Time Tracking and Management (TTM) comes with pre-defined alerts that let you quickly communicate timesheet status to Timesheet Managers and Resources.

When working with TTM Alerts, keep in mind:

• All TTM alerts are disabled by default

• The tokens ({Column Names}) shown in the mail format will be replaced with content in the email

• You can modify existing alerts or create new alerts as needed. Click here for more information.

TTM’s default alerts:

ID #	Alert Title & Criteria	Alert Message Format
1.	Submitted: Sends a notification to the Primary Timesheet Manager when a timesheet is submitted. New emails are sent every hour and multiple alerts will be sent in a single summary notification
2.	Rejected: Sends a notification to the Timesheet Resource when their timesheet is rejected New emails are sent “as soon as possible.”
3.	Approved: Sends a notification to the Timesheet Resource when their timesheet is approved New emails are sent “as soon as possible.”
4.	Timesheet past due (one-time reminder): Sends a notification to the Timesheet Resource when their timesheet is still in Saved status after the due date. New emails are sent as soon as possible
5.	Timesheet past due (daily reminder): Sends a notification to the Timesheet Resource when their timesheet is still in Saved status after the due date. New emails are sent every hour and a follow up email will be sent after 1 day
6.	Timesheet past due (weekly reminder): Sends a notification to the Timesheet Resource when their timesheet is still in Saved status after the due date. New emails are sent as soon as possible and a follow up email will be sent after 7 days
7.	Submitted (Secondary Timesheet Manager): Sends a notification to the Secondary Timesheet Manager when a timesheet is submitted. New emails are sent every hour and multiple alerts will be sent in a single summary notification
8.	Approved pending 3 days: Sends a notification to the Primary Timesheet Manager when a submitted timesheet has been pending review for 3 days. New emails are sent every hour and multiple alerts will be sent in a single summary notification.
9.	Approved pending 3 days (Secondary Timesheet Manager): Sends a notification to the Primary Timesheet Manager when a submitted timesheet has been pending review for 3 days. New emails are sent every hour and multiple alerts will be sent in a single summary notification.
10.	Timesheet Modification: Sends a notification to the Timesheet Resource when a submitted timesheet has been modified by the Timesheet Manager prior to approval. Emails are sent as soon as possible .

Time Tracking and Management’s (TTM) User Profile Import allows user information from a SharePoint User Profile to be imported into TTM, minimizing the data entry required to populate the Timesheet Resources list.

Keep in mind:

• You do not need to populate the Timesheet Resources list if you configured the Timesheet Entry Web Part to use PM Central’s ERP as the resource data-source.

• The User Profile Web Part is dependent on the following SharePoint services:

  • the User Profile Service Application

    • Information on configuring the User Profile Service Application is available from Microsoft:
    • Set up the User Profile Search Application
    • Configure Synchronization Connections

  • the Search Service Application

    • Information on configuring the User Profile Service Application is available from Microsoft:
    • Configure enterprise search (SharePoint Server 2010)
    • Administer search in SharePoint Server 2013

• For information on using User Profile Import, click here

• The User Profile Import tool was added in TTM 2.5

• User profile information will not be automatically updated to reflect changes in made in Active Directory following the import.

Configure the TTM User Profile Import Web Part:

Step	Action
1.	From the TTM site’s Site Actions menu, select Time Tracking and Management Control Panel.
2.	Edit the Web Part on page and click the Import User Profile Web Part Settings button to access the pop-up configuration window IMPORTANT: If you don’t see the dialog screen (shown below), make sure that you have disabled popup blockers for this site.
3.	Use the left hand navigation to access the appropriate configuration screens: # Function 1 By default, if items are reimported the new user profile information will overwrite the current information in the Timesheet Resources list. 2. Mapping Configuration Map the fields in the Timesheet Resources list to SharePoint User Profile fields Important:By default, a user’s Manager will be identified as their Primary and Secondary Timesheet Manager. 3. Search Criteria Configuration Select the fields that you want to be able to search from Available fields 4. Search Results Configuration Select the columns that will be displayed in the search results NOTE: Columns must be added to the Search Criteria “Selected Columns” before they will be available to display in the search results 5. Language Settings Modify the Language Settings 6. Help Click Customer Support to access available online resources for the web part. If you are unable to find the answer to your question with these resources, our Customer Support engineers are standing by to help.
4.	Click Save & Close to commit the changes and exit pop-up configuration screen.

Before you can take advantage of new features associated with the latest version of Time Tracking and Management (TTM) you may need to upgrade your current TTM site.

Keep in mind:

• You should read the TTM upgrade documentation before you install the latest TTM version on the SharePoint server
• After the newer version of TTM is installed you will see a warning message if a site upgrade is required
• You must be a Site Owner to perform the TTM site upgrade

To upgrade your TTM Site:

Step	Description
1.	Access the Upgrade Manager using links found in: the TTM upgrade notification banner (see above) the TTM Control Panel NOTE: You must have Full Control of the site to see the Upgrade Manager link in the TTM Control panel
2.	Click the Upgrade button.
3.	Verify that the upgrade completed successfully NOTE: If you migrated from SharePoint 2010 to SharePoint 2013 to you must upgrade the site to SharePoint 2013 look and feel before you can upgrade the TTM site.

The Time Tracking and Management (TTM) Configuration Checklists provide administrators with instructions on how to prepare the site for use.

When working with the Timesheet Configuration Checklists keep in mind:

• There are two checklists associated with TTM:

  • The Time Tracking Checklist which needs to be completed for all configurations

  • the Cost Tracking Checklist which will only be completed if you are tracking task/project costs in TTM

• You will need Full Control permission on the TTM site to complete some of the items in the Time Tracking checklist.

  

  NOTE: Additional steps and the “Mark as Complete” button were added in TTM 2.0

#	Function
1.	Configuration Steps: Use the link to access the page where the configuration needs to be implemented
2.	Priority: Items with a Mandatory priority must be completed for all configurations of Time Tracking and Management. The Warning message on the TTM Home page will be displayed until all Mandatory items associated with the Time Tracking Configuration Checklist have a been closed. IMPORTANT: Not all recommended items in the check list will need to be completed. See the TTM Configuration Decision Map page to identify which configuration items need to be completed for your set up.
3.	Description: The description provides basic information about the individual configuration step that is required. Click the “more information” link associated with the item to access the topic in the documentation.
4.	Completed: Click the button to change the Completed status from No to Yes.
5.	Checklist links: Each of the Configuration links will take you to a new page in TTM. To return to the checklist use the link in the left hand navigation. Only users who have Full Control or Design permissions on the TTM site will see these links . NOTE: You will need Full Control permission on the TTM site to complete some of the items in the Time Tracking checklist.

The Time Tracking Checklist provides administrators with a list of steps to walk you through the configuration of a Time Tracking and Management (TTM) site.

When configuring TTM keep in mind:

• You must complete all the mandatory items and you may need to complete some of the recommend items, based on configuration settings selected.

• A configuration decision map is available to help you identify what steps you need to complete

Completing the Time Tracking configuration checklist:

Step	Description
1.	Access the Time Tracking Configuration checklist using links found in: the TTM Welcome Message (shown above) the TTM Control Panel the left hand quick launch
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 NOTES: 1. You will need Full Control or Design permissions on the TTM site to view the links 2. The contents of the Time Tracking Checklist was updated in TTM 2.5. Configuration Step Priority Description 1. Create timesheet reporting periods Mandatory Create and manage timesheet reporting periods IMPORTANT: Review the reporting period parameters. By default 26 14-day timesheets starting on 12/29/2014 will be created. 2 Configure working hours Mandatory Configure working hours to: Identify the days that users will be able to enter time against tasks Determine whether TTM should validate a maximum or minimum number of working hours per timesheet period. IMPORTANT: By default time can only be entered Monday – Friday, and users will be prevented from entering more than 8 hours of time per day, unless their profile is marked to allow overtime 3 Configure the Timesheet Entry Web Part Mandatory Edit the Timesheet Entry Web Part and configure it to use the desired data source for Tasks and Resources: Timesheet Tasks – choose one: SharePoint list (default) Bamboo List Rollup (select this option if you are integrating TTM with PMC or if you will create your own rollups of multiple tasks lists) Timesheet Resources – choose one: Local SharePoint List (Timesheet Resources list) PM Central Enterprise resource pool (select if you are integrating TTM with PMC) 4 Add users into the Report Groups Mandatory Add users who need the ability to generate and view TTM reports, but who will not have access to the TTM Control Panel to the Report Center Members group. Add users who will need the ability to generate, view and export TTM reports, and who will have access to the TTM Control Panel to the Report Administrators group. NOTE: Users with Design permissions will not be able to view the Report Center or export timesheet reports from the Control Panel. 5 Allow user timesheets to be Auto Approved Recommended This optional step allows Administrators to identify users who do not need to have their timesheets formally approved and add them to the Auto Approved Timesheets group. NOTE: This step requires the Full Control permission level on the TTM site. 6 Allow Timesheet Managers to bulk approve timesheets Recommended This optional step allows administrators to identify timesheet managers who will be able to approve displayed timesheets in bulk, by adding them to the Bulk Approvers group. NOTE: This step requires the Full Control permission level on the TTM site. 7 Modify column display names Recommended This optional step enables you to modify the column name headers that will be displayed in the Timesheet Entry web part. 8 Define Administrative Time Categories Recommended Administrative time categories are used to capture time spent on billable and non-billable administrative tasks. Identified categories will appear on all users’ timesheets, and the list includes these items by default: Administrative Sick Time Vacation 9 Enable Alerts Recommended Configure automated alerts for timesheet submission and approval using Bamboo Alert Plus. 10 Configure Cost Tracking Recommended Complete this optional step if users will be charging time to cost centers. NOTE: All items in the Cost Configuration must be completed before TTM will be able to calculate the cost of work entered into timesheets 11 Configure the TTM Send Message Web Part Recommended Verify the Status & Notifications Web Part is using the same resource data source as the Timesheet Entry Web Part. NOTE: This Web Part references the Timesheet Resources list as the data source by default 12 Identify users who will submit time in TTM Recommended Add users who will submit timesheets to the Timesheet Resources list, providing user information such as department, timesheet manager(s), permitted cost codes, and time entry validation. NOTE: This step is required if the Timesheet Entry web part is configured to use the Timesheet Resources list. 13 Create tasks in the SharePoint tasks list Recommended Create tasks and assign them to resources in the Timesheet Tasks list NOTE: This step is required if the Timesheet Entry web part is configured to use a SharePoint List.
3.	To mark items as complete in the checklist, click the button associated with each item

The TTM Send Message Web Part on the Status and Notifications page lets Timesheet Managers see their resources’ timesheet submission status for the previous and current time periods.

When configuring the TTM Send Message Web Part keep in mind:

• Configuration of the web part is a recommended step in the Time Tracking configuration checklist however, if TTM is not configured to use the Timesheet Resources list, you will need to change Web Part’s default resource configuration

• For information on using the Web Part, click here

• The Status and Notifications page was added in TTM 2.5

To configure the TTM Send Message Web Part:

Step	Action
1.	From the TTM site, click the Status Timesheet Entry link in the My Resources’ Time quick launch OR Use the link in the Time Tracking configuration checklist.
2.	Edit the Web Part on page and click the Send Message Web Part Settings button to access the pop-up configuration window IMPORTANT: If you don’t see the dialog screen (shown below), make sure that you have disabled popup blockers for this site.
3.	Use the left hand navigation to access the appropriate configuration screens: # Function 1 Items per page: Select the number of resources, between 10 -50, that you want to show per page. 2. Email Message By default, the email template has the subject line Your timesheet is overdue and has link to the current timesheet in the body. Important:The message template configured here will only be used when the Send Message button is selected 3. Resource Configuration Select a Resource Data Source from ONE of the following options: Timesheet Resources – this is the default setting and uses the local Timesheet Resources list to get information about users If you will use this list no configuration is required in this section. Resource list from PMC or another Resource list Map columns in the selected list to the columns shown on the left. 4. Help Click Customer Support to access available online resources for the web part. If you are unable to find the answer to your question with these resources, our Customer Support engineers are standing by to help.
4.	Click Save & Close to commit the changes and exit pop-up configuration screen. To return to the Time Tracking configuration checklist, use the Time Tracking link in the TTM quick launch menu To mark this item as complete in the checklist, click the button for the item. More information on using the checklist is available here

The Time Tracking and Management Report Center includes several preconfigured reports for resource use and timesheet status.

• Viewing TTM Reports

The list of available reports in the Report Center cannot be changed, but you can modify, create, or remove views for a report. Views filter report data so you can see the most relevant data for your business.

• Modify an existing view
• Remove a view from a report
• Add a view to a report

The Report Center can be accessed from the left navigation or through the Project Management Central Control Panel. TTM site users with the Design permission level and above can access the Control Panel in the Site Actions menu; however, only users with the Full Control permission level will see the Report Center feature.

See the Configuring TTM Report Center Permissions section for the step-by-step instructions to set TTM permissions as well how to provide access to users who can access and generate the reports.

You can also browse to the Report Center page directly. The Full Control permission level is still required to access the Report Center page directly.

Follow the steps in the Configuring TTM Report Center Permissions section to provide access. Users with less than Full Control will get an “Access Denied” message.

1. Click the All Site Content link in the Quick Launch menu, or go to Site Actions > View All Site Content.
2. In the Libraries section, click the TimesheetPages library.
3. Click the Reporting page to access the Report Center.

In Time Tracking and Management (TTM) timesheet information is maintained in the Timesheets list. Since modifications should not be made to this critical list, TTM provides a tool to allow you to export data from the Timesheets list to another list in the site collection.

When generating timesheet exports keep in mind:

• The export tool was enhanced in TTM 2.5.

  • The enhanced tool replaces the functionality previously provided with the TTM Console Application.

  • For information on the columns included in the export, click here

  • There are two export options available:

    • Export Now – creates an immediate one-time export of identified timesheet data
    • Schedule Export – uses a timer job to export data on a specified schedule

To export timesheet data:

Click the Export Timesheets link in the TTM Control Panel to access the export tool.

NOTE: To see the link you will need to have Full Control permissions on the TTM site.

#	Function
Export Parameters
1.	TTM Source Site URL Enter the URL of the TTM site within the same site collection that contains the timesheet data you want to export. Keep the default ./ to export timesheet data from the current site.
2.	Destination list Enter the name of the list that will be created and populated with timesheet data. Important: If you create an export schedule the same list will be continually overwritten with the timesheet data that meets the defined parameters of the export.
3.	Destination Site URL Enter the URL of the destination site within the same site collection. Keep the default ./ to export timesheet data to a list in the current site.
Export Parameters cont.
4.	Administrative Tasks Check to include time entered against Administrative tasks in the export.
5.	Exported Content When checked, the export will only include task items that contain a time entry .
6.	Export Approved Timesheets Check to only include timesheet with an Approved Status in the export.
Timesheet Scope
7.	Select one of the options below to identify which timesheets will have data included in the export Resource Scope Export timesheets for all resources Export timesheets for a specific resource Project Scope Export timesheets for a specific project Date Scope Export timesheets for an identified date range Export timesheet for an entire year
Schedule Export Use these settings only if you want to save an export schedule. NOTE: If you want to create a one-time export, click the Export Now button below.
8	A. Define a schedule Use the radio buttons to determine how frequently the defined export will be executed. The export process will be managed by the Bamboo TTM Timer Job Manager (timer job) B. Save Schedule You must select the Save Schedule button if you want to use the schedule defined above You can save one scheduled export. One-time exports that are generated when you click the Export Now button do not impact the settings of a previously saved export.
9	Export Now Use this button to create an immediate, one-time export of the identified timesheet data.

When you enable cost tracking, several cost calculations will be performed for each timesheet task.

When using Cost Tracking keep in mind:

• The source of the Labor rate is determined by the selection made when configuring cost tracking options

  • If configured to use the Timesheet Resources list list the Labor rate will the defined Internal Rate from the Cost Tracking list for the cost code associated with the task.
  • If you are using PM Central to obtain billing rates, the Standard Rate for the resources from the Enterprise Resource Pool (ERP) is used

• When you add cost tracking columns to the timesheet, timesheet managers can review the results of the selection calculation(s) (shown below) when approving time.

• Calculations are also used to create cost-related reports in the TTM Report Center.

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 :

The Time Tracking and Management Control Panel provides a central location for the configuration and administration of the TTM site.

When working in the TTM Control Panel keep in mind:

• Users with Full Control or Design permissions can access the Time Tracking and Management Control Panel from the Site Actions drop down menu.

• The contents of the control panel are security trimmed so not all options will be visible to users with Design permissions. The table below identifies the permission level required to see specific links.

NOTE: The image below shows a TTM Control Panel for users with Full Control permissions

TTM Control Panel

	Section
1.	Application Settings Link: Permission required Notes Time Tracking Configuration Checklist Full Control or Design You must complete the Time Tracking Configuration checklist before using TTM Use the Time Tracking Decision Map to identify which configuration items you need to complete Cost Tracking Configuration Checklist Full Control or Design You only need to review this checklist if you will track project costs in TTM Timesheet Period Settings Full Control or Design Creating Timesheet periods is a mandatory step in the Time Tracking Configuration list and you will need to create new timesheets periods from time to time. IMPORTANT: Review the reporting period parameters. By default 26 14-day timesheets starting on 12/29/2014 will be created. NOTE: The default date may differ based on the version of TTM installed . Working Hour settings Full Control or Design Defining working hours is a mandatory step in the Time Tracking Configuration list IMPORTANT: By default time can only be entered Monday – Friday, and users will be prevented from entering more than 8 hours of time per day, unless their profile is marked to allow overtime Administrative Time settings Full Control or Design Edit or create new Administrative Time categories. Update Cost Costs Full Control or Design Required if you are tracking costs in TTM Update Labor Rates Full Control or Design Required if you are tracking costs in TTM
2.	Tools Link: Permission required Notes User Profile Import Full Control or Design Use to copy profile information from the SharePoint User Profile database into the Timesheet Resources list. User Profile Import added in TTM 2.5 Configure Task Rollups Full Control or Design Use Bamboo List Rollup to create a rollup of multiple tasks lists for use as the Timesheet Entry Web Parts tasks data source NOTE: This is an optional configuration step. See the TTM configuration decision map for more information Export Timesheets Full Control Export Timesheet list information to another list SharePoint list Archive timesheets Full Control Use schedule the archival of timesheets from the Timesheets list by creating a archive schedule or a one-time action Archive timesheets feature added in TTM 2.5
3.	Report Center The View Reports link takes users to the Reports Center where a number of predefined reports are available. NOTE: Users must have Full Control to see the Report Center link from the Control Panel.
4.	General Settings NOTE: General Settings is located on the left of the screen when you are logged in with Design permissions Link: Permission required Notes Change Skin Full Control Choose from three available skins to modify the appearance of the TTM site. Manage site features Full Control or Design Gives you the option to deactivate the Site Actions access to the Control Panel NOTE: Only users with Full Control or Design permissisons on the site see this menu item Alerts setup Full Control or Design Enable and manage TTM’s available alerts
5.	Link: Permission required Notes Upgrade Manger Full Control Use the Upgrade Manager to upgrade an existing TTM site following the installation on a new TTM version. to verify that your TTM site was upgraded following the installation of the latest TTM version.
6.	Help Displays the version details of the products installed as part of the TTM application.
7.	About Time Tracking and Management Look at the File Version to determine what version of TTM is installed in your farm. Provide the File Version number any time you open a ticket with Bamboo Support

The Pending My Approval display lets Timesheet Managers review, and then approve or reject, their resources’ timesheets.

When configuring the Approval Center Web Part keep in mind:

• By default the web part will display 10 task items per page

  • Starting with TTM 2.5 only project tasks with time entered against them are displayed

• For information on using the Pending My Approval Web Part, click here

To configure the Approval Center Web Part:

TTM Time Tracking and Management (TTM) provides a tool to clean up the Timesheets list by archiving stale items to another SharePoint list.

• There are two archive options available:

  • Archive Now – creates an immediate one-time archive of identified timesheet data
  • Save Schedule – uses a timer job to archive timesheet data on a specified schedule

• The archive process is managed by the Bamboo TTM Timer Job Manager which is responsible for:

  • creating the destination list
  • copying the timesheets that meet the archive criteria from the Timesheets list to the destination list
  • deleting the previously copied items from the TTM Timesheets list

Important: Once data is deleted from the Timesheets list it will no longer be accessible from Time Tracking and Management (TTM):

• Users will not be able to view archived records in the Timesheet Entry or Submitted Timesheet displays
• TTM reports will not include information about archived timesheets
• A project’s cost and work variance calculations may impacted

To archive timesheet data:

Click the Archive Timesheets link in the TTM Control Panel to access the export tool.

NOTE: To see the link you will need to have Full Control permissions on the TTM site.

#	Function
Archive List Details
1.	Destination Site URL Enter the URL of the destination site within the same site collection. Keep the default ./ to export timesheet data to a list in the current site.
2.	Archive List Name Enter the name of the list that will be created and populated with timesheet data. Important: If you create an archive schedule the same list will be continually updated with timesheet data that meets the defined parameters of the archive.
Archive Parameters
4.	Select one of the options below to identify which timesheets will be included in the archive: Archive timesheets that were created on or before the specified data Archive timesheets when the Timesheet period contains a data within the specified range Archive timesheet that were created “x” number of days before today
5	Click the checkbox if only timesheets with an Approved Status should be archived
Schedule Archive
5	A. Schedule Timesheet Archive Determine how frequently timesheet data will be copied into the destination archive list. The archive process will be managed by the Bamboo TTM Timer Job Manager (timer job) B. Schedule Deletion of Archived data Determine when items that were previously copied into the destination archive list will be deleted from the TTM Timesheets list. Important: Once data is deleted from the Timesheets list it will no longer be accessible from TTM. C. Save Schedule You must select the Save Schedule button if you want to use the schedule defined above You are allowed to save ONE scheduled archive. One-time archives that are generated when you click the Archive Now button do not impact the settings of a previously saved archive.
6	Archive Now Use this button to create an immediate, one-time archive of the identified timesheet data. Important: Once data is copied into the destination archive list it will immediately be deleted from the Timesheets list and will no longer be avaiable in TTM displays, reports, etc.

Timesheet Managers who are added to the Bulk Approvers group will be able quikcly approve all items displayed in the Pending My Approval display screen with just a couple of clicks.

Keep in mind:

• You can only approve items that are visible in the display page.
  • If a timesheet spans another page in the Pending My Approval Web Part the timesheet will not be approved until all timesheet items have received an approval.
  • Click here for information on modifying the number of items displayed on the page
• You can only bulk approve / reject timesheets from the same timesheet period

Using the Bulk Approvers group:

Add Users to the Bulk Approvers group
1.	Click the link in the Time Tracking configuration checklist, OR Navigate to SharePoint’s Site Permissions page NOTE: Accessing Site Permissions requires you to have Full Control permission the TTM site.
2.	Add the appropriate users to the Bulk Approvers group NOTES: 1.The Bulk Approvers group was added in TTM 2.0 2.This group has contribute permissions on the site by default
How do Timesheet Managers bulk approve / reject timesheets?
1.	Timesheet Managers who are added to this group will see a check box associated with the Period in the Pending My Approval display
2.	When this box is checked, all items associated displayed on the time will be checked for bulk approval or rejection. IMPORTANT: If a timesheet continues on the next page then: If you selected Reject – the entire timesheet will be immediately rejected If you select Approve – the entire timesheet will not be approved until the remaining items in the timesheet have also been approved. If you reject items on the subsquent page(s) the entire timesheet will be rejected.

Click the boxes to access configuration instructions…

Once you have created your new TTM site you will have a number of configuration decisions to make that will determine how you, and your users, will interact with the Time Tracking and Management (TTM) application.

Use the links below to access configuration topics:

Time Tracking & Management Configuration Overviews
Time Tracking Configuration Checklist You must complete the Time Tracking Checklist before you will be able to use TTM.	TTM Configuration Decision Map Use the decision map to determine how your instance of TTM should be configured.	Cost Tracking Configuration Checklist Complete if you will use TTM to track project costs.
Timesheet Entry Configuration Overview Configuring this web part is a mandatory step in the Time Tracking configuration checklist.	TTM Control Panel Overview A look at the tools available in the TTM Control Panel.	TTM Permissions Overview of permissions required in TTM.

Time Tracking & Management Configuration Topics
TTM Site Management	What version of TTM are you using?	TTM Upgrade Manager
Using TTM Groups	Report Center Administrators and Members	Auto Approved Resources	Bulk Approvers
Alerts and Messaging	What alerts come with TTM?	Enable TTM alerts	TTM Status and Notification center
Manage Timesheet Data	Access TTM Reports	Export TTM Timesheets	Archive Timehsheets
Timesheet column display options	Modify column display names	Hide columns in the Timesheet Entry display
TTM Resources data source	Configure resources data-source	Configuring TTM’s User Profile Import	Using PM Central Resources in TTM
TTM Tasks data source	Configure tasks data-source	Create a rollup of SharePoint Tasks lists	Use PM Central Tasks
Administrative Time	Configure Administrative Tasks data-source	Add categories to the Administrative Time list
Cost Tracking Configuraton	Define Labor Rates	TTM Cost Tracking	Create Cost Codes
Change the TTM site appearance	Change the Pending My Approval display to show more items by default	Change the Timesheet Entry skin	Change the site skin
Populating lists	Add tasks to the Timesheet Tasks list	Add users to the Timesheet Resources list

A Time Tracking and Management (TTM) site includes a Timesheet Resources list. This list is one of the resource data-source options available when configuring TTM, and is used to identify the users who will be able to submit time in TTM timesheets.

When using the Timesheet Resources list as the resource data-source keep in mind:

• You must specify a Timesheet Manager for each resource. Users who do not have a Timesheet Manager will not be able to enter time.

• You can quickly add users to the Timesheet Resources list using the User Profile Import tool.
  The User Profile Import tool was added in TTM 2.5

• You can use the Timesheet Resources list as the resource data-source even if PM Central is the data-source for tasks.

  • The PM Central project tasks assigner to a user in the Timesheets Resources list will automatically be added to the user’s timesheet.
  • This configuration is useful is only specific users in your PM Central ERP need to enter time.

Entering Resources in the Timesheet Resources list:

Step	Description
1.	From the TTM site, access Site Contents OR use the direct link in the Time Tracking configuration checklist
2.	Click on the Timesheet Resources list.
3.	Click the Add new item link and complete fields as described in the table below. NOTE: The column order displayed in the list view differs from the form Column Name Description Department Use the drop down selector to associate the resource with a department for reporting purposes NOTE: The options associated with this field can be be modified. Timesheet User Identify the SharePoint user that will be able to submit time in TTM (required) Primary Timesheet Manager Enter an individual user who can approve timesheets submitted by the resource. (required) If you imported this resource into the Timesheet Resources list from SharePoint using the User Profiles Import tool, the Manager from the user’s SharePoint profile is automatically entered as the Primary Timesheet Manager. You can use this account or you can change the value to a different account. Secondary Timesheet Manager If you want to name a backup person who can approve timesheets if the Primary Timesheet Manager is unavailable, enter a name in the Secondary Timesheet Manager field. Either manager can approve timesheets. Maximum Unit Enter the percentage of the timesheet period that this resource is available to work on tasks. For example: For example, if a part-time resource is only allowed to work 20 hours of a 40-hour week, enter 50%. If this field is blank, TTM will assume a Maximum Unit of 100%. Maximum Unit is taken into account for working hours validation, but is ignored if overtime is allowed. Allow Overtime To allow this resource to work more than the standard number of hours in the timesheet period, select this option. If overtime is allowed, validation for the maximum number of hours allowed per day or per pay period will be ignored.. Cost Codes Select the costs codes that the resource can use, if you are tracking costs as well as time in TTM. If an individual has their own entry in the Timesheet Resources list, and is a member of a group resource, cost codes for both entries will be available for the resource. NOTE:The cost codes must have previously been created in the Cost Codes list Resource ID This optional field lets you associate an ID reference with the user. The Timesheet Entry Web Part can be configured to display this entry.
4.	Create an entry for each user or group who needs to enter time in the TTM site. To mark this item as complete in the Time Tracking configuration checklist, click the button for this item More information on using the checklist is available here

Before you start to use Time Tracking and Management (TTM) you will need to identify the data-source for the tasks that will be displayed in the Timesheet Entry Web Part. This is a mandatory configuration step in the Time Tracking configuration checklist, and the TTM configuration decision map is available to help identify which data-source option you should use. There are two task data-source options available:

• Bamboo List Rollup
• SharePoint Tasks list (default setting)
  • You can use the local Timesheet Tasks list (default)
  • or, a generic SharePoint Tasks list

When configuring the Timesheet Entry Web Part to use a SharePoint list as the task data source keep in mind:

• The Timesheet Tasks list that comes with TTM includes fields not available in an out-of-the-box SharePoint Tasks list.

• If you want to show tasks from multiple task lists you will need to use Bamboo List Rollup as the Web Part’s task data-source.

To configure Timesheet Entry to display items from a SharePoint Tasks list:

NOTE: The following steps require you to have accessed the Timesheet Entry Configuration Settings screens by clicking the Timesheet Entry Web Part Settings button in the Web Part’s configuration tool pane.

	Action	Result
1.	From the Timesheet Entry configuration screen, click the SharePoint List button under Data Source Settings in the navigation tool pane. NOTE: You will only be able to select this button if SharePoint Lists and Libraries is selected as the Data Source Type	The SharePoint List Settings screen will be displayed on the right side of the configuration pop-up and allow you to scroll through the configuration options associated with the data source.
By default the Timesheet Entry Web Part uses the Timesheet Tasks list as the tasks data-source. If you will use this list, skip to step 5 for additional information on configuring the Web Part.
2.	To use a generic SharePoint tasks list as the tasks data-source, enter URL to the site that contains the list, then click the green arrow. Both absolute paths (http:// server name/site ) or relative paths(./Site/) can be used for the site URL. IMPORTANT: Although you can enter a URL for another Site Collection, be careful about going across Web Applications. You may have issues if the other web app has a significantly different security setup.
3.	Select the desired SharePoint tasks list from the SharePoint List drop down.
4.	Map columns from the schema to the timesheet columns shown on the left. If you use the default Timesheet Tasks list, this mapping is completed automatically. Timesheet Tasks Column Name Description Task Name The task name will be displayed in the timesheet. Project Name If you are assigned to multiple tasks in the same project, those tasks will be grouped in your timesheet under the same project name based on the value of this column Start Date The start date for the task. The task will be included on timesheets starting on this date End Date The end date, or due date, for the task. The task will be included on timesheets starting on the task Start Date and ending with the Due Date. Assigned To Map this column to the task list column that includes the SharePoint user account assigned to the task. The task will be included only on this user’s timesheet. NOTE: Time Tracking and Management supports multiple users assigned to a task. Planned Work If you want to track the amount of time planned for a task against the time actually entered for it, select the column in the list that contains the planned work. Billing Category If your task list has a column that defines different billing categories, such as “Standard”, “Administrative”, etc., select it here. Copy Actual Work to the PM Central Tasks list This button is not available with this data-source
5.	You have now configured the Web Part to use a generic SharePoint task list as the tasks data-source. Click these links for additional Web Part configuration topics: Administrative Time (optional) Timesheet Resources Data Source (required) Column Display Configuration (optional) Look and Feel (optional) Language Settings (optional) You will need to populate the configured tasks list with content before the items will display in the Web Part. Information on populating the Timesheet Tasks list is available here

Before you start to use Time Tracking and Management (TTM) you will need to identify the data-source for the resources that will be able to use TTM to submit timesheets. This is a mandatory configuration step in the Time Tracking configuration checklist, and the TTM configuration decision map is available to help identify which data-source option you should select.

There are two resource data-source options available:

• The local Timesheet Resources list (default setting)
• or, PM Central’s Enterprise Resource Pool (ERP).

When configuring the Timesheet Entry Web Part’s resource data-source keep in mind:

• The selected data-source must contain an entry for each user who needs to enter time into TTM

• Regardless of the data-source, each user must be configured with a Timesheet Manager.

• You can use the local Timesheet Resources list even if you have configured the Timesheet Entry web part to use PM Central as the data source for tasks.

  • PM Central project tasks assigned to a user in the Timesheet Resources list will automatically be added to his or her timesheet. You may want to use this configuration if only specific users in your PM Central ERP need to enter timesheets.

Configure the Timesheet Entry Web Part’s resource data source:

NOTE: The following steps require you to have accessed the Timesheet Entry Configuration Settings screens by clicking the Timesheet Entry Web Part Settings button in the Web Part’s configuration tool pane.

	Action	Result
1.	From the Timesheet Entry configuration screen, click the Timesheet Resources button under Data Source Settings in the navigation tool pane.	The Timesheet Resources screen will be displayed on the right side of the configuration pop-up
By default the Timesheet Entry Web Part uses the Timesheet Resources list as the resources data-source. If you will use this list, go to step 5 for additional information on configuring the Web Part. Information on using the Timesheet Resources list is available here
2.	To use a PM Central ERP as the resource data-source, click the Resource List from Project Management Central radio button
3.	Enter the URL of the PM Central portfolio site, and click the green arrow Both absolute paths (http:// server name/site ) or relative paths(./Site/) can be used for the site URL. IMPORTANT: The PM Central site needs to be located in the same site collection as the TTM site for application integration to be supported.
4.	The following fields will be automatically mapped to the appropriate field in the PM Central Enterprise Resource Pool (ERP) Timesheet Resources Column Name Description Timesheet Resource The column that contains the SharePoint user or group who will be entering time in the timesheet. Timesheet Manage The primary timesheet manager for the Timesheet Resource user. The timesheet manager can approve that user’s timesheet. Secondary Timesheet Manager The secondary timesheet manager who can approve timesheets when the primary Timesheet Manager is unavailable. Department The department the Timesheet Resource is a member of. This column is required if you want to view reports of time entered by department. Standard Rate The labor rate for the resource. This column is required to use the cost tracking features of TTM if you want to use labor rates from PM Central instead of TTM. Allow Overtime If you enforce Working Hours on timesheets in TTM, select the Yes/No column that indicates whether a resource is allowed to work overtime. Maximum Unit The maximum percentage of available working hours the resource is allowed to work on tasks. For example, if a part-time resource is only allowed to work 20 hours of a 40-hour week, the resource’s maximum unit is 50%.
5.	You have now configured resource data-source for the Timesheet Entry Web Part. Click these links for additional Web Part configuration topics: Column Display Configuration (optional) Look and Feel (optional) Language Settings (optional)

Before you start to use Time Tracking and Management (TTM) you will need to identify the data-source for the tasks that will be displayed in the Timesheet Entry Web Part.
This is a mandatory configuration step in the Time Tracking configuration checklist, and the TTM configuration decision map is available to help identify which data-source option you should use.
There are two task data-source options available:

• Bamboo List Rollup
  • You can use a custom created rollup
  • or, you can reference an existing PM Central tasks rollup
• SharePoint list (default)

When configuring the Timesheet Entry Web Part to use a Bamboo List Rollup as the task data-source keep in mind:

• Using a Bamboo List Rollup Schema lets you display tasks from multiple SharePoint tasks lists.

• If you are using a custom rollup, you will need to create the schema before configuring the Timesheet Entry Web Part.

• Additional information on using TTM with PM Central is available here

To configure Timesheet Entry to display data from a Bamboo List Rollup:

NOTE: The following steps require you to have accessed the Timesheet Entry Configuration Settings screens by clicking the Timesheet Entry Web Part Settings button in the Web Part’s configuration tool pane.

	Action	Result
1.	From the Timesheet Entry configuration screen, click the Bamboo List Rollup button under Data Source Settings in the navigation tool pane. NOTE:You will only be able to select this button if Bamboo List Rollup is selected as the Data Source Type	The Bamboo List Rollup screen will be displayed on the right side of the configuration pop-up and allow you to scroll through the configuration options associated with the data-source.
2.	Enter the site where the Bamboo List Rollup Schema is located. If using a custom rollup enter the URL where the List Rollup Schema Designer is found To use PM Central tasks, enter the PM Central portfolio site URL. Both absolute paths (http:// server name/site ) or relative paths(./Site/) can be used for the site URL. IMPORTANT: If connecting to PM Central, the site must be in the same site collection as TTM for application integration to be supported.
3.	Click the green arrow to load available List Rollup Schemas in the site, then pick the desired schema list from the Select Schema drop down.
4.	If you entered a PM Central portfolio site, select the Tasks – All Tasks rollup to include all tasks in all project sites on resource timesheets. Otherwise.. Map columns from the schema to the timesheet columns shown on the left. Timesheet Tasks Column Name Description Task Name The task name will be displayed in the timesheet. Project Name If you are assigned to multiple tasks in the same project, those tasks will be grouped in your timesheet under the same project name based on the value of this column Start Date The start date for the task. The task will be included on timesheets starting on this date End Date The end date, or due date, for the task. The task will be included on timesheets starting on the task Start Date and ending with the Due Date. Assigned To Map this column to the task list column that includes the SharePoint user account assigned to the task. The task will be included only on this user’s timesheet. NOTE: Time Tracking and Management supports multiple users assigned to a task. Planned Work If you want to track the amount of time planned for a task against the time actually entered for it, select the column in the list that contains the planned work. In a PM Central tasks list, this is the Work column. Billing Category If your task list has a column that defines different billing categories, such as “Standard”, “Administrative”, etc., select it here. PM Central task lists do not have this column, so leave it blank. Copy Actual Work to the PM Central Tasks list If you selected a PM Central task rollup, you can copy Actual Work for a task back to the PM Central Tasks list. This allows you to view cumulative work performed on a task through the current date in PM Central. NOTES: 1. Actual Work is copied to PM Central when a Timesheet Manager approves a timesheet. 2. To view this information, add the Actual Work (Time Entry) column to the Task Master Web Part in the Tasks tab for each project.
5.	You have now configured the Web Part to use a Bamboo List Rollup as the tasks data-source. Click these links for additional Web Part configuration topics: Administrative Time (optional) Timesheet Resources Data Source (required) Column Display Configuration (optional) Look and Feel (optional) Language Settings (optional)

Administrative Time lets you track employee’s categorized non project hours, such as vacation or sick time, or time spent on administrative tasks such as support or maintenance activities in the Time Tracking and Management (TTM) timesheet.

Keep in mind:

• The Timesheet Entry Web Part is configured by default to reference the local Administrative Time list that is created with the TTM site. This list contains the following default items:
  • Administrative
  • Sick
  • Vacation

• By default, tasks in the identified Administrative Tasks list will be included on the timesheets of all users.

• Changing the Timesheet Entry Web Part’s default configuration to reference a custom list is optional

To configure Timesheet Entry to use a custom Administrative Time list:

NOTE: The following steps require you to have accessed the Timesheet Entry Configuration Settings screens by clicking the Timesheet Entry Web Part Settings button in the Web Part’s configuration tool pane.

	Action	Result
1.	From the Timesheet Entry configuration screen, click the Administrative Time List button under Data Source Settings in the navigation tool pane.	The configuration screen will be displayed on the right side of the pop-up window
By default the Timesheet Entry Web Part uses the local Administrative Time list as the data source. If you will use this list, skip to step 5 for additional information on configuring the Web Part. Information on editing the categories associated with the Administrative Time list is available here
2.	Enter the site where the custom list is located, then click the green arrow Both absolute paths (http:// server name/site ) or relative paths(./Site/) can be used for the site URL. IMPORTANT: Although you can enter a URL for another Site Collection, be careful about going across Web Applications. You may have issues if the other web app has a significantly different security setup.
3.	Pick the custom list from the Select Administrative Time drop down selector.
4.	Map columns from the list to the columns shown on the left. Administrative Time column name Description Task Name The task name will be displayed in the timesheet. Billing Category If your task list has a column that defines different billing categories, such as “Standard”, “Administrative”, etc., select it here. Project Name The name all administrative time will be grouped under in the timesheet. Assigned To Map this column to the task list column that includes the SharePoint user account assigned to the task. If a user is assigned the task will only be displayed on this user’s timesheet. Billable Select the Yes/No column that indicates whether an administrative task is billable. Planned Work If you want to track the amount of time planned for a task against the time actually entered for it, select the column in the list that contains the planned work.
5.	You have now configured the Web Part to use a custom list as the Administrative Tasks data source. Click these links for additional Web Part configuration topics: Timesheet Resources Data Source (required) Column Display Configuration (optional) Look and Feel (optional) Language Settings (optional)

The Timesheet Entry Web Part is the display interface that users most commonly interact with. There are two skin options available to allow you to quickly modify the apppearance of this Web Part on the page.

Keep in mind:

• The two skin options affect the grid display of the Web Part
• Grey is the default skin
• The Neptune skin became available in TTM 2.0

To change the grid display of the Timesheet Entry Web Part:

NOTE: The following steps require you to have accessed the Timesheet Entry Configuration Settings screens by clicking the Timesheet Entry Web Part Settings button in the Web Part’s configuration tool pane.

Step	Description
1.	From the Timesheet Entry configuration screen, click the Look and Feel button under Preferences in the navigation tool pane.
2.	Click Change skin under the General Settings header Grey (default) Neptune
5.	Click here for information on modifying the Web Parts Language Settings (optional)

The list of available views in the Select View drop-down list for a report is configurable. To remove a view from a report, do the following:

Before you start to use Time Tracking and Management (TTM) you will need to configure the Timesheet Entry Web Part to reference the appropriate data-sources for your implemetation. This configuration is a mandatory step in the Time Tracking configuration checklist.

When configuring the Timesheet Entry Web Part keep in mind:

• You will need to identify data-sources for the following:

  • Tasks
  • Administrative Time
  • Resources

• The TTM configuration decision map is available to help determine how you should configure the Web Part.

• Information on using the Timesheet Entry Web Part is available here

  To configure the Timesheet Entry Web Part:

Step	Action
1.	From the TTM site, click the Timesheet Entry link in the TTM quick launch OR Use the link in the Time Tracking configuration checklist.
2.	Edit the Timesheet Entry Web Part and click the Timesheet Entry Web Part Settings button to access the pop-up configuration window IMPORTANT: If you don’t see the dialog screen (shown below), make sure that you have disabled popup blockers for this site.
3.	Use the left hand navigation to access the appropriate configuration screens: # Function 1 Timesheet Tasks Data Source: Use the radio buttons to Select a Task Data Source from ONE of the following options: Bamboo List Rollup: Select this option if your task list is one of the following, and then configure the Bamboo List Rollup settings described below: A task list in a Bamboo Project Management Central site. A Bamboo List Rollup configured for task lists in other sites. SharePoint List: Select this option if your task list is one of the following, and then configure the SharePoint List settings described below. The default Timesheet Tasks list included with Time Tracking and Management. A SharePoint Tasks list in another site. The corresponding button will be available in the navigation pane, allowing you to access the data-source’s configuration screen. 2. Administrative Time By default Timesheet Entry Web Part uses the local Administrative Time list to track time that is not related to a specific project. If you will use this default list no further configuration is required in this section, Otherwise… Configure the Web Part to use another SharePoint list to define Administrative Time 3. Timesheet Resources data source Select a Resource Data Source from ONE of the following options: Timesheet Resources – this is the default setting and uses the local Timesheet Resources list to get information about users. If you will use this list then no configuration is required in this section. PM Central Enterprise Resource Pool (ERP) 4. Column Display Settings: Identify which timesheet columns will be displayed in the Timesheet Entry web part 5 Preferences Change the skin header and display using the Look and Feel settings Modify the Language Settings 6. Help Click Customer Support to access available online resources for the web part. If you are unable to find the answer to your question with these resources, our Customer Support engineers are standing by to help.
4.	Click Save & Close to commit the changes and exit pop-up configuration screen. To return to the Time Tracking configuration checklist, use the Time Tracking link in the TTM quick launch menu To mark this item as complete in the checklist, click the button for the item. More information on using the checklist is available here

Time Tracking and Management (TTM) lets you customize the column names displayed in the Timesheet Entry and Timesheet Report Web Parts.

Keep in mind:

• This is an optional step in the Time Tracking configuration checklist

• You can restrict access to the Timesheet Columns Configuration list using SharePoint permissions.

  • More information on permissions in TTM is available here

• Information on how to hide columns from the Timesheet Entry display is available here

To change the column display names:

Step	Action
1.	Go the Site Content and click the Timesheet Columns Configuration list OR Click the Rename Display Columns link in the Time Tracking configuration checklist
2.	The list displays the default columns found in the TTM Timesheets lists. Click the column name that you want to have displayed in the Timesheet Entry Web Part and in repots by a different name IMPORTANT: Additional columns cannot be added to the Timesheet Entry display
3.	In the Mapping Column Name fields, replace with default name with the name you would like displayed in the Timesheet Entry and reports, then click Save
4.	The column alias will be shown in the Mapping Column Name column.
This column alias will be automatically used in both the Timesheet Entry and TTM Report Web Parts NOTE: For information on hiding columns from the Timesheet Entry Web Part click here]
To return to the Time Tracking configuration checklist, use the Time Tracking link in the TTM quick launch menu To mark this item as complete in the checklist, click the button for the item. More information on using the checklist is available here

Time Tracking and Management (TTM) comes with pre-configured alerts that allow the application to automatically send notifications to timesheet managers and resources.

When working with TTM Alerts, keep in mind:

• All TTM alerts are disabled by default.

• Enabling alerts is an optional step in the Time Tracking configuration checklist

• You can modify existing alerts or create new alerts as necessary

• Bamboo Alert Plus is used to manage the alerts.

• Information on the predefined alerts that come with TTM is available here

Working with TTM Alerts

Access the alerts page from the Alerts Setup link in the TTM control panel

OR

the link in the Time Tracking Configuration Checklist.

NOTE:
This requires you to have Full Control or Design permissions on the TTM site.

#	Function
1.	Title Displays the available alerts that can be managed from the Alert Plus Web Part.
2.	Alert Status This column shows you if the alert is enabled. If it is disabled, no alerts will be sent. To enable an alert either: Click the Alert Title to access the Edit Screen Click the Enable radio button Click Save and Close OR Click enable in the alert’s context menu This option was added in Alert Plus 4.0 which is included in TTM 2.5
3	Last Run Date This column shows you the date the timer job last processed this alert. NOTE: This date isn’t necessarily the last time an email was sent. An email is not always sent every time an alert is processed. Sometimes no items match the alert criteria when an alert is processed and therefore no emails are sent. If you never see a value in the Last Run Status column even though the alert is enabled, that indicates that the timer jobs are not running. Click here for troubleshooting information.
4	Last Run Status This column shows you the current status of the alert. It will report: Running when the timer job is running. Success when the timer job completes with no errors. Failure or an Error Code when the timer job stops due to an error. Generally, the specific error will be listed here to help troubleshoot. Sometimes you may notice that an alert is reporting Running for an unusually long time. This may be an indication of an error with the timer job and no error was reported. This happens when the job times out – no error is reported, but the alert status is never updated to indicate that the job is stalled. Click here for troubleshooting information.
5.	Context Menu Use the alerts context menu to help manage the item: Enable/Disable. Clicking on the Enable option item will enable a disabled alert. Clicking on the Disable options will disable an enabled alert. This option was added in Alert Plus 4.0 which is included in TTM 2.5 Edit. Choose Edit Item from the context menu or just click the hyperlink associated with the alert Title to access the alert for editing. Copy. Choose Copy Item to quickly create a second alert similar to the first. Once the copy is created, edit it to change any parameters. This is a useful tool if you want to copy an existing alert so you can send it to another group while keeping all the other parameters the same. Delete. Choose Delete Item to delete the alert. NOTE: Deleting default TTM alerts is not recommended.

When cost tracking has been enabled for Time Tracking and Management the resulting cost calculations reference the Cost Tracking list to determine what labor rates should be associated with selected cost codes.

Keep in mind:

• You can restrict access to the Cost Tracking list by using SharePoint permissions. More information on permissions in TTM is available here

• If you configured cost tracking options to obtain labor rates from PM Central, the rates in the Cost Tracking list only apply when the cost code is assigned to tasks from the Administrative Time list
  • The labor rate used for all other tasks will be the Standard Rate for the assigned resource in the PM Central Enterprise Resource Pool. For more information, see Configuring Cost Tracking for PM Central.

To create or update labor rated in the Cost Tracking list:

Access the Cost Tracking list from the Update Labor Rates link in the Cost Tracking configuration checklist,

OR

in the TTM Control Panel

NOTE:
Accessing the TTM Control Panel requires you to have Full Control or Design permissions on the TTM site.

#	Function
1.	Select an existing cost code from the Cost Codes list. You should add one Cost Tracking list entry for each cost code in the Cost Code list for which you want to track costs.
2.	The Billable check box is selected by default and is required if you will define a Billing Rate for work.
3.	Enter the cost code rate for internal cost calculations. Companies may use an internal rate if they want to track internal cost vs. the cost billed to customers.
4.	Enter the Billable Rate associated with the cost code that will be used for billable cost calculations.
5.	Select a rate type that describes who should use this cost code. This designation is useful for managers when mapping cost codes to resources or if exported timesheet data is used to generate reports based on rate type. Global: A rate type used by any individual, resource group, or role (e.g. Joan Harris, Engineering Department, project manager) Individual: A rate type used by individuals (e.g. Joan Harris or Michael Scott) Role: A rate type used by individuals with specific roles or skill sets (e.g. project manager or developer)
6.	Click Save to save your changes or Cancel to exit without saving. To mark this item as complete in the Cost Configuration Checklist, click More information on using the checklist is available here.

Administrative Time lets you track employee’s categorized non project hours, such as vacation or sick time, or time spent on administrative tasks such as support or maintenance activities in the Time Tracking and Management (TTM) timesheet. Each category can be set to display by default under the Administrative Time project header on user’s timesheets.

When working with TTM Administrative Time, keep in mind:

• The Timesheet Entry Web Part is configured by default to reference the Administrative Time list that is created with the TTM site. This list contains the following default items:

  • Administrative
  • Sick
  • Vacation

• You can configure the Web Part to use a custom list, rather than the default Administrative Time list.

• Adding new Administrative Time categories is an optional item in the Time Tracking configuration checklist

• You can restrict access to the Administrative Time list by using SharePoint permissions.
  More information on permissions in TTM is available here

To add Administrative Time categories:

Step	Action
1.	From the TTM site, access Site Contents OR use the direct link in the Time Tracking configuration checklist
2.	Access the Administrative Time list.
3.	Click the Add new item link and populate the available fields: Column Name Description Title Enter a title that will be displayed for the task in the Timesheet Entry display Status Leave the default value of Open. This field is reserved for future use. Always Display This Yes/No checkbox is selected by default and will show the item on all current and future timesheets To stop displaying the item in current and future timesheets, uncheck this option. Billing Category Select a billing category for the item from the choice drop down selector. This value will be displayed in the Billing Category column in the timesheet. Work Type Choose whether time entered for this item is working time or time spent away from work (nonworking). For example: “Training” might be working time, but “Vacation” would be nonworking time. Project Name Enter a project name in the text field to group this task under on the timesheet. The default tasks use the project name Administrative Tasks. Pay attention to spelling as you enter the project name Planned Work To budget a specific number of time for this item, enter the planned work in hours. If an item is assigned to a specific resource, enter the number of hours allocated for that resource to work on the task. If the item is available for all resources (not assigned), you can enter the total number of hours budgeted for the task the entire time it will be available. For example: If your company allows only 500 hours per year to be charged to an “Overhead” category, you could enter 500 hours of planned work. Timesheet managers will be able to see the budgeted hours decrease throughout the year as they approve timesheets that include hours for the “Overhead” task. Assigned To Leave this field blank if the Administrative Time item can be used by all resources. If the item should only be displayed on the timesheet for a specific resource(s), enter the resource name(s) in this field. Billable When the Yes/No checkbox is selected, users will be able to select a cost code for the item on their timesheets. The labor rates associated with the cost code in the Cost Tracking list will be used to calculate cost. NOTE: You can track the costs for administrative tasks when TTM is in standalone mode, and when TTM is integrated with Project Management Central
4.	Click Save to save your changes or Cancel to exit without saving. To mark this item as complete in the Time Tracking Configuration Checklist, click the button for the item. More information on using the checklist is available here

The first step to using Time Tracking and Management (TTM) is to create a TTM site using the provided site template.

Keep in mind:

• A TTM site should be created in an existing site collection that was created with a SharePoint Team Site at the root of the site collection.
  • You will not be able to select a TTM site to create the a site collection.
• If the TTM site template is not available following installation you will need to confirm that the Bamboo TTM Site Template feature has been activated in your site collection.
  • For more information on the features that need to be activated, click here.
• When integrating TTM with PM Central the TTM site needs to be created in same site collection as the PM Central site.

To create a TTM site:

Step	Action	Result
1.	In the desired site collection, navigate to the Site Contents page and locate the link to create a new site.
2.	Enter a Title and URL for the new site
3.	From the Custom tab select Time Tracking and Management Site then, complete the form and click Create
4.	Your new Time Tracking and Management site is now ready to configure.	Use the link in the welcome message to access the Time Tracking configuration checklist

Some organizations use a weekly schedule for tracking time, others use bi-weekly or monthly. The Reporting Period Management web part lets you add new reporting periods to Time Tracking and Management (TTM) so users can enter time for the defined periods.

Keep in mind:

• Creating Reporting periods is a mandatory step in the Time Tracking Configuration Checklist.

• You will periodically need to create additional timesheet periods.

• There cannot be any gaps or overlaps between reporting periods.

To create timesheet periods:

Access the Reporting Period Management page from the Timesheet Period settings link

OR

from the Time Tracking Configuration Checklist

NOTE:
This requires you to have Full Control or Design permissions on the TTM site.

#	Function
Reporting Period Parameters The following settings define the length and dates for your timesheet reporting periods.
1.	Number of periods to be created Enter the number of periods you want to create. To use a weekly reporting schedule and create periods for the next year, enter 52 and change the length of the standard period to 7 To use a biweekly reporting period, keep the default settings of 26 periods with 14 days per period To create only the next reporting period, enter 1.
2.	Date the first period starts: Enter the start date for the first new reporting period. The day that corresponds to the selected date will be the first day displayed in the Timesheet Entry display There cannot be any gaps or overlaps between reporting periods, so if you have previously defined timesheet periods, you must enter the next calendar date. For example: If your last reporting period ended on 12/30/2011, the next one must begin on 12/31/2011 (not 01/01/2012). Existing reporting periods are displayed in a table on the Reporting Period Management page for your reference.
3.	Length of the standard period (days) Enter the number of days for each reporting period. Your new reporting periods do not have to be the same length as existing ones.
Reporting Naming Convention The following settings to define the length and dates for your timesheet reporting periods.
4.	Prefix If you would like to prefix each reporting period name, enter text here. For example: Enter FY2015 to prefix each name with a designation for the next reporting period year.
5.	Next sequence number (required) * Enter the next sequence number for your new reporting periods. The number you enter here will be incremented by one for each reporting period. If you have existing reporting periods, the sequence number only has to be unique when used in combination with the prefix and suffix. For example: You can reuse sequence number 1 if you have a different prefix and/or suffix than the previous year’s sequence number.
6.	Suffix If you would like to add a suffix to the end of a sequence number, enter text here. For example: You could enter WK to indicate that this is a weekly timesheet, or 2014 to indicate that this is a timesheet for the year 2014.
7.	Preview and Create Periods After you complete the configuration options, click the button to preview the list of new reporting periods in the table on the Reporting Period Management page Review them to make sure they are what you want. To clear your settings and start over, reload the page. Important: The reporting periods will not be created unless you preview them first. Click the button to add the reporting periods to the Periods list. After they have been created, timesheets for those periods can be submitted.
To return to the Time Tracking configuration checklist, use the Time Tracking link in the TTM quick launch menu To mark this item as complete in the checklist, click the button for the item. More information on using the checklist is available here

A cost code is a short code assigned to timesheet tasks that can be used to bill work for that task to the correct department, cost center, accounting code, or other unique cost identifier.

Keep in mind:

• When a cost code is assigned to a resource in the resource list, it is available in the Cost Codes column of the timesheet and can be selected for timesheet tasks.

• Cost Codes are required if you enable cost tracking but are optional if you are using Time Tracking and Management (TTM) for time tracking only.

• You can restrict access to the Cost Tracking list by using SharePoint permissions.
  More information on permissions in TTM is available here

To items to the TTM Cost Codes list:

Access the Cost Codes list from the link in the Cost Tracking configuration checklist,

OR

from the Update Cost Codes link in the TTM Control Panel

NOTE:
Accessing the TTM Control Panel requires you to have Full Control or Design permissions on the TTM site.

#	Function
1.	Enter the Cost Code into the Title field that will be displayed to users in the Timesheeet Entry web part if Cost Tracking is enabled.
2.	Enter an optional description. NOTE: Text entered into this field is only visible from the Cost Code List
3.	Optionally, enter a Fiscal Year to help track cost codes over time
4.	Click Save to save your changes or Cancel to exit without saving. To mark this item as complete in the Cost Configuration Checklist, click More information on using the checklist is available here

A key feature of Time Tracking and Management (TTM) is the ability to add project tasks to timesheets so resources can report work for those tasks.

By default TTM is configured to display tasks found in the local Timesheet Tasks list, however the TTM Timesheet Entry Web Part can be configured to use Bamboo List Rollup as a task data source.

Keep in mind:

• Using Bamboo List Rollup as a data source allows you to connect to a PM Central tasks rollup OR a custom rollup

  • More information on integrating TTM with PMC is available here

• List Rollup Schemas are security-trimmed when they are displayed. Users will only see data that they can browse to manually.

• A sample schema “Timesheet Tasks Rollup” is available to be referenced and/or modified.
  • The sample rollup references TTM’s default Timesheet Tasks list
  • The instructions below are for creating a new custom rollup.

To create a custom rollup of tasks:

Step	Action	Result
1.	Go to the Time Tracking and Management Control Panel and click the Configure task rollups option in the Tools section.	You will be taken to a page that contains two web parts: Bamboo List Rollup Schema Designer – used for creating the rollup Bamboo Grid View – displays the contents of the rollup NOTE: The grid view is configured by default to show the contents of the default rollup and will need to be reconfigured to display the contents of a new rollup.
2.	From the main menu at the top of the web part, click New Schema to create a new schema definition. NOTE: The New Schema function must be enabled in the Web Part settings pane for this option to be visible to users.	The schema configuration page will appear.
For the following steps click the button on the right to access that steps pop up configuration screen
2.	Aggregation Service (required step) Choose the service that will be used for your schema from the available options: Bamboo Aggregation Service. Unlike the SharePoint Content Query Web Part, you can aggregate items of different types if you select this service. Because it is capable of aggregating items of various types, it takes a little bit longer, so choose this only if you need to rollup items of various types. SharePoint Aggregation Service. This service is similar to that used in the SharePoint Content Query Web Part, in that you are restricted to including items of the same type in the rollup. This is generally the recommended selection for performance reasons. IMPORTANT: Although it is possible to modify a List Rollup Schema definition after it is first created, you will not be able to change the aggregation service selected once the schema is created (saved for the first time). NOTE: If you chose to use the Bamboo Aggregation Service for your new schema, complete your schema definition with the instructions found here. The user interface for schemas based on the Bamboo Aggregation Service is slightly different than that for the SharePoint Aggregation Service.
3.	Included Lists (required step). The Included Lists section consists of 3 separate steps that require you to: Identify the discovery mode Select a list – Enter the URL of the site with the list or lists you want to include (based on the selected discovery mode) and identify the list that you want to include in rollup. Include the list Once the list (or lists) is selected, it will appear in the Included List table. If needed, you can check the box in the right column of the Included Lists table and then click Remove Selected to remove a selected list.
4.	Columns to Rollup (required step). Identify the columns that will be included in the rollup. The Assigned To, Due Date, Start Date and Title fields will be automatically mapped in the Timesheet Entry Web Part after a schema is selected. NOTE: If you remove the MASTER list (the list shown in Select Template List), you will need to reconfigure several configuration parameters of your schema definition.
5.	Filter (required step) Specify whether you want to see all items or a filtered set of tasks displayed in TTM. See Select the Filter for your Schema-based Rollup for more details.
6.	Recurrence. This only applies to Calendar lists and will be greyed out.
7.	Excluded Lists. If you defined an automatic discovery mode in the Included Lists step, you can exclude specific lists from the rollup. See Identify Lists to be Excluded from your Schema-based Rollup for details.
8.	Schema General Settings (required step). Enter a name and an optional description of the rollup
9.	Click Create/Update Schema to save your schema and return to the List Rollup web part. Your schema will be displayed in the list of available schemas in the List Rollup Schema Designer Web Part. You are now ready to configure the Timesheet Entry Web Part to use Bamboo List Rollup as a Tasks data source.

Time Tracking and Management (TTM) provides a number of predefined reports that can be accessed from the TTM Report Center, via the links in the TTM Control Panel list or from the left navigation/quick launch. In order to generate and veiw these reports in the Report Center, users need to have been explicitly granted permission to the Report Center.

Keep in mind:

• Access to the Report Center is granted to users who are members of the following groups:

  • Owners
  • Report Center Administrators
  • Report Center Members

• Users with Design permissions will not see the Report Center link in the TTM Control Panel

• Any user with the Contribute permission level or above can access the Report Center page, however, they will not be able to see any options or data.

Add users to the TTM report groups

Add Users to the Report Center groups
1.	Click the link in the Time Tracking configuration checklist, OR Navigate to SharePoint’s Site Permissions page NOTE: Accessing Site Permissions requires you to have Full Control permission the TTM site.
2.	Add the users to the Report Center group: Group Permissions Report Center Administrators Users in this group have Full Control of the site and will therefore be able to: view the Report Center see the configuration checklist links in the quick launch access the Time Tracking and Management Control Panel NOTES: 1.This group the same permissions as the Owners group. It can be used when you want to maintain site inheritance and provide TTM administrative permissions to users who are not in the Owners group. 2.The Report Center Administrators group was added in TTM 2.0 Report Center Member Members in this group have contribute permissions on the site and will also be able to: view the Report Center By comparison, users who have contribute permissions to the site, but are not members of the Report Center Members group will get this error when they click the View Reports link in the quick launch.

Time Tracking and Management (TTM) can be configured to track the cost of work entered in timesheets based on labor rates that you provide. When costs are tracked, additional cost-related information is provided to timesheet managers when approving timesheets, and included in the reports accessed from the Report Center.

Keep in mind:

• Cost tracking is disabled by default

• All items in the Cost Tracking configuration checklist must be completed before costs will be calculated

To configure cost tracking:

Access the Cost Tracking Options page from the link in the Cost Tracking configuration checklist. The Cost Configuration checklist can be accessed directly from the TTM Control Panel

OR

from the Configure Cost Tracking link in the Time Tracking configuration checklist

NOTE:
Accessing the checklist requires you to have Full Control or Design permissions on the TTM site.

#	Function
1.	Currency Symbol Select the currency symbol that should be displayed in reports
2.	Select the Enable cost tracking checkbox to display additional settings.
3.	To force users to enter the cost code for each task prior to save or submit the timesheet, select the Enable cost code validation option. This will prevent users from saving or submitting the timesheet until the cost code is entered for each task assignment. NOTE: If Enable cost tracking or Enable cost code validation is selected, users cannot hide the cost column in the Columns Display Settings.
4.	Select where to obtain labor rates to use in cost calculations. Time Tracking and Management: When this option is selected, costs will be calculated using the rates configured for each cost code in the Cost Tracking list. You can still use TTM for labor rates if you get tasks from PM Central. Project Management Central: With this option, costs for all tasks except administrative tasks will be calculated using the Standard Rate configured for each resource in the PM Central Enterprise Resource Pool. For more information about tracking costs for administrative tasks (tasks in the Administrative Time list), see Entering Labor Rates.
5.	When you select the option to obtain labor rates from PM Central, you can copy the calculated Actual Cost value back into to the PM Central Tasks list. The cumulative cost for each task will be copied to the Actual Cost (Time Entry) column in the Tasks list when a timesheet is approved. Project managers can display this column in the Task Master Web Part in the Tasks tab for each project. For more information, see Configuring Cost Tracking for PM Central.
6.	To allow timesheet managers to review cost data when approving timesheets, select the cost columns to display in the Pending My Approval timesheet view. For a definition of each column,see TTM Cost Tracking Columns. If you want costs to be tracked for reporting purposes only or if you do not want timesheet managers to see cost data, you do not have to display the columns.
Click Save to save your changes or Cancel to exit without saving. To mark this item as complete in the Cost Configuration Checklist, click More information on using the checklist is available here 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.

Time Tracking and Management (TTM) can be configured to restrict time entry to certain days of the week, and can also be configured to validate the number of hours entered per day or per timesheet. This prevents resources from entering time on weekends or from submitting a timesheet that contains more hours than they are allowed to work.

When configuring Working Hours keep in mind:

• Resources cannot enter time for days that are not selected. This setting affects all resources and all timesheets.

  • By default, working days are Monday – Friday
  • Validation of workdays occurs when time is entered

• The Validate Working Hours setting allows you to configure the maximum or minimum number of hours allowed per day or per timesheet period (not both).

  • By default, working hours validation is enabled and will verify that users do not enter more than 8 hours a day
  • If a resource attempts to submit a timesheet that violates the selected working hours rule, an error message will be displayed.
  • Validation of working hours occurs when the timesheet is saved or submitted
  • Working hours validation takes into account the Maximum Unit setting for each resource.

• If a resource is allowed to work overtime, working hours are not validated but workday settings will still apply.

  • To allow overtime for a resource, select the Allow Overtime option for that individual in the Timesheet Resources list or PM Central’s ERP

To configure working hours:

NOTE: The following steps require you to have accessed the Time Tracking and Management Control Panel and clicked either the Work Hour settings link in the TTM control panel or the link in the Time Tracking Configuration Checklist.

#	Function
1.	Configure Workdays To restrict time entry to certain days of the week, select those days in the Workdays setting. By default time can only be entered Monday – Friday.
2.	Working hours When the Validate Working Hours check box is selected, TTM will ensure that the time entered complies with the identified rule: Maximum hours per day – 8 (default value) Maximum hours per period – 40 (default value) Minimum hours per period – 40 (default value) To disable working hours validation for all resources, uncheck the Validate Working Hours option. NOTE: Validation takes into account the Maximum Unit setting for each resource For example: If you have a contractor who can only work 20 hours of a 40-hour workweek, that resource’s Maximum Unit setting would be set to 50% in the Timesheet Resources list or the PM Central Enterprise Resource Pool. If the Maximum hours per period is set to 40—the contractor would only be allowed to submit 20 hours each week. If he attempts to submit more than 20 hours, he will get an error that must be corrected before his timesheet can be submitted for approval.
3.	Click Save. To return to the Time Tracking configuration list, use the Time Tracking link in the quick launch menu. To mark this item as complete in the Time Tracking configuration checklist, click the button for this item. More information on using the checklist is available here

When you enable cost tracking in Time Tracking and Management (TTM), TTM uses the labor rates assigned to cost codes to calculate the cost of work submitted in timesheets for each task. You can configure labor rates in TTM, or you can use labor rates from PM Central. Read the topics below to learn how to track costs for PM Central tasks and resources.

• Select a data source for labor rates
• Enter labor rates for project tasks
• Enter labor rates for administrative tasks
• View actual cost in PM Central (opens new topic)

Select a data source for labor rates

When you enable cost tracking in TTM, you must select where to obtain the labor rates for cost calculations. You can obtain labor rates from the TTM Cost Tracking list or you can use the Standard Rate for each resource in the PM Central Enterprise Resource Pool (ERP).

• If you use the rates from the Cost Tracking list, you can define internal and billable rates to allow you to track the internal cost of labor vs. the billable cost.
• If you use the Standard Rate field from the ERP, the same rate is used for internal and billable cost calculations.

NOTE: Labor rates for tasks in the Administrative Time list are always obtained from the Cost Tracking list, no matter which labor rate source you use.

To use the Standard Rate from the PM Central ERP for project tasks, perform the configuration steps provided in the

Make sure to select the following options:

• In the Select Labor Rate Source section, select the Project Management Central option.
  In the Copy Cost Data to PM Central section, check the option to Copy Actual Cost to the PM Central Tasks list. This setting is optional, but you must select it if you want to view actual cost in PM Central projects and reports later.

To define labor rates in the Cost Tracking list instead, perform the steps provided in the topic, but select Time Tracking and Management as the labor rate source.

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Enter labor rates for project tasks

Entering labor rates if your labor rate source is Project Management Central

To use labor rates from PM Central, enter a Standard Rate for each resource in the PM Central Enterprise Resource Pool. This rate will be used for internal and billable cost calculations. The rate from the ERP will be used for all project tasks assigned to that resource in any project.

After entering a labor rate, you must configure and assign cost codes before the rate can be used for cost calculations. See the instructions provided in the Creating Cost Codesand Assigning Cost Codes to Resources documentation for more information.

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Enter labor rates for administrative tasks

No matter which data source you select for labor rates, the labor rates for tasks in the Administrative Time list always come from the Cost Tracking list. To assign labor rates for Administrative Time tasks, perform the steps below. If you do not want to track costs for administrative tasks, you can skip these steps. Administrative task costs are not copied to PM Central, but reports in the TTM Report Center include cost data for these tasks.

Create tasks in the Administrative Time list. Select the Billable option on each task that you want to track costs for. If you want to track costs for some tasks and not others, select the Billable option only for the tasks you want to track.
Create cost codes for administrative tasks using the instructions provided in Creating Cost Codes.
Enter labor rates for each administrative cost code using the instructions provided in Entering Labor Rates.
Assign cost codes to ERP resources using the instructions in the Assigning Cost Codes to PM Central ERP Resources section of Assigning Cost Codes to Resources.

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Entering labor rates if your labor rate source is Time Tracking and Management

If you want to use the Cost Tracking list to define labor rates, add a list item for each cost code configured in the Cost Code list. For each item, enter an internal and billable labor rate to use for cost calculations. For detailed instructions about creating cost codes and entering items in the Cost Tracking list, see Creating Cost Codes and Entering Labor Rates. After you enter labor rates in the Cost Tracking list, assign cost codes to resources using the instructions provided in Assigning Cost Codes to Resources

NOTE: If you want to track costs for tasks in the Administrative Time list, you must use the Cost Tracking list no matter which labor rate source you use.

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When configuring the Timesheet Entry Web Part in Time Tracking and Management (TTM) you will be able to select the columns that will visible to users in their timesheets.

Keep in mind:

• Configuration settings will apply to all users

• The Tasks Comments field cannot be hidden

• Information on using the Timesheet Entry Web Part is available here

To modify columns in the Timesheet Entry data display:

NOTE: The following steps require you to have accessed the Timesheet Entry Configuration Settings screens by clicking the Timesheet Entry Web Part Settings button in the Web Part’s configuration tool pane.

	Action	Result
1.	From the Timesheet Entry configuration screen, click the Column Display Configuration button under Column Display Settings in the navigation tool pane.	The configuration screen will be displayed on the right side of the pop-up window
2.	# Description 1 All columns are checked by default. Uncheck the columns that you do not want displayed in the web part. IMPORTANT: You will not be able to uncheck the Cost Code column if cost validation is enabled. 2 The Column Alias is the display name that will appear in the web part. Information on creating the column alias is available here 3 Identify the order in which columns should be displayed and the default column width in pixels Users will be able to dynamically adjust column width at runtime. 4 By default all tasks that occur in the given timesheet period are displayed under the appropriate project name header. Check the box to collapse tasks under the project header. 5 Check to include the Resource ID associated with the user in the Timesheet Resources list in the web part header. NOTES: 1. Resource ID is an optional field in the Timesheet Resources list. 2. The Resource ID field is not available if you are using a PMC Enterprise Resource Pool as the resource data source.
3.	You have now configured the columns displayed in the Timesheet Entry Web Part. Click these links for additional Web Part configuration topics: Look and Feel (optional) Language Settings (optional)

Time Tracking and Management (TTM) includes a variety of skins that can be applied to change the color scheme and style of sites, providing an easy way to customize the appearance of TTM pages without manually modifying master pages and style sheets.

To change the TTM skin:

Step	Description
1.	From the TTM site’s Site Actions menu, select Time Tracking and Management Control Panel.
2.	Click Change skin under the General Settings header NOTE: You will need Full Control permissions on the site to see this link.
3.	Preview the available skins , then click Apply. NOTE: Skin names were changed in TTM 2.0 TTM Classic TTM Team TTM Custom (2013) TTM Custom (2010)

Assigning Cost Codes to Resources

Before a cost code can be used on timesheets, you must assign it to the resources who can charge time to it. Assign cost codes in the Timesheet Resources list. You must use entries in the Timesheet Resources list to assign cost codes even if you use the PM Central Enterprise Resource Pool as the data source for resources. For more information, read the topics below.

• Assigning cost codes using the Timesheet Resources list
• Assigning cost codes to PM Central Enterprise Resource Pool (ERP) resources
• Entering cost codes in a timesheet

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Assigning Cost Codes Using the Timesheet Resources List

To assign a cost code to a resource, edit an entry in the Timesheet Resources List that applies to the resource. This could be an individual entry or the entry for a group that the resource belongs to. Edit the entry and select the rates the resource can use. These rates will be available in the Cost Code column in the resource’s timesheet.

If an individual has his own entry in the Timesheet Resources list and is also a member of a group resource, cost codes from both entries will be available for that individual. For example, if Joan is a member of the Sales group and the entries shown below exist in the Timesheet Resources list, Joan will have all the cost codes from both entries available in her timesheet as shown above.

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Assigning cost codes to PM Central Enterprise Resource Pool (ERP) resources

If you selected the PM Central Enterprise Resource Pool (ERP) as the data source for timesheet resources and you want to use cost codes, you must create entries in the Timesheet Resources list so you can assign cost codes to them. However, you do not need to create a duplicate entry for each ERP resource in the Timesheet Resources list. Instead, you can add one or more groups that contain the same resources accounts as members and assign cost codes to the group. Individual resources will inherit the cost code entries for each group of which they are a member.

The screen shots here illustrate this example.

• Peggy is a member the Dept Product Management group.
• Peggy has an entry in the PM Central ERP and Dept Product Management has an entry in the Timesheet Resources list with several cost codes assign to the group.
• Peggy’s timesheet automatically gives her access to all the cost codes assigned to Dept Product Management because she is a member of the group.
• She does not need her own entry in the Timesheet Resources list.

Using groups is a good way to avoid having to duplicate entries between the PM Central ERP and TTM. However, you can also add individual entries if you need to add special cost codes for just one person.

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Entering cost codes in a timesheet

To enter a cost code for a timesheet task, select it from the Cost Code list. If you use TTM only to track time, cost codes are informational and are not used in any other timesheet calculations. If you have cost tracking enabled, selecting a cost code for a task allows cost data to be calculated for the task.

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To add a task from a PM Central project, simply assign the resource to the task in the PM Central project Tasks list.

Important Notes

• If someone assigns you to a PM Central task after you have already saved the timesheet for the period that includes the task, click the Refresh button at the top of the timesheet to refresh the task list. Click the Save button to save the task to the timesheet. The task will not be included on the timesheet until you click both Refresh and Save. If you were removed from a task, your task list will only be updated on unsubmitted timesheets.
• If you create a new task in PM Central and assign a resource to it, the full task information—including the Project Name—may not be available in the timesheet for up to 59 minutes. This is the interval at which task information is updated in the PM Central portfolio site. If you create a new task and don’t see the Project Name in the timesheet, wait 59 minutes and then click Refresh and Save to update the task information.
• You cannot assign tasks using the Timesheet Tasks list if you configured PM Central as the data source for tasks. However, you can still add administrative tasks using the Administrative Time list.

A Time Tracking and Management (TTM) site includes a Timesheet Tasks list. This list is one of the available data-sources for the tasks that will be displayed in user timesheets.

When entering items in the Timesheet Tasks list keep in mind:

• The Timesheet Tasks list includes some fields that are not included in an out-of-the-box SharePoint Tasks list.

• If you want to show tasks from multiple SharePoint tasks list, the Timesheet Entry Web Part
  should be configured to use Bamboo List Rollup as the task data-source.

• Items will be visible to the assigned user(s) in the appropriate timesheet(s) based on the task’s Start Date and Due Date.

• Users with access to the site will be able to add items to the Timesheet task list unless the default permissions on the list are changed.

Entering Tasks in the Timesheet Tasks list

Step	Description
1.	From the TTM site, access Site Contents OR Use the direct link in the Time Tracking configuration checklist
2.	Click on the Timesheet Tasks list.
3.	Click the Add new item link and complete fields as described in the table below. NOTE: The column order displayed in the list view differs from the form Column Name Description Title Enter the Task title (required) Project Name Enter a project name for the task to organize the display in the Timesheet Entry web part. Tasks will be grouped by Project Name Start Date Enter the start date for the task (required) The Start Date will determine which timesheet(s) the task is associated with Resources will not be able to enter time against the task before this date Due Date Enter the due date for this task (required) Resources will not be able to enter time against the task after this date Assigned To Use the People and Group field to assign resources to the tasks.(required) Multiple users can be assigned to tasks. Billing Category This optional field allows you to classify how the task is billed. By default the following values are associated with this column: Standard Administrative Sick Time Vacation Additional values can be added to this drop down selector. Planned Work When this field is populated with a budgeted number of hours, TTM lets users and Timesheet Managers to compare planned work vs actual hours entered into timesheets. Planned work values can be seen in the following locations: The budgeted work and cost values page in the Pending My Approval web part Various reports in the Report Center The work column in the Timesheet Entry Web Part. NOTE: The web part may have been configured so that the Work columns are not shown.

You are not limited to the views currently configured to the Timesheets list. You can add new views to add flexibility to your reports. For example, if you want to create a view for each department for the Resource Time by Department report, do the following:

Repeat for each department (if you are creating new department views).

After you create a view, you can add the view to a report.

If you create a view for each department as described above, the list of views for the Resource Time by Department report could look like this:

Add a View to a Report

You can add more views to reports. For example, to add a view filter for submitted time to the Project Time by Resource report, do the following:

When you return to the Report Center and select the report, the view you added to the list is now an available filter for the report.

Time Tracking and Management site can be configured several ways. All modes provide the same basic functionality:

• The TTM site allows timesheet users (resources) to track their time, including time spent on individual tasks.
• Timesheet managers approve timesheets.
• The Report Center reports resource use, cost information (when available), and timesheet status.

Time Tracking Mode

For basic TTM configuration, configure timesheet reporting periods, select the data sources for timesheet tasks, and add resources. After you add tasks, resources can start to enter time in timesheets and Timesheet Managers can approve time.

For a list of required and optional steps for configuring time tracking, see the Time Tracking Configuration Checklist

Cost Tracking Mode

When cost tracking is enabled, costs can be calculated for work entered for timesheet tasks. Cost tracking is an additional feature that can be added after time tracking is configured.

For a list of steps required to configure cost tracking, see the Cost Tracking Configuration Checklist
.

Project Management Central (PMC) Integration Mode

If you have Bamboo Project Management Central, your TTM site can use resources from the PM Central Enterprise Resource Pool (ERP) and timesheets can automatically include tasks assigned to a resource in PM Central projects. PM Central integration is available with both time tracking and cost tracking modes.

• To define and view your report data for PM Central see Report Center – Resource Task Timeline.
• For cost tracking integration steps and features, see Configuring Cost Tracking for PM Central.

The Time Tracking and Management (TTM) site uses the built-in SharePoint permissions to determine what actions a user can perform, plus some additional configuration to determine who can enter and approve timesheets.

Permissions required to perform basic actions in TTM:

Action	Requirements
Save and Submit Timesheets	To save and submit a timesheet, a users account must: Have Contribute permissions in the SharePoint site. Must be in the resource list configured in the Timesheet Entry Web Part: If the Timesheet Entry Web Part is configured to use the local Timesheet Resources list, your user account must have an entry in this list. If the Timesheet Entry Web Part is configured to use the Project Management Central resources list, your account must be in the PM Central ERP or project Resources list. Identify a Primary Timesheet Manager for the user in the configured list
Approve timesheets	To approve and reject timesheets, a user account must: Your account must have the Contribute permission level in the SharePoint site. Your account must be configured as a Primary Timesheet Manager or Secondary Timesheet Manager in the resource list configured in the Timesheet Entry Web Part: If the Timesheet Entry Web Part is configured to use the local Timesheet Resources list, your user account must be listed as a Primary or Secondary Timesheet Manager for at least one resource. You can only approve timesheets for your resources. If the Timesheet Entry Web Part is configured to use the Project Management Central resources list, your account must be configured as a Primary or Secondary Timesheet Manager for at least one resource in the Enterprise Resource Pool. You can only approve timesheets for your resources. Click the links for information on how to streamline the timesheet approval process: Auto Approved Timesheets Bulk Approvers
Access the Time Tracking and Management Control Panel	To access the Time Tracking and Management Control Panel option in the Site Actions menu, an account must have at least the Design permission level in the SharePoint site. Users with Design permissions will not have access to all the configuration tools available to users with the Full Control permission. Click here for more information. NOTE: Administrative pages accessed from the Control Panel can also be accessed directly by browsing to the configuration page in the TimesheetPages library. Any user with the Contribute permission level or above can access these pages. However, they will not see the options. To restrict access to a TTM configuration page, customize the item-level permissions for that page using the Manage Permissions link in the item drop-down menu.
Access the Report Center	To view TTM reports in the Report Center through the Time Tracking and Management Control Panel or from the left navigation/quick launch, your account must be a member of: Owners Report Center Administrators Report Center Members Users with the Contribute permission who are not members of one of the above groups will be able to access the Report page, however, they will not be able to see any options or data.