Prerequisites

These attributes must be set up before you enter time information:

• Service methods.

• Services time templates.

• Time reporting rules.

• (Optional) Shifts and assignments, and any associated services.

• Calendars.

• Email messaging.

• Time reporting codes.

• Approval process definition set up.

A work order must also be defined before time transactions can be logged against it. The work order must be resource-based services (versus deliverables-based for progress logs), and it must be in a released status.