pryme Docs – Setup and configuration

Time: Pryme Time Setup

Mon, 01 Jan 0001 00:00:00 +0000

Pryme Time setup

In the Pryme Time setup you do the basic settings for Pryme Time. It’s where you enable the time tracking, set the rules for rounding of the time entries and the calendar view.

Choose the 🔎 icon, enter Pryme Time setup, and then choose the related link.

General

Use Geotagging
Geo-tagging is tagging every new time entries with the GPS coordinates of the device. If the device is not able to get coordinates, no tagging is done.

Default Line type
Set default Line type for the entries in the Time sheet and the Time tracking entries.

The Default Line type is only available in Pryme Time

Rounding

You can configure rules using Business Central’s built-in rounding methods for managing tracked time and invoiced quantities. These advanced settings offer enhanced control and flexibility, enabling businesses to tailor time tracking and invoicing processes to their specific operational needs.

Note

If you round up the Quantity, it will increase the total worked hours for the resource. This means:

Reported hours may be higher than the actual tracked time.
It can impact resource utilization reports, billing, and performance metrics.

Tracking Rounding Method
The tracking rounding method is used to convert the tracked time to quantity when Create/Update entries from Time traking entries to the Timesheet. It’s suitable for billing service hours. You can set your own rule for rounding method according to your needs.

Time Entry Rounding Method
In addition to the Tracking rounding method, Time entry rounding controls how time entries are rounded in the Timesheet. This provides better control for rounding between quantity and value to invoice fields in the timesheet. These advanced settings introduce three configurable options:

Tip

To enforce a minimum quantity on e.g. 0.5 in the time sheet and always round up to the nearest 0.25, configure the rounding table as follows:

Code	Minimum Amount	Type	Precision
TIMEROUND	0	Up	0.5
TIMEROUND	0.5	Up	0.25

Time Rounding Rule
Determines how Time rounding in the time sheet is applied. Options include:

None: No additional rounding is applied.
User Confirmed: Prompts the user to confirm rounding adjustments. For example, if rounding is set to 0.1 and the user enters 0.15, the system prompts. If confirmed, the rounded value is saved. If not, saving is blocked.
Automatic: Rounding is applied automatically without prompting the user.

Time Rounding Applies to

This setting is only available in Pryme Time

Defines where time rounding in the time sheet is applied:

Quantity and Value to Invoice: Rounding affects both quantity and value to invoice.
Value to Invoice: Only the value to invoice is rounded, leaving quantity time unchanged.

The Time Rouning Applies to is only available in Pryme Time on PGS

Reminders

These Reminder settings are only available in Pryme Time

These settings desides which reminder emails that should be sent. The following emails are available:

Unsubmitted Timesheets for Resources
Unsubmitted timesheets to Managers
Unapproved Timesheets to Managers

Timesheet Reminder for Managers Option
This setting desides how reminders will be sent to line managers:

None – no emails will be sent to the line manager.
Summary – a summary of resources and the periods they have not submitted will be sent.
Individual – one email per resource and period that has not been submitted will be sent.

Here you have detailed information about setting up email reminders

Calendar view

Time scale settings
For users requiring precise adjustments, the time scale settings can help. This setting empowers to expand or decrease time periods by increments smaller or bigger than the default, allowing for meticulous control over your schedule.

Interval setting allows you to define the time period represented between two points on the calendar, indicated by ellipses.
Slot count determines how finely this period is sliced, creating a tailored view of your schedule.
Increment appointments by specifies the drag and resizing time interval in minutes.

The default configuration sets the interval at 60 minutes, with a slot count of 2. This means that on the left side of the calendar, points of time are represented hour by hour, divided into intervals of 30 minutes. Adjusting these settings provides a personalized and granular perspective on your detailed time tracking entries within the calendar interface.

Tip

If you leave the interval and slot count settings empty, the system will automatically take default values of 60 minutes for the interval and 2 for slot count.

Import work assignments

Import work assignments is only available in Pryme Time on PGS

This option allows you to include estimated hours during the import process, which automatically populates the quantity field in the timesheet.

Outlook integration

Select which Outlook integration you want to have; Graph Connection or PGS Outlook integration.

Timer app

Before users can connect to the timer app, an app registration is required in Azure Entra ID. Once the app is registered, copy the Client ID and paste it into the Timer App Client ID field.

Note

One important setting must be enabled on the app registration: open the Authentication page in Azure Entra ID, scroll down to Allow public client flows, and make sure the toggle is set to Enabled. Without this, users will not be able to log in.

Microsoft Graph Connection

The Microsoft Graph connection is needed for synchronizing calendar appointments, emails and Teams meetings. This data is used to create time tracking entries either directly or when using the Copilot feature to complete timesheets.

Create an Entra ID app registration

Before configuring the connection to Microsoft Graph in Business Central, an Entra ID app registration must be created. The app registration is used to authenticate and authorize the connection between Business Central and Microsoft Graph, it establishes a trust relationship between your app and the Microsoft identity platform.

Only users with sufficient permissions in Entra ID can create an app registration. Regular users typically do not have the necessary permissions to create app registrations. If you are unsure about your permissions, contact your Entra ID administrator.

Follow these steps to create the app registration:

Sign in to the Microsoft Entra admin center.
If you have access to multiple tenants, switch to the tenant in which you want to register the application.
Browse to Entra ID > App registrations and select New registration.
Enter a meaningful Name for your application, for example BC Pryme Time, it can be changed at any time.
Under Supported account types, specify who can use the application. We recommend you select Accounts in this organizational directory only.
Select Register to complete the app registration.
The application’s Overview page is displayed. Record the Application (client) ID, which uniquely identifies your application. You will need this ID later when configuring the connection in Business Central.
In the left navigation pane, select Certificates & secrets.
Under Client secrets, select New client secret.
Enter a description for the client secret, such as BC Pryme Time Secret, and select an expiration period that suits your needs.
Select Add to create the client secret.
After the client secret is created, copy the Value of the client secret. This value is only displayed once, so make sure to save it securely. You will need this value later when configuring the connection in Business Central.
In the left navigation pane, select API permissions.
Select Add a permission.
Select Microsoft Graph.
Select Application permissions.
In the search box, type Calendars.Read, select it from the list, and then select Add permissions.
Repeat the previous step to add the following permissions:
- Mail.Read
- CallRecords.Read.All
- User.ReadBasic.All
After adding the permissions, select Grant admin consent for [Your Organization] to grant the permissions to the app.
Confirm the action when prompted.

To set up the Microsoft Graph connection in Business Central

Choose the 🔎 icon, enter Pryme Time Setup, and then select the related link.
In the Microsoft Graph Connection fast tab, fill in the fields as necessary:
- Client ID: Enter the Application (client) ID you recorded earlier.
- Client Secret: Enter the client secret value you copied earlier.

Note

Pryme Time can use PGS Outlook integration and Microsoft Graph Connection at the same time. Outlook appointments may be imported through either PGS or Microsoft Graph, while Teams meetings and emails require the Graph connection.

If Graph credentials are missing, Teams and email import will prompt for connection details. Outlook appointment import remains available as long as one of the integrations is configured.

Tip

A common mistake is to copy the Client Secret ID instead of the Value. Make sure you copy the Value. The Value is a long string of characters of random upper and lower case letters and numbers, while the Client Secret ID is only lower case letter, numbers and dashes.

Copilot assistant

To enhance descriptions in the timesheet and time tracking entries, customised Copilot commands can be defined to refine the quality of the text. These commands help streamline entry descriptions by:

Using clear and precise wording
Ensuring grammatical accuracy
Following a structured format
Removing redundant or unnecessary details

Schedule reminders

The process of submitting timesheets involves the routine reporting and posting of expired ones. To assist with this, you can set up reminders that will periodically send an email to resources or managers. In Pryme Time on PGS you have the following reminder emails:

Unsubmitted timesheets to Resources
This email allows the resource to review and submit the entries in the timesheet. The resource can also open the timesheet from the email to review and adjust the timesheet. Before the email is created, the timesheet can be updated with any necessary work assignments.

Unsubmitted timesheets to Managers
This mail is a list of unsubmitted timesheet of your team members. This can help ensure that your timesheets are accurate and up-to-date and make the process of submitting them more efficient.

Unapproved timesheets to Managers
This email is sent to approvers (Project Managers, Line Managers, and Project Executives) when they have timesheets pending approval.

Here you have detailed information about setting up email reminders

In Pryme Time on PGS, these reminders can be complemented with setting up reminder emails in Progressus

Setup the Pryme time client

Download timer app

Open Action -> Timer App -> Download the Timer app. Share this link with users so they can install the app on their computer.

Connect the Timer app to Business Central

Once the Pryme timer client is installed, the user needs to connect it to their Business Central environment. Connect the app under Action -> Timer App -> Connect Timer app. This kan also be done from the Time Tracking Entries page.

The app will open a Microsoft login page and display a code. Enter the code when prompted to complete the login. Once connected, the app is ready to use.

Time: Basic setup

Mon, 01 Jan 0001 00:00:00 +0000

Norm time

Only available in Pryme Time on PGS

To configure personalized working hour representations in the calendar, you can establish individual norms for each day, enabling dynamic adjustments for exceptions. By defining norm working hours and norm time expectations, users ensure accurate highlighting of their schedules, fostering effective time management. For this purpose, you have Norm Working Hours.

You can also specify time exceptions for dates, ensuring that non-working days have their norm time values set to zero. For this purpose, you have the Norm Time Exceptions

Retention policies

To ensure optimal performance of our time tracking app, it is important to manage the storage of entries from various users. By default, the app is equipped with retention policies that automatically delete all entries older than two months.

If necessary, manual setup of retention policies can also be performed. To manually create retention policy, please follow the steps below:

Create retention policy for Time tracking entries

Choose the 🔎 icon, enter Retention policies, and then choose the related link.
Click on New to create.
Specify the table to which the retention policy applies, you can either enter in the field Table id 70230200 manually or use the dropdown menu to select the table from a list Time tracking table.
Fill in Retention period with period after which records will be deleted.
Check fields Apply to all records and Enabled to true.

Create retention policy for Detailed time tracking entries

Choose the 🔎 icon, enter Retention policies, and then choose the related link.
Click on New to create.

Permissions

Pryme Time on PGS
The following permission sets are available in Pryme Time on PGS.

PRYME TIME ADM.TYME – Pryme Time Administrator
TIME TR. USER TYME – Time tracking user
TIME – READ TYME – Read only permission

Pryme Time
The following permission sets are available in Pryme Time.

PRYME TIME ADM.TYME – Pryme Time Administrator
TIME TR. USER TYME – Time tracking user
TIME – READ TYME – Read only permission

Time: Description features

Mon, 01 Jan 0001 00:00:00 +0000

Extended description

The description field for time entries is limited to 100 characters. With the Extended description you increase this limit to 2 000 characters.
Once enabled, the following features are also available:

Standard text
Extended description rules

To set the extended description

Choose the 🔎 icon, enter Progressus Project setup pr Project setup (depending which app you are using), and then choose the related link.
Under Time and expense registry/Time registry tab, check Extended description enabled.
The Inline Mode fields controls if you want to edit the description directly in the Text Field or in a Popup window.
Enable Show in Footer to display Extended descriptions at the bottom of the page. This works with both Text field and Popup.
Set the number of Footer rows that should be visible.

Extended Description Rules

To enhance control over the content within extended descriptions, there are extended description rules. These rules provide options for handling prohibited content. You can choose to block the word or phrase altogether, issue a warning to the user, or require user confirmation before allowing the word or phrase.

To set the extended description rules

Choose the 🔎 icon, enter Extended description rules, and then choose the related link.
Fill in the fields as necessary. Hover over a field to read a short description.

Note

To ensure proper functionality, it is critical to use the same language code on both the project and the extended description rule. Please ensure that the language codes are consistent.

Standard Text

If you have texts or descriptions that you want to reuse when you are reporting time, you can use the standard text. Note that you must enable the extended description in the Progressus project setup before you start using the standard text in the time sheet. See here.

To set the standard text

Choose the 🔎 icon, enter Standard text codes, and then choose the related link.
Fill in the fields as necessary. Hover over a field to read a short description.
When you are ready, click on Extended description.
Fill in the fields as necessary. Hover over a field to read a short description.

Note

When using standard texts in multiple languages, it is important to maintain consistent language codes between the texts and the associated project for optimal compatibility.

To use standard texts in the description

Open the Timesheet or Time tracking entries page,
Click on Description field.
Click on three dots showed in the field.
Choose previously set Standard text.

Time: Work types

Mon, 01 Jan 0001 00:00:00 +0000

Work types allow you to define and categorize the various types of work performed on tasks. Whether it’s billable work like DESIGN, CONSULTING, and TESTING, or non-billable activities such as TRAVEL and TRAINING, work types provide a flexible framework for tracking and organizing your tasks.

In addition to their general functionality, Pryme Time offers two distinct functionalities:

Allowed Work types
Default Work types

Allowed Work types

In certain scenarios, you may want to restrict which work types can be used for time entry on specific tasks. For example, a task may only allow time to be logged for DESIGN and TESTING activities. This can be achieved by configuring Work Type Sets.

Work Type Sets can be assigned to projects, tasks, or project templates. When a work type set is assigned only the work types in the set can be used for time entry on that project or task.

When a work type set is assigned to a project template, both the project and its tasks will automatically inherit the assigned work type set.

Define allowed Work types

Choose the 🔎 icon, enter Work type sets, and then choose the related link.
Fill in the fields as necessary. Hover over a field to read a short description.
The Work Type Filter can be filled using the drill-down button and selecting one or more work types.

Once Work Type Sets are defined, you can assign them to tasks, projects, or project templates as needed.

Assign Allowed worktypes in Pryme Time on PGS

To multiple existing projects

Choose the 🔎 icon, enter Work type sets, and then choose the related link.
Select the work type set to which you want to assign, and then choose the Update existing projects… action.
In the Filter page window, select filters to define the projects to which you want to assign the work type set, and then choose the OK button.

To a project

Choose the 🔎 icon, enter Progressus Project list, and then choose the related link.
Open the project.
Choose the Allowed Work type field, and then choose the work type set that you want to assign to the project.
If you want to assign the work type set to all existing tasks in the project, accept the prompt to update the tasks.

To a task

Choose the 🔎 icon, enter Progressus Project list, and then choose the related link.
Open the project and select the task in the Project Subform.
Choose the Task card action from the Project menu in the project subform.
In the Allowed Work type field, choose the work type set that you want to assign to the task.

To project template

Choose the 🔎 icon, enter Project templates, and then choose the related link.
Open the project template, and then choose the Edit action.
In Allowed Work type, choose the work type set that you want to assign to the project template.

Assign Allowed worktypes in Pryme Time

To multiple existing projects

Choose the 🔎 icon, enter Work type sets, and then choose the related link.
Select the work type set to which you want to assign, and then choose the Update existing projects… action.
In the Filter page window, select filters to define the projects to which you want to assign the work type set, and then choose the OK button.

To a project

Choose the 🔎 icon, enter Projects, and then choose the related link.
Open the project.
In the Allowe Work Type field, under Time regitry, choose the work type set that you want to assign to the project.
If you want to assign the work type set to all existing tasks in the project, accept the prompt to update the tasks.

To a task

Choose the 🔎 icon, enter Projects, and then choose the related link.
Open the project and select the task in the Project Subform.
Click Edit action from the Manage menu.
In the Allowed Work type field, choose the work type set that you want to assign to the task.

Default Work Types

In addition to restricting allowed work types, you can also specify a Default Work Type for a project or task. This work type will automatically appear in time entry for the task. For example, you may want to set TRAVEL as the default work type for a specific task.

Set the default Work type in Pryme Time on PGS

On a project

Choose the 🔎 icon, enter Progressus Project list, and then choose the related link.
Open the project.
Choose the Default Work type field, and then choose the work type that you want to assign to the project.
If you want to assign the work type set to all existing tasks in the project, accept the prompt to update the tasks.

On a task

Choose the 🔎 icon, enter Progressus Project list, and then choose the related link.
Open the project.
Select the task to which you want to assign a default work type, and then choose the Task card action from the Project menu in the project subform.
Choose the Default Work type field, and then choose the work type that you want to assign to the task.

On a project template

Choose the 🔎 icon, enter Project templates, and then choose the related link.
Select the project template to which you want to assign a defauly work type, and then choose the Edit action.
Choose the Default Work type field, and then choose the work type that you want to assign to the project template.

Set the default Work type in Pryme Time

On a project

Choose the 🔎 icon, enter Projects, and then choose the related link.
Open the project.
Choose the Default Work type field, and then choose the work type that you want to assign to the project.
If you want to assign the work type set to all existing tasks in the project, accept the prompt to update the tasks.

On a task

Choose the 🔎 icon, enter Projects, and then choose the related link.
Open the project.
Under Time Registry, choose the Default Work type
If you want to assign the work type set to all existing tasks in the project, accept the prompt to update the tasks.

Time: Default Time entry task

Mon, 01 Jan 0001 00:00:00 +0000

In some lines of business, most time entries are typically linked to a single task within each project. By configuring a this task at the project level, users can skip selecting the task for the majority of their time entries.

When a default task is set, it is automatically populated in the task field whenever the project is selected in the timesheet or time tracking entries. This not only improves efficiency but also reduces the risk of errors and saves valuable time for users.

Set default time entry task on existing project in Pryme Time on PGS

Choose the 🔎 icon, enter Progressus Project list, and then choose the related link.
Open the project.
Open Project card from the action bar.
Under Pemission section, select the Default Time entry task that you want to assign to the project.

Set default time entry task on existing project in Pryme Time

Choose the 🔎 icon, enter Projects, and then choose the related link.
Open the project.
Under Time registry, select the Default Time entry task that you want to assign to the project.

To set default time entry task on a project template

Only available in Pryme Time on PGS

Choose the 🔎 icon, enter Project templates, and then choose the related link.
Select the project template, and then choose the Edit action.
Choose the Default Time entry task field, and then choose the task that you want to assign to the project template.

Time: Timesheet reminders

Mon, 01 Jan 0001 00:00:00 +0000

Setup Timesheet reminders

The process of submitting timesheets involves the routine reporting and posting of expired ones. To assist with this, you can setup reminders that will periodically send an email to resources or managers. In Pryme Time on PGS we have three reminder emails:

Unsubmitted timesheets to Managers
This email is a list of unsubmitted timesheets of your team members. This can help ensure that your timesheets are accurate and up-to-date and make the process of submitting them more efficient.

Unapproved timesheets to Managers
This email is sent to approvers when they have timesheets pending approval.
It lists all resources and periods where time entries are waiting for their approval, helping to ensure that all time is reviewed and approved before invoicing.

In Pryme Time on PGS each approver will receive only the timesheets that match their specific approval type:

Project Managers (PM) will receive entries marked as Waiting PM Approval.
Line Managers (LM) will receive entries marked as Waiting LM Approval.
Project Executives (PE) will receive entries marked as Waiting PE Approval.

This ensures that each approver is reminded only about the time entries that require their own action.

These reminders can be complemented with setting up reminder emails in Progressus (Only available in Pryme Time on PGS)

Watch our demo in timesheet reminders.

Basic setup for timesheet reminders

Before you get started working with your email reminders, there are a few decisions and steps that you should take to set up how the email will be sent. First, you have to set up both a recipient and a sender email account. For more information on how to do this, please see the instructions provided here.

Once these accounts are set up, the email scenario should be assigned to the sender account, and the recipient’s email address should be added to the resource. This will ensure that the emails are properly configured and delivered to the intended recipient. You also need to update the Timesheet configuration code where you set rules about the reminders.

Assign timesheet email scenario

Choose the 🔎 icon, enter Email accounts, and then choose the related link.
Select a relevant sender’s email address.
Select Email scenarios action.
Choose Assign scenarios action.
Select Timesheet workflow scenario for reminders to resources or Timesheet reminders for Managers, for the reminders to managers.

Tip

The “Email alert on not approved” field must be enabled for each configuration where you want the unapproved timesheet reminders to be sent.
If it’s turned off, no approval reminders will be sent for resources using that configuration.

Additional setup in Pryme Time on PGS

These settings are applicable for Pryme Time on PGS

Add email address to the resource

Settings in Pryme Time on PGS

Add email address to the resource

Choose the 🔎 icon, enter Resources, and then choose the related link.
Select a relevant resource.
Under Personal data tab, check that the resource has an email address in the E-Mail field.

Update the Timesheet configuration code

These settings are applicable for Pryme Time on PGS

Choose the 🔎 icon, enter Timesheet configuration list, and then choose the related link.
Select a relevant configuration.
Under the Timesheet tab, you can define the reminder rules for both unsubmitted and unapproved timesheets.
For Unsubmitted timesheets reminders
- Use the fields Timesheet reminder LM1 and Timesheet reminder LM2 to set how reminders will be sent to line managers:
  - None – no emails will be sent to the line manager.
  - Summary – a summary of resources and the periods they have not submitted will be sent.
  - Individual – one email per resource and period that has not been submitted will be sent.
For Unapproved timesheets reminders
- Enable the field Email alert on not approved.

Settings in Pryme Time

Add emailadress on User

Choose the 🔎 icon, enter Users, and then choose the related link.
Select a relevant resource.
Check that the user has an email address in the Autentication EMail field.

Enable reminders in Pryme Time setup

Choose the 🔎 icon, enter Pryme Time Setup, and then choose the related link.
Under the General fast tab, you desided which reminder emails that should be sent. The following emails are available:
- Unsubmitted Timesheets for Resources
- Unsubmitted timesheets to Managers
- Unapproved Timesheets to Managers
In the Timesheet Reminder for Managers Option you select how reminders will be sent to Managers:
- None – no emails will be sent to the line manager.
- Summary – a summary of resources and the periods they have not submitted will be sent.
- Individual – one email per resource and period that has not been submitted will be sent.

Setup to run reports on schedule

Update the Pryme time setup

These settings are applicable for Pryme Time

Run reports on schedule

You can easily schedule email reminders to run at regular intervals. With a single click, all settings are automatically configured, with the option to review and customize the job queue as needed.

Choose the 🔎 icon, enter Pryme Time Setup, and then choose the related link.
Under Schedule Reminders, choose the action for the reminder you want to setup.
The Job Queue Entry card opens where you can configure the emails by changing the Report parameters.
Unsubmitted timesheet to Resources
- Language selects if the reminder emails should be translated to a different language, then system language.
- Update with Work assignments – enable if update of the timesheet is necessary before sending.
- Pre-end period reminder days set the number of days before the end of the current time period for sending the reminder email, including the current period.
- Resource – Leave blank to send to all resources.
Unsubmitted timesheet to Managers
- Language selects if the reminder emails should be translated to a different language, then system language.
- Pre-end period reminder days set the number of days before the end of the current time period for sending the reminder email, including the current period.
Unapproved timesheet to Managers
- Language selects if the reminder emails should be translated to a different language, then system language.
Set the report recurrence and other settings per the standard instructions specified here.
Enable the job queue.

You can also, set reminder manually, in standard Business Central. Learn more on scheduling a report to run.

Note

Only resources who have the send email alert when a timesheet is not submitted setting enabled in their timesheet configuration will receive email reminders. If this setting is not enabled, no email reminder will be sent to that resource.

Time: Departments, Resource planning

Mon, 01 Jan 0001 00:00:00 +0000

Only available in Pryme Time on PGS

Department codes are used to classify the resources, for better planing of resource and project management. When doing Resource analysis, the department filter helps retrieve and analyze the resources belonging to a certain department.

Create departments

It is important to create the departments, for the resources to be classified.

Choose the 🔎 icon, enter Departments, and then choose the related link.
Specify the new department Code and related Description.
You can create as many department codes as necessary.

Assign a Department to a Resource

To determine which department a resource belongs too, the Department code is set on Resource Card.

Choose the 🔎 icon, enter Resources, and then choose the related link.
Select the resource and open Resource card.
Under General fast tab, select the Department code the resource belongs to.