Version 5.1

What's new in Version 5.1!

Time Budgeting - User Capacity and Record Allocation

Are you looking to allocate a budget of hours or dollars to a record and ensure you aren’t going over? How about understanding how many hours your users have the capacity for and how they are being utilized?

Record Allocation

There are new fields on the Account, Case, and Opportunity objects (as seen below), which allow you to set your Allocation of Hours and/or Allocation of $. As your users track time, # of Hours Tracked and $ of Hours Tracked are automatically rolled up, which updates the balance fields. Now you can stay on budget for the record against which you are tracking time. Read more.

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User Capacity

Now you can set your users' capacities and measure their utilization based on the hours they have tracked. You can quickly set many users' hour capacities and see their actual time tracked in the same interface. Read more.

Edit Fields on Easy Calendar

Do you want to add more fields to the Easy Calendar? You can now add additional fields for users to enter when they track time using the Easy Calendar. Simply enter your hours and then click the Edit link to enter additional information about that time tracking entry. Read more.

Easy Calendar: Allow horizontal width adjustments for first two columns

You can now adjust the width of the first two columns in the Easy Calendar table by clicking and dragging the right border of the Second Record column. This allows you to see the full names of the Account and Second Record records.

Batch Entry and Easy Calendar Second Lookup Selectable Options

Do you want to choose which Second Record fields are shown in the Batch Entry and the Easy Calendar components? Now you can. Go to Setup > Object Manager > Time Tracking Summary > Field Sets and choose Easy Calendar Second Record Options or Batch Entry Second Object Options. Drag the fields you’d like shown into the Field Sets.

Batch Entry no longer creates Time Tracking records

The Batch Entry component no longer creates Time Tracking records. Previously, the component created both Time Tracking Summary and Time Tracking records. Now, no Time Tracking records are created. Time Tracking Summary records are still created. Logged hours continue to be tracked on Time Tracking Summary records.

Created Date and Created By Replaced

The Time Tracking Application no longer sets the Created Date or the Created By field on Time Tracking Summary records. Instead, the custom Log Date and Entered For fields are set. Read more.

If you would like to mass update your data in Salesforce, we created an automatic batch button that will automatically update Time Tracking Summary records with the following:

• If the Time Tracking Summary’s Log Date field is blank, set the Log Date equal to the record’s Created Date field value.

• If the Time Tracking Summary’s Entered For field is blank, set Entered For equal to the record’s Created By field value.

Find the App Upgrades page in the App Launcher.