Summary
Timesheets & Expenses Settings is the section of the Proteus Admin Console where the default timesheet behaviour for an office is configured, and where Non-Billable Categories and Codes are managed for both timesheet time and expenses.
WARNING: Timesheet Settings are configured per office. Before making any changes, ensure you have selected the correct office using the office dropdown in the Admin Console. Settings applied here will only affect the selected office and its assigned users.
Accessing Timesheet & Expenses Settings
In the Admin Console, select the office you intend to configure from the office dropdown.
Select Timesheet & Expenses from the settings menu.
Timesheet Settings
The following settings configure the default timesheet behaviour for the selected office. Some of these settings can be overridden elsewhere in the system, such as at the contract level.
Setting | Description |
Time Units | The unit of measurement used for time entries. Currently, Hours is currently the only available option. |
Minimum Chargeable Time Unit | The default minimum increment of time that can be booked on a timesheet for this office. Options are 15 minutes, 30 minutes or 1 hour. This default can be overridden at the contract level, allowing different projects to use a different minimum increment where required. |
Working Week | The default working week pattern for the office. Set to Monday–Friday by default, but can be changed to Sunday–Thursday to suit regional working patterns. Changing this setting will update the timesheet view for all users assigned to this office to reflect the new working week. |
Expected Daily Time | The number of hours a user is expected to book on their timesheet each day, applicable when the resource rate type is Daily. This default can be overridden at the contract level. |
Target Utilisation | The percentage utilisation expected from a user on a weekly basis for this office. This target is visible to users on their personal Dashboard, giving them a clear benchmark to work towards. |
Margin Tolerance | The percentage leeway applied if a user does not achieve their Target Utilisation. This tolerance is also visible on the user Dashboard, alongside the utilisation target. |
NOTE: Working Week changes apply immediately to all users assigned to the selected office. Consider notifying affected teams before changing this setting, as it will change the days displayed on their My Time page.
Non-Billable Timesheet Categories & Codes
Non-Billable Timesheet Codes allow users to book non-billable time against clearly defined categories and codes on their timesheet - for example, Annual Leave, Sick Leave, Training or Internal Meetings. Non-billable time booked against these codes is routed to the user’s assigned Line Manager for approval.
How to Create a Non-Billable Timesheet Code
On the Timesheet & Expenses Settings page, ensure you are viewing the Timesheet Codes tab.
Select Add More. A new entry block will appear below the last created code.
Enter the Name and Code for the new non-billable category.
Select Save to confirm the new code.
Repeat as needed to add further non-billable timesheet categories.
Non-Billable Expense Codes
Non-Billable Expense Codes allow expenses that are not chargeable to a client to be categorised consistently across the organisation - for example, internal travel, office supplies or training costs.
How to Create a Non-Billable Expense Code
On the Timesheet & Expenses Settings page, select the Expenses tab.
Select Add More. A new entry block will appear below the last created code.
Enter the Name and Code for the new expense category.
Select Save to confirm the new code.
Repeat as needed to add further non-billable expense categories.