Setup Pryme Time

Pryme Time setup

In the Pryme Time setup you do the basic settings for Pryme Time on PGS. It’s where you enable the time tracking, set the rules for rounding of the time entries and the calendar view.

1. Choose the 🔎 icon, enter Pryme Time setup, and then choose the related link.

Time tracking fast tab

You can configure rules using Business Central’s built-in rounding methods for managing tracked time and invoiced quantities. These advanced settings offer enhanced control and flexibility, enabling businesses to tailor time tracking and invoicing processes to their specific operational needs.

Tracking Rounding Method

The tracking rounding method is used to convert the tracked time to quantity on Create/Update entries from time traking entries to the timesheet. It’s suitable for billing service hours. You can set your own rule for rounding method according to your needs.

Time Rounding Rule

Determines how Time rounding in the time sheet is applied. Options include:

• None: No additional rounding is applied.
• User Confirmed: Prompts the user to confirm rounding adjustments. For example, if rounding is set to 0.1 and the user enters 0.15, the system prompts. If confirmed, the rounded value is saved. If not, saving is blocked.
• Automatic: Rounding is applied automatically without prompting the user.

Time Rounding Applies To

Defines where time rounding in the time sheet is applied:

• Quantity and Value to Invoice: Rounding affects both quantity and value to invoice.
• Value to Invoice: Only the value to invoice is rounded, leaving quantity time unchanged.

Time Rounding Method

In addition to the tracking rounding method, time entry rounding controls how time entries are rounded in the timesheet. This provides better control for rounding between quantity and value to invoice fields in the timesheet. These advanced settings introduce three configurable options:

Calendar view fast tab

Time scale settings

For users requiring precise adjustments, the time scale settings can help. This setting empowers to expand or decrease time periods by increments smaller or bigger than the default, allowing for meticulous control over your schedule.

• Interval setting allows you to define the time period represented between two points on the calendar, indicated by ellipses.
• Slot count determines how finely this period is sliced, creating a tailored view of your schedule.
• Increment appointments by specifies the drag and resizing time interval in minutes.

The default configuration sets the interval at 60 minutes, with a slot count of 2. This means that on the left side of the calendar, points of time are represented hour by hour, divided into intervals of 30 minutes. Adjusting these settings provides a personalized and granular perspective on your detailed time tracking entries within the calendar interface.

Import work assignments fast tab

This option allows you to include estimated hours during the import process, which automatically populates the quantity field in the timesheet.

Outlook integration

Select which Outlook integration you want to have; Graph Connection or PGS Outlook integration.

Microsoft Graph Connection fast tab

The Microsoft Graph connection is needed for synchronizing calendar appointments, emails and Teams meetings. This data is used to create time tracking entries either directly or when using the Copilot feature to complete timesheets.

For more information on how to set up the Microsoft Graph connection, please refer to the Graph Connection setup.

Copilot assistant fast tab

To enhance descriptions in the timesheet and time tracking entries, customised Copilot commands can be defined to refine the quality of the text. These commands help streamline entry descriptions by:

• Using clear and precise wording
• Ensuring grammatical accuracy
• Following a structured format
• Removing redundant or unnecessary details

Schedule reminders

The process of submitting timesheets involves the routine reporting and posting of expired ones. To assist with this, you can set up reminders that will periodically send an email to resources or managers. In Pryme Time on PGS we have two reminder emails:

Unsubmitted timesheets to Resources
This email allows the resource to review and submit the entries in the timesheet. The resource can also open the timesheet from the email to review and adjust the timesheet. Before the email is created, the timesheet can be updated with any necessary work assignments.

Unsubmitted timesheets to Managers
This mail is a list of unsubmitted timesheet of your team members. This can help ensure that your timesheets are accurate and up-to-date and make the process of submitting them more efficient.\

Here you have detailed information about setting up email reminders

These reminders can be complemented with setting up reminder emails in Progressus