Time sheet

• 1: Track time from timesheet
• 2: Import Work Assignments
• 3:
• 4: Description rules
• 5: Predefined description
• 6: Improved Descriptions

1 - Track time from timesheet

Time tracking is possible to use directly from the timesheet. If you track your time in the timesheet, the Time tracking entries are automatically updated.

You can start and stop tracking for entries, see details of starting and stopping and breaks between them. You can keep track of multiple tasks simultaneously. Watch our Pryme Time demo for more information.

To start time tracking

1. Choose the 🔎 icon, enter Timesheets, and then choose the related link.
2. Select a relevant timesheet.
3. Choose the weekday or a date, project number and task number.
4. Click on the Start button.

After starting with tracking time, you can see the details by clicking the number value in the Tracked field.

To stop time tracking

1. Choose the 🔎 icon, enter Timesheets, and then choose the related link.
2. Select a relevant timesheet.
3. Click on the Stop button.

To manage time tracking entries from the timesheet

1. Choose the 🔎 icon, enter Timesheets, and then choose the related link.
2. Select a relevant timesheet.
3. Choose the Time tracking action to open the Time tracking entries

To view details of starting and stopping time

After you have stopped the timer, you can see the detailed lines that are associated with the Time tracking entry. This lets you track actual time spent on working on the task, with all breaks in between. For example, at some point, you may have begun working on a task and spent 8 hours on it, during that time took a couple of breaks in between.

On the Detailed Time tracking entries is allowed to adjust Start, Ending time and Description as well. Be aware of that the Description on the Detailed Time tracking entries is only for archive and if you change them, it will not affect the Time tracking entry. Changes in Start or Ending time will affect the Time tracking entry.

By clicking on the value in Tracked column, you will be able to see a list of Detailed Time tracking entries associated with the entry.

2 - Import Work Assignments

The feature allows you to convert work assignments defined for a specific period into time entries. This function calculates the number of hours spent per day and adds them to the corresponding timesheet. This can be a useful tool for accurately tracking and reporting your work hours.

To import work assignments

1. Choose the 🔎 icon, enter Timesheets, and then choose the related link.
2. Select a relevant timesheet.
3. Choose the Update with Work Assignments action.

Watch our short demo how to import work assignments in prymeTime (starts at 1:48).

To import work assignments without quantity

1. Choose the 🔎 icon, enter Pryme Time Setup, and then choose the related link.
2. Under Import Work Assignments uncheck Include Hours with Import Work Assignments.

Work assignments will be imported now with an empty quantity. Nonetheless, a field on the time entry Est. hours on Work Assignment, will be always populated when using the Update with Work Assignments action. The field specifies the number of hours for the day on the work assignment that was the basis for the time entry.

3 -

The extended description allows up to 2,000 characters in the description filed for each time entry.

4 - Description rules

In Pryme Time, the extended description feature allows you to provide comprehensive details about your tasks, projects, or any other relevant information. You can enter up to 2,000 characters in this section.

Extended Description Rules

To ensure that the content remains professional and appropriate, there are Extended Description Rules that help you manage the usage of certain words or phrases.

How to Set the Extended Description Rules

Follow these steps to set the rules:

1. Choose the 🔎 icon.
2. Enter Extended description rules in the search bar and select the related link.
3. Fill in the necessary fields as prompted.
4. Hover over any field to view a short description of its purpose.

Available Options for Handling Prohibited Content:

1. Block: You can choose to block specific words or phrases entirely.
2. Warning: A warning will be issued if a user attempts to use prohibited content.
3. User Confirmation: The user will be required to confirm before using certain words or phrases.

These rules help ensure that the descriptions used in time entries maintain a professional standard, which is especially important for client-facing communications.

5 - Predefined description

In the context of time tracking, predefined descriptions refer to a set of standard text entries that users can select from a list when logging their time. This feature enhances consistency and efficiency in time entry, allowing users to quickly choose a description that accurately reflects the work performed without needing to type it out each time.

Benefits of Predefined Descriptions:

• Time Efficiency: Users can select a predefined description from a list, saving time and effort.
• Consistency: Predefined descriptions ensure consistency in time entries, making it easier to track and categorize work activities.
• Accuracy: Users can choose descriptions that best reflect the work performed, reducing the risk of errors in time tracking.

Example Use Cases:

• If a user frequently logs time for tasks like “Workshop Preparation” or “Client Meeting”, these descriptions can be predefined for quick access. In addition to predefined descriptions, there is an option for extended descriptions, which allows users to enter longer text (up to 2,000 characters) to provide more detailed information about the task performed.

6 - Improved Descriptions

Clear and professional descriptions on invoices are essential for effective client communication and minimizing misunderstandings. However, descriptions from Time Tracking Entries and Time Entries often appear on invoices without sufficient refinement, potentially leading to confusion.

To address this, a new feature has been introduced the AI Copilot to rewrite descriptions, making them concise and easy to understand. This ensures that the descriptions presented on invoices are both professional and meaningful, improving the overall approval and invoicing process.

You have more information about Copilot and Business central here.

Purpose:

This feature enables users to request AI Copilot’s assistance in rewriting descriptions for Time Tracking Entries, Time Entries and Invoice Suggestion Lines. It provides suggestions to enhance clarity and professionalism, ensuring that invoice descriptions are appropriate and aligned with business standards.

To run Improve descriptions copilot

1. Open Time Tracking Entries/Timesheet/Invoice Suggestion page.
2. In the action menu, under the AI action group, click Improve Descriptions. Upon selecting this action, AI Copilot reviews and suggests rewritten descriptions.
3. Review and modify suggested descriptions if needed.
4. Click Keep changes.

Example Use Case

A user creates a Time Tracking Entry with a lengthy or unclear description. Before finalizing the invoice, they select the AI Copilot action to rewrite the description. The tool suggests a refined version, which the user applies, ensuring the invoice is clear and professional.