The Lists and Types menu include a number of account configuration options that are used throughout your TimeSite Pro account to specify and categorise information in the system.
- Project Type
- Task Type
- Project Status
- Task Reporting Categories
- Country / States
- User Cost Rate Type
The Project Type screen is used to manage the entries in the pulldown menu in the Project record.
Go to Settings > System Settings > Features > Project and enable the Enable Project type checkbox. Go to Admin > Project > [select project] > Profile > Project Type and select the project type from the pulldown menu.
The Task Type screen is used to specify the task types needed to configure the way that your tasks are to work within projects. Edit existing task types by clicking on the edit (pencil) icon on the left. Delete task type by clicking on the trash can icon on the right.
The following attributes can be set for each task type:
Sort Order: if you need a specific sort order other then alphabetic.
System Type: only used by the TimeSite Pro development team.
Active: set a task type to inactive if you don't wish to use it any more but don't wish to delete this entry because it is still being used with tasks recorded in timesheet records.
Category: use Assigned to indicate a task associated with a client-related activity; use UnAssigned to indicate tasks that not client-related such as internal staff meetings; use UnAvailable for tasks where the user is unavailable for work activities such as annual and sick leave. These categories are used in the timesheet legend in the timesheet summary. See Legend and Colour Coding in the FAQ article How does the Timesheet Weekly Summary table work?
Non Billable: use Non Billable for tasks that do not have a revenue outcome but do have a cost that needs to be allocated to a project or client.
Timesheet Record Type: use Non-Time based for tasks where the unit of measure is something other than duration. Examples include dollars spent, kilometers travelled, etc.
Reporting Category: used to specify categories in certain management reports.
The Project Status screen is used to manage the entries in the pulldown menu in the Project record.
Go to Settings > System Settings > Features > Project and enable the Enable Project status checkbox. Go to Admin > Project > [select project] > Profile > Project Status and select the project status from the pulldown menu.
Task Reporting Categories
The Task Reporting Categories screen is used to manage the entries in the Reporting Category column in the Task Type screen.
Go to Settings > Lists and Types > Task Types > [select & edit a task type] > [select the Reporting Category pulldown & select entry] > [click the save (tick) icon.
Country / States
The Country / States screen is used to manage the state and country entries that can be selected in various address fields used throughout TimeSite Pro.
As an example, the states in Australia is displayed in the Company Setup screen when entering the address to be used for your TimeSite Pro account.
User Cost Rate Type
The User Cost Rate Type is used when setting up a Time Cost Rate to specify the rate per x number of hours for a half-day, for example.
Go to Admin > Time Cost Rate > Add New Rate > [select cost rate type from the Unit pulldown].