Organise your Time Entry settings in Coincraft.
Video Walkthrough
Written Guide
You can fine-tune your project management settings in Coin Craft via the Organisation tab > Settings.
Here, you will find various options to control Time Entry based on your requirements.
Restricting Time Entry Without a Phase Selection
In Organisation Settings, you can disable the ability for staff to create a Time Entry without selecting a phase. To do this, deselect the checkbox for the option: "Allow time to be logged without selecting a phase", then click on the Save button.
This action will eliminate the 'no phase' option, necessitating a user to pick a phase when they are entering time. Consequently, the 'Add Entry' button will be inactive until a Project phase is chosen.
Disabling Time Logging Against Tasks
If Tasks are not a part of your workflow in Coin Craft, you can remove this feature. Simply untick the checkbox for the "Allow time to be logged against tasks" setting and hit the Save button.
This action will completely erase the Tasks field in the New Timesheet Entry window.
Removing Time Entry for Completed Phases
To prevent staff from logging time against a phase that has ended, deselect the checkbox for the "Allow time to be logged against a phase that has ended" setting. Don't forget to click on the Save button.
Controlling Time Logs Based on Phase Status
You can also dictate which phase statuses users are allowed to log time against. Just untick the checkboxes corresponding to the phase statuses you don't want users to access, and then click the Save button.
For instance, if you don't want users to log time against Archived and On Hold projects, untick these options. In the New Timesheet Entry window, staff will only see phases under Active and Prospective status.
Managing Time Entry Flags
If your organization does not use Overtime rates, the Overtime flag may be irrelevant. You can remove this by unticking the corresponding checkbox and clicking the Save button.
This action will completely remove the flag from the New Timesheet Entry screen.
Customizing Time Entry Against Phases
You can set specific conditions for staff to enter time against phases. These conditions include:
Without budgets or allocations for that staff member
With budgets for that staff member
With monthly allocations for that staff member
Simply untick the checkboxes for the conditions you want to disable, and remember to click on the Save button.
