Where do I manage Time categories for Timelog and Timesheet apps?
This GroupCamp FAQ explains how you can manage Time categories for Timesheet and Timelog apps. Add, sort, rename, merge and delete Time categories.
In this FAQ article:
- How can I reach the Time categories management popup?
- Can I make a time category mandatory when users record their time?
- Why can't I delete a time category?
- How to move records from a time category to another one?
Authorized users can manage time categories as shown in the section below:
> Go in the Admin Panel, and then click on the Categories icon.
Click on the Manage categories button.
You can also access time categories from the Timesheet application.
Note: The number of Time categories (to be used in the Timelog app of each project or in the Timesheet app) are limited depending on your current GroupCamp's plan. In the Admin Panel, click on the Plans & Quotas icon to find more about your current plan.
You can add, edit, merge, delete or sort Time categories on the screen shown below:
As you can see above, you can define a category to be used both for recording purposes in projects (as a Project time category) and also in the Timesheet application (as an Administrative time category).
Administrative time categories are general. For example: Leave/absence, travelling, training, etc.. Time spent are directly added on these categories.
Project time categories are based on your business. For example: Client support, R&D, Sales, etc. Project time categories can also be based on your proposals and invoices. These categories are added when recording time spent in a project.
You can also define if a Project time category is Mandatory or not when recording time spent in projects.
Click on the Pen icon to edit the categorie. Change its name. Then click on the Ok button.
This action is very simple and will not change your existing records. Records are now in the renamed category.
Click on the Pen icon to edit the categorie.
Uncheck the Administrative time category checkbox, check the Project time category checkbox, then click on Ok.
The category is now unselectable by your users as an Administrative time category.
Please note that you can sort your Time categories. The order of the list is the order in the select. Most used categories must be in the top of your list.
The category is now selectable in your projects.
Please note that you can restrict available time categories in each project. To find out more, please consult this FAQ: How can I restrict time categories for time spent in a project.
Please note that this action is very simple, and can be undo in seconds. This will only potentially make some of your users unhappy. So do not hesitate to send them a message with your changes.
If it is important for you that your team members never forget to add a time category when entering a time record, you can make the category field mandatory by checking the box Adding a category is mandatory.
If you are not able to delete a time category, it is probably because you have existing time records associated with your existing time category. You can rename the category but you cannot delete it.
if you don't want a Time category to be used, just uncheck it.
You must first delete records associated with this category OR move records in another time category.
Berfore to merge records of a category to another category. Please edit both categories and uncheck them. This will make these categories unselectable by users during your merge. After your merge, edit your categories and make them enabled for your users.
Select the time categorie,
In the Move records to popup, you can know how many records are using this time category,
Then select the destination time category
The popup shows you the result of your move.
After this action, the Sales category will have no records. You can delete it.