Rules that shape tracking

An admin can set a few rules that decide how time may be recorded in a workspace. When someone says “it won’t let me”, one of these is usually the reason.

Where

Workspace settings, General and Permissions

Who sets them

Owner and admins

RuleWhat it doesPlan
Required fieldsTime cannot be saved without a project, task, tag or description, whichever are ticked.Basic
Overlapping entriesAllow, warn, or block two entries of one person at the same time.Free
Force timerTime can be tracked only with the timer. No typing of times.Pro
Lock dateTime before a chosen date is frozen for everyone except the owner and admins.Standard
ApprovalAn approved period is read-only for everyone.Standard

Required fields

Under Do not allow saving time without, an admin ticks Project, Task, Tag or Description.

  • The timer still starts. It cannot be stopped until the fields are filled, and Punchly asks for them right away.
  • Saving by hand is refused with “Can’t save, field missing: project”.
  • While the Timesheet is switched on, Project is always required.
  • The rule applies to owners and admins too. Clocking in at a kiosk is not affected.

Overlapping entries

The setting has three choices. It starts as Warn.

  • Allow: nothing is said.
  • Warn: the entry is saved, with a note that it overlaps another.
  • Block: the entry is not saved.

Entries that touch end to end, such as 10:00 to 11:00 and 11:00 to 12:00, do not overlap. Breaks, time off and holidays never count.

Force timer

With Disable adding and editing time manually ticked, time can only come from the timer.

  • Switched off: Manual mode, typing a start, end or duration, typing in the Timesheet, drawing on the Calendar, Split and Duplicate.
  • Still possible: changing the description, project, tags and $, deleting, continuing an entry, and breaks.
  • It applies to owners and admins too.

Lock date

Under Lock time before, an admin picks a date. Everything before it is frozen: regular members cannot add, change, delete or restore time there. Owners and admins still can.

The date can move forward by itself: every week, every month, or always a set number of days behind today.

Approved time

Once a period is approved, its entries are read-only for everyone, the owner included, and no new time can be added to it. The approver can reopen it. See Approve timesheets.

A running timer

While your timer runs, you cannot add time by hand, on the Time tracker, the Timesheet or the Calendar. You can still duplicate or continue an entry, and edit existing ones. Stop the timer first.

Other limits

  • A description can be up to 3,000 characters.
  • An entry longer than 24 hours shows a warning.
  • An entry can have up to 100 tags.