In this article, we will review the Time Tracking setting page.
On the Tenant Settings page, PPM Express Administrators can enable/disable this feature for the whole tenant (it is ON by default).
Time Reporting Settings
The first section defines time reporting settings for your PPM Express tenant.
The 'Cut off date for the time reporting lock' setting defines the date before which all users in the tenant cannot report time. If this date is set, all data in users’ timesheets will be locked for changes until then.
You can select a month and a date here. If necessary, this date should be reset each month.
The 'Enable Assignment-Based Smart Suggestions' option is 'ON' by default. If enabled, all tasks assigned to users will appear on each user's timesheet automatically. Users can start reporting the time spent on these tasks immediately.
If enabled on the tenant level, users can enable/disable this 'Smart suggestions' setting on the My Time page. If disabled for the tenant, the smart suggestions will not appear on the timesheet and cannot be enabled by users on the My Time page.
The 'Enable Resource Plan Smart Suggestions' option is 'OFF' by default. This setting works only if the Project level is chosen on the Tenant Settings page for Resource Planning Level.
If both the 'Enable Resource Plan Smart Suggestions' setting in Time Tracking Settings and the 'Smart Suggestions' option on the My Time page are enabled, all Projects where a Resource has Planned hours and where the resource is added to the Resource Plan in the Committed mode will be added to the Timesheet. Also, the selected time period on the Resource Plan should overlap the time reporting period for the smart suggestion to appear on the My Time page.
A timeline entry called 'Project Work' will be created for these Projects on the My Time page, marked with a custom time entry icon.
The 'Time Entry Minimum Duration' defines the minimum duration for a time entry for all users in your PPM Express tenant. The value will be automatically rounded up if a user enters a time less than this specified minimum. By default, the value is set to 15 minutes.
The 'Time Reporting Increment' specifies the unit that all time entries must be in multiples of. This setting ensures consistency and simplifies the aggregation and reporting of time data. By default, the value is set to 5 minutes.
The concept is the following: e.g., the ‘Time Entry Minimum Duration’ setting is 15 minutes, and the ‘Time Reporting Increment’ setting is 10 minutes. So, when a user reports time, the system checks if the reported time is less than 15 minutes. If it is, the final record is rounded up to 15 minutes. If the reported time is more than 15 minutes, we round it up to the next nearest max value divisible by the selected increment in the ‘Time Reporting Increment’ setting. For example, a user reported 25 minutes. It’s greater than 15 minutes and not divisible by 10. In this case, the record is rounded up to 30 minutes.
Reported Time Synchronization
The 'Record Reported Time to Completed Work' defines if user-reported time should be added to the PPM Express tasks' Completed Work.
The setting is OFF by Default. It is global for all projects in the tenant and defines the Default mode. At the same time, this option can be turned on/off individually at the Project level in the Project Settings. However, if the global setting is OFF, it cannot be turned ON at the Project level.
If the setting is OFF and users report time, this time is not added to the Completed Work. If then the setting is turned ON, it will recalculate Completed Work for all tasks with reported time, if any. The same logic is applied at the Project level. Suppose the setting is ON for the tenant but is OFF for any specific project. If then the setting is turned ON for the project, the Completed Work will be recalculated for this project.
The 'Record Reported Time to Resource Plan Actuals' defines if Resource Plan Actuals (in the Resource Plan project section) are recalculated using the time reported by Users on the My Time page. If enabled, it will affect all Projects where the time was reported and overwrite all values in Actuals.
If a user reports time for a date where they don't have Planned hours in the Resource Plan, this time will still be recorded in the Resource Plan Actuals.
If the timesheet data is deleted, the corresponding Actuals entries will also be removed from the Resource Plan.
There is an option to bulk synchronize timesheet data into the Resource Plan if needed (e.g., in case of data issues or corruption). This option will scan all related project timesheets and load all Actuals into the Resource Plan.
The synchronization option 'Sync Actuals from Reported Time' is also located in the Resource Plan section of the Project dashboard.
Billable and Cost Type Synchronization
The 'Users can override Cost Type value' defines if users in your tenant can manually change the Cost Type values (CAPEX or OPEX) in Timesheet entries.
By default, the Cost Type field values are synchronized from the corresponding Task level field to the Timesheet entry field.
The 'Users can override Billable Type value' defines if users in your tenant can manually change the Billable Type values (Yes or No) in Timesheet entries.
By default, the Billable field values are synchronized from the corresponding Task level field to the Timesheet entry field.
The 'Use Cost Type value from' defines if the Cost Type field values will be synchronized from the corresponding Task level field or Project level field to the Timesheet entry.
The 'Use Billable Type value from' defines if the Billable field values will be synchronized from the corresponding Task level field or Project level field to the Timesheet entry.
For Projects plans, only the Billable Type field is available, and it can be edited by users.
Administrative Categories
In the ‘Administrative Categories’ section, the PPM Express Administrators or users with Manage Time Tracking permission can define the Categories on which all tenant users will report time.
By default, the following Categories are available in the list:
- Sick Leave
- Vacation
- OOF
- Business Travel
- PTO (paid time off)
By default, all users in the tenant can report time on Administrative Categories.
Administrators/users with Manage Time Tracking permission can create new categories and edit/deactivate/delete existing ones. However, if any time was reported on the Category, it cannot be deleted.
Click the 'New Administrative Category' button to create a new category.
Type in the category name, select its color, and add a description if needed. Select the category type: Non-project Time or Non-working Time.
Click Create. The category becomes available for all users in your tenant.
