Basic setup

Learn about the basic setup that needs to be done before you start using Pryme Time. How to configure the time tracking calendar, how to create retention policies for time tracking entries, and how to give the correct permission to users.

Pryme Time setup

In the Pryme Time setup you do the basic settings for Pryme Time. It’s where you enable the time tracking, set the rules for rounding of the time entries and the calendar view.

  1. Choose the 🔎 icon, enter Pryme Time setup, and then choose the related link.

Time Tracking fast tab

Rounding methods

The Rounding method is used to convert the tracked time to quantity on Create/Update entries from Time Traking Entries to the Timesheet. It’s suitable for billing service hours. You can set your own rule for rounding method according to your needs.
First you need to set up the Rounding methods.

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

Calender view fast tab

Time scale settings

For users requiring precise adjustments, the Time scale settings can help. This setting empowers to expand or decrease time periods by increments smaller or bigger than the default, allowing for meticulous control over your schedule.

  • Interval setting allows you to define the time period represented between two points on the calendar, indicated by ellipses.
  • Slot count determine how finely this period is sliced, creating a tailored view of your schedule.
  • Ingrement appointments by specifies the drag and resizing time interval in minutes.

The default configuration sets the Interval at 60 minutes, with a Slot count of 2. This means that on the left side of the calendar, points of time are represented hour by hour, divided into intervals of 30 minutes. Adjusting these settings provides a personalized and granular perspective on your Detailed time tracking entries within the calendar interface.

Microsoft Graph Connection

Copilot fast tab

To enhance descriptions in the Timesheet and Time tracking entries, customised Copilot commands can be defined to refine the quality of the text. These commands help streamline entry descriptions by:

  • Using clear and precise wording
  • Ensuring grammatical accuracy
  • Following a structured format
  • Removing redundant or unnecessary details

Retention policies

To ensure optimal performance of our time tracking app, it is important to manage the storage of entries from various users. By default, the app is equipped with retention policies that automatically delete all entries older than two months.

If necessary, manual setup of retention policies can also be performed. To manually create retention policy, please follow the steps below:

Create retention policy for Time tracking entries

  1. Choose the 🔎 icon, enter Retention policies, and then choose the related link.
  2. Click on New to create.
  3. Specify the table to which the retention policy applies, you can either enter in the field Table id 70230200 manually or use the dropdown menu to select the table from a list Time tracking table.
  4. Fill in Retention period with period after which records will be deleted.
  5. Check fields Apply to all records and Enabled to true.

Create retention policy for Detailed time tracking entries

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

Permissions

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

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