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TTM Cost Tracking Checklist

TTM Cost Tracking Checklist

Overview TTM Configuration TTM Control Panel

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If your organization wants to use Time Tracking and Management (TTM) to track the cost of work entered in timesheets, there are several configuration tasks that must be completed. To help you complete all tasks in the correct order, the TTM site has organized these tasks in the Cost Tracking Configuration Checklist.

When configuring Cost Tracking for TTM keep in mind:

  • The steps below are only required if you will use TTM to track task costs.

  • If you want to use cost tracking with an existing Bamboo Project Management Central installation, read Configuring Cost Tracking for PM Central. This topic provides a summary of cost tracking configuration requirements in TTM and includes configuration requirements for PM Central.

Completing the Cost Tracking Configuration checklist :

TTM Configuration message

Step Description
1.

Links from the TTM Control PanelAccess the Cost Tracking configuration checklist using links found in:
2.

Click the Action link. You will be taken to appropriate page to complete the configuration.
More information on using the checklist is available here

Configuration Step Priority Description
  1. Configure Cost Tracking options
 Mandatory Enable cost tracking for all timesheets and configure cost tracking options.
  1. Create cost codes
 Mandatory Create cost codes that resources can charge time to.
  1. Enter labor rates
 Mandatory Associate labor rates with cost codes in the Cost Tracking list
  1. Assign cost codes to resources
 Mandatory Select the cost codes that each resource can charge tasks to. You can customize the cost codes available to each resource to minimize data entry errors.
3.

Click Save to save your changes or Cancel to exit without saving.

Icon-Tip To mark this item as complete in the Cost Tracking configuration checklist, click
Mark as Complete

NOTE:
If you upgraded Time Tracking and Management from version 1.0 and are enabling cost tracking for the first time, click the Update Timesheets button to add cost tracking features to timesheets. You only have to do this once, and the button will be disabled after the upgrade is complete.

Overview TTM Configuration TTM Control Panel