pryme Time Release Notes

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