Pryme Time

• 1: Setup and configuration
• 1.1: Basic setup
• 2: Time tracking
• 2.1: Track time from Time tracking entries
• 2.2: Time tracking calendar
• 2.3: Working with descriptions
• 2.4: Update timesheet
• 3: Pryme Time Release Notes
• 4:

1 - Setup and configuration

1.1 - Basic setup

Pryme Time setup

In the Pryme Time setup you do the basic settings for Pryme Time. 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

Rounding methods

The 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.

1. Choose the 🔎 icon, enter Rounding methods , and then choose the related link.
2. Fill in the fields as necessary. Hover over a field to read a short description.

Calender 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 determine how finely this period is sliced, creating a tailored view of your schedule.
• Ingrement 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.

Microsoft Graph Connection fast tab

Graph Client ID

Graph Client Secret

Copilot 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

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

1. Choose the 🔎 icon, enter Retention policies, and then choose the related link.
2. Click on New to create.
3. 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.
4. Fill in Retention period with period after which records will be deleted.
5. Check fields Apply to all records and Enabled to true.

Create retention policy for Detailed time tracking entries

1. Choose the 🔎 icon, enter Retention policies, and then choose the related link.
2. Click on New to create.
3. Specify the table to which the retention policy applies, you can either enter in the field Table id 70230201 manually or use the dropdown menu to select the table from a list Detailed time tracking table.
4. Fill in Retention period with period after which records will be deleted.
5. Check fields Apply to all records and Enabled to True.

Permissions

To ensure efficient usage and access control, there are two distinct permission sets: Pryme Time admin and Time tracking user.

Pryme Time Admin has elevated privileges, including access to the Pryme Time Setup, the ability to run the email reminder flow, and the authority to modify work type sets.

2 - Time tracking

Time can only be tracked on the current date. It is possible to track time from:

• Time tracking entries
• Tiles in the role center

The time tracking has a feature that allows you to start tracking time without adding any information about the project or task. It’s also possible to start multiple time trackings simultaneously.

2.1 - Track time from Time tracking entries

In the time tracking entries you can start tracking time without specifying the Project or Task. 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.

To start time tracking

1. Choose 🔎 icon, enter Time tracking entries, and then choose the related link.
2. Fill in the fields if it is needed.
3. Clicking on the Start button or manually entering Start time will start tracking.

If you don’t know the specific details, such as the project or task number, it’s recommended to enter a description of what you’re tracking. This will help you keep track of your work and ensure that you’re accurately reporting your time.

To stop time tracking

1. Choose the 🔎 icon, enter Time tracking entries , and then choose the related link.
2. Fill in the fields if it is needed.
3. Click on the Stop button or fill End time.
4. Update the entry with any modifications that may be needed.

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.

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.

1. Choose the 🔎 icon, enter Time tracking entries, and then choose the related link.
2. Choose the Period type and Date filter at the top of the page to specify the timeframe for the import process.
3. Choose Action -> Sync Calendar appointments from Outlook.
4. Choose the import options that determine the presentation (Show As) of appointments in the Outlook calendar.

Watch our short demo how to sync calendar appointments in Pryme Time (starts at 2:47).

Import emails

1. Choose the 🔎 icon, enter Time tracking entries, and then choose the related link.
2. Choose the Period type and Date filter at the top of the page to specify the timeframe for the import process.
3. Choose Action -> Import sent/receive email

Import Teams Calls

1. Choose the 🔎 icon, enter Time tracking entries, and then choose the related link.
2. Choose the Period type and Date filter at the top of the page to specify the timeframe for the import process.
3. Choose Action -> Import Teams call

Complete time sheet with Copilot

1. Choose 🔎 icon, enter Time tracking calendar, and then choose the related link.
2. Click on the Copilot icon and select Complete time sheet

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 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.

2.2 - Time tracking calendar

The dynamic calendar view that transforms time tracking, allowing users to manage, create, and distinguish tasks with drag-and-drop functionality. It is also possible to create time entries from calendar bookings in Outlook, and Teams calls.

To create time tracking

1. Choose 🔎 icon, enter Time tracking calendar, and then choose the related link.
2. Double click on a empty cell or right-click on the empty cell and then choose option Insert from the menu.
3. Update the Time tracking card with any modifications that may be needed.
4. Click OK button.

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 clearly distinguished with a red shadow, reducing confusion during manipulation.

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.

Outlook Appointment and Teams calls integration

The time tracking calendar has one integrated column for Outlook appointments and one for Teams calls. Yoy enable them in the action menu click show/hide Outlook calendar or show/hide Teams calls. This addition provides a clear overview of both tracked time entries, Outlook events and Teams meetings side by side, making it easier to align tasks and meetings.

To create time tracking entry of Outlook appointments or Teams calls

1. Choose 🔎 icon, enter Time tracking calendar, and then choose the related link.
2. In the action menu click Show/Hide Outlook Calendar or Show/Hide Teams Calls.
3. Click the ‘plus’ icon located in the lower-right corner of the desired Outlook appointment to create a corresponding time tracking entry.
4. Alternatively, right-click on the appointment and select Create Time Tracking from the context menu.

Outlook appointments cannot be modified directly within the time tracking calendar. To make changes, open the appointment in Outlook by double-clicking on it. If you make any changes to the appointment in Outlook, simply click refresh in the calendar to load the updated information into the time tracking calendar.

Complete time sheet with Copilot

1. Choose 🔎 icon, enter Time tracking calendar, and then choose the related link.
2. Click on the Copilot icon and select Complete time sheet

Time Entries in the date header

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

Additionally, 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.

Create 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; and Empty 🔘 indicates that there is no time entry connected to the time tracking entry.

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 entry - the total time tracked for the period for entries connected to a time entry on the timesheet.
• Tracked not on Time entry - the total time tracked for the period for entries not connected to a time entry on the timesheet.
• Time 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.

2.3 - Working with descriptions

Improve Descriptions

Clear, detailed and professional descriptions on invoices are essential for effective client communication and minimizing misunderstandings. However, descriptions from time tracking 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:

• Use clear and precise wording
• Ensure grammatical accuracy
• Follow a structured format
• Remove redundant or unnecessary details

For more details on Copilot and Business Central, visit.

Benefits

This feature enables users to request Copilot’s assistance in rewriting descriptions for time tracking entries. It provides suggestions to:

• 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.

To run Improve descriptions Copilot

1. Open the Time Tracking Entries.
2. In the action menu, under the AI action group, select Improve Descriptions.
3. Copilot will analyze and suggest improved descriptions
4. Review the suggested descriptions and modify them if needed.
5. 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 eescriptions in Copilot. The tool generates a refined version that is clear and professional.

2.4 - Update timesheet

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, the time tracking entries or the time tracking calendar.

You can transfer or update entries to the timesheet under the following condition:

• The Time entry created is disabled.
• The Create/Update entry is enabled (must be checked in manually when you hare updating an entry).

If you delete a line in the timesheet, the time tracking entries will not be deleted. This means that you can transfer them again to the timesheet.
If you delete the entries in the time tracking entries, the entry in the timesheet will not be deleted. Only the tracked time is updated to zero.

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

1. Choose the 🔎 icon, enter Time tracking calendar, and then choose the related link.
2. Right-click on the tracking box of the Detailed Time tracking entry for which you want to create or update.
3. Choose Create/Update Time Entry action from the context menu.

To Create/Update Time Entry for multiple Time tracking entries

1. Choose the 🔎 icon, enter Time tracking calendar , and then choose the related link.
2. Open tracking boxes of the Detailed Time tracking entries for which you want to create or update.
3. Check Create Time entry option to on.
4. 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.

3 - Pryme Time Release Notes

4.1 (March 2025)

4 -