Project Advanced Options Window - Time Tab

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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.


proj_adv_time tab

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 select if they wish to add a New Time Item or Join the Item to an Existing Item.
New Item (each time entry item is a separate line item) - This option will create a new Specification/Reference number Item for all Time Entries.
Join to Time Item - Selecting this option will automatically set a new Time Item to be joined to an Existing Item.
Only to Un-invoiced Dated Item: When selected, new Time entries will not be allowed to be added to an Item that has already been Invoiced.
Automatically Create Monthly Item: If no Month Time Items exist in the Project for the month you are entering new time entries for, the system will create one for you.  Each Month a new Time Item will be added automatically and all new Time Entries added within that month will join to that Item.