Timesheet classifications

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Topic Last Modified: 2016-11-14

Timesheet classifications have a wide range of possible uses. Team members may need to add additional items to their timesheet to reflect items that are not directly associated with a project. However, these added items may fall into a standard classification of time allocated by your organization, such as "Mentoring Activities." An organization's management may decide that it is useful and required to associate the new line item to an attribute or category to track the resource utilization. For example, the organization may want to understand how much time was spent in meetings or to resolve issues, rather than how much time was spent on a specific project task. These examples demonstrate just two of many possible uses for timesheet classifications.

New line items in the timesheets, when classified, may show a trend to Project Managers (or other management personnel) and other decision makers. It can help them plan for the future by better understanding the past. These new line items may also eventually be entered as assignments in the project plan and can be published to record a more complete picture of the plan history. This would avoid the need to enter time against an incorrect project task in order to accurately record the user's utilization.

An Administrator establishes Timesheet Classification to categorize the utilization for new line items in a timesheet, whether they be further clarification of project task work or totally unrelated to a project.

Use the following steps to open the Edit or Create Line Classifications page in which you can create a new timesheet classification:

  1. Log in to Project Web Access with an Administrator account.

  2. Click Server Settings.

  3. In the Time and Task Management section, click Timesheet Classification.

The Standard classification is added by default. This classification is applied to the first instance of published assignments or to new line items in a timesheet. It cannot be deleted or modified. If a user attempts to delete or modify the classification, a message appears that warns the Project Web Access (PWA) Administrator that the changes cannot be modified and saved.

New Classification

Stakeholders should create uniformity and standardization in an organization to facilitate the determination of classifications. Classifications are items that best describe the function and grouping for the line item. Examples of classifications include Research, Analysis, Conference, and Travel Time.

When the utilization categories are determined, an Administrator adds a new classification by clicking the New Classification feature. The Administrator enters the new Name and Description classification within the grid.

Editing Classifications

Some classifications become clearer or may no longer apply over a period of time. The following editing function is used to administer classifications in those instances:

  • Renaming a classification. A user enters a new Name over the existing entry. Renaming does not apply to the default Standard Classification.

  • Description. Optional text field for a description of the category

  • Changing the Status. A new classification is set to Active by default. To deactivate a classification, a user selects the classification and clicks the Status drop down to change the classification from Active to Inactive. Inactivating a classification does not delete it from the database; however, team members do not see the classification when they add a new line item in their timesheet. PWA Administrators can re-activate the classification at any time.

  • Delete Classification. In general, classifications cannot be deleted, as they may have been used on a timesheet. However, before the administrator saves the classification to the Project Server database, he or she may delete the classification.

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