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General settings

Only users with the App Admin role can access and manage General Settings in TimePlanner.

The General Settings section allows administrators to manage foundational preferences that affect the overall functionality of the TimePlanner app.

To access General Settings, from the left-hand menu, navigate to βš™οΈ Settings > image-20250715-061931.png.

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Here’s an overview of the options available:

General settings

How it works

Permission

Allow users to change the Default Approver

Enables users to modify their default approver for timesheets and leave requests in their personal settings.

  • ON: Users can change their default approver.

  • OFF: Users cannot change their default approver.

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Allow users to assign themselves as APPROVER

If this setting is ON the user can add him/herself as a timesheet/vacation approver in β€œMy settings”

Note: Users must have timesheet/vacation approval permissions. To grant these permissions, please configure them in the Permission Settings.

Capacity & Scheduling

Allow users to change their working capacity

If this setting is ON, the user can change his/her own daily capacity scheme in β€œMy settings”.

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Allow users to change their holiday calendar

If this setting is ON, the user can change his/her holiday calendar in β€œMy settings”.

Screenshot 2024-10-15 at 13.54.26.png

Prevent planning tasks on holidays

If this setting is ON, the system will automatically exclude the scheduled hours of task for those days.

If this setting is OFF, the system will include the scheduled hours of task for those days.

Timesheet & Billing

Allow users to mark tasks as billable

This setting allows normal users can mark tasks as billable.

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Enable undertime calculation by date

This feature calculates undertime by comparing daily logged hours against the standard capacity.

Given an example, user A has 8h/day capacity and works in 3 days:

  • Day 1: log 8h

  • Day 2: log 5h

  • Day 3: log 11h

β†’ user A is undertime 3h compared to capacity ( Day 2) and logged 3h more on day 3.

β†’ Overall, user A meets total expected logged hour against capacity for the period.

Jira Integration & Synchronization

Sync with Jira worklogs

TeamBoard only allows syncing seamlessly with Jira worklog, and this setting can not be disabled.

Sync with Jira estimation fields

When this setting is enabled, the schedule will automatically sync with the Original Estimate and Time Remaining fields in Jira.

Plan with Original Estimation field

MAPPING PROJECT

Task hours per day will be calculated by dividing the Original Estimate by the task's duration. Changing start date or end date will not affect Original Estimate value.

Given an example, user A is assigned with task 01:

  • Original Estimate is 10h

  • Start date is 19th February

  • End date is 20th February

β†’ task hours/day will be 5h/day

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