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Open and Close Projects for Time Tracking

To allow staff members to track time spent on project tasks on the timesheets, open the project for time tracking and select Clarity to track. The staff member profile also requires opening to enter time on project tasks.

To disallow a team member resource from logging time for a specific project, clear the Time Entry field.

Follow these steps:

  1. Open the project.

    The properties page appears.

  2. Open the Properties menu and click Schedule.

    The 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.

    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, the task-level charge codes override the project-level charge code.

  4. Submit the changes.

More information:

Scheduling Properties