |
For future weeks, set the no of weeks for which users are allowed to enter time | Time entry page will be enabled for users to enter time for the specified no of weeks in the future in addition to the current week in this setting. For example, if 4 is entered, time entry page will be enabled for the current week and 1 month forward (5 weeks in total). |
3. Non-Projects |
This area allows administrators to categorize any project as a ‘Non-project’. Non projects can be defined as responsibilities which are not essentially real life projects but are created in Camms.Project as projects as they are needed for time entry purposes.
You can define the method to categorize projects as non-projects via the Non-Project Classification Method field.
Categorising projects belonging to certain project types as non-projects
If all projects belonging to a certain type should be considered as non-projects, then the administrator can select the Project Type Based radio button.
Once you select it, a dropdown which shows all available project types will be shown. Select the tick box next to the project type you wish to categorize as a non-project.
2. Categorising individual projects as non-projects
If certain projects should be considered as non-projects, then the administrator should select the Project Based radio button.
Then drag and drop the relevant project to the Non-Projects area on the right side.
You can remove a non-project by dragging and dropping it outside of the Non-Projects area.
4. Time and Cost Utilisation |
This area will allow administrators to customise which tabs, and columns are visible in the Time and Cost Utilisation page in the Time Entry module and customise their display names.
5. Time Entry |
This area will allow administrators to customize which columns are visible in the Time Entry page of the Time Entry module, and also customize their display name.
