Description features
3 minute read
Time description policies
The policies are used by the Copilot feature Improve description. The feature is available in the time tracking entries and timesheet.
Only administrators can create and edit the policies.
- Choose the 🔎 icon, enter Time description policies, and choose the related link.
- Fill in the fields as necessary. Hover over a field to read a short description.
- Open the policy and enter the policy for this code and language.
- When you create the first policy for a language, it is automatically set as the default policy.
Info
Each language can have only one default policy. If multiple policies exist for the same language, you must select which one should be the default.Extended description
The description field for time entries is limited to 100 characters. With the Extended description you increase this limit to 2 000 characters.
Once enabled, the following features are also available:
- Standard Text
- Extended Description Rules
- Description Authoring
To set the extended description
- Choose the 🔎 icon, enter Progressus Project setup or Project setup (depending which app you are using), and then choose the related link.
- Under Time and expense registry/Time registry tab, check Extended description enabled.
- The Inline Mode fields controls if you want to edit the description directly in the Text Field or in a Popup window.
- Enable Show in Footer to display Extended descriptions at the bottom of the page. This works with both Text field and Popup.
- Set the number of Footer rows that should be visible.
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
- Choose the 🔎 icon, enter Extended description rules, and then choose the related link.
- Fill in the fields as necessary. Hover over a field to read a short description.
Note
To ensure proper functionality, it is critical to use the same language code on both the project and the extended description rule. Please ensure that the language codes are consistent.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
- Choose the 🔎 icon, enter Standard text codes, and then choose the related link.
- Fill in the fields as necessary. Hover over a field to read a short description.
- When you are ready, click on Extended description.
- Fill in the fields as necessary. Hover over a field to read a short description.