Brief summary of this article:
To track time in Targetprocess efficiently, you're welcome to enable forms that would allow your users to Add Time to the system. It is possible to customize the fields of the forms.
All the settings described in this article can be modified by Administrators only.
Enable Add Time forms and allow to submit Time entries
To allow users submit Time entries in your Project, enable Time Tracking practice in the settings of its Process.
Practices are enabled per Process. In your system some projects may be binded to a process with Time Tracking enabled, while some other may follow processes without it. If you enable a practice and customize its settings for some selected process, your changes affect all projects that follow this process.
Enable Time Tracking practice
Open Settings -> Process setup -> Edit your Process -> Practices -> Time Tracking. Mark 'Enabled' checkbox and save the settings.
Customize Roles
Additionally Roles of project members must be granted with Add and Edit permission for Time entity.
Users of some role, such as Project Managers, may be granted with additional permission to see the time sheets of other users and submit time on their behalf.
Customize Add Time forms
It is possible to make Description field optional or mandatory, make Role dropdown selector available or grayed out and add Custom Fields for Time entities.
Settings of Time Tracking practice and Custom Fields are customized per Process. It is possible to have these settings different in different processes. If you edit settings for some selected process, your changes affect all projects that follow this process.
Customize settings of Description field
Time tracking practice allows to control the following two options:
- Whether any Time entry should have Description form visible or hidden
- Whether the Description field should be mandatory filled in whenever a new Time entry is added
Here is where you can modify them. Open Settings -> Process setup -> Edit your Process -> Practices -> Time Tracking -> Customize.
Customize settings of Role dropdown selector
By default, Time entries are posted under the Role the current user is assigned to an entity and the selector for the Role is grayed out. However, it can be unlocked. Special checkbox serves for that: Should people be able to switch the Roles for which they're adding time?
Here is where you can modify it. Open Settings -> Process setup -> Edit your Process -> Practices -> Time Tracking -> Customize.
Customize settings of Custom Fields for Time entities
As an example, we will add a checkbox custom field with the name “Billable” to Time entity. It will help to distinguish billable and non-billable time records.
Edit the Process of the Project you work with. Modify custom fields settings in this particular Process.
Open Settings -> Process setup -> Edit your Process -> Custom Fields > Add.
Here is how the addition form for the new field should be filled in:
Here is how the newly added field appears in the list of existing custom fields:
Success! In the Add Time form checkbox for “Billable” option now appears.
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