Whenever a time entry is created, the user will be asked to enter the top-level time category.
It is this choice that determines the different time codes that need to be entered.
Configure Time Categories
Time Categories are defined within Admin > Time and are defined by:
- A Name and unique System Name.
- A flag to indicate whether they are billable or not.
- And the default time classification (or set of fields) that are shown - see Time Recording: Configuring Time Classifications.
In addition to the default time classification, you can also specify a number of Rule Groups to vary the time classification that is used.
Within a rule group, you can specify that a given time classification is shown based on:
- Matching rules that are evaluated for a time container (the time container is typically the matter but could also be the SoW).
- Matching rules that are evaluated for the work item (typically a task) where time is being recorded against it.
Using matching rules, you can:
- Vary the time capture by different matter types - for example, using the JCode classification for dispute matters and a separate classification for real estate matters.
- Vary the time capture for different clients - for example, your client may wish for you to add additional time codes for their matters.
Rules sets are evaluated in the order in which they are displayed on the Admin screen. You can change this order by dragging and dropping them within this screen.
Configure Time Categories for Work Types
In Global Features Time Recording you can configure the default time category to be used and also restrict time categories that can be used on work types.
Modeller > Global Features > Time Recording > Configure icon > Sharedo Type Configuration icon > Select work type either at and click right arrow
This opens the Time Recording Settings blade.
With Time Recording enabled set to Yes, you can configure these settings:
| Restrict available time categories for this work type | Select Yes to restrict categories. |
| Applicable Categories | This is available when Restrict is set to Yes. Select the categories available for time recording on this work type. At least one must be selected when Restrict is set to Yes. |
| Default Time Category | Select a default category to be used for time entries. If categories are restricted, only those in Applicable Categories are available to select. |
When manual time entries are created:
- If a default time category is configured, this is set automatically
- If categories are restricted, only applicable categories are available to select.