Time Entries on Projects Related to Retainers


CREATING TIME ENTRIES

When a Retainer is related to a Project, Time Entries are applied to a Retainer based on:

  • The object against which they are recorded
  • The Work Type related to a Project Task (Skill Based Retainers only)
  • The date of the time entry (not the date it was created)

SKILL BASED RETAINERS

For Skill Based Retainers, only time entries created against Project Tasks related to Work Types for which Line Item Criteria have been established will be applied.

Time entries created against the Project, Project Phases, Tickets, and Project Tasks related to Work Types for which Line Item Criteria have not been established will still roll up into the Project, but will not apply to the retainer

NON-SKILLED BASED RETAINERS

For Non Skill Based Retainers, all time entries against the Project, Project Phases, Project Tasks, and Tickets will be applied to the Retainer.

EDITING TIME ENTRIES

When editing time entries that have already been applied to a retainer:

  • Changes to the hours field will be reflected and updated on the related Retainer Line Item record.
  • Changes to the date field will remove the time entry‚Äôs relationship from its current Retainer Line Item record and related it to the Retainer Line Item record with the appropriate date range.

Editing time entries will update rollover information on the related Retainer Line Item record and all subsequent Retainer Line Item records matching its Line Item Criteria

DELETING TIME ENTRIES

Deleting a time entry will remove the time entry data from the related Retainer Line Item. Deleting time entries will update rollover information on the related Retainer Line Item record and all subsequent Retainer Line Item records matching its Line Item Criteria.


Next Steps:
Creating Retainers
Editing Retainers
Deactivating and Deleting Retainers
Assigning Retainers to Projects

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