Departments

The Departments module allows you to manage your company’s departments by tracking their projects, personnel, time usage, and financial data. The main Departments window includes a Time Tracking toggle to enable or disable time tracking for departments, along with a settings icon to configure tracking parameters.

Below the time tracking section, you will find File Types, displayed with the following details: Name, Entity Type (associated module), File Type (format), and Max Size (in MB). Beneath this, the department list displays Points, Approval Limit, Budget Limit, Self-Approval Limit, and Last Change. Each row includes an action icon for editing, deleting, or adding new items.

How to enable/disable time tracking for the Departments module

To turn time tracking for departments on or off, simply use the toggle in the Departments window.

How to edit time tracking settings in the Departments module

Click the gear icon next to Time Tracking to open the settings modal. Complete the following fields:

• Time Entries at Level (required) – Choose from Entity, Entity Type, Tasklist, or Task.
• Default Task List Type – Select from the dropdown list defined by your organization admin (e.g., Archive, New, Other, Release).
• Activity Type – Select from the dropdown list set by your admin (e.g., Support, Sales, Administration).
• Maximum Time Entry Duration (Minutes, required) – Enter a number or use the counter. Entries exceeding this will not be saved.
• Maximum Deleting Time in the Past (Hours, required) – Define the limit for deleting past time entries.
• Maximum Editing Time in the Past (Hours, required) – Define the limit for editing past entries.
• Maximum Editing Time in the Future (Minutes, required) – Define the limit for editing future entries.
• Maximum Logging Time in the Past (Hours, required) – Define the limit for logging time in the past.

Click Save when finished.

How to add a new approval setup in the Departments module

Click the Add New button in the Approval Setup section. In the modal window:

• Entity Type (required) – Departments will be populated by default.
• Goal Approver Points (required) – Set the value for approval here. Type a number into the field or use the counter.
• Approval For – Click on this field to display Departments. Click on Departments again to access a list of items and choose what or who the approval is for.

Click Save to confirm.

How to add a new approval setup group in the Departments modules

Click the action icon next to the department and select Add New. Fill out the following fields:

• User (required) – Select a user from the dropdown list.
• Approval Limit – Type a value into this field or use the counter.
• Self Approval Limit – Determine a self approval limit for the user here. Type a value into the field or use the counter.
• Budget Limit – Type a value into this field or use the counter.
• Points for Approver (required) – Type a value into this field or use the counter to allocate the number of points for the Approver here.

When finished press Save.

How to edit an approval setup in the Departments module

Click the action icon next to the desired setup and select Edit. Make the necessary changes in the modal window and click Save.

How to delete an approval setup in the Departments module

Click the action icon next to the setup and select Delete. A warning message will appear—click OK to confirm deletion.

How to edit an approval setup group in the Departments module

Select a name from the list and click the action icon at the end of the row. Choose Edit, adjust the fields as needed, and click Save.

How to delete an approval setup group in the Departments module

Select a name from the list and click the action icon at the end of the row. Choose Delete, and confirm the deletion by clicking OK in the warning prompt.