Work types

Learn how to limit the work types that can be used in time entry on a project or a specific project task.

  4 minute read  

Work types allow you to define and categorize the various types of work performed on tasks. Whether it’s billable work like DESIGN, CONSULTING, and TESTING, or non-billable activities such as TRAVEL and TRAINING, work types provide a flexible framework for tracking and organizing your tasks.

In addition to their general functionality, Pryme Time on PGS offers two distinct functionalities:

Allowed Work types

In certain scenarios, you may want to restrict which work types can be used for time entry on specific tasks. For example, a task may only allow time to be logged for DESIGN and TESTING activities. This can be achieved by configuring Work Type Sets.

Work Type Sets can be assigned to projects, tasks, or project templates. When a work type set is assigned only the work types in the set can be used for time entry on that project or task.

When a work type set is assigned to a project template, both the project and its tasks will automatically inherit the assigned work type set.

Define allowed Work types

  1. Choose the 🔎 icon, enter Work type sets, and then choose the related link.
  2. Fill in the fields as necessary. Hover over a field to read a short description.
  3. The Work Type Filter can be filled using the drill-down button and selecting one or more work types.

Once Work Type Sets are defined, you can assign them to tasks, projects, or project templates as needed.

Set allowed Work types on multiple existing projects

  1. Choose the 🔎 icon, enter Work type sets, and then choose the related link.
  2. Select the work type set to which you want to assign, and then choose the Update existing projects… action.
  3. In the Filter page window, select filters to define the projects to which you want to assign the work type set, and then choose the OK button.

Set allowed Work types on a project template

  1. Choose the 🔎 icon, enter Project templates, and then choose the related link.
  2. Select the project template to which you want to assign a work type set, and then choose the Edit action.
  3. Choose the Allowed Work type field, and then choose the work type set that you want to assign to the project template.

Set allowed Work types on a project

  1. Choose the 🔎 icon, enter Project list, and then choose the related link.
  2. Open the relevant project
  3. Choose the Allowed Work type field, and then choose the work type set that you want to assign to the project.
  4. If you want to assign the work type set to all existing tasks in the project, accept the prompt to update the tasks.

Set allowed Work types on a task

  1. Choose the 🔎 icon, enter Project list, and then choose the related link.
  2. Open the relevant project.
  3. Select the task to which you want to assign a work type set, and then choose the Task card action from the Project menu in the project subform.
  4. Choose the Allowed Work type field, and then choose the work type set that you want to assign to the task.

Default Work Types

In addition to restricting allowed work types, you can also specify a Default Work Type for a project or task. This work type will automatically appear in time entry for the task. For example, you may want to set TRAVEL as the default work type for a specific task.

Set the default Work type on a project

  1. Choose the 🔎 icon, enter Project list, and then choose the related link.
  2. Open the relevant project.
  3. Choose the Default Work type field, and then choose the work type that you want to assign to the project.
  4. If you want to assign the work type set to all existing tasks in the project, accept the prompt to update the tasks.

Set the default Work type on a task

  1. Choose the 🔎 icon, enter Project list, and then choose the related link.
  2. Open the relevant project.
  3. Select the task to which you want to assign a default work type, and then choose the Task card action from the Project menu in the project subform.
  4. Choose the Default Work type field, and then choose the work type that you want to assign to the task.

Set the default Work type on a project template

  1. Choose the 🔎 icon, enter Project templates, and then choose the related link.
  2. Select the project template to which you want to assign a defauly work type, and then choose the Edit action.
  3. Choose the Default Work type field, and then choose the work type that you want to assign to the project template.