Editing Work Items

After a work item has been created, additional details can be entered to be used in other parts of Timeless Time and Expense.

Select a work item and select the plan pane.

General

The general tab contains the basic information about the work item including name, type and contact information.  Name, abbreviation and task id are used to identify the work item.  The type is used to identify the work item type and for reporting.

Task id and contact may be entered specifically for the work item or it may be the same as the parent item in the hierarchy.

Notes

Notes are used to communicate information to others or just to keep track of details about a work item.  In enterprise mode a user must have permissions to add work item notes.

Assignments

In Enterprise mode the assignment tab is used to assign the work item to employees.

Assignments are made for users to track the progress of the work item by using the progress report.  Assignments are shown on the to do tab of the planning pane for the assigned user.

Estimate

In Personal mode the estimate tab is used to specify estimates for the work item the progress of the work item by using the progress report.  When you add an estimate and assignment is shown on the to do tab of the planning pane.

Permissions

When work item security has been enabled in the System Settings the permissions tab is available to grant or deny  access to the work item to users.

Permissions for work items are inherited by parent work items unless changed on the work item.  Inherited permissions are displayed at the top and can be easily changed by clicking the associated link.

Billing

The billing tab is used to specify billing rates and add additional costs for a work item.

Billing rate sets are created to define the billing rates for a range of dates.  Each billing rate set can have a different currency for reports and invoices.  Each rate set must define the default user rate by clicking the edit link after defining the rate set.  Rates may also be specified for individual users by adding additional user rates.  Rates may be specified by activity for any user rate.

Additional cost items are used for fixed costs.  They can be included on invoices.