Please make the selection of a specific Task in each time entry a mandatory field for each time entry to be completed. This will insure that all time is associated with a task and get rolled to the next year's budget for that job properly. It will also make certain reports that much more accurate and useful. Thank you
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Votes
13 comments
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Michelle Harris Official comment This would not suit a lot of clients who do not use tasks, so we could not make it mandatory.
This may be possible with a system setting or a client sp. Development will need to review.
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Lisa Dunnigan We are not on the current version yet, but I thought this was a transaction setting in the past. If this has changed, we would fully support this request. Our processes require that ALL time entries be tied to a Job AND task.
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Graham Steen I would be very interested to hear from Development on if this can be a system setting for us or hear more from Lisa on the transaction setting.
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Andrew Hambly Hello, Development here. There was (is) a system option in the system to require tasks when doing WIP transfers but there has never been a system option or transaction setting to make tasks mandatory. What we have done for clients is to give them a custom timesheet validation routine which does enforce mandatory tasks.
I'd guess this is what Lisa has.
In the new version of timesheets that validation takes place when the entry is saved and the extra check can be added in a custom SP.
We are however reviewing the possibility of adding a timesheet setting to require tasks, but we need some input on what the setting actually does.
What would be the expected behaviour if the job has no active tasks? Or no tasks at all? Does this apply to non-chargeable time or just chargeable time? If we know the specific requirements we can look at adding something.
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Lisa Dunnigan Thanks for the clarification Andrew. For our purposes, we force tasks on both chargeable and non-charge time. All of our jobs are created from templates, which all have tasks so we have not run into the issue of having no tasks to charge time to, but I guess if each job had at least one generic task, this might cover it. We do have some consulting jobs that basically only have one task which is called Consulting (creative, I know!). If the system setting to require tasks is checked, could there be a routine that runs when a job is created which requires at least one task to be created at that time?
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Evelyn Sexton We only use tasks for our A&A work. Making task selection mandatory for those would be great. For the rest of our jobs, however, we would need to be able to opt out of the tasks somehow. I guess either a checkbox or some "if no tasks exist then..." statement coded into the SP.
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Amanda Vaughan We would also like to see the option to make it mandatory and see the Out of Scope box go away. Would it be possible to make "Allow Out of Scope time" an option in TimeSheet Admin or permissions, that way if we don't allow Out of Scope, tasks must be selected if available.
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Michelle Harris Amanda
The Out of Scope can be disabled by removing all of the Out Of Scope reasons in categories etc
Michelle
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Stacy Mendenhall We have removed all Out of Scope reasons in Categories, but if someone fails to enter a task, it still defaults to Out of Scope and lets them save/complete the time entry. If a task is not selected, we want the entry to show as missing information (red/pink highlight) so they will select a task.
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Michelle Harris Stacy - the out of scope should be hidden if there are no reasons. We have logged this as a bug.
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Michelle Harris How about a setting that forces someone to either select a task or select an out of scope reason?
If the job has tasks the staff member has to do one or the other of the above.
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Graham Steen that would work just fine. we really just need something that will make task selection in each time entry mandatory when there are tasks associated with a job. If that is a setting we can turn on then I would fully support that.
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Michelle Harris This is planned for a future 9.8 build.
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