Setup and configuration

• 1: Pryme Time Setup
• 2: Basic setup
• 3: Description features
• 4: Graph Connection

1 - Pryme Time 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

You can configure rules using Business Central’s built-in rounding methods for managing tracked time. These advanced settings offer enhanced control and flexibility, enabling businesses to tailor time tracking and invoicing processes to their specific operational needs.

Rounding methods

The built- in rounding methods in Business Central’s is used to convert the tracked time to quantity on create/update entries from time traking entries to the timesheet. It’s suitable for billing service hours. You can set your own rule for rounding method according to your needs.

Calender view

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.

Outlook integration

When setting up a new company, Graph Connection is the default setting and should not be changed. If PGS Outlook integration is set, it means Pryme Time was installed before Graph connection functionality was added. The PGS Outlook integration works, but it is slower. If this is the case:

• Set up Microsoft Graph Connection
• Change the setting to Graph Connection.

Microsoft Graph Connection

The Microsoft Graph connection is needed for synchronizing calendar appointments, emails and Teams meetings. This data is used to create time tracking entries either directly or when using the Copilot feature to complete timesheets.

For more information on how to set up the Microsoft Graph connection, please refer to the Graph Connection setup.

Copilot

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

2 - Basic setup

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.

Permissions

The following permission sets are available in Pryme Time.

• TIME ADM. BTYME – Pryme Time Administrator
• TIME TR. USER BTYME – Time tracking user
• TIME – READ BTYME – Read only permission

3 - Description features

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 Project setup, and then choose the related link.
2. Under Time registry fasttab, 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.

4 - Graph Connection

Configuring the Microsoft Graph Connection

The Microsoft Graph connection is needed for synchronizing calendar appointments, emails and Teams meetings. This data is used to create time tracking entries either directly or when using the Copilot feature to complete timesheets.

Create an Entra ID app registration

Before configuring the connection to Microsoft Graph in Business Central, an Entra ID app registration must be created. The app registration is used to authenticate and authorize the connection between Business Central and Microsoft Graph, it establishes a trust relationship between your app and the Microsoft identity platform.

Only users with sufficient permissions in Entra ID can create an app registration. Regular users typically do not have the necessary permissions to create app registrations. If you are unsure about your permissions, contact your Entra ID administrator.

Follow these steps to create the app registration:

1. Sign in to the Microsoft Entra admin center.
2. If you have access to multiple tenants, switch to the tenant in which you want to register the application.
3. Browse to Entra ID > App registrations and select New registration.
4. Enter a meaningful Name for your application, for example BC Pryme Time, it can be changed at any time.
5. Under Supported account types, specify who can use the application. We recommend you select Accounts in this organizational directory only.
6. Select Register to complete the app registration.
7. The application’s Overview page is displayed. Record the Application (client) ID, which uniquely identifies your application. You will need this ID later when configuring the connection in Business Central.
8. In the left navigation pane, select Certificates & secrets.
9. Under Client secrets, select New client secret.
10. Enter a description for the client secret, such as BC Pryme Time Secret, and select an expiration period that suits your needs.
11. Select Add to create the client secret.
12. After the client secret is created, copy the Value of the client secret. This value is only displayed once, so make sure to save it securely. You will need this value later when configuring the connection in Business Central.
13. In the left navigation pane, select API permissions.
14. Select Add a permission.
15. Select Microsoft Graph.
16. Select Application permissions.
17. In the search box, type Calendars.Read, select it from the list, and then select Add permissions.
18. Repeat the previous step to add the following permissions:
    • Mail.Read
    • CallRecords.Read.All
    • User.ReadBasic.All
19. After adding the permissions, select Grant admin consent for [Your Organization] to grant the permissions to the app.
20. Confirm the action when prompted.

To set up the Microsoft Graph connection in Business Central

1. Choose the 🔎 icon, enter Pryme Time Setup, and then select the related link.
2. In the Microsoft Graph Connection fast tab, fill in the fields as necessary:
   • Client ID: Enter the Application (client) ID you recorded earlier.
   • Client Secret: Enter the client secret value you copied earlier.