Assign Time Categories to a Time Group

Time categories define the projects that employees charge time to regularly, such as vacation, holidays, and training. You assign time categories to time groups in Time Settings.

The projects prefill automatically in the first rows in the timesheets grid when employees enter timesheets.

Prerequisite: You must first set up time groups on the Time Groups form in Time Settings. You can assign time categories to each time group as needed, and you can also assign a set of time categories to all time groups.

Video: See related video below

To assign time categories to a time group:

1. In the Navigation pane, select Settings > Time > Time Categories.
2. In the Time Group field on the Time Categories tab, select the time group to assign time categories to.
   The list of time groups is based on what you entered on the Time Groups tab in Time Settings. To assign one set of time categories to all time groups, select [All Groups] in the Time Group field.
3. Click the + Add Category link below the Time Categories grid.
4. In the blank row that is added to the grid, enter the information for the time category, such as description, sort order, and project, phase, task, labor code, and labor category information.
   The time categories that you add in the grid apply only for the time group that you selected in the Time Group field.
5. Repeat steps 2–4 to add time categories for another time group.
6. Click Save.