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There are several time management settings available within Forecast. These settings are available at the company level and accessible to Admin users under Time Management. Additionally, Admins use Time Management to configure and maintain internal time categories and time-off types.
This article covers:
- Accessing Time Management Settings
- Time Increments
- Time Registration Settings
- Timesheet Approval
- Internal Time Approval
- Time-off Approval
- All users can modify their own time-off
- Timesheet Locking
- Timesheet Management
- Register time with AI
Accessing Time Management Settings
Time Management is accessible to Admins only. Settings are defined at the company level and impact all users. Time management settings cannot be enabled/disabled for specific users or projects. All settings detailed in this article are accessible using following path:
To access Time Management
- Click Admin in the navigation ribbon.
- Select Time Management from the dropdown.
Time Increments
Time Increments controls timesheet entry rounding based on the interval selected. The default increment is 1 minute. With this internal time entries reflect the actual time value entered and are not rounded. Other intervals include: 15 minutes, 1 hour and 1 day. Consider selecting a rounding value depending on your time reporting needs and workflows.
Time Registration Settings
Accurate time tracking is a requirement for many organizations. Time Registration Settings determine how time is reported. Time registration settings can be configured in any combination and can be changed at any time. Setting changes apply to new time registrations and do not impact historical timesheets. All Time registration settings are disabled by default.
Time registration settings may apply to time entries made via the API by toggling Apply Time Registration Settings to Time Registrations made via the API. If this toggle is off, time registration settings do not apply to time registrations pushed into Forecast via the API.
| Setting | Control |
|---|---|
| Allow time entries on Done tasks | Allows users to register time on Done tasks |
| Allow time entries at the project level | Allows users to register time at the project level, as well as the task level. |
| All time entries on internal time categories | Allows users to register time against internal time categories. |
| Allow time entries exceeding a task's estimate | Team members can register time on a task even if the total time will be higher than the estimate for the task. |
| Allow time entries outside of task dates | Users can register time on any date, even if it is outside of task start and end dates. |
| Allow time entries outside of project dates | Users can register time on any date, even if it is outside of project start and end dates. |
| Allow billable time adjustment on time entries | Allow for team members to adjust how much of the time logged in their work is billable. |
| Allow selection of role on time entries | Allow users to register time against any role. |
| Require notes for time entries | Allow users to add a time registration only if it includes a note. |
| Require task assignment for time entries | Allow users to add a time registration to a task only fi they are assigned to it. |
To enable Time registration settings
- Click Admin in the navigation bar.
- Select Time Management from the dropdown.
- Scroll down to the section titled, Time registration settings.
- Locate the desired setting.
- Tick the box to enable the setting.
- Alternatively, untick the box to disable a previously enabled setting.
- Changes persist immediately. There is no option or requirement to save.
Timesheet Approval
Timesheet Approval allows Admins, Project Owners or other custom-permissioned users to approve or reject time registrations submitted by their team members on their billable projects before they can be invoiced.
- See Using Timesheet Approval for more information on how to set up and best utilize the feature.
Internal Time Approval
Internal Time Approval allows Admins, Project Owners or other custom-permissioned users to approve or reject internal time registrations. If enabled, internal time will appear with project/task time in the timesheet approval flow. Internal time is approved/rejected just like project time.
Time-off Approval
Time-off Approval allows Admins or other custom-permissioned users to approve or reject time-off registrations submitted by team members.
- For more on using Time-off Approval, see Using Timesheet Approval.
All users can modify their own time-off
If enabled, all users are able to modify their time-off allocations from the My Schedule page. Users will be able to modify the time-off category, the dates/duration and the number of hours for the time-off allocation in addition to the right-click functionalities: split, edit, duplicate and delete.
Timesheet Locking
Timesheet Locking allows for Admins to restrict team members from registering time or editing already existing time entries based on a selected date.
- Find a more detailed walkthrough about the feature in Timesheet Locking.
Timesheet Management
Creating categories for internal time and time off is required if your team is expected to report time accurately.
Internal Time
Add, update or remove internal time categories for your account here. If time entries are allowed on internal time categories, users will be able to register time on these categories in their timesheets.
To add an internal time category
- Click on Admin in the navigation ribbon.
- Head to Time Management.
- Under Internal Time, type in the name for the new internal time category.
- Click "+" to add.
- Click the three-dots on the internal time category to either edit or delete.
Time Off
Add, update or remove time-off time categories from your account. Team members register time on these categories in their timesheets the same way as they would internal time. If your account is integrated with BambooHR, time-off categories are entered in Forecast and linked to the corresponding time-off category within BambooHR.
Additionally, with the BambooHR integration, users will not have the option to log time-off in My Timesheets. Time-off syncs from BambooHR to Forecast, and therefore all time-off must be managed from directly within BambooHR.
To add a time-off category
- Click on Admin in the navigation ribbon.
- Head to Time Management.
- Under Time Off, type in the name for the new time off category.
- Click "+" to add.
- Click the three-dots on the time-off category to either edit or delete.
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