Non project activities

 

Non Project Activities are used within timesheets for recording time that is not relevant to project work. This could for example include absence, training, meetings, etc...

 

Non Project Activities are maintained in Admin > Company Settings > Non Project Activities.

 

  1. Click on New Non Project Activity.

  2. Enter a Code for this activity.

  3. Enter a Name for this activity.

  4. Select a Security Profile for this activity. The profile will control which security group users will be able to record time to this activity. See Security profiles for more information.

  5. If you want users to be able to log time for this non project activity to their timesheets, tick the check box Users can log time. (You may not want this if this non project activity is specific to expense entry or you only want time for this type of activity to be recorded in timesheets via an approved absence request - see below)

  6. If you want users to be able to log expenses for this non project activity to their expense sheet, tick the check box Users can log expenses. (You may not want this if this non project activity is specific to timesheet entry)

  7. If you want to force users to log time for this non project activity to a task, tick the check box Users must log to a task.

  8. If you require tasks for this non project activity, enter a Task Name and click on the Add button.

  9. If you want users to be able to log time for this task to their timesheets, tick the check box Users can log time (You may not want this available if you only want time for this type of activity task to be recorded in timesheets via an approved absence request - see below).

  10. Click on Save.

Choose non project activities that can be requested

This area allows you to link non working time (bank holidays), personal holidays and unpaid leave to the relevant non project activity and task of your choice. This means that when a user absence request is approved it will automatically get inserted into the user timesheet against the appropriate activity.

 

  1. Enter a Description for this absence type. This description will appear to users in Absence Requests entry and be used in the report filters for Absence Planner report and Absence Requests report.

  2. Select the non project activity (and if required task) to link to Bank Holidays.

  3. Select the non project activity (and if required task) to link to Personal Holidays.

  4. Select the non project activity (and if required task) to link to Unpaid Leave.

  5. Select the non project activity (and if required task) to link to up to five User Defined absence types of your choice.

  6. Approved absence requests will automatically create read only timesheet entries. If you want to allow users to edit these timesheet entries, tick the Editable in Timesheet check box.

 

Note: Absence Requests types will not appear for selection in Absence Request Entry until linked to a current Non Project Activity.

Absence Requests and Carry Over

  1. If desired, check the Allow Holiday Carry Over Requests checkbox. This switches on the ability for such requests to be made via Absence request entry.

  2. Enter the Maximum Holiday Carry Over in Days or Hours to allow for carry over requests.

  3. Enter the Standard Holiday in Days or Hours to be applied to new users.

  4. Select the Annual Start Date for holiday to start from.

 

 

 

 

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