How to Manage IT Services › Schedule a Service

Schedule a Service

Use the schedule page of service properties to set the start and finish dates, time entry, and define the charge code.

Follow these steps:

1. Open a service.
2. Open the Properties menu, and from Properties, click Schedule.

   The properties page appears.

3. In the Schedule section of the page, complete the following fields:

   Start Date

   Defines when the service starts.

   Note: If the start date and finish dates are not specified, you cannot calculate the allocation data that displays on the Team page.

   Finish Date

   Indicates when the service finishes.

   Set Planned Cost Dates

   Indicates if planned cost dates are synchronized with the service start and finish dates. Select the check box to synchronize.

4. In the Tracking section of the page, complete the following fields:

   Time Entry

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

   Important! To report their time, each staff member must also be enabled for time entry.

   For more information, see the Basics User Guide.

   Track Mode

   Indicates the tracking method used to enter time for the service.

   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

   Defines the charge code associated with the service. Charge codes help process financial transaction and in financial planning, to track the actuals.

   If you enter a different charge code at the task level on timesheets, the task level charge codes override them.

5. Save the changes.