Time Tracking Enhancements for Project Participants [Early Access]

Overview

The new Time Tracking Enhancements for Project Participants feature is now available in Early Access, giving you the ability to more broadly define which team members can manage time trackability for both your projects and tasks. Being able to delegate these time management actions to specific team members will save time for both Account and Project Administrators as the project progresses.

Once this feature is activated, Account Administrators can determine if Project Administrators can manage time tracking settings for both projects and tasks with the new Set by Project Participants with Additional Access setting. After that, Project Administrators will be able to configure time tracking settings, as well as specify which project participants should have these time tracking permissions within an individual project.

To get started, have an Account Administrator activate the feature from the Early Access page.

Activate the New Time & Expense Setting

The new Set by Project Participants with Additional Access setting on the Time & Expense Settings page is the first step in getting started with the new time enhancements. Once selected, Project Administrators and any team members who are given time configuration permissions on the Project Permissions page can activate and deactivate time tracking for the project, as well as for individual tasks.

To access the Time & Expense account settings, hover over Settings in the left navigation and select Time & Expense.

Assign Time and Expense Tracking Permissions

Once the Set by Project Participants with Additional Access account setting is activated for the account, Project Administrators can specify which team members can activate or deactivate time tracking for the project and its tasks by assigning the Configure Time & Expense Tracking additional access permission on the Project Permissions page.

After these permissions are assigned to project participants, they can adjust whether time can be tracked to projects or individual tasks.

To access the Project Permissions page, click the Actions (“   ”) icon at the top of a project workspace and then select Project Permissions.

How to Activate and Deactivate Time Tracking for a Project

1. In the left navigation, select Projects.
2. In the Project List, select a project. The project workspace opens.
3. To the right of the project title, select the Actions (“   ”) icon.
4. In the drop-down that appears, select Activate Time Tracking to allow time tracking for the project.
   
5. If you want to deactivate time for the project, select Deactivate Time Tracking in the same drop-down.
   

How to Activate Time and Expense Tracking for a Task

1. In the project workspace, select the Task Tracker tab.
2. Locate the task you want to activate time tracking for and select the Side Panel (“   ”) icon in the Title column.
3. In the Task side panel, select the Time & Fees tab.
4. In the Time section, select the Time Trackable checkbox. This task now appears as an option when tracking time and expenses.
   Tip: You can also use the Track Time & Expenses column in Task Tracker to update individual tasks or use the Time & Expense Tracking bulk action to update multiple tasks at once.