Configuration Options
Access Settings from any module's sidebar (bottom of sidebar). Settings is organized into three groups: Configuration, Staff, and Data Access.
Configuration Group
| Tab | Setting | Effect |
|---|---|---|
| Time & units | Time Display Unit | How time is displayed across the app |
| Timezone & defaults | Timezone Mode | How worklog timestamps are interpreted |
| Timezone & defaults | Default Time Range | Pre-selected date range when opening a view |
| Booking & Fields | Working Days | Only shown if no Workload Scheme is configured; used in capacity calculations |
| Period Configuration | "Week starts on" (replaces the old "First Day of Week" label) | Week grouping, tied into approval period cycles |
| Time Categories (Time module) | Category list | Classification for worklogs |
| Worklog Fields (Time module) | Custom field list | Extra metadata captured when logging time |
There is no single global "Hours Per Day" control anymore - and no "Enable Rough Planning" toggle in this group. Per-person daily capacity comes from Workload Schemes under Settings → Staff.
Timezone Mode guidance:
- Use Jira timezone for teams in the same location
- Use User's timezone for distributed teams so each person's entries reflect their local time
Worklog Fields
Custom fields that appear in the Log Time form for capturing additional context.
Creating a Worklog Field:
- Settings → Worklog Fields → Add Field
- Configure:
- Field Name - label shown in the Log Time form
- Field Type - Text, Number, Single-Select, Multi-Select, or Checkbox
- Required - Yes/No (must-fill before saving a worklog)
- Options (for Select types) - define option values
Field Types:
| Type | Description | Example Use |
|---|---|---|
| Text | Single-line text input | Client PO number, activity description |
| Number | Numeric input only | Ticket/reference number |
| Single-Select | Pick one option from a defined list | Activity type (Development, Testing, Meeting) |
| Multi-Select | Pick multiple options from a defined list | Multiple applicable tags |
| Checkbox | True/False toggle | Billable / Non-billable flag |
Tips:
- Limit to 3–5 fields - too many fields slow down the logging experience
- Use Select types for structured data; use Text for free-form reference codes
Time Categories
Classify worklogs by work type; appear as a dropdown in the Log Time form.
Creating a Time Category:
- Settings → Time Categories → Add Category
- Enter Category Name and optional Description → Save
Recommended Categories:
| Category | Use Case |
|---|---|
| Development | Feature work, bug fixes, coding |
| Code Review | PR reviews, pair reviews |
| Meetings | Stand-ups, retrospectives, planning |
| QA Testing | Test execution, test case writing |
| Documentation | Writing docs, wikis, runbooks |
| Support | Customer support tickets, incidents |
| Research | Spike work, investigation |
Using in Reports:
- Filter by Time Category in Reports
- Pie chart, when sliced by Time Category, shows the split across work types
Portfolio Settings
Access from global Settings → Portfolio tab, or from inside a portfolio → Settings gear. Tabs: General, Teams, Users.
Currently only Hours per day is a live, editable control on the General tab. Bookings start/end date field mapping and Working Days checkboxes exist in the underlying settings but their input controls aren't currently rendered in the UI - don't expect to be able to map Gantt date fields from this screen yet.