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.

General

Default Line type

Set default Line type for the entries in the Time sheet and the Time tracking entries.

Rounding

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

Tracking Rounding Method
The tracking rounding method is used to convert the tracked time to quantity when 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.

Time Entry Rounding Method
In addition to the Tracking rounding method, Time entry rounding controls how time entries are rounded in the Timesheet. This provides better control for rounding between quantity and value to invoice fields in the timesheet. These advanced settings introduce three configurable options:

Time Rounding Rule
Determines how Time rounding in the time sheet 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 time rounding in the time sheet 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.

Calendar 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 determines how finely this period is sliced, creating a tailored view of your schedule.
• Increment 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

This option allows you to include estimated hours during the import process, which automatically populates the quantity field in the timesheet.

Outlook integration

Select which Outlook integration you want to have; Graph Connection or PGS Outlook integration.

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.

Copilot assistant

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

Schedule 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 on PGS you have the following reminder emails: Unsubmitted timesheets to Resources
This email allows the resource to review and submit 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 unsubmitted 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.

Unapproved timesheets to Managers
This email is sent to approvers (Project Managers, Line Managers, and Project Executives) when they have timesheets pending approval.

Here you have detailed information about setting up email reminders

These reminders can be complemented with setting up reminder emails in Progressus