Where do I manage Time categories for Timelog and Timesheet apps?
This GroupCamp FAQ explains how you can manage Time categories. Add, sort, merge and delete Time categories.
You can use time categories when recording time records both within a project using the Timelog app and in the Timesheet app.
If this FAQ, you will learn:
- How can I reach the Time categories management popup?
- Can I make a time category mandatory when users record their time?
- Why can't I delete a time category?
- How to move records from a time category to another one?
Authorized users can manage time categories as shown in the section below:
Go in the Admin Panel, and then click on the Categories icon.
Click on the Manage categories button.
In the Timelog application
You can also access time categories from the Timesheet application.
Note: The number of Time categories (to be used in the Timelog app of each project or in the Timesheet app) are limited depending on your current GroupCamp's plan. In the Admin Panel, click on the Plans & Quotas icon to find more about your current plan.
You can add, edit, merge, delete or sort Time categories on the screen shown below:
As you can see above, you can define a category to be used both for recording purposes in a project (as a Timelog time category) and also in the Timesheet application (as a Timesheet category).
You can also define if a Time category is Mandatory or not for time spent recording in projects.
If it is important for you that your team members never forget to add a time category when entering a time record, you can make the category field mandatory by checking the box Adding a category is mandatory.
If no selection is made by a user in the category field, the user will then get a red notification as shown in the screenshot below:
If you are not able to delete a time category, it is probably because you have existing time records associated with your existing time category. You can rename the category but you cannot delete it.
if you don't want a Time category to be used, just uncheck it.
You must first delete records associated with this category OR more records in another time category.
Select the time categorie,
In the Move records to popup, you can know how many records are using this time category,
Then select the destination time category
The popup shows you the result of your move.
After this action, the Sales category will have no records. You can delete it.