Grouping Projects for Selection

Blog_Grouping_1Many TimeControl clients group their projects by various categories such as; by client, project  type, billable / non-billable and other criteria.  When an employee needs to select a project from the pick list for inclusion on their timesheet, the common practice is to select the category first then drill down to the projects included under that category. A common example of this is to select by client first then select the project associated with that particular client.

This type of grouping is most typically identified as a user defined field on the Project Table and may be named however required. This field can be used to create a tree-like display on the project select list when inserting a new line item on a timesheet. Grouping_blog_2An example of this would be a company who has a lot of projects that are associated to a specific client. Being able to choose the client first and then the project makes it easier for an employee to select the appropriate project, when completing their timesheet.

The setup of the tree field for the project table is completed on the Administration / System Preferences tab. For the Project tree structure, select the filed you wish to use for grouping by using the dialog box. If you wish, you can choose multiple fields and have a multi-level display.

Once this has been setup the project pick list on the time entry screen will show in a cascade fashion following the user fields. Grouping_blog_3
It is important to note that these are global settings and will affect all users.

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