How Do I Edit A Client/Project/Activity

This guide will show you how to edit your current clients/projects and activities. If you would like to change the name of an item, add or remove reference codes, assign filters, or check which template is being used this guide can help. We will refer to the levels as follows 

Level 1 - Clients
Level 2 - Project
Level 3 - Activity 

Please note this is the most common configuration for a client structure but yours may be different. If you have a different client structure or you are unable to complete any of the steps in this guide please use the Submit a request button at the top right of this page to contact our team for help.

if you select an item that was created as part of a template you will not be able to edit it. Instead, you will need to edit the template it was created from. 

Index
How Do I Edit A Client
How Do I Edit A Project
How Do I Edit A Activity
Page Glossary (A list of all fields with descriptions)

 Editing a Client

1. Click Admin:
   
   
   
   
   
2. Click Timesheets > Clients > (Client You Wish To Edit) > Edit:
   
   
   
   
   
3. Here you can Edit the Client details. 
   
   
   

4. (Optional) For additional information on each field, please expand all sections and click the help icon in the bottom right to activate the user tour. Or check the glossary at the bottom of this guide.
   
   

   
   
   
5. Make any changes you would like and click Save
   
   
   

Editing a Project

1. Click Admin:
   
   
   
   
   
2. Click Timesheets > Clients > (Client name) > Project > (Project You Wish To Edit) > Edit:
   
   
   
   
   
3. Here you can Edit the Project details. 
   
   
   

4. (Optional) For additional information on each field, please expand all sections and click the help icon in the bottom right to activate the user tour. Or check the glossary at the bottom of this guide.
   
   

   
   
   
5. Make any changes you would like and click Save

Editing an activity 

1. Click Admin:
   
   
   
   
   
2. Click Timesheets > Clients > (Client name) > Project > (Project name) > Activities > (Activity You Wish To Edit) > Edit:
   
   
   
   
   
3. Here you can Edit the Activity details.
   
   
   
   
   

4. (Optional) For additional information on each field, please expand all sections and click the help icon in the bottom right to activate the user tour. Or check the glossary at the bottom of this guide.
   
   

   
   
   
5. Make any changes you would like and click Save
   
   
   
   
   

Page Glossary

Code
This field is only shown when creating items at the top level (level 1), this level is often called client. This code is used internally by Tempora as a unique ID.

Time Entry Level
This sets if time can be recorded for this item, often only the lowest level item in a group has this enabled, Tempora will set this automatically when creating new items. 

Description
This field sets the name of the item, this is how it will appear in time entry and reports.

Internal
This field is only shown when creating items at the top level (level 1). This field indicates that this item and all lower levels attached to it are internal work, these items may not be displayed when running bill value reports. 

Short Description
This field is usually auto-populated from the description and is used in a few reports where the description may be too long to display. 

Clone from Template
This section allows you to select a template to attach to this item. When the item is created it will populate the lower levels from the selected Template. Templates are especially useful for companies that complete the same types of work for different clients and projects. 

Usable as Template
Sets the item you are creating as a template, this means it will appear in the clone from template selection when creating other items at this level.

Exclusively a Template
Sets the item you are creating as exclusively a template meaning it will not be available for time recording. This is often used when a company has a single dedicated template to populate all of their other items.

Expiry Date
Sets the closing date for this item, once this date is reached or exceeded users will not be able to select it in time entry. When a closing date is reached no data is lost the item is only set as inactive and can be reactivated by removing the expiry date. 

Inherited Code
This field displays the account code from the level above.

External Ref.
This field sets the item's external reference code, this code must be unique and is often used for matching data in other systems.

Account Code
This field sets the item's account code, this code does not need to be unique and is often used for matching data in other systems.

Filters
Adding a tick to a report filter check box means this item and all of its lower levels will be displayed when running a report with the filter selected.

You may also be interested in the following guides

How Do I Add A New Client/Project/Activity
How Do I Add Time Entry Items With A Template