Account > Time types (Used in Timesheets module only) Time types describe such typical work categories as "regular time," "overtime," and "personal time." To create a new Time type: 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "time type." 3. Enter the name of the new time type. 4. If you have selected to assign Cost centers to Time types, select the appropriate Cost center from the dropdown menu. 5. Click the "Active time type" box unless you don't want it to be used. 6. Click on the "Allowed in schedules" box if you want this time type to be included in the drop-down menu as a "reason" for a schedule exception when setting the company work schedule or creating a schedule request item. 7. Check the box "A task is not required for this time type" if tasks are normally required on time entries, but you want to exclude time entries with this time type from that requirement. 8. If desired, select a "Default Customer : Project" combination. These defaults will be associated with time that is automatically added to timesheets from approved schedule requests, if the "When creating a timesheet, automatically create time entries for approved schedule requests" box is checked in the Timesheets section of My Account>Company>Settings. This feature is most useful in accounts where "Require a Customer/Project" is selected in the Timesheets section of My Account>Company>Settings. 9. Display of time types on the timesheet can be limited by task, or by project. To activate the ability to limit time types by task or by project, please contact OpenAir's support department. 10. Enter any desired notes and click on the "Save" button. To modify an existing Time type: 1. Click on the Account tab, then on the "Time types" link. 2. Click on an existing time type in the list. 3. Make your changes in the "Edit-[Name of time type] dialog box. (Note: You can make changes to any of the pre-set time types on the list, as well as to the time types you create.) 4. Click on the "Save" button. To delete an existing Time type: 1. Click on the Account tab, then on the "Time types" link. 2. In the list, click on the time type you want to delete. 3. Click on the "Delete" button at the bottom of the "Edit-[Name of time type] dialog to permanently discard the time type. Note: The "Delete" button will not appear if the time type has hours assigned to it. To delete such a time type, you must first delete or reassign those hours by editing the appropriate timesheet(s). |
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