Setting Up Time Categories and Subcategories

Time categories and subcategories enable agencies to classify how their staff is spending their time.

Categories and their subcategories are reusable across transactions and products, and can be used to calculate fees and generate reporting information.

You add, modify, and delete time categories and subcategories on the Time Category page (Time Recording Setup > Time Category).

This example shows the Time Category page

Adding a Time Category

1. On the Time Category page, click Add.

2. On the Time Category Details page, enter a Category ID, a Category, and a Description for the category.

3. Turn on the Enable switch to make this category available to select for time entry types. This switch is turned off by default for new time categories.

4. Add a subcategory.

   Note: You must have values defined for all required time category fields before you can add a subcategory.

5. Click Save.

Adding a Time Subcategory

1. Click a row on the Time Calendar page.

2. On the Time Category Details page, click Add.

3. On the Time Subcategory Details page, enter a Subcategory ID, a Subcategory, and a Description for the subcategory.

4. Ensure that the Enable switch is turned on so that the subcategory is available to select for time entry types. This switch is turned on by default for new time subcategories.

5. Click Save.

Modifying a Time Category

1. Click a row on the Time Calendar page.

2. On the Time Category Details page, you can:

   • Update the time category fields.

     Note: You can’t edit the Category ID field.

   • Enable or disable the time category.

   • Delete the time category. You will be prompted to confirm the permanent deletion.

   • Add, modify, or delete time subcategories.

3. Click Save.

Modifying a Time Subcategory

1. Click a Time Subcategory row on the Time Category Details page.

2. On the Time Subcategory Details page, you can:

   • Update the time subcategory fields.

     Note: You can’t edit the Subcategory ID field.

   • Enable or disable the time subcategory.

   • Delete the time subcategory. You will be prompted to confirm the permanent deletion.

3. Click Save.

Deleting Time Categories

1. On the Time Category page, click Select Multiple.

2. Select the check boxes next to all the time categories you want to delete.

3. Click Delete. You will be prompted to confirm the permanent deletion.

Deleting Time Subcategories

1. On the Time Category Details page, click Select Multiple.

2. Select the check boxes next to all the time subcategories you want to delete.

3. Click Delete. You will be prompted to confirm the permanent deletion.