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How to create a Custom Field in Time Entries?
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To create a Custom Field in Time Entries, in the Online Portal, go to Time Entries page – click Configurations – Custom Fields – click “Add New Field” – type in a Name – select the desired Criteria and click Save.
How to create a Category in Time Entries?
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To create a Category in Time Entries, in the Online Portal, go to Time Entries page – click Configurations – Categories – click “Add New Category” – type in a Name and click Save.
How to create an Activity in Time Entries?
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To create an Activity in Time Entries, in the Online Portal, go to Time Entries page – click Configurations – Categories – click “Add New Activity” – type in a Name – select a Project and Category and click Save.
How can I group time entries in “Team Entries” view?
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In Team Entries view, click Settings and select the desired grouping order. You can group entries by Category, Activity, Team Member, and Project, with up to four grouping levels.
How can I view time entries for the entire team?
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To view time entries for the entire team, in our Online Portal go to Time Entries page and switch to the Team Entries view. If you do not have permission, the list will not appear.
How can I filter time entries in “My Entries” view?
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To filter time entries in My Entries view, click the Settings option and select the desired filters, such as Date range, Project, or Activity. The table will update to show only matching entries.
Do team members need to be Editors to add time entries?
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Yes, team members have to be Editors to be able to add time entries.
Do team members have to be Admins to add time entries?
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No, team members don’t have to be Admins to add time entries.
Can I add time entries for other team members?
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No, you can only add time entries for yourself. Each team member must add their own time entries.
How can I delete a time entry?
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To delete a time entry, go to the My Entries view, click the Delete icon next to the entry, and confirm the action.
How can I edit a time entry?
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To edit a time entry, go to the My Entries view, click the Edit icon next to the desired entry, update the information, and click Save.
How can I add a new time entry?
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To add a new time entry, in our Online Portal go to the Time Entries page, stay in the My Entries view, click the Add New Entry button, complete the required fields (Date, Hours, Activity), and click Save.
What fields are available in the “Team Entries” table?
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The Team Entries table displays Date, Hours, Activity, Project, Team Member, Category, Comments, and any Custom Fields configured by the team, grouped and summarized based on the selected settings.
What fields are available in the “My Entries” table?
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The following fields are available in the My Entries table: Date, Hours, Activity, Comments, and any Custom Fields configured by your team.
What is a Custom Field in Time Entries?
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A Custom Field in Time Entries is an extra column that a team can add to time entries to collect more information. It appears together with the standard fields like Date, Hours, Activity, and Comments.For example, “Project Phase” (text or dropdown) or “Client Name” (text).
What is an Activity in Time Entries?
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An Activity in Time Entries is a specific type of work that people record time for. Each activity belongs to a category.For example, the “Development” category, activities could be Coding, Code Review, or Testing.
What is a Category in Time Entries?
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A Category in Time Entries is a group that helps organize activities.For example, the “Administration” category can include activities like Meetings, Training.
What views are available in “Time Entries”?
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The following views are available:
  • My Entries – displays only the time entries created by you.
  • Team Entries – displays time entries for all team members (available only to Admin users).
How can I access the “Time Entries” functionality?
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To access the Time Entries functionality, go to our Online Portal and sign in at then navigate to the Time Entries page.
With what subscription type is the “Time Entries” functionality available?
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The Time Entries functionality is available only with a Business Subscription.
What does the “Time Entries” functionality do?
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The "Time Entries" functionality allows you to record, track, and review the hours worked by you and your team members across projects and activities. It provides visibility into how time is spent and helps teams monitor workload, productivity, and effort distribution.
How do I remove my credit card information?
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To remove your credit card information, please go Project Plan 365 Portal - “Billing” tab and in the Payment Details section click the “Remove Payment Method” button. If auto-renewal is disabled, the payment method will be removed instantly.

Note: If the Auto-Renewal is enabled, you will be asked to first cancel it or keep the payment method. To cancel the auto-renewal, click on Manage Plan button then follow the cancellation process.

How do I renew the Business Subscription directly from the application?
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Subscriptions will automatically renew if the Auto-Renewal is enabled.

If the Auto-Renewal is disabled, you can manually renew the Business subscription directly from our Project Plan 365 application by going to menu File – Account – Purchase and click the Renew Subscriptions button. You will be redirected to your default browser. Click on the View details button and select the number of subscriptions that you want to renew, enter a valid credit card and click on “Subscribe” button or click on Google Pay/Apple Pay option and confirm the payment.

For more information, read the Renew Business Subscription online help article.

How to renew a business subscription?
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Subscriptions will automatically renew if the Auto-Renewal is enabled. You can cancel your subscription by accessing the “Billing” tab in Project Plan 365 Portal.

If the Auto-Renewal is disabled, you can manually renew the subscriptions. To renew the Standard Subscription, go to our Project Plan 365 Portal and Sign In with your Owner account. In Account page click the Renew Subscriptions button. Click on the View details button and select the number of subscriptions that you want to renew, enter a valid credit card and click on “Subscribe” button or click on Google Pay/Apple Pay option and confirm the payment.

You can also renew the Business Subscription directly from our Project Plan 365 app. Go to File menu – Account – Purchase and click the Renew Subscriptions button. Then, follow the steps mentioned above.

How do I apply Promotional Codes when renewing a subscription?
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To apply Promotional Codes when renewing a subscription, follow the steps below:

  1. Go to our Project Plan 365 Portal Page and Sign In with your Owner account.
  2. In Account page click on the Renew Subscriptions
  3. Click on the View details button and select the number of subscriptions that you want to renew.
  4. Click on the Add promotional code button, type in a valid promotional code and click Apply.
  5. Enter a valid credit card and click on “Subscribe” button or click on Google Pay/Apple Pay option and confirm the payment.

Note that you can renew a number greater or equal to the number of assigned Editor subscriptions.

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