How to Make Descriptions Required for Time Entry

To gain a more detailed report on Time Entry, your PI Sys Admin can configure the Time Entry process to make certain entries require a description. You can specify this setting for all or specific entries by using the Time Codes page under Time, Expense & Invoice. 

Set Up

1. Navigate to the Time Entry Settings configuration page and click Manage Time Codes.

2. Click "Filter" and under column selection you have multiple options of what item's time entries require a description, move one or more of these depending on your needs.

• Task Entry Desc. Req'd?: Enables descriptions to be required for Task Time Entries.
• Project Entry Desc. Req'd?: Enables descriptions to be required for Project Time Entries.
• Company Entry Desc. Req'd?: Enables descriptions to be required for Company Time Entries.

For more information on filter options in Project Insight see How to Use Filters and Save Layouts in Project Insight.

3. Select which Time Codes require descriptions for specific Item Types from the Time Code Table.

In this example the PTO time code only requires descriptions on Company Time Entries, Time Code 3 only requires descriptions on Task Time Entries, and Time Code 4 requires descriptions on both Task and Project Time Entries.

Enter Your Time

When you try to enter time with the Time Code(s) that are required to have a description, the entry will not save without a description. 

Additional Help

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