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 ⚙️ Settings > .

Here’s an overview of the options available:

General Settings

How it works

Approval

Allow users to change the Default Approver

Allows all 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.

Allow users to assign themselves as APPROVERS

Allows APPROVERS approve their own timesheets and leave requests.

ON: Users can assign themselves as APPROVER for their own timesheets or leave requests in their Personal Settings.
OFF: Users cannot assign themselves as APPROVER for their own timesheets or leave requests in their Personal Settings.

Note: Only apply to users with timesheet or vacation approval permissions ( APPROVERS)

Capacity & Scheduling

Allow users to change their working capacity

Enables all users to adjust their working hours or capacity in their Personal Settings.

ON: Users can change their working capacity.
OFF: Users cannot change their working capacity.

Allow users to change their holiday calendar

Allows all users to select preferred holiday schemes in their Personal Settings.

ON: Users can select and update their holiday calendar.
OFF: Users must follow the default holiday calendar.

Prevent planning tasks on holidays

Blocks scheduling tasks on holidays or non-working days.

ON: Tasks cannot be planned on holidays.
OFF: Tasks can be planned on holidays.

Allow Events in Schedules

Includes events in schedules

Timesheet & Billing

Allow users to mark tasks as Billable

Allows all users to mark a task as Billable, activating cost tracking based on the task’s working hours.

ON: Users can mark a task as Billable, and the cost is calculated.
OFF: Users can mark a task as Billable, and the cost is calculated.

Enable undertime calculation by date

When enabled, this feature calculates undertime by comparing daily logged hours against the standard daily capacity.

Example:

User A has an 8-hour/day capacity and works for 3 days:
- Day 1: Logs 8 hours (no undertime or overtime).
- Day 2: Logs 5 hours (3 hours undertime).
- Day 3: Logs 11 hours (3 hours overtime).

At the end of the period, the total logged hours meet the expected capacity, with a 3-hour undertime on Day 2 and 3 hours overtime on Day 3.

ON: Undertime calculation is enabled, comparing daily hours to capacity.
OFF: No undertime calculation is applied.

Jira Integration & Synchronization

Sync with Jira worklogs

By default, the app automatically syncs Jira worklogs for seamless time tracking and accurate reporting. If users want to sync worklogs from before they installed TimePlanner, they can do so manually.

To sync previous data:

Click the button.
Select the desired time range.
Choose the users for which to sync data.
The app will then sync the selected historical worklogs.

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

When enabled (and Date Mapping is active), task hours per day will be calculated by dividing the Original Estimate by the task's duration. Changing the start or end date will not affect the Original Estimate value.

Example:

User A is assigned Task 01:
- Original Estimate: 10 hours
- Start Date: 19th February
- End Date: 20th February

In this case, the task hours per day will be 5 hours/day (10 hours ÷ 2 days).

ON: Task hours are calculated based on the Original Estimate, and the start/end dates don’t affect the estimate.
OFF: Task hours are not automatically calculated by the Original Estimate.