How can we help?
Searching in {{docApp.searchFilterBySpecificBookTitle}}
{{docApp.searchResultFilteredItems.length}} results for: {{docApp.currentResultsSearchText}}
in {{docApp.searchFilterBySpecificBookTitle}}
Search results have been limited. There are a total of {{docApp.searchResponse.totalResultsAvailable}} matches.
You have an odd number of " characters in your search terms - each one needs closing with a matching " character!
-
{{resultItem.title}}
{{resultItem.url}}
{{docApp.libraryHomeViewProduct.title || docApp.libraryHomeViewProduct.id}}
{{docApp.libraryHomeViewProduct.description}}
{{group.title || group.id}}
{{group.description}}
Use the Timesheet Categories page to manage the categories that are available for users to select when they are entering time in the app. By default, there are no categories defined, but you can add as many categories as you require to help users categorize their time entries.
Categories are used to help users organize their time entries and can be used for reporting purposes. For example, you might have categories for different types of work, such as “Development”, “Testing”, “Project Management”, etc. Users can then select the appropriate category when they are entering their time, which can help with tracking and reporting on how time is being spent across different activities.
Before you begin
Before you can manage Timesheet categories, you need to have the appropriate permissions.
- You must have either the Timesheet Administrator or Timesheet Category Manager role to access the Timesheet Categories page and make changes.
Managing timesheet categories
When creating a category, you will automatically become the owner of that category. As the owner, you will have permissions to edit and delete the category, as well as manage which users have access to use that category when entering time.
Adding members to a category
To allow other users to use a category when entering time, you need to add them as members of that category. You can do this by following these steps:
- Go to the Timesheet Categories page.
- Click on the category you want to manage.
- Click on the “Add members” button.
- In the “Add members” dialog, search for the users you want to add and select them from the list. Membership can also be granted by selecting a security group or role, which will add all users in that group as members of the category.
- Click the “Add” button to add the selected users as members of the category.
Adding subcategories
You can also create subcategories under a main category to further organize your time entries. Subcategories are optional but can be useful for more granular tracking. To add a subcategory, follow these steps:
- Go to the Timesheet Categories page.
- Click on the main category you want to add a subcategory under.
- Click on the “Add subcategory” button.
- In the “Add subcategory” dialog, enter a name for the subcategory and click the “Add” button to create the subcategory.
- Version {{docApp.book.version}}
- Node {{docApp.node}} / {{docApp.build}}