The fifth tab on the Project Advanced Options Window is the Time Tab. Here default information for Time Entries can be entered. This is an optional feature available only if you have purchased the Time Billing module.
Default Location for Time Entries: Enter here a default Location under which you would like to record all Time Entries. The default Location set by Design Manager is "TIME", but you may use any Location to group your Time Entries. To search for a Location, click on the Search Button in the lower left corner of the window.
Default Sales Category for Time Entries: Enter a Sales Category to which you would like to assign Time Entries. The default Sales Category set by Design Manager is "TIME", but you may use any Sales Category to classify your Time Entries. This Sales Category controls which General Ledger Account is used for record revenue from invoicing employee time. To search for a Sales Category, click on the Search Button in the lower left corner.
Only Allow Entries to be Joined to Items with Default Sales Category: This option will only allow Time Entries to be joined to existing Items that have the same Sales Category as indicated in the option above.
Create Item Options
|•||User can choose: Allows the user to choose if the Time Item will be added as a new Item Specification or Joined to another Item when entering time on the Employee Time window.|
|•||New Item (each entry is a separate line item): When selected a user can only add Time as a New Item Specification. They will not be able to select to Join the Time entry to another Item. A new Item will be added for each Time entry added into the system.|
|•||Join to Time Item: This default requires the user to select an Item to join their Time Entry to. They will not be able to create a new Item Specification for their time from the Time Entry window. All Time must be joined to an Item Specification already created. |
|□||Only to Un-invoiced Dated Item: Select this default option if the Time entry, when joined to an Item, must always be joined to a Dated Item. This requires that a Time entry Specification be created first and include a date range of when Time entries can be attached to it. |
|□||Automatically Create Monthly Item: This setting will automatically add a new Monthly Time Item for Time entries to be joined to for each month that Time is entered. For example, if you were to enter a new Time Entry for April 1, 2016, a new Item Specification will be created automatically called “Time for the Month of April 2016.” Your 4/1/16 entry and subsequent April entries will automatically join to this new Time Item specification. When you enter the first time entry for May, a May item will be created for all May entries and so on.|