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Best Practice so assigning Admin time (non-project time)

I am looking for best practice for accounting non-project time for PS Consultants and Project Managers - without setting up Projects for Admin work and internal activities.

Avnish Bhardwaz Answered

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Hi

Are you looking to do this to
1) allow users to have a "bucket" to submit non-project time to on their timesheet or
2) are you just needing to block out some time so that project managers don't assign them 100% to project work.

1) In order for a user in Clarizen to submit time to a "bucket" in their timesheet, that work needs to be created in the system in the form of a project, milestone or task, and assigned to them. So in this instance you do need a Admin project or task with all users assigned
2) In this case you could set the default members availability (%) for a new project to less than 100% meaning that PMs can only allocate resources to projects at that % before they are marked as overloaded. E.g. Set default to 80% (meaning that 20% will be spent on none project work) and when a resource is allocated work exceeding that 80% they will be marked as overloaded

Nicky Da Silva 0 votes
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This will impact forecasts FOC- Free Of Charge work ( Rework to fix issues) reports etc.

Avnish Bhardwaz 0 votes
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Does Admin Project not included in revenue forecasts and other reports ?

Avnish Bhardwaz 0 votes
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Avnish, one may always filter assuming the reports you are speaking about are not standard out of the box reports in Clarizen which cannot be configured. If this Project, Milestone isn't tagged as Billable, that should be your first filter. However, you may alway flag the entire work item as an administrative work tracking and use that as a filter. If you don't know how to do this, place contact your PS Consultant who will advise on way forward.

Yossi Truzman 0 votes
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