Time tracking
Learn how to effectively track time across pages and update timesheet.
Time can only be tracked on the current date. On all other dates the Start button will not be displayed. You can track time from:
- Timesheet (Only avaliable in Pryme Time on PGS)
- Time Tracking Entries
- Role center
The time tracking entries has a feature that allows you to start tracking time without adding any information about the project or task. This feature doesn’t exist in the timesheet.
Watch our Pryme Time demo for more information.
Tip
You can keep track of multiple tasks simultaneously.Note
The timesheet is automatically updating the time tracking entries, but not vice versa. Entries tracked or changed in the time tracking entries must be synchronized/updated to the timesheet.1 - Role center
Learn how to track time from the Role center
Tracking time from Role center is available in Pryme Time and in the Mobile app. The Time tracking entries are automatically created and updated when you Start and Stop the tracking.
Start tracking
- Click on the Start icon in the Role center.
- This opens a pop-up window.
- Fill in the details.
- In Pryme Time for PGS, no fields are mandatory to start tracking time, but we recommend adding a Description.
- In Pryme Time, you must select a Time sheet line type before you can start tracking. No other fields are mandatory to, but we recommend adding a Description.
- Click on OK.
Stop tracking
- Click on the Stop icon in the Role center.
- If you have multiple timers running, you’ll get a list. Pick the one you want to stop.
- To update or change an entry, click Time Tracking Entries in the Role Center and do your changes.
If you forgot to stop the timer you can change the End time in the Time tracking entries. The timer stops automatically at midnight if it’s still running.
If you want to keep working on the same task later, go to Time Tracking Entries and click Start.
2 - Track time from Time tracking entries
Learn how to track time in Time tracking entries, including the option to start without specifying project or task, and transfer selected entries to timesheets for reporting and invoicing.
Time tracking is only possible for today’s date. On all other dates the Start button will be disabled.
In the time tracking entries you can start tracking time without specifying the project or task, but we recommend that you add a description. This feature is especially helpful when you don’t have a defined task, as it allows you to track the services you’re providing.
If you’ve been tracking your time for the purpose of reporting and invoicing, you can select the entries and transfer to a timesheet for the corresponding period.
Watch our short demo how to track time in Pryme Time (starts at 2:09).
To start time tracking
- Click on the Time tracking entries icon in the Role center.
- Fill in the fields if it is needed.
- In Pryme Time for PGS, no fields are mandatory to start tracking time, but we recommend adding a Description.
- In Pryme Time, you must select a Time sheet line type before you can start tracking. No other fields are mandatory to, but we recommend adding a Description.
- Clicking on the Start button or manually entering Start time will start tracking.
To stop time tracking
- Click on the Time tracking entries icon in the Role center.
- Click on the Stop icon or fill End time.
- Update the entry with any modifications that may be needed.
You can stop the time tracking from the Role center using the Stop icon. If you have multiple timers running, you’ll get a list. Pick the one you want to stop.
Tip
If the tracking is not stoped the correct time, it’s always possible to add or change the stop time manually.To view details of starting and stopping time
For each time the timer is stopped a detailed time tracking entry is created. This makes it possible to track actual time spent on working on the task, without all breaks in between. By clicking on the value in the tracked column list of detailed time tracking entries associated with the entry will be opened. On the detailed time tracking entries it’s possible to change the description, and the start/ending time. It is also possible to delete a line. Changes in start or ending time and deletion of a detailed entries will affect the time tracking entry accordingly.
Be aware if there is only one detailed time tracking for the time tracking entry, changing the description on one of them will update the other. If there are multiple details with the same description, and you update the time tracking entry then all detailed time tracking will be updated.
Note
The column tracked on the time tracking entries shows the total number of hours spent on a task, as recorded in the tracked column of the detailed time tracking entries. This total does not include breaks taken during the work period.Tracking time in BC mobile
Users can start and stop timers directly from their Progressus Role Centers with just a tap. Clear indicators show when timers are active, and users can easily stop multiple timers if needed.
Sync calendar appointments
It is possible to convert the Outlook calendar appointments into time tracking entries. The function searches for appointments that meet the specified filters on the request page. When running the action again, it will synchronize previously imported appointments that meet the specified filters. The synchronization will update the date, start and end time, while preserving the original description. When creating the time tracking entries, the app recognizes recurring appointments and pre-fills details based on previous entries in the same series.
- Click on the Time tracking entries icon in the Role center.
- Choose the Period type and Date filter at the top of the page to specify the timeframe for the import process.
- Choose the Sync Calendar appointments from Outlook action.
Watch our short demo how to sync calendar appointments in Pryme Time (starts at 2:47).
Note
Running synchronization for a date filter longer than 50 days is not supported.Import emails
- Click on the Time tracking entries icon in the Role center.
- Choose the Period type and Date filter at the top of the page to specify the timeframe for the import process.
- Choose Action -> Import sent/receive email
Import Teams Calls
- Click on the Time tracking entries icon in the Role center.
- Choose the Period type and Date filter at the top of the page to specify the timeframe for the import process.
- Choose Action -> Import Teams call
Complete time sheet with Copilot
Use Copilot to automatically complete your time sheet from Outlook Calendar events and Teams calls. Copilot analyses your calendar and meetings to suggest time entries. Review the proposals and accept the ones that match your actual work.
- Click on the Time tracking entries icon in the Role center.
- Click on the Copilot icon and select Complete time sheet
Improve descriptions with Copilot
Use Copilot to improve descriptions for your time tracking entries. Select entries and Copilot will suggest better, more detailed descriptions based on the context of your work. Review and accept the proposals you want to use.
- Click on the Time tracking entries icon in the Role center.
- Click on the Copilot icon and select Improve descriptions
You can read more about this functionaltity here.
Time tracking totals
When looking at a period of time tracking it can be hard to see what all the entries sum up to and how that aligns with the expected working time.
The Time tracking totals factbox shows summary information about the period in view:
- Total tracked - the total time tracked for the period.
- Total tracked (rounded) - the total time tracked for the period rounded according to the rounding rules.
- Tracked on time sheet - the total time tracked for the period for entries connected to a time entry on the timesheet.
- Tracked not on time entries - the total time tracked for the period for entries not connected to a time entry on the timesheet.
- Time sheet entries - the total quantity on time entries for the period, including timesheet entries created manually.
- Norm time - the number of hours of expected work for the period.
3 - Track time from timesheet
Effortlessly track time directly from the timesheet, with automatic updates to Time tracking entries, and manage time tracking entries with start/stop functionality.
Only available in Pryme Time on PGS
It is possible to Track time directly on the timesheet. When you track your time in the timesheet, the time tracking entries are automatically updated.
You can start and stop tracking for entries, see details of starting and stopping and breaks between them. You can keep track of multiple tasks simultaneously.
Watch our Pryme Time demo for more information.
To start time tracking
- Choose the 🔎 icon, enter Timesheets, and then choose the related link.
- Select a relevant timesheet.
- Choose the weekday or a date, project number and task number.
- Click on the Start icon.
Note
The timer can only be started for entries with the current date. If you select a date other than today, the start/stop button will be disabled.After starting with tracking time, you can see the details by clicking the number value in the tracked field.
To stop time tracking
- Choose the 🔎 icon, enter Timesheets, and then choose the related link.
- Select a relevant timesheet.
- Click on the Stop icon.
To manage time tracking entries from the timesheet
- Choose the 🔎 icon, enter Timesheets, and then choose the related link.
- Select a relevant timesheet.
- Choose the Time tracking action to open the Time tracking entries
Tip
Changes of tracked time in the time tracking entries will be immediately visible in the timesheet. As for the rest of the changes you can update with time tracking entries.
See also.
Note
If you have tracked time or changed entries in the time tracking entries, you must update the timesheet. Use the function create/update time entries.
Read more about the conditions
here.
To view details of starting and stopping time
After you have stopped the timer, you can see the detailed lines that are associated with the time tracking entry. This lets you track actual time spent on working on the task, with all breaks in between. For example, at some point, you may have begun working on a task and spent 8 hours on it, during that time took a couple of breaks in between.
On the detailed time tracking entries it’ss allowed to adjust start/ending time and description.
Be aware of that the description on the Detailed time tracking entries is only for archive and if you change them, it will not affect the time tracking entry. Changes in start or ending time will affect the time tracking entry.
By clicking on the value in tracked column, you will be able to see a list of detailed Time tracking entries associated with the entry.
Note
The column tracked on the time tracking entries shows the total number of hours spent on a task, as recorded in the tracked column of the detailed time tracking entries. This total does not include breaks taken during the work period.4 - Time tracking calendar
Explore enhanced time tracking capabilities, including drag-and-drop functionality, resizing options, and timesheet entry management in the Tracking Calendar.
The calendar view makes time tracking visual and interactive. It allows you to manage, create, and organize tasks with drag-and-drop functionality.
The multiple boxes may represent the same time tracking entry, moving them across days individually is not possible to maintain accuracy in reflecting the corresponding time entries. Yet, you can easily drag and drop within the confines of a single day.
Watch our short demo about the time tracking calendar in Pryme Time (starts at 3:13).
About the Time tracking calendar
Outlook Integration
The Time Tracking Calendar integrates with Outlook and Teams, so you can see your appointments and calls alongside your tracked time.
You can convert the Outlook appointment or Teams calls into a Time tracking entry with only one click.
- Use the Show/Hide Outlook calendar and Show/Hide Teams Calls to show or hide the columns in the Time tracking calendar.
- Outlook appointments cannot be edited directly in the calendar. You can open the appointment in the calendar by double-clicking.
- After changes, click Refresh to load updated information.
- Once an appointment is converted into a time tracking entry, you can edit it directly in the Time tracking calendar.
- Teams calls cannot be modified from the Time tracking calendar
Normtime
The working hours are highlighted in the calendar, based on individual norms. (Only availagle in Pryme time on PGS)
More about setting norm times read here.
Adjust duration
Within the calendar view, you can adjust the duration of your detailed time tracking entries. Resize with ease, extending or shortening your tasks to better align with your dynamic schedule. Running entries are now clearly distinguished with a red shadow, reducing confusion during manipulation.
Time scale setting
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.
Time Entry Indicators
In the right bottom corner you can see color indicators. Three colors are possible to have: green, yellow and white. The system uses color-coded indicators to reflect the status of time entries
- Green 🟢 indicates that a time entry is connected to the time tracking entry and all fields (Date, Project, Task, Work Type, Customer) are matched and updated
- Yellow 🟡 indicates that a time entry is connected but there are discrepancies between the fields;
- Empty 🔘 indicates that there is no time entry connected to the time tracking entry.
Create Time tracking entries
From Outlook appointments or Teams calls
- Click on the Time tracking calendar icon in the Role center.
- In the action menu click Show/Hide Outlook Calendar.
- Click the ‘plus’ icon located in the lower-right corner of the desired Outlook appointment to create a corresponding Time Tracking entry.
- Alternatively, right-click on the appointment and select Create Time Tracking from the context menu.
Manually
Click on the Time tracking calendar icon in the Role center.
Double click on the empty cell or right-click on the empty cell and then choose option Insert from the menu.
Fill in the details on the Time tracking card
- In Pryme Time on PGS, no fields are mandatory to start tracking time, but we recommend adding a Description.
- In Pryme Time, you must select a Time sheet line type. No other fields are mandatory to, but we recommend adding a Description.
Click OK button.
Within the calendar interface, untracked time entries originating from the timesheet are visibly organized under the corresponding date header. These entries lack associated time tracking entries and therefore have no start and end time. Users can change this by drag-and-drop functionality to position them precisely within the desired timeframe. Upon relocation, the system seamlessly generates a time tracking entry for the specific time segment. Consequently, users can effectively commence tracking time for these entries.
Create/Update Time entries
You can create and update time entries in the timesheet directly from the calendar, just as you would in the time tracking entries page. More about it read here.
Complete Timesheet using Copilot
Copilot can help you fill gaps in your Timetracking calendar. For the period selected in the header, Copilot reviews your Outlook calendar, emails, and Teams meetings, and suggests entries to complete missing time.
Entries created by Copilot appear with a multicoloured block, making them easy to identify.
Copilot does not create all time tracking entries from scratch. It only works if you already have entries in Time Tracking Entries.
You’ll find this feature in the AI action group in the upper-left corner.
Time tracking totals
When looking at a period of time tracking it can be hard to see what all the entries sum up to and how that aligns with the expected working time.
The Time tracking totals factbox shows summary information about the period in view:
- Total tracked - the total time tracked for the period.
- Total tracked (rounded) - the total time tracked for the period rounded according to the rounding rules.
- Tracked on time sheet - the total time tracked for the period for entries connected to a time entry on the timesheet.
- Tracked not on time sheet - the total time tracked for the period for entries not connected to a time entry on the timesheet.
- Time sheet entries - the total quantity on time entries for the period, including timesheet entries created manually.
- Norm time - the number of hours of expected work for the period.
5 - Working with descriptions
Learn how to improve your descriptions in the in the time tracking entries
Improve Descriptions using Copilot
Clear, detailed and professional descriptions on invoices are essential for effective client communication and minimizing misunderstandings. However, descriptions from Time tracking entries and Time entries often appear on invoices without sufficient refinement, potentially leading to confusion.
To address this, Copilot has been introduced to rewrite descriptions, making them concise, easy to understand and aligned with business standards. This ensures that the descriptions presented on invoices are both professional and meaningful, improving the overall approval and invoicing process.
In the Pryme Time setup you define specific Copilot commands to refine the text. These commands should:
- Improved Clarity: Ensures descriptions are concise and well-structured.
- Consistency: Maintains a uniform writing style across all entries.
- Professional Tone: Enhances readability and adherence to corporate communication standards.
For more details on Copilot and Business Central, visit.
To Improve descriptions with Copilot
- Open the Time Tracking Entries, Timesheet, or Invoice Suggestion page.
- In the action menu, under the AI action group, select Improve Descriptions.
- Copilot will analyze and suggest improved descriptions
- Review the suggested descriptions and modify them if needed.
- Click Keep Changes to apply the refined descriptions
Example Use Case
A user creates a time tracking entry with a lengthy or unclear description. Before finalizing the invoice, they select improve Descriptions in Copilot. The tool generates a refined version that is clear and professional. The user reviews the suggestion and applies the changes.
Extended description
Before you start using the Extended description, which lets you add up to 2 000 characters instead of just 100, you need to enable the feature.
Once enabled, you are able to use Standard text and Extended description rules.
How it works
The Extended description works differently depending how it is configurated.
Pop up
If you turn on the Pop-up option, you’ll see an extra ellipsis (…) icon on the left of the Description field. Click the icon, and a pop-up window opens where you can write your description.
Text field
The Description field is extended, so you can write up to 2 000 characters directly in the Description field.
Show in footer\
When Show in footer is enabled, the Extended description is visible at the bottom of the Time tracking entries page. This option can be used with Text field and Pop-up.
Extended Description Rules
To maintain professionalism and appropriateness, extended description rules allow the management of specific words or phrases.
In the set up you configure the rules:
- Block certain words or phrases (highlighted in red).
- Display a Warning when certain words or phrases are used (highlighted in blue).
- Require Confirmation before submitting the description (highlighted in yellow).
How it Works
When using the extended description field, words and phrases found in the extended description rules are highlighted in different colors. Note: The description field does not support highlighting.
2. When leaving the extended description, the text is checked against the extended description rules.
3. If a blocked word is detected, a pop-up window appears showing the blocked word.
4. After confirming the pop-up, a new page opens where the flagged words or phrases are highlighted in different colors.
5. Edit the blocked words and update any necessary text.
6. When leaving the page, approve and confirm any words found in the extended description rules.
Note
The Extended description rules only work if your entry has a Project. This is because the Language code comes from the project, and you have one description rule for each language.
Standard Text
In the context of time tracking, predefined descriptions refer to a set of standard text entries that users can select from a list when logging their time. This feature enhances consistency and efficiency in time entry, allowing users to quickly choose a description that accurately reflects the work performed without needing to type it out each time.
Benefits of Predefined Descriptions
- Time Efficiency: Users can select a predefined description from a list, saving time and effort.
- Consistency: Predefined descriptions ensure consistency in time entries, making it easier to track and categorize work activities.
- Accuracy: Users can choose descriptions that best reflect the work performed, reducing the risk of errors in time tracking.
How it works
- Navigate to the Description field.
- Click on the ellipsis (…) button on the right-hand side of the field.
- Select the desired Standard texts to insert it into the Description field.
- Edit the inserted text if necessary.
6 - Update timesheet
Manually update your timesheet with tracked or modified entries from Time tracking entries.
When you have tracked time or modified an existing entry in the time tracking entries, your timesheet is not automatically updated. To do this, use the function create/update time entries. You can do this from the timesheet or from the time tracking entries.
You can transfer entries to the timesheet under the following condition:
- The Time entry created is disabled.
- The Create/Update entry is enabled.
You can update existing entries in the timesheet under the following conditions:
- The Time entry created is enabled.
- The Create/Update entry is enabled (must be checked in manually).
- The corresponding time entry exists in the timesheet.
Note
- When deleting a Time tracking entry that is exists in the Time sheet, you will get a question if you want to delete the time entry or not. If you answer No, the entry stays, and the tracked time is set to zero.
- Quantity of tracked hours will be calculated using the rounding method specified in the Pryme Time setup. For more information, please refer to the details provided here.
Tip
Simplify the process of marking time tracking entries for create/update time entries action by using the include all action, which automatically checks the create/update entry field for all entries in the view. Conversely, by selecting the exclude all action, you can quickly clear the create/update entry for all entries in the view.To Create/Update Time entry from the calendar view
It’s possible to create and update time entries in the timesheet directly from the calendar, just as you would in the time tracking entries page.
To Create/Update Time entry for single Time tracking entry
- Choose the 🔎 icon, enter Time tracking calendar, and then choose the related link.
- Right-click on the tracking box of the Detailed Time tracking entry for which you want to create or update.
- Choose Create/Update Time Entry action from the context menu.
To Create/Update Time Entry for multiple Time tracking entries
- Choose the 🔎 icon, enter Time tracking calendar , and then choose the related link.
- Open tracking boxes of the Detailed Time tracking entries for which you want to create or update.
- Check Create Time entry option to on.
- On the action menu of Time tracking calendar, select Create/Update Time entries. It will run action for all detailed time tracking entries presented in the current view with checked option create time entry.
Tip
Detailed Time Tracking Entries that have been updated will be marked by a green dot (🟢) on the label. More about indicators read
here.
Tip
Actions include all and exclude all are available in the time tracking calendar as well as in time tracking entries.