This guide is for System Administrators (Requires 'System Admin' role and 'Time Tracking setup' permission).
Overview:
The enhanced Time Tracking feature now supports Projects and Activities categorisation, enabling detailed work breakdowns, cost analysis, and location insights.
How Projects & Activities Work:
- Projects: Broad workstream categories (optional parent level)
- Activities: Specific tasks (now nestable under Projects)
- Hourly rates: Assignable to Activities for cost calculations
How to Set Up Projects & Activities:
1. Enable Projects:
- Navigate to Admin Tools > Admin Panel > Global > Time Tracking
- Select Manage Categories (top right)
- Toggle Enable Custom project category to enable
2. Create Projects:
- Go to Admin Tools > Admin Panel > Global > Time Tracking
- Select Manage Categories (top right)
- Select Add New Custom Project (top right)
- Configure:
- Project Name
- Description (optional)
- Sort Index
- Linked Custom activity items (if configured)
- Active Status
- Select Save
3. Create Activities:
- Go to Admin Tools > Admin Panel > Global > Time Tracking
- Select Manage Categories (top right)
- Click the Custom Activity tab
- Select Add New Custom Activity (top right)
- Configure:
- Activity Name
- Description (optional)
- Rate per Hour (if applicable)
- Sort Index
- Linked Custom project items (if configured)
- Active Status
Key Features:
- Customisable terminology (contact edays Support)
- Hourly rate calculations (rate x time)
- Existing Activities remain available if Projects disabled
- Assignable at Global/Template/User levels
Implementation Benefits:
- Transparent cost analysis
- Project billing accuracy
- Location/workstream insights
- Enhanced reporting granularity
Additional Information:
- Key terminology:
- Sort Index: Controls display order
- Hourly rate: Enables cost calculations
- Prerequisites: Time Tracking must be enabled
- Tip: Use consistent naming conventions for Projects
- Best practice: Pilot with test groups before org-wide rollout
- Warning: Existing reports may need reconfiguration
For setup assistance, contact edays Customer Support.