If you want to track how the participants on your project split their time between different activities, add task Task Types to your project. Once Task Types are enabled and added to the project, participants have to log their time against tasks so the way they use the time on the project is more transparent.
You can stop participants from logging time against a particular Task Type, by deactivating it, so it doesn't show up anymore in the activities drop down on users' timesheets. To have the possibility to deactivate tasks on projects, the Custom Setting Enable Activity Statuses has to be switched on.
If you want to use default Task Types on all projects without having to add them manually to each project, read the article on how to configure it: Adding predefined tasks to projects everytime new project is created
How to add Task Types to a Project?
1) To Add Task Types click on the Update Project Data or Update Phase pencil depending on whether it is a single or multi phase project. If it is a multi phase project, you need to first select the phase to which you want to add tasks.
2) Scroll down to the Task Types section and enable adding tasks by dragging the Enable Tasks for Project button to the right. When it is enabled, it turns green. If default task types are set up, tasks are enabled automatically.
3) When tasks are enabled, the + button appears and you can use it to add tasks.
4) Enter the Task Type Name. If the statuses on activities are enabled on your instance, the status field will appear on the right side and you can decide whether the task type should be Active or Inactive on users' timesheets.
To save the task, click Add.
4a) If the Project Data Type / Phase Type is T&M (Activities), two additional fields will appear:
Estimated Hours - fill in the estimated time required for the task.
Rate per hour - define the task rate per hour - all participants' actuals logged against this task will be calculated based on this rate.
To save the task, click Add.
5) To save all tasks on the project, click Update at the bottom of the page.
6) All active tasks will appear in the Activities drop down for the participants of the project on their timesheets. If one of the tasks selected and added to the timesheet gets deactivated, the Inactive status will appear next to its name and it will have to be removed from the timesheet before the user submits it.
How to deactivate tasks?
Remark: To use statuses on Task Types, the Custom Setting Enable Activity Statuses has to be switched on.
1) All new tasks are created with the Active status in default. If you want to deactivate a task so that the participants of the project can't book time against it, open the project.
2) In the Task Type section, click the Update Task Type pencil icon.
3) In the Update Task Type window, select the status of the task.
4) Click Update to save the status of the task.
5) Click Update at the bottom of the page to save all the changes.
How to log your time against Task Types?
1) Open the Timesheet tab on MyPrecursive page.
2) If a project / code doesn't have Task Types enabled, this information will be displayed when you hover the 'i' icon next to the project name and you will be able to enter the time spent on this project directly in the project row.
3) If Task Types are enabled on a project, then you need to click on the Add Activity field to open the drop down with Task Types and select all activities you have been working on to add them to the timesheet.
4) As you have added activities to your timesheet, now you can enter the time that you have spent on them. On projects with activities enabled, the time has to be entered in the activities' rows. The project row is grey out in this case and only activities' rows are editable.
5) If one of the Task Types is Inactive, the Inactive status will be displayed next to the Task Type name. Remove it from the timesheet using the red cross as you cannot submit a timesheet with Inactive tasks added.