Managing Time & Expense Tracking Settings

Overview

With Kantata’s time & expense tracking settings, you can broadly define when projects and tasks can have time and expenses tracked to them, as well as which account members can configure these settings. Being able to delegate these time management actions to specific team members saves time for both Account Administrators and Project Administrators as the project progresses.

Time tracking settings for both projects and tasks can be managed at the account, project, or task level. Expense settings can only be managed at the task level. Depending on your account settings, some users may not be able to change settings on projects and tasks or these settings may be restricted to Account Administrators only or specific project members.

Account Settings

At the top of the Time & Expense Settings page—located under Settings > Time & Expenses—Account Administrators can determine if time tracking is always active for projects, if only Account Administrators can activate or deactivate time tracking, or if Project Administrators and project members with permission to configure time & expense tracking setting can activate or deactivate time tracking.

Unless time tracking is always allowed, you can also choose whether newly created tasks can have time and expenses tracked against them by default or not.

Regardless of the time tracking settings selected above, you can also choose to prevent specific types of tasks from having time tracked against them in any project.

Project Settings

When you have the proper account settings and permissions, you can choose whether time tracking is allowed for a project. Time tracking for a project can be activated or deactivated for all team members from the following places:

• Create a New Project page
  
• Project Settings page
  
• A project’s Actions menu
  

Note: If you want to prevent only specific people from tracking time or expenses, a Project Administrator can adjust their Additional Access on the Project Permissions page.

Task Settings

Whether time tracking is activated on the project or not, members with the proper permissions can configure whether you can track time and expenses against tasks. Your selection will only be enforced for time entries when time tracking is activated for the project. This is especially helpful during project setup phases when you don’t want your project team tracking their time against the project yet.

You can configure time tracking settings for individual tasks from the following places:

• Task side panel
  
• Track Time & Expenses column in Task Tracker
  
• Task Tracker bulk actions