Pryme Time Setup
9 minute read
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.
- Choose the 🔎 icon, enter Pryme Time setup, and then choose the related link.
General
Use Geotagging
Geo-tagging is tagging every new time entries with the GPS coordinates of the device. If the device is not able to get coordinates, no tagging is done.
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.
Note
If you round up the Quantity, it will increase the total worked hours for the resource. This means:
- Reported hours may be higher than the actual tracked time.
- It can impact resource utilization reports, billing, and performance metrics.
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:
Tip
To enforce a minimum quantity on e.g. 0.5 in the time sheet and always round up to the nearest 0.25, configure the rounding table as follows:
| Code | Minimum Amount | Type | Precision |
|---|---|---|---|
| TIMEROUND | 0 | Up | 0.5 |
| TIMEROUND | 0.5 | Up | 0.25 |
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
- 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.
Reminders
These settings desides which reminder emails that should be sent. The following emails are available:
- Reminders for Unsubmitted Timesheets
- Reminder for Managers of Unsumbitted Timesheets
- Reminders for Unapproved Timesheets
Timesheet Reminder for Managers Option
This setting desides how reminders will be sent to line managers:
- None – no emails will be sent to the line manager.
- Summary – a summary of resources and the periods they have not submitted will be sent.
- Individual – one email per resource and period that has not been submitted will be sent.
Here you have more information about how to setup timesheets reminders.
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.
Tip
If you leave the interval and slot count settings empty, the system will automatically take default values of 60 minutes for the interval and 2 for slot count.Import work assignments
Outlook integration
Select which Outlook integration you want to have; Graph Connection or PGS Outlook integration.
Timer app
Before users can connect to the timer app, an app registration is required in Azure Entra ID. Once the app is registered, copy the Client ID and paste it into the Timer App Client ID field.
Note
One important setting must be enabled on the app registration: open the Authentication page in Azure Entra ID, scroll down to Allow public client flows, and make sure the toggle is set to Enabled. Without this, users will not be able to log in.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:
- Sign in to the Microsoft Entra admin center.
- If you have access to multiple tenants, switch to the tenant in which you want to register the application.
- Browse to Entra ID > App registrations and select New registration.
- Enter a meaningful Name for your application, for example
BC Pryme Time, it can be changed at any time. - Under Supported account types, specify who can use the application. We recommend you select Accounts in this organizational directory only.
- Select Register to complete the app registration.
- 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.
- In the left navigation pane, select Certificates & secrets.
- Under Client secrets, select New client secret.
- Enter a description for the client secret, such as
BC Pryme Time Secret, and select an expiration period that suits your needs. - Select Add to create the client secret.
- 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.
- In the left navigation pane, select API permissions.
- Select Add a permission.
- Select Microsoft Graph.
- Select Application permissions.
- In the search box, type
Calendars.Read, select it from the list, and then select Add permissions. - Repeat the previous step to add the following permissions:
Mail.ReadCallRecords.Read.AllUser.ReadBasic.All
- After adding the permissions, select Grant admin consent for [Your Organization] to grant the permissions to the app.
- Confirm the action when prompted.
To set up the Microsoft Graph connection in Business Central
- Choose the 🔎 icon, enter Pryme Time Setup, and then select the related link.
- 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.
Note
Pryme Time can use PGS Outlook integration and Microsoft Graph Connection at the same time. Outlook appointments may be imported through either PGS or Microsoft Graph, while Teams meetings and emails require the Graph connection.
If Graph credentials are missing, Teams and email import will prompt for connection details. Outlook appointment import remains available as long as one of the integrations is configured.
Tip
A common mistake is to copy the Client Secret ID instead of the Value. Make sure you copy the Value. The Value is a long string of characters of random upper and lower case letters and numbers, while the Client Secret ID is only lower case letter, numbers and dashes.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
Download Pryme time client
Open Action -> Timer App -> Download the Timer app. Share this link with users so they can install the app on their computer.
Connecting to Business Central
Once the Pryme timer client is installed, the user needs to connect it to their Business Central environment. Connect the app under Action -> Timer App -> Connect Timer app. This kan also be done from the Time Tracking Entries page.
The app will open a Microsoft login page and display a code. Enter the code when prompted to complete the login. Once connected, the app is ready to use.