Open and Close Projects for Time Tracking

To allow staff members to track time spent on project tasks on their timesheets, you must open the project for time tracking and select Clarity as the track mode. The staff member's profile must also be open for time entry to enter time on project tasks.

If you do not want any team member resource to log time against a specific project, clear the Time Entry field.

Note: See the Common Features and Personal Options User Guide for more information.

To open a project for time tracking

  1. Open the project.

    The Project: Properties: Main - General page appears.

  2. Select Schedule from the content menu.

    The Project: Properties: Main - Schedule page appears.

  3. In the Tracking section of the page, complete the following fields:
    Time Entry

    Indicates if staff members can enter time on their timesheets for this investment. Select the check box to enable the investment for time entry.

    Important! Each staff member must also be enabled for time entry.

    Note: See the Common Features and Personal Options User Guide for more information.

    Default: Selected

    Track Mode

    Indicates the tracking method used to enter time for this investment.

    Values:

    • Clarity. Staff members enter time against their assigned tasks using timesheets.
    • None. Non-labor resources, such as expenses, materials, and equipment track actuals through transaction vouchers, or through a scheduler, such as Open Workbench or Microsoft Project.
    • Other. Indicates that actuals are imported from a third-party program.

    Default: Clarity

    Charge Code

    Select a default charge code to use for all project tasks. If you enter different charge codes at the task level on timesheets, then the task-level charge codes override the project-level charge code.

  4. Click Submit.

More information:

Scheduling Properties (Projects)