In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
From the list, you can click any name to go directly to its detail.
Click New to create a new record.
Recent Choice
Description
Recently Viewed
The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created
The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified
The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.
If you have the permissions to do so, you can create hours to days rules that determine how many hours count as a day or a half day for the purpose of calculating how many days to include in billing or cost calculations when using daily bill rates and daily cost rates.
To apply an hours to days rule to a project or an assignment, add the Hours to Days lookup field on the project or assignment page layouts.
An hours to days rule created for an assignment takes precedence over rules set on a project. PSA uses any default hours to days rules you have created if you do not have an hours to days rule set for an assignment or project. If you have no hours to days rules defined, when you enter hours greater than zero on a timecard day, this counts as one day.
Each hours to days rule contains several hours and days fields. The days field specifies how many days to apply when the number of hours specified on the day of a timecard falls into the range specified in the corresponding hours field. For example:
Name of Rule
Hour Threshold 1
Days Value 1
Hour Threshold 2
Days Value 2
Hour Threshold 3
Days Value 3
Hour Threshold 4
Days Value 4
Europe
0
0.0
1
0.5
5
1
12
1.5
Using this example:
Entering a value between 0 and 1, for a timecard day, counts as zero days.
Entering a value greater than or equal to 1 and less than 5, counts as half a day.
Entering a value greater than or equal to 5 but less than 12, counts as one day.
Entering a value greater or equal to 12, counts as one and a half days.
Using tiered rules, you can apply different granular hours to days rules to segments of a day when converting hours into days for daily bill rates.
In the tiered rules, each Hours Threshold is a "tier" to which this formula applies for determining the conversion of hours to days: ([Timecard hours up to the threshold value]/[Per Increment field value]) * [Days Value field].
In tiered rules, hours that exceed a threshold are calculated using the next appropriate threshold. So if you have an Hour Threshold 1 of 12 and an Hour Threshold 2 of 24, then if you convert 16 hours, the first 12 hours use the calculation for Threshold 1 and the remaining 4 hours are calculated based on Threshold 2.
Example:
Hour Threshold 1
Per Increment 1
Days Value 1
Hour Threshold 2
Per Increment 2
Days Value 2
12
2
0.25
24
2
0.387500
Using this example:
Hours to Convert
Logic
Calculation
8
An 8 hour value is within the 12 hours specified in Hour Threshold 1.
(8 hours/2 increment) * 0.25 days value = 1 day.
16
A 16 hour value has hours in the tiers covered by Hour Threshold 1 and Hour Threshold 2.
The first 12 hours are calculated using Hour Threshold 1. The remaining 4 hours are calculated using Threshold 2.
First Tier: (12 hours/2 increment) * 0.25 days value = 1.5 days.
Second Tier: (4 hours/2 increment) * 0.3875 days value = 0.775 days
Total Days: 1.5 days + 0.775 days = 2.275 days
Custom Hours to Days Rules
Using custom rules, you can designate a plugin written by your own developers to specify your own unique hours to days rules.
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