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Time Tracking - Creating Activities

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:

  1. Navigate to Admin Tools > Admin Panel > Global > Time Tracking 
  2. Select Manage Categories (top right)
  3. Toggle Enable Custom project category to enable

2. Create Projects:

  1. Go to Admin Tools > Admin Panel > Global > Time Tracking
  2. Select Manage Categories (top right)
  3. Select Add New Custom Project (top right)
  4. Configure:
    • Project Name
    • Description (optional)
    • Sort Index
    • Linked Custom activity items (if configured)
    • Active Status
  5. Select Save

3. Create Activities:

  1. Go  to Admin Tools > Admin Panel > Global > Time Tracking
  2. Select Manage Categories (top right)
  3. Click the Custom Activity tab
  4. Select Add New Custom Activity (top right)
  5. 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.

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