Time policies and team structure

Before you begin

• Administration permission in the correct scope.

Step by step

1. 01

   In Administration → Time check Time scope: Global configuration and an individual department have different effects. Read whether the rules are inherited or specific before editing.

2. 02

   Set the editing window, future entries, required category, external activities, billable time and cost centre. Choose rounding and entry/timer maximums, then Save rules. The first save creates an override only for the selected department.

3. 03

   Correct the indicated field after validation and retry: a negative editing window is blocked. After Rules saved, reopen the page and verify the values and Department configuration label.

4. 04

   Open Time categories → Add; enter code, name and description. Rename with Edit/Save. If deactivation reports a linked active external activity, update the category or status of the affected activities first.

5. 05

   Open External activities → Add; enter code, name, description, category and default billable state. After creation you can also edit the cost centre; save and reopen to verify it. Deactivate/Reactivate controls that individual activity’s availability.

6. 06

   Inspect manager/team-member lines and validity dates. Use global rules only when you intend to remove the department override; compare the inherited rules first.

The result to check

Timers, entries, timesheets and reports share rules.

Limits and considerations

• Managers may read without rewriting global lines. Policy alone does not configure capacity.
• A category linked to active external activities cannot be deactivated. A rule change creates no time entry and does not verify every combination of limits.
• Billable state and cost centre classify operational time; they do not issue invoices or make payments.

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