ConnectWise: Using Work Types

Click on any of the table of content links below to jump to that section:

• Applying Work Type Defaults at the Enterprise, Project, and Task Levels
• Hierarchy of Work Types
• Viewing the Work Type Default at the Project Level
• Applying or Modifying the Work Type Default at the Task Level
• Using Work Types in the Time Log
• Using Work Types in Expense DynaCharts

Applying Work Type Defaults at the Enterprise, Project, and Task Levels

ConnectWise has multiple ways that work types can be set as defaults​:

• An overall enterprise default must be set​
• A default work type may be set per project board (optional)​
• A default work type may be set at the ticket level (optional)​

In Moovila we accommodate this logic by doing the following:​

• The enterprise default will be set based on what the default is in ConnectWise
• When a project is imported from or pushed to ConnectWise, if there is a default work type for that project board, it will be saved as the default work type to the project. This default work type may be viewed in the Project Sync Detail dialogue for that project.
• Work Type is an additional attribute for Moovila tasks that may be accessed via the Work Type Default column in the Power Grid view. This does not have to be populated, but when it is, each time entry created under that task will assume the task's work type.​

Hierarchy of Work Types

Overall, the logic that Moovila follows as it is applying a default work type for a task is as follows:​

1. If there is a default work type on the task, it will be applied.
2. If not, if there is a default work type on the project, it will be applied.
3. If not, the enterprise default work type will be applied.

Viewing the Work Type Default at the Project Level

1. To see the work type default that has been applied at the project level, open the project in question and click on the More Options icon in the upper navigation.
   
    
2. The More Options menu opens. Click on the ConnectWise Sync and Info option.
   
    
3. The ConnectWise Sync and Info dialogue opens, displaying the default work type if one has been applied. If not, it will display the applied enterprise work type. This attribute may only be applied or modified in ConnectWise.
   
    

Applying or Modifying the Work Type Default at the Task Level

1. Within Power Grid view for at the project or task level, there is a column for Work Type Default. To add this column, click on the Column Display icon.
   

2. The Column Display dropdown opens. Scroll down and click on the Work Type Default option.
   
    
3. The Default Work Type column now displays in the Power Grid. Click into this column for a task to apply or modify a default work type.
   
    
4. The work type may also be modified in the Time Log by following the same steps.
    

Using Work Types in the Time Log

1. To view work types In the Time Log, first ensure that this column has been added. To add it, click on the Column Display icon in the upper navigation, and select the Work Type option from the dropdown menu.
     
    
2. Work Type may be modified here by clicking on the existing entry.
   
    
3. To filter based upon the work type, click into the Filter panel and use the Work Type dropdown to limit the work types displaying.
   
    
4. To group based upon the work type, click on the Group icon in the upper navigation and select Work Type from the dropdown menu.
   
   
    
5. To sort based upon the work type, click on the header of the Work Type Default column.
   
    

Using Work Types in Expense DynaCharts

1. In either the Project Portfolio or at project level, click on the View icon, then select the Dashboard view from the dropdown menu.
   
    
2. The Dashboard view opens. Click on the edit icon to add a new Dynachart panel.
   
    
3. The Edit Dashboard dialogue opens. Click the Add Panel icon to add a new Dynachart panel.
   
    
4. The Dashboard Panel Editor opens. Click on the dropdown menu to select the type of panel you wish to add. Choose a DynaChart from the listing. In addition to the name, these are indicated by a lightning bolt icon.
   
   
    
5. The Dashboard Panel Editor opens. Use the Group options to set Work Type as a group or sub-group (e.g.: group by Project, sub-group by Work Type) for the DynaChart. Click Apply to save the dashboard panel.