Pryme Time

• 1: Setup and configuration
• 1.1: Basic setup
• 1.2: Rounding methods
• 1.3: Work types
• 1.4: Default Time entry task
• 1.5: Departments, Resource planning
• 2: Time tracking
• 2.1: Track time from Time tracking entries
• 2.2: Time tracking calendar
• 2.3: Sync Outlook calendar appointments
• 2.4: Working with descriptions
• 2.5: Update timesheet
• 3: Time sheet
• 3.1: Track time from timesheet
• 3.2: Import Work Assignments
• 3.3: Working with descriptions
• 4: Email timesheet reminders
• 5: Resource Analysis
• 5.1: Scheduled Resource Forecast Analysis
• 5.2: Resource Expected Achievements
• 5.3: Resource Amount Analysis
• 5.4: Resource Time Analysis
• 5.5: Time Entry Pattern
• 6: Pryme Time Release Notes
• 7:

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

To use the tracking functionality in the Pryme Time, it is essential to enable tracking after installing the app. Without enabling this setting, you will have access to all other functionalities except for time tracking.

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.

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.

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

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 expections, users ensure accurate highlighting of their schedules, fostering effective time management. For this purpose you have Norm Working Hours. The resource gets their normtime from the Timesheet configuration code on the resource card.

You can also specify time exceptions for particular dates, ensuring that non-working days have their norm time values set to zero. For this purpose you have the Norm Time Exceptions

Email timesheet reminder

The process of submitting timesheets involves the routine reporting and posting of expired ones. To assist with this, you can set up a reminder that will periodically send an email with a report of your timesheet or timesheets of manager’s team members. This email allows you to review the entries, submit it, and update the timesheet with any necessary work assignments before the email is being received or track unsubmitted timesheet of team members. This can help ensure that your timesheets are accurate and up-to-date and make the process of submitting them more efficient.

Before you get started working with your email reminders, there are a few decisions and steps that you should take to set up how the email will be sent. First, you have to set up both a recipient and a sender email account. For more information on how to do this, please see the instructions provided here.

Once these accounts are set up, the Email scenario should be assigned to the sender account, and the recipient’s email address should be added to the resource. This will ensure that the emails are properly configured and delivered to the intended recipient.

To assign timesheet email scenario

1. Choose the 🔎 icon, enter Email accounts, and then choose the related link.
2. Select a relevant sender’s email address.
3. Navigate to the Email scenarios action.
4. Choose Assign scenarios action.
5. Select Timesheet workflow scenario.

Email timesheet reminder for individuals

Run reports on schedule

Users can now easily schedule email reminders to run at regular intervals. With a single click, all settings are automatically configured, with the option to review and customize the job queue as needed.

To run reports on schedule

1. Choose the 🔎 icon, enter Pryme Time Setup, and then choose the related link.
2. In the action menu, under Schedule Reminders group, choose action for desired email reminder.
3. Enable the job queue.

You can also, set reminder manually, in standard Business Central. Learn more on scheduling a report to run.

To assign email address to the resource

1. Choose the 🔎 icon, enter Resources, and then choose the related link.
2. Select a relevant resource.
3. Under Personal data tab, in the E-Mail field fill in previously set recipient’s email address.

To set email timesheet reminder

1. Enter the report Email timesheet reminder as a new entry on the Job queue entries.
2. Under Report parameters set the Report request page options as below:
   • Choose the Resource that will be recipient of the email. If empty, a mail will be sent to each of the resources for their own timesheet.
   • Choose Update with Work assignments if update of the timesheet is necessary before sending.
   • Select the Language if it’s needed a mail to be translated to different language then system language.
3. Set the report recurrence and other settings per the instructions specified here.

Email timesheet reminder for managers

Managers sometimes need to know who in their team has not submitted their timesheets so that they can help to get them submitted. An email with details for those who have not submitted their timesheets on time can help with that. The summary email provides a list of team members under a specific manager who have unsubmitted timesheets by the due date.

To assign timesheet reminders to the managers

1. Choose the 🔎 icon, enter Timesheet configuration list, and then choose the related link.
2. Select a relevant configuration.
3. Under Timesheet tab, in the Timesheet reminder LM1 and Timesheet reminder LM2 field choose which manager should recevie reminders.

• None - nothing will be sent to Line Manager
• Summary - a summary of the resources and what periods they have not submitted will be sent
• Individual - one email per resources and what periods they have not submitted will be sent

To set email timesheet reminder

1. Enter Email timesheet reminder to Managers as a new entry on the Job queue entries.
2. Under Report parameters set the Report request page options as below:
   • Choose the Resource that you will send the reminders for. If empty, it processes all the resources.
   • Select the Language if it’s needed a mail to be translated to different language then system language.
   • Set Pre-end period reminder days to set the number of days before the end of the current time period for sending the reminder email, including the current period.
3. Set the report recurrence and other settings per the instructions specified here.

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

1. Choose the 🔎 icon, enter Progressus Project setup, and then choose the related link.
2. Under Time and expense registry tab, in Extended description group, click Extended description enabled check field to enable feature.

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

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

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

1. Choose the 🔎 icon, enter Standard text codes, and then choose the related link.
2. Fill in the fields as necessary. Hover over a field to read a short description.
3. When you are ready, click on Extended description.
4. Fill in the fields as necessary. Hover over a field to read a short description.

To use standard texts in the description

1. Open the Timesheet or Time tracking entries page,
2. Click on Description field.
3. Click on three dots showed in the field.
4. 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

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.

1.2 - Rounding methods

Rounding methods

Settings to enhance the flexibility and accuracy of time rounding for entries. It allows users to define how and where rounding is applied, ensuring consistency between tracked and invoiced quantities. There is a great flexibility by enabling separate rounding rules for tracked time into timesheet Quantity and timesheet Quantity into Value to Invoice.

Tracking Rounding Method

The Tracking rounding method is used to convert the tracked time to quantity on Create/Update entries from Time Traking Entris 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.
3. Choose the 🔎 icon, enter Pryme Time setup , and then choose the related link.
4. In the Tracking rounding method field set previously defined rounding method for converting hours to a quantity.

Time Entry Rounding Method

In addition to the existing rounding method, Time Entry Rounding allows for more granular control over how time Entries are rounded in the timeshet. This provides better control for roudning between Quanitity and Value to Invoice fields in the timesheet. These advanced settings introduce three configurable options:

Time Rounding Rule

Determines how rounding 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 rounding 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

Represent concrete rounding method with it’s rules.

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.
3. Choose the 🔎 icon, enter Pryme Time setup , and then choose the related link.
4. In the Tracking Rounding Method and Time Entry Rounding Method fields set previously defined rounding methods for converting hours to a quantity.

1.3 - Work types

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 offers two distinct functionalities:

• Allowed Work types
• Default Work types

Allowed Work types

For certain tasks, you may want to limit the work types that can be used in time entry. For example, you may want to limit the work types for a task to DESIGN and TESTING. You can do this by setting up work type sets. The work type sets are then assigned to tasks. When you assign a work type set to a task, only the work types in the work type set can be used in time entry for that task.

The allowed work types can also be defined on the project level. If a work type set is assigned to a project, the work types in the work type set are available for all tasks in the project. If a work type set is assigned to a task, the work types in the work type set are available only for that task.

A project template can also have a work type set assigned to it. If a work type set is assigned to a project template, the work types in the work type set are available for all tasks in the project that is created from the project template.

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.

After you set up the work type sets, you assign them to tasks. Optionally, assign work type sets to projects and project templates.

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

For certain tasks, you may want to specify a work types that will appear in time entry by default. For example, you may want to specify the work type for a task to TRAVEL. You can do this by setting up default work types. The default work types are then assigned to tasks. When you assign a default work type to a task, the work type will appear in time entry for that 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.

1.4 - Default Time entry task

In some lines of business, the majority of time entries are typically associated with a single task per project. By defining this task on the project, the users can skip selecting the task for most time entries, thus saving time. In addition to their general functionality, Pryme Time offers Default Time entries task functionality. Once a default task is configured for a project, it automatically populates the task field whenever the project is selected in the timesheet or time tracking entries, enhancing efficiency and eliminating the need for manual task selection.

To set default time entry task on existing project

1. Choose the 🔎 icon, enter Project list, and then choose the related link.
2. Open the relevant project
3. Open Project card from the action bar.
4. Under Pemission section you can select Default Time entry task that you want to assign to the project.

To set default time entry task 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 deafult task, and then choose the Edit action.
3. Choose the Default Time entry task field, and then choose the task that you want to assign to the project template.

1.5 - Departments, Resource planning

Department Code is used to classify the resources, for better planing of resource and project management. When doing Resource analysis, the department filter helps retrieve and analyze the resources belonging to a certain department.

Departments

It is important to create the departments, for the resources to be classified.

1. Choose the 🔎 icon, enter Departments, and then choose the related link.
2. Specify the new department Code and related Description.
3. You can create as many department codes as necessary.

Department Code on Resource Card

To determine which department a resource belongs too, the Department code is set on Resource Card.

1. Choose the 🔎 icon, enter Resources, and then choose the related link.
2. Select the resource and open Resource card.
3. Under General fast tab, select the Department code the resource belongs to.

2 - Time tracking

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
• Time Tracking Entries

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.

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.

Watch our short demo how to track time in prymeTime (starts at 2:09).

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.

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.

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 is allowed to adjust Start, Ending time and Description as well, or to delete it.

Be aware if there is only one Detailed Time tracking for the Time Tracking entry, changing the Description on one of them will update both the Time tracking entry and Detailed Time tracking. If there are multiple details with the same Description, and you update the Time tracking entry then all Detailed Time tracking will be updated.

Changes in Start or Ending time and deletion of some of detailed entries will affect the Time tracking entry accordingly.

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.

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.

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.

2.2 - Time tracking calendar

The dynamic calendar view that transforms time tracking, allowing users to manage, create, and distinguish tasks with drag-and-drop functionality and vibrant, colorful visuals for a more intuitive and organized user experience.

In the calendar view, color boxes represent detailed time tracking entries, enabling users to easily identify entries belonging to the same time tracking entry by sharing identical colors. This visual distinction enhances organization and clarity.

Watch our short demo about the time tracking calendar in Pryme Time (starts at 3:13).

To create time tracking

1. Choose 🔎 icon, enter Time tracking calendar, and then choose the related link.
2. Doble click on the 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 now 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.

Working hours representation in the calendar

Working hours representation involves highlighting working hours based on individual norms, rather than a fixed schedule. Days with exceptions to the norm adjust accordingly: no hours when set to zero, and regular hours otherwise. More about setting norm times read here.

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.

Cerate 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 Calendar Integration

Outlook Appointment Integration

The Time Tracking Calendar now features an integrated Outlook appointments column, enhancing your ability to manage schedules efficiently. This addition provides a clear overview of both tracked time entries and Outlook events side by side, making it easier to align tasks and meetings. Appointments from Outlook can be selectively converted into time-tracking entries with just a click, offering flexibility and control. By double-clicking any event, you can seamlessly access details in Outlook, ensuring streamlined scheduling and better time management.

To enable Outlook synchronization

1. Choose 🔎 icon, enter Time tracking calendar, and then choose the related link.
2. In the action menu click Show/Hide Outlook Calendar.

To create Time Tracking Entry of Outlook appointment

1. Choose 🔎 icon, enter Time tracking calendar, and then choose the related link.
2. In the action menu click Show/Hide Outlook Calendar.
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.

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 - Sync Outlook calendar appointments

The feature allows you to convert Outlook calendar appointments into time tracking entries. The function searches for appointments that meet the specified filters on the request page, including current resource and the date filters. Upon 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.

This can be a useful tool for accurately tracking and reporting your work hours spent in the meetings.

To setup sync of calendar appointments

To sync calendar appointments

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 the Sync Calendar appointments from Outlook action.
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 prymeTime (starts at 2:47).

2.4 - 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 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:

• 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, Time Entries and Invoice Suggestion Lines. 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, Timesheet, or Invoice Suggestion page.
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 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

The Extended descriptions feature allows users to enter more detailed explanations for time entries. By default, the description field has a character limit of 100 characters. However, with this feature enabled, up to 2,000 characters can be entered.

Once enabled, the following features can be used when reporting time:

• Standard text
• Extended description rules

These features help maintain consistency and professionalism in time entry descriptions.

For details on enabling Extended descriptions, see Basic Setup.

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

1. 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 or Description field, 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.

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

1. Navigate to the Description field.
2. Click on the ellipsis (…) button on the right-hand side of the field.
3. Select the desired Standard texts to insert it into the Description field.
4. Edit the inserted text if necessary.

2.5 - 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 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.

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 - Time sheet

3.1 - Track time from timesheet

Time tracking is possible to use directly from the timesheet. If 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

1. Choose the 🔎 icon, enter Timesheets, and then choose the related link.
2. Select a relevant timesheet.
3. Choose the weekday or a date, project number and task number.
4. Click on the Start button.

After starting with tracking time, you can see the details by clicking the number value in the Tracked field.

To stop time tracking

1. Choose the 🔎 icon, enter Timesheets, and then choose the related link.
2. Select a relevant timesheet.
3. Click on the Stop button.

To manage time tracking entries from the timesheet

1. Choose the 🔎 icon, enter Timesheets, and then choose the related link.
2. Select a relevant timesheet.
3. Choose the Time tracking action to open the Time tracking entries

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 is allowed to adjust Start, Ending time and Description as well. 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.

3.2 - Import Work Assignments

The feature allows you to convert work assignments defined for a specific period into time entries. This function calculates the number of hours spent per day and adds them to the corresponding timesheet. This can be a useful tool for accurately tracking and reporting your work hours.

To import work assignments

1. Choose the 🔎 icon, enter Timesheets, and then choose the related link.
2. Select a relevant timesheet.
3. Choose the Update with Work Assignments action.

Watch our short demo how to import work assignments in Pryme Time (starts at 1:48).

To import work assignments without quantity

1. Choose the 🔎 icon, enter Pryme Time Setup, and then choose the related link.
2. Under Import Work Assignments uncheck Include Hours with Import Work Assignments.

Work assignments will be imported now with an empty quantity. Nonetheless, a field on the time entry Est. hours on Work Assignment, will be always populated when using the Update with Work Assignments action. The field specifies the number of hours for the day on the work assignment that was the basis for the time entry.

3.3 - 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** 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:

• 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, time entries and invoice suggestion lines. 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, Timesheet, or Invoice Suggestion page.
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 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

The Extended descriptions feature allows users to enter more detailed explanations for time entries. By default, the description field has a character limit of 100 characters. However, with this feature enabled, up to 2,000 characters can be entered.

Once enabled, the following features can be used when reporting time:

• Standard text
• Extended description rules

These features help maintain consistency and professionalism in time entry descriptions.

For details on enabling Extended descriptions, see Basic Setup.

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

1. 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 or Description field, 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.

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

1. Navigate to the Description field.
2. Click on the ellipsis (…) button on the right-hand side of the field.
3. Select the desired Standard texts to insert it into the Description field.
4. Edit the inserted text if necessary.

4 - Email timesheet 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 we have to reminder emails. Read more about how to set up the reminder email.

Unsubmitted timesheets to Resources This email allows the resource to review and submitt 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 unsubmittet 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.

You can complement these reminder e mail with setting up emails in Progressus

Progressus

• Reminder to resource if timesheet is not submitted in time (Role Center > Processing > Time & Expense > Email Unsubmitted Timesheets)
• To resource when timesheet is approved or rejected
• To first approver when resource is submitting the timesheet
• To Linemanager after Project managers approval

5 - Resource Analysis

Resource analysis is a crucial component of resource planning and project management. It involves evaluating and fine-tuning resource allocation, to maximize efficiency and ensure successful project execution.

Watch our short demo about Resource analysis in Pryme Time (starts at 4:32).

5.1 - Scheduled Resource Forecast Analysis

The Schedule Resource Forecast Analysis is a matrix based on work assignments on projects. You can choose to view estimated hours or total amount.

This tool is valuable as it allows you to gain insights into forecasted revenue, resource allocation and availability, which can help with project planning and decision-making. It also provides a clear and organized way to visualize resource forecasts and potential constraints, enabling users to better manage their project resources.

You can filter it by various criteria, such as resource groups, line manager, skills, global dimensions, project and project status. 

1. Choose the 🔎 icon, enter Schedule Resource Forecast Analysis, and then choose the related link.
2. Select a relevant page.
3. Select the filters that align with your specific requirements or preferences.

5.2 - Resource Expected Achievements

Resource Expected Achievements refers to the allocation and planning of work for a resource, related to project/resource managements.

It involves setting up various parameters for a resource, such as the number of hours they are expected to work, the percentage of those hours dedicated to customer-related work, the amount of time off (absence), and internal hours (work related to internal company matters).

The purpose of defining these expected achievements is to have a structured plan for how a resource’s time will be allocated and to ensure that the resource is working in alignment with the goals and objectives of the organization. By specifying these parameters and percentages, you can calculate and monitor how many hours the resource should be spending on customer-related tasks, internal activities, and their absence.

This approach helps in resource planning, workload management, and tracking progress toward specific objectives or contractual obligations. It also allows for more efficient and effective resource allocation, ensuring that resources are used optimally to meet project or organizational goals.

Expected Achievements Template

To calculate the expected achievements for resources, first it is needed to set up a template.

1. Choose the 🔎 icon, enter Resource Expected Achievements, and then choose the related link.
2. Create a template from Actions -> Expected Achievements Template.
3. Specify the Start Date and End Date of when the template is valid to calculate resource achievements.
4. Define resource management parameters in % such as Average Price, Absence %, Overtime%, Customer%, Internal %, Chargeable % ..etc.
5. The above parameters will be later used to calculate Resource Expected Achievements.

Resource Expected Achievements

To view the expected achievements fo each resource, you need to create them first.

1. From the Resource Expected Achievements go to Actions -> Create Resource Achievements.
2. Select the Template Name,and whether you will create the achievements for a Resource/Resource Group/Resource Sub Group.
3. Select the Period Type, Start Date and End Date corresponding to the period during which the expected achievements will start and end.
4. Select OK and the expected achievement lines will be created.
5. The hours for each of the parameters are calculated as a product of the total capacity for the selected period, and the % of each parameter from the template.
6. Depending on the calculated parameters, and the Average Price, Expected Revenue is calculated for the selected period.
7. You can filter on Resource, Resource Group, Resource Sub Group and Date, to retrieve the desired records.

5.3 - Resource Amount Analysis

Resource Amount Analysis refers to the process of examining and evaluating how cost is allocated and utilized by various resources within an organization. It involves analyzing the cost incurred on tasks, activities, or projects by individuals to gain insights into resource efficiency, productivity, and allocation. The goal of resource amount analysis is to optimize resource utilization, improve productivity, and make data-driven decisions to better allocate resources for achieving specific goals or objectives.

Resource amount analysis fetches resource data, filtered by the criteria specified on the page. This data includes the cost incurred, associated with each resource relative to their capacity. The specific filters used for data retrieval are outlined below, and are divided into list filters and total filters.

List Filters

1. Resource/Resource Group - specifies the filter on the resource/resource group, the number of the retrieved records is limited only to the specified filters. If empty, all records are retrieved.
2. Agreement Group - sets a filter to retrieve only the resources belonging to a certain agreement group.
3. Department - sets a filter to retrieve only the resources belonging to a certain department.
4. Show Blocked - if selected, both blocked and unblocked resources will be shown

Totals filter

1. Period Date Filter - specifies a filter on a certain period, within the fiscal year.
2. Year-to-date Filter (YTD) - specifies the filter until a certain date, within the fiscal year.
3. Agreement Group Filter - specifies the filter on agreement group on the data such as project ledger entries etc.

Resource Amount Analysis

Once the data is retrieved, you can view and drill down on the data for each resource. All the fields show the data in local currency. Some of the most important information that the amount analysis shows are:

• Resource - the resource for which all the below data are for.
• Exp. Invoice Amount Period (LCY) - shows the expected amount to be invoiced, for the specified period. Resource Expected Achievements needs to be updated first.
• Actual Invoice Amount Period (LCY) - shows the actual invoiced amount for this resource, for the specified period.
• Exp. Invoice Amount YTD (LCY) - shows the expected amount to be invoiced on customer-related projects for the YTD filter.
• Actual Invoice Amount YTD (LCY) - shows the actual amount invoiced on customer-related projects for the YTD filter.
• Actual Usage Sales Amount Period (LCY) - shows the amount to be invoiced on customer projects for the period filter.
• Actual Usage Sales Amount YTD (LCY) - shows the amount to be invoiced on customer projects for the YTD filter.
• Usage Amt. not Inv. Year Start - shows the usage amount not invoiced at the start of the year.
• Usage Amt. not Inv. Period End - shows the usage amount not invoiced at the end of the period.
• Net Change YTD (LCY) - specifies the calculated Net Change for the YTD filter.
• Average Invoiced Price Period (LCY) - the period average price invoiced, for the related resource.
• Average Invoiced Price YTD (LCY) - the YTD average price invoiced, for the related resource.

5.4 - Resource Time Analysis

Resource Time Analysis refers to the process of examining and evaluating how time is allocated and utilized by various resources within an organization. It involves analyzing the time spent on tasks, activities, or projects by individuals to gain insights into resource efficiency, productivity, and allocation. The goal of resource time analysis is to optimize resource utilization, improve productivity, and make data-driven decisions to better allocate resources for achieving specific goals or objectives.

Resource Time Analysis fetches resource data, filtered by the criteria specified on the page. This data includes hours associated with each resource relative to their capacity. The specific filters used for data retrieval are outlined below, and are divided into list filters and total filters.

List Filters

1. Resource/Resource Group - specifies the filter on the resource/resource group, the number of the retrieved records is limited only to the specified filters. If empty, all records are retrieved.
2. Agreement Group - sets a filter to retrieve only the resources belonging to a certain agreement group.
3. Department - sets a filter to retrieve only the resources belonging to a certain department.
4. Show Blocked - if selected, both blocked and unblocked resources will be shown

Totals filter

1. Period Date Filter - specifies a filter on a certain period, within the fiscal year.
2. Year-to-date Filter (YTD) - specifies the filter until a certain date, within the fiscal year.
3. Agreement Group Filter - specifies the filter on agreement group on the data such as project ledger entries etc.

Resource Time Analysis

Once the data is retrieved, you can view and drill down on the data for each resource. Some of the most important information that the time analysis shows are:

• Resource - the resource for which all the below data are for.
• Exp. Customer Hours Period - shows the expected customer hours for the resource, for the specified period. Resource Expected Achievements needs to be updated first.
• Actual Customer Hours Period - shows the hours incurred from the resource, for the specified period.
• Exp. Customer Hours YTD - shows the expected time spent on customer-related projects for the YTD filter.
• Actual Customer Hours YTD - shows the actual time spent on customer-related projects for the YTD filter.
• Invoiced Customer Hours Period - shows the invoiced time on customer projects for the period filter.
• Invoiced Customer Hours YTD - shows the invoiced time on customer projects for the YTD filter.
• Exp. Internal Hours YTD - shows the YTD expected hours for internal projects.
• Actual Internal Hours YTD - shows posted time entries on internal projects for YTD filter.
• Net Change YTD - specifies the calculated Net Change for the YTD filter.

5.5 - Time Entry Pattern

Time Entry Pattern

Time entry patterns refer to the relationship between when a time entry is captured and when the work was actually performed. The pattern impacts profitability as time captured late is at risk of being forgotten and never invoiced.

By understanding time entry patterns, improvements can be identified to improve utilization and bottom line profitability.

The Time Entry Pattern report is designed to provide insights into the pattern for both the business as a whole and for individual teams/individuals.

To run report

1. Choose 🔎 icon, enter Time entry pattern, and then choose the related link.
2. Fill in the date or resource filter if it is needed.

Time Entry Pattern chart

The comprehensive report is now integrated into the Role Centers. This feature provides detailed insights into time entry patterns for either all resources or the current resource only. The chart also includes options to view data for the current and previous periods, as well as different types of periods. Additionally, there is a direct download option to export the data in an Excel file for the selected resource. You can find the chart in the bottom of Line Manager, Time and Expense, Project Executive and Project Manager role centers.

6 - Pryme Time Release Notes

4.1 (March 2025)

Fixes and minor adjustments

• #618 Copilot cuts extended description
• #637 Appointments ending at midnight continues the next day

4.0 (February 2025)

Application enhancements

App Name Change

The app name has been updated from “pryme Time” to “pryme Time for PGS” to better align with the updated direction.

3.8.2 (February 2025)

Fixes and minor adjustments

• #631 Division by zero error in Project Ledger Entries

3.8 (January 2025)

Application enhancements

AI Copilot for Improving Descriptions

New AI Copilot feature to rewrite descriptions in the Timesheets, Time Tracking Entries and in the Invoice suggestion. Assistant will help in making them clear, concise, and professional. Understandable descriptions are critical as they appear on invoices, directly impacting payment processing and client communication. This feature empowers users to generate improved descriptions, ensuring better invoice clarity and timely payments. Learn here.

This is a Preview feature. This means that data can be moved outside your primary data residency, but will never be moved outside the European Union (EU).

Creating tracking in the Calendar from all day Outlook events

Create Time Tracking Entries from all-day appointments in the calendar. Previously, all-day events couldn’t be used for tracking, but with this update, you’ll be prompted to set start and end times to ensure accurate tracking. This improvement makes it easier to manage your time, even for full-day events. Learn here.

Time Rounding in the timesheets

New time rounding options are now available in the Pryme Time setup, giving you more control over how time entries are handled. You can choose whether to round times automatically, confirm changes before saving, or skip rounding entirely. This update ensures more accurate invoicing while keeping your time tracking flexible and customizable. Learn here.

Fixes and minor adjustments

• #528 Recurring all day meetings are shown one day longer in the Outlook column
• #572 Confirmation of deleting connected time entry when deleting a time tracking entry

3.6 (December 2024)

Application enhancements

Outlook Appointment Integration for Time Tracking Calendar

The time tracking calendar now includes a new column displaying Outlook appointments alongside the standard tracked entries. This feature offers better organization and planning by allowing users to view their Outlook schedules directly in the calendar interface. Appointments are not automatically imported but can be converted into time tracking entries with ease using the “+” button or right-click options. Users can also double-click to open Outlook appointments directly. This enhancement streamlines scheduling decisions and improves time tracking efficiency. Learn here.

Fixes and minor adjustments

• #537 Clear up the worktype code when changing project/task in time sheet
• #541 A single time entry is highlighted in the calendar
• #550 Replace fabrics.css to be from CDN so to stay in sync

3.5 (November 2024)

Application enhancements

Schedule Reminder Emails

Users can now easily schedule email reminders to run at regular intervals. With a single click, all settings are automatically configured, with the option to review and customize the job queue as needed. Learn here.

Fixes and minor adjustments

• #528 Show Extended description caption for Sales Invoice Subform

3.4 (October 2024)

Application enhancements

Auto-Assignment of Project Details for Recurring Appointments

This enhancement improves time tracking for recurring appointments by automatically re-using the project, task, and work type from previous entries. When creating time tracking entries from Outlook, the app now recognizes recurring appointments and pre-fills details based on previous entries in the same series. This saves time and reduces repetitive data entry for users. Learn here.

Improved Navigation in Mobile Role Center

The mobile role center now provides easier access to time tracking entries and the calendar. Users can quickly navigate from the role center, enhancing workflow efficiency when managing time and expenses. Learn here.

Fixes and minor adjustments

• #391 Calendar is showing full day off when it’s part time off
• #429 Calendar does not display correctly if no timesheet exists for the period
• #490 Update End Time for the appointment tooltip of running time tracking entries
• #494 Different behavior in pTime when a project task is marked as Completed
• #498 Show period in Time Entry Pattern part
• #500 Extended Description not shown on Sales Lines Subform
• #502 Link pages and reports to docs
• #503 Default work type in Matrix view
• #517 You can add lines in a rejected time sheet from the TTE
• #520 It’s possible to update a posted/waiting for approval time entry from TTE
• #525 Empty weekday on reporting time from Outlook
• #526 Empty Project List in Outlook integration when the user is not PM nor PE

3.3 (September 2024)

Fixes and minor adjustments

• #283 Moving Extended Description fields from companion tables to the table extensions

3.2 (August 2024)

Application enhancements

Time Entry Pattern in the Role Centers

The comprehensive report is now integrated into the Role Centers. This new feature for the current release provides detailed insights into time entry patterns for either all resources or the current resource only. The chart also includes options to view data for the current and previous periods, as well as different types of periods. Additionally, there is a direct download option to export the data in an Excel file for the selected resource. Learn more.

Update timesheet with Work Assignments without setting quantity

It can be very helpful populating the timesheet based on the work assignments from planning, but setting the quantity adds the risk of simply accepting the planned hours as fact. We added the possibility to allow using the work assignments as a starting point, but without entering the actual hours.

Fixes and minor adjustments

• #428 Unexpected prompt to delete time entry
• #457 Description update not shown when returning to the calendar
• #465 Updating with work assignments fails on non-working days
• #467 Work type data missing on task card when importing project
• #469 Task List for Time Tracking Card is empty

3.1 (July 2024)

Fixes and minor adjustments

• #380 Hide Time Tracking Entries Page action from the calendar on opening from the Time Tracking Entries Page, vice versa for Time Tracking Calendar action
• #400 Wrong size on the time tracking calendar in the mobile app version
• #429 Calendar does not display correctly if no time sheet exists for the period
• #455 Some descriptions are not shown after updating from Outlook
• #456 Time Entry Summary report always filters on current resource
• #458 Trackings in the calendar disappear after opening and close Time Tracking entries page

3.0 (June 2024)

Application enhancements

Time Entry Summary Report

We are excited to announce our new release, which includes a comprehensive report on resolving time entry management challenges in professional services businesses. This report offers detailed insights into time entry patterns and provides actionable recommendations for optimizing resource management. With advanced features such as enhanced scheduling tools, real-time productivity tracking, and automated time entry suggestions, the report helps in accurate billing and improved efficiency across various employee profiles.

Updating Create Time Entry indicator in the Calendar on new way

To reduce confusion and improve clarity, we have updated the appointment label indicators. The new 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. This enhancement ensures a more intuitive and precise tracking of time entries.

Fixes and minor adjustments

• #402 Not possible to add project and task on an entry in Time Tracking Calendar
• #411 The Calendar initially opens at midnight
• #422 Add no. of hours to the Time Entries in the calendar header
• #423 Deleting the last/first Detailed Time Tracking Entry from Time Tracking page should update Start/End Time for Time Tracking Entry
• #430 Timesheet currency code is missing on entries created from Time Tracking
• #434 Copy work assignment to budget filters to the current project

2.8 (May 2024)

Application enhancements

Update budget with work assignments

New feature that allows you to update or replace the resource section of your budget with work assignments. You can now specify which budget version you’d like these changes to apply to. Additionally, you have the option to delete and replace all existing resource and resource group entries in your budget.

Calendar Unfinished Tracking Indicator

Time trackings which haven’t been stopped on the previous dates will be shown as ending at midnight, but also will have special graphical mark - stripes.

Fixes and minor adjustments

• #305 Permissions clean up
• #350 Choosing a blocked task in the Time Tracking Entries
• #354 Dragging and resizing the start of a running timer in the calendar stops the timer
• #360 Description on time entry cannot be changed in the invoice suggestion when WIP entries exist for the entry
• #365 New field for Time Tracking Entry state : Running/Stopped
• #378 Deleting End Time for the detailed entry in the calendar should update the Time Tracking Entry
• #381 Update Time Tracking Calendar page after opening Time Tracking Entries
• #395 Modification of the message on deleting time tracking

2.7.1 (April 2024)

Fixes and minor adjustments

• #390 Start/Stop shows in role center when time tracking is not enabled

2.7 (April 2024)

Application enhancements

Time Entries in Time Tracking Calendar

Managing time tracking gaps can be challenging, especially when uncertainties arise from entries not created through time tracking. Non-time tracking entries are now prominently displayed at the top of the calendar, offering improved visibility and ease of management. Dragging time entries into a timeslot automatically sets the duration based on the entry’s quantity, seamlessly creating connected time tracking entries for enhanced tracking and efficiency.

Timesheet reminder for managers

Managers sometimes need to know who in their team has not submitted their timesheets so that they can help to get them submitted. An email with details for those who have not submitted their timesheets on time can help with that. The summary email provides a list of team members under a specific manager who have unsubmitted timesheets by the due date.

Start/Stop in BC mobile

Managing time on the move is now simpler with our latest mobile update. 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. This enhancement ensures effortless time tracking wherever you are.

Time Entry Created Indicators

Improving visibility of time tracking entries entails introducing indicators at the corners of appointment boxes. A green indicator signifies that a time entry was created from the tracking entry, yellow denotes a new or modified tracking entry requiring a corresponding time entry, and gray indicates a new tracking entry.

Working hours representation in the calendar

Improving calendar accuracy involves highlighting working hours based on individual norms, rather than a fixed schedule. Days with exceptions to the norm adjust accordingly: no hours when set to zero, and regular hours otherwise.

Highlighted running time tracking in the calendar

When viewing the time tracking calendar, running entries are now clearly distinguished with a red shadow, reducing confusion during manipulation. This visual cue ensures users are aware of active entries and helps prevent accidental adjustments while tracking.

Open Time Tracking Entries from Time Tracking Calendar

The Time Tracking Entries can be opened from Time Tracking Calendar. This eliminates the need to search for the page.

Fixes and minor adjustments

• #276 Deleting time tracking prompts for deleting time entry
• #277 Resource Forecast show amount for internal projects
• #332 Forbid changing date/weekday for TE/TTE with blank End Time
• #336 Error when enter time tracking using time tracking card
• #341 Appointment colors aren’t updated when open calendar from the timesheet/tracking and switch dates
• #348 Update to latest Syncfusion control
• #357 Project No. is missing in Matrix view on a rejected time entry
• #358 You can add a line in the Matrix view on a rejected time sheet
• #376 When create tracking entry from time entry in the calendar on today’s date, the entry has Start button
• #385 Default Time entry task on project permission on task level is not working

2.6.1 (February 2024)

Fixes and minor adjustments

• #326 Dimensions are not updated correctly when you change project in the Matrix view

2.6 (February 2024)

Application enhancements

Weekday on the Time Tracking Entries page

We’ve upgraded the time tracking page with the addition of weekdays alongside dates, offering users a clearer view of their schedules. Stay organized with the new weekday on the page, simplifying your planning and time management.

Fixes and minor adjustments

• #311 No error if time entry cannot be created from time tracking entries
• #313 TryFunction modifications to exclude write transactions
• #314 Deleting the last Detailed Time Tracking Entry should delete the Time Tracking Entry too
• #315 Projects are not always selected automatically
• #316 Tasks are not always selected automatically
• #319 Permissions for time tracking are required when Time Tracking Enabled is false

2.5 (January 2024)

Application enhancements

Customize appointment resizing intervals in your calendar

Tailor your appointment manipulation experience by setting the desired time increment. Ideal for professions like accounting and legal that often track time in precise intervals, this feature ensures the calendar remains manageable without sacrificing the view size. Experience enhanced control and efficiency in your scheduling with this latest update.

Time Tracking Calendar shortcut and new Timesheet Period view

Access the Time Tracking Calendar directly from Timesheet and Time Tracking Entries. The Calendar has new Timesheet period view. Accessing the page adapts dynamically to your current date filter or selected period type in the Time Tracking Entries or Timesheet. Say goodbye to unnecessary searches.

Totals factbox for time tracking views

The factbox on both the Time Tracking Entries and Time Tracking Calendar pages, designed to provide an overview of your tracked time for a specific period. This feature includes key metrics such as Total Tracked, Total Tracked (Rounded), Tracked time on Time Entry, Tracked time not on Time Entry, and Norm time. Stay informed and easily align your tracked time with expected working hours.

Fixes and minor adjustments

• #269 Outlook meeting that ends at midnight it gets imported on the wrong day
• #278 Error when there is nothing to update from time tracking calendar
• #279 Short trackings in calendar become very hard to select

2.4 (December 2023)

Fixes and minor adjustments

• #270 When multiple Norm Working Hours exists, Outlook appointments can’t be imported
• #273 Extended Description is not fully loaded on Import from Outlook
• #282 Dimensions are not updated with default task on project
• #290 Update Time Entry/Time Entry Line after re-installation of Pryme Time

2.3.1 (November 2023)

Fixes and minor adjustments

• #271 Detailed TTE Entry No. error after importing appointments from Outlook

2.3 (November 2023)

Application enhancements

Graphical representation of time tracking

The latest update brings a graphical representation of your detailed time tracking in a vibrant and intuitive calendar format. Enjoy a more dynamic and user-friendly experience with drag-and-drop functionality for easy task rearrangement, creation, and deletion. The new calendar integrates with our timesheet feature, allowing you to create and update entries directly. The addition of colorful view enhances productivity, making it easy to distinguish between detailed time tracking entries which belong to the different time tracking items, to a more visually appealing and organized workflow.

Allowed and Default Work Type on Task Templates

By pre-defining the Default Work Type at the Task Template level, users can now have specific Default Work Types for newly created tasks, distinct from those defined at the project level. When creating tasks from the Task Template, values specified in the Template Lines for each task will take precedence over the Default Work Type defined at the Project or Project Template level.

Fixes and minor adjustments

• #193 Show description in footer causes program to crash when in matrix mode
• #245 Dimensions are not updated on the time entry when changing the project with single task

2.2 (October 2023)

Fixes and minor adjustments

• #190 Error handling on Import of Work Assignments to the timesheet
• #205 Work type code does not work correctly in Matrix view

2.1.1 (September 2023)

Fixes and minor adjustments

• #192 Dimension page for Resource Agreement Groups has wrong table id filter

2.1 (August 2023)

Fixes and minor adjustments

• #166 Filter Recent Projects and Recent Tasks by selected Customer
• #170 Banner translation in the Email Timesheet Reminder
• #178 Agreement Group data is missing in Job Ledger Entry
• #180 Rows with weekday 0 on time reporting via mobile app

2.0.1 (July 2023)

Fixes and minor adjustments

• #167 Project lookup doesn’t filter on selected Customer

2.0 (June 2023)

Application enhancements

Create Time Tracking Entries from Outlook calendar appointments

The feature allows you to convert Outlook calendar appointments into Time Tracking Entries. The function searches for appointments that meet the specified filters on the request page, including current resource and the date filters. Upon 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.

Default Task for Time Entries

In some lines of business, the majority of time entries are typically associated with a single task per project. By defining this task on the project, the users can skip selecting the task for most time entries, thus saving time. In addition to their general functionality, the new release offers Default Time Entries Task functionality. Once a Default Task is configured for a project, it automatically populates the task field whenever the project is selected in the timesheet or Time Tracking Entries, enhancing efficiency and eliminating the need for manual task selection.

Default Work Type on Project Card and Project Templates

When a Default Work Type is needed on tasks, it must be defined on each task. By pre-defining the Default Work Type on project level, the users can skip selecting it on every new task, thus saving time. On defining default work type for the project, the user will be asked to copy the same Default Work Type to all tasks in the project. Also, every newly created task from the project will have the same Deafult Work Type. Projects that are being created from the template, will have Default Work Type copied from the template.

Multiple selection for Create/ Update Time Entry

It is possible to include and exclude all lines in the Time Tracking Entries for Create/ Update Time Entries action. Include All and Exclude All will mark or clear out field Create/ Update Entry for all lines in the view from once.

Resource Analysis

The Resource Time Analysis, Resource Amount Analysis, Resource Expected Achievement and Resource Agreement Group functionality is moved from the Pryme Matters app to the Pryme Time app. This does not cause any change to users.

Fixes and minor adjustments

• #1191 Weekday is missing for flex when the timesheet is being submitted
• #1246 Import of work assignments doesn’t work for the last day of the time period

1.7 (May 2023)

Application enhancements

Time Period Selection and Navigation in the Time Tracking Entries

Improves navigation and efficiency when working with specific time periods or days. Period Type and Date filter are new options on the Time Tracking Entries page, allowing users to select a specific period for filtering entries. Additionally, new Previous and Next options at the top of the page enable easy navigation between chosen Period Type.

Manual tracking time (without using Start/Stop button)

For greater flexibility in recording your time, manual tracking is available now. Allows users to enter Start and End Time directly in the fields, and with that controling starting and stopping time. Users are no longer obligated to rely solely on the start and stop buttons for time tracking. You can initiate time tracking by filling out the Start Time field on the today’s date, which will automatically trigger the tracking process. Similarly, when entering the Ending Time, the Start/Stop button will be automatically set to indicate that tracking has stopped.

List of errors on running Create/Update Time Entries

Create/Update Time Tracking functionality enhances error handling and provides users with more transparency. Starting from this release, when running the Create/Update Time Tracking process, any encountered errors will be displayed to the user as a list. This will assist users in quickly identifying and resolving issues related to time tracking entries that can’t be transferred to the timesheet. Correct entries will proceed with the process despite the occurrence of failures for certain entries. The error list will include following details of entries: date, start time, end time and error text.

Fixes and minor adjustments

• #1140 Update of Work Types in the timesheet after Allowed Work Type changed
• #1172 On modyfing matrix, the connected Time Tracking Entry is not updated
• #1173 Error on filtering timesheet by Weekday
• #1187 Create/Update procedure should be filtered when run from time tracking entries
• #1193 Filter on the weekday reset all filters for the timesheet
• #1200 Extended decription is cut on transfer from Time Tracking Entries
• #1216 Customer and project lookup fix in the matrix view
• #1190 Time trackings shouldn’t be combined into one time entry during transferring to the timesheet
• #1215 Renaming Create Time Entry field

1.6.5 (April 2023)

Fixes and minor adjustments

• Detailed Time Tracking Entries have shared data across companies in the environment

1.6.4 (April 2023)

Fixes and minor adjustments

• #1200 Extended description is cut on transfer from Time Tracking Entries

1.6.2 (April 2023)

Fixes and minor adjustments

• Invoice creation perormance issues

1.6.1 (April 2023)

Fixes and minor adjustments

• #1196 Integration events on Timesheet modification

1.6 (April 2023)

Fixes and minor adjustments

• #1155 Transfer to the closed time periods shouln’t be allowed
• #1160 On selecting project task, description has been reseted in Outlook time entry
• #1161 After deletion Time Entry reference removed from Time Tracking Entry - Time Entry Created unchecked on the Time Tracking Entry
• #1165 Ending Time can’t be empty in Detailed Time Tracking Entry - Ending Time is never empty, except for the last Detailed Time Tracking Entry - When press start on the Start/ Stop, Start Time field in the Detailed TTE is validated
• #1167 Description update from Time Tracking Entry to the Detailed Time Tracking Entries
• #1168 Description update from the Timesheet to the Time Tracking
• #1169 Create/ Update action has the same name on pages - When tracking page is opened from the search bar, the action Create/ Update Time Entries is hidden. In the timesheet it’s promoted.
• #1184 Integration events added on inserting/updating timesheet with time tracking entries.

1.5.2 (April 2023)

Fixes and minor adjustments

• #1171 Transfer of work assignments with hours to the timesheet

1.5.1 (March 2023)

Fixes and minor adjustments

• #1130 Resolved missing weekday when enter time from Outlook
• #1133 Default Work Type list limited to the Allowed Work Types
• #1135 User can report time on dates that isn’t within the time period of the timesheet
• #1141 The Tracked column should be updated after stopping time in the Time Tracking Entries
• #1142 The detailed time tracking column adjustment
• #1143 Start/stop button in time tracking to be disabled on date different than today
• #1145 Description missing in time tracking entries
• #1146 Create/Update Time Entries create time entries from multiple weeks in one time sheet
• #1154 On Ending Time delete in the Time Tracking Entries the button should be updated

1.5 (March 2023)

Application enhancements

Allowed Work Types

You can now define what work types are allowed for a given task. Different sets of work types can be defined in the Work Type Sets page. Each project task can then be set to only allow a specific set of work type on the Task Card. It is possible to define the allowed set of work types on the Project Card, this will then be the default for all new tasks, and you can optionally update the existing task. From the Work Type Sets page, existing projects can be updated with a selected Work Type Set.

Default Work Type

The Default Work Type fields and functionality is moved from the Pryme Matters app to the Pryme Time app. This does not cause any change to users.

Work Type as drop-down list

To increase productivity, the field Work Type has been changed from opening a new page when looking up work types to showing a drop-down list immediately.

Extended description in Time Tracking Entries

In the previous release, we integrated extended description functionality across several areas of the app, including project management, timesheet submission/approval, and invoicing views. In the new release, we have made further enhancements by adding it specifically to time tracking entries. This means that users can now activate and use extended description within the Time Tracking section, just as they can in other areas of the app.

Fixes and minor adjustments

• #1089 Reminder email shows garbled special characters
• #1102 Selecting project task removes prior description
• #1105 Customer lookup in Time Tracking works the same way as in timesheet
• #1107 Description text-field in mobile time reporting is missing
• #1111 Customer and Project missing after rejection of time

1.4 (February 2023)

Application enhancements

Extended description integration

Extended description is now integrated across the project management, timesheet submission/approval, and invoicing views. Providing a comprehensive and detailed explanation for transactions when necessary, leads to improved accuracy, increased transparency and better record-keeping. You can activate and define the desired options for using extended description in Project Setup.

Fixes and minor adjustments

• #1088 Email reminders are sent to resource that should not receive reminders

1.3 (January 2023)

Fixes and minor adjustments

• #1083 Starting and stopping on a time entry line does not update quantity
• #1084 Time Tracking Entries opened from Timesheet are not filtered by date
• #1085 Customer Name is not filled when selecting Project

1.2 (January 2023)

Fixes and minor adjustments

• #1081 Rounding method is not created on install
• #1082 Project no. lookup on Time Tracking Entries fails.
  Project is not automatically selected when it should be.
  Task is not automatically selected when it should be.
  Creating a new gives an error under certain conditions

1.1 (January 2023)

Fixes and minor adjustments

• #1077 Project no. lookup on time entry fails
  Customer and Project fails to fill out on the matrix lines due to reopening timesheet
  Manually modifying the Start/End Time on the TT and Detailed TT does not always update quantity on the related time entry
  Start time on time details can be deleted
  Language code in the timesheet is not updated when validate project no.
  Email reminder cannot be sent to all resources
  Blank weekday can be selected on time entries

1.0.0.0 (December 2022)

Initial release

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