Work types

Learn how to limit the work types that can be used in time entry on a project or a specific project task.

  5 minute read  

Work types allow you to define and categorize the various types of work performed on tasks. Whether it’s billable work like DESIGN, CONSULTING, and TESTING, or non-billable activities such as TRAVEL and TRAINING, work types provide a flexible framework for tracking and organizing your tasks.

In addition to their general functionality, pryme Time offers two distinct functionalities:

Allowed Work types

For certain tasks, you may want to limit the work types that can be used in time entry. For example, you may want to limit the work types for a task to DESIGN and TESTING. You can do this by setting up work type sets. The work type sets are then assigned to tasks. When you assign a work type set to a task, only the work types in the work type set can be used in time entry for that task.

The allowed work types can also be defined on the project level. If a work type set is assigned to a project, the work types in the work type set are available for all tasks in the project. If a work type set is assigned to a task, the work types in the work type set are available only for that task.

A project template can also have a work type set assigned to it. If a work type set is assigned to a project template, the work types in the work type set are available for all tasks in the project that is created from the project template.

Define allowed Work types

  1. Choose the 🔎 icon, enter Work type sets, and then choose the related link.
  2. Fill in the fields as necessary. Hover over a field to read a short description.
  3. The Work Type Filter can be filled using the drill-down button and selecting one or more work types.

After you set up the work type sets, you assign them to tasks. Optionally, assign work type sets to projects and project templates.

Set allowed Work types on multiple existing projects

  1. Choose the 🔎 icon, enter Work type sets, and then choose the related link.
  2. Select the work type set to which you want to assign, and then choose the Update existing projects… action.
  3. In the Filter page window, select filters to define the projects to which you want to assign the work type set, and then choose the OK button.

Set allowed Work types on a project template

  1. Choose the 🔎 icon, enter Project templates, and then choose the related link.
  2. Select the project template to which you want to assign a work type set, and then choose the Edit action.
  3. Choose the Allowed Work type field, and then choose the work type set that you want to assign to the project template.

Set allowed Work types on a project

  1. Choose the 🔎 icon, enter Project list, and then choose the related link.
  2. Open the relevant project
  3. Choose the Allowed Work type field, and then choose the work type set that you want to assign to the project.
  4. If you want to assign the work type set to all existing tasks in the project, accept the prompt to update the tasks.

Set allowed Work types on a task

  1. Choose the 🔎 icon, enter Project list, and then choose the related link.
  2. Open the relevant project.
  3. Select the task to which you want to assign a work type set, and then choose the Task card action from the Project menu in the project subform.
  4. Choose the Allowed Work type field, and then choose the work type set that you want to assign to the task.

Default Work Types

For certain tasks, you may want to specify a work types that will appear in time entry by default. For example, you may want to specify the work type for a task to TRAVEL. You can do this by setting up default work types. The default work types are then assigned to tasks. When you assign a default work type to a task, the work type will appear in time entry for that task.

Set the default Work type on a project

  1. Choose the 🔎 icon, enter Project list, and then choose the related link.
  2. Open the relevant project.
  3. Choose the Default Work type field, and then choose the work type that you want to assign to the project.
  4. If you want to assign the work type set to all existing tasks in the project, accept the prompt to update the tasks.

Set the default Work type on a task

  1. Choose the 🔎 icon, enter Project list, and then choose the related link.
  2. Open the relevant project.
  3. Select the task to which you want to assign a default work type, and then choose the Task card action from the Project menu in the project subform.
  4. Choose the Default Work type field, and then choose the work type that you want to assign to the task.

Set the default Work type on a project template

  1. Choose the 🔎 icon, enter Project templates, and then choose the related link.
  2. Select the project template to which you want to assign a defauly work type, and then choose the Edit action.
  3. Choose the Default Work type field, and then choose the work type that you want to assign to the project template.