Basic setup
4 minute read
Norm time
To configure personalized working hour representations in the calendar, you can establish individual norms for each day, enabling dynamic adjustments for exceptions. By defining norm working hours and norm time expectations, users ensure accurate highlighting of their schedules, fostering effective time management. For this purpose, you have Norm Working Hours. The resource gets their norm time from the timesheet configuration code on the resource card.
You can also specify time exceptions for dates, ensuring that non-working days have their norm time values set to zero. For this purpose, you have the Norm Time Exceptions
Extended description
Explore the extended description and standard text functionalities, designed to provide comprehensive task details and simplify reporting. Extended description allows up to 2,000 characters for comprehensive task details. By utilizing standard text, enable the reuse of descriptions while ensuring consistency in your time sheets.
The description field for time entries has a standard character limit of 100 characters. However, sometimes more detailed explanations are required. Therefore, the extended description feature allows you to provide up to 2,000 characters for each time entry. This expanded limit enables you to provide comprehensive details about your tasks, projects, or any other relevant information.
To set the extended description
- Choose the 🔎 icon, enter Progressus Project setup, and then choose the related link.
- Under Time and expense registry tab, in Extended description group, click Extended description enabled check field to enable feature.
Tip
With inline mode feature, you have the flexibility to choose whether you want to open a pop-up window from the description field or make changes in the field directly. This pop-up window provides a convenient way to edit the entire description. Text field allows you to effortlessly manage and modify your descriptions without navigating away from the main interface.Tip
For a more customized experience, you can choose how you want the extended description to be displayed by setting the show in footer option on or off. By enabling this option, the extended description will be shown in the footer section of the interface. Additionally, you can specify the number of footer rows you prefer to be displayed.Extended Description Rules
To enhance control over the content within extended descriptions, there are extended description rules. These rules provide options for handling prohibited content. You can choose to block the word or phrase altogether, issue a warning to the user, or require user confirmation before allowing the word or phrase.
To set the extended description rules
- Choose the 🔎 icon, enter Extended description rules, and then choose the related link.
- Fill in the fields as necessary. Hover over a field to read a short description.
Note
To ensure proper functionality, it is critical to use the same language code on both the project and the extended description rule. Please ensure that the language codes are consistent.Standard Text
If you have texts or descriptions that you want to reuse when you are reporting time, you can use the standard text. Note that you must enable the extended description in the Progressus project setup before you start using the standard text in the time sheet. See here.
To set the standard text
- Choose the 🔎 icon, enter Standard text codes, and then choose the related link.
- Fill in the fields as necessary. Hover over a field to read a short description.
- When you are ready, click on Extended description.
- Fill in the fields as necessary. Hover over a field to read a short description.
Note
When using standard texts in multiple languages, it is important to maintain consistent language codes between the texts and the associated project for optimal compatibility.To use standard texts in the description
- Open the Timesheet or Time tracking entries page,
- Click on Description field.
- Click on three dots showed in the field.
- Choose previously set Standard text.
Retention policies
To ensure optimal performance of our time tracking app, it is important to manage the storage of entries from various users. By default, the app is equipped with retention policies that automatically delete all entries older than two months.
If necessary, manual setup of retention policies can also be performed. To manually create retention policy, please follow the steps below:
Create retention policy for Time tracking entries
- Choose the 🔎 icon, enter Retention policies, and then choose the related link.
- Click on New to create.
- Specify the table to which the retention policy applies, you can either enter in the field Table id 70230200 manually or use the dropdown menu to select the table from a list Time tracking table.
- Fill in Retention period with period after which records will be deleted.
- Check fields Apply to all records and Enabled to true.
Create retention policy for Detailed time tracking entries
- Choose the 🔎 icon, enter Retention policies, and then choose the related link.
- Click on New to create.