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Default Categories

In the Timesheet Manager configuration, use the Default Categories page to manage the default categories that are applied to time entries when they are created. By default, there are no default categories defined, but you can add as many default categories as you require to help users categorize their time entries when they are created.

Before you begin

Before you can manage default categories, you must have the following permissions:

  • You must have either the Timesheet Administrator or Timesheet Category Manager role.
  • You must be the a manager or team leader of a team.

Timesheet View

When looking at the Default Categories page, you are presented with a list of Views. These views represent different entities where time spent can be captured. This list may vary based on the applications that you have installed.

Add a default category

To add a default category:

  1. On the Default Categories list, click Set next to the View that you want to set.
  2. In the Category Selector select a category from the list of available categories.
  3. Select a subcategory from the list of available subcategories, if applicable.
  4. Select Ok to set the default category.

Selecting a default category may require some planning to ensure that all the users that need to capture time spent for the View being set, have been added as members of that category.

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