Time Allocation Fields

Below are the fields of the “Time Allocation” view, along with recommendations for their use.

Name

In the Name field, you enter the name of the Time Allocation type.

Disabled

The Disabled checkbox should be set if the Time Allocation type cannot be associated with any organizations or time entry records.

Group

The Group field is used to add the Time Allocation type to a group.

Description

In the Description field, you specify whether descriptions should be available in time entry records associated with the Time Allocation type, and if so, whether they are mandatory.

Service

In the Service field, you specify whether to require that the person incurring the time selects a service, and if so, whether any services are available for selection or only those associated with the Time Allocation type.

Services

In the Services field, services are specified that are available for selection in a time entry record associated with the Time Allocation type. If a single organization is associated with the Time Allocation type, it will be automatically set when the Time Allocation type is selected for a time entry record.

Client

In the Client field, you specify whether the person incurring the time should select a client organization, and if so, whether they can select any clients or only those associated with the Time Allocation type.

Clients

The clients associated with the Time Allocation type are selected in time entry records related to the Time Allocation type. If only one client organization is associated with the Time Allocation type, it will be automatically set when the Time Allocation type is selected for a time entry record.

Default Effort Class

The effort classes associated with the timesheet settings of the organization whose representative is selecting the value in this field are selected in the "Default Effort Class" field. If a default effort class is selected for the Time Allocation type, this class will be automatically set in the “Effort Class” field of a time entry record after selecting the Time Allocation type, provided that the person recording or updating the time entry record belongs to an organization using timesheet settings including this effort class.