Configure admin settings

The admin settings page allows administrators to configure key parameters for time tracking, approval notifications, and country-specific settings. You can access this page from the top navigation by clicking on your user profile icon (top right corner) and selecting Admin Settings.

Hours configuration

Daily hours required

Set the number of working hours required per day for timesheets.

To update this value:

1. Enter the required number of daily hours (e.g., 9).
2. Click Save to apply.

INFO

Once updated, timesheets that have not been submitted must meet the new requirement before submission will be allowed. Utilization calculations will also be based on the updated value.

Max weekly hours

Define the maximum number of hours a user can log per week.

To update this value:

1. Enter the desired weekly limit (e.g., 55).
2. Click Save to apply.

INFO

Planned or logged hours cannot exceed the max weekly hours limit.
Updating this value will impact resource allocation and scheduling capacity.

Countries

Manage the list of countries where your organization operates.

To add a country:

1. Click Add country.
2. Select a country from the dropdown.

Adding a country enables related regions, public holidays, projects, and users to be created within Consult.
If no country is added, these elements cannot be created because a country is a required field.

Currencies

Manage the currencies supported by your organization.

Each currency includes the following fields:

• Currency: The currency code (e.g., ZAR, AUD).
• Ex. rate: The conversion rate relative to the base currency.
• Mileage rate: Optional rate used for mileage calculations.

To add a new currency:

1. Click New currency.
2. Complete the required fields.
3. Click Save.

The currencies added determine which options are available when creating projects and users. They are also used for handling financial records such as user rates, project rate cards, expense reports, and invoices.
If a currency is not added, it will not be available in workflows that require financial values.

INFO

The exchange rate defines how much one unit of the base currency is worth in the selected currency.
For example, if the base currency is ZAR and the exchange rate for AUD is 0.14, it means 1 ZAR = 0.14 AUD.
Conversely, 1 AUD would be equal to approximately 7.14 ZAR.

Non-billable task categories

Create and manage categories for non-billable tasks such as training or internal meetings.

To add a new category:

1. Click New category.
2. Enter the category name.
3. Click Save.

Once created, the category becomes available for all users on their timesheets, allowing them to log hours under that category.

If a category is deleted after hours have already been logged against it, those hours will still appear under an unlinked category.
To restore the original category, recreate it using the same name.

Approval notifications

Assign users who should receive approval email notifications.

You can configure notifications for the following approvals:

• Approved expenses (excluding training)
• Approved training
• Approved leaves

To update recipients:

1. Select users from a dropdown list.
2. Click Save to confirm changes.

Configuration

Configure global system settings that affect how users and managers interact with timesheets and reporting.

Options include:

• Allow overriding actual hours: Enables project managers to upload or import actual hours directly into timesheets.
  When enabled, imported actual hours replace manually captured hours for the same period.
  This may affect billing and project reporting accuracy because calculations will use imported values.
• Timesheet submission: Enables timesheet submission for users.
  When enabled, users must submit their timesheets for approval by their resource manager.
  Before activating this option, ensure that each user has a designated resource manager and that the process has been communicated to all users.

Country-specific settings

Country-specific configurations are displayed at the bottom of the Admin Settings page based on the countries that have been added.
Select a country from the dropdown to manage its settings.

Regions

Define geographical regions within a country to enable region-specific public holidays.

To create a new region:

1. Click New region.
2. Enter the region name and a unique code.
3. Click Save.

Export or import public holidays

Manage the public holidays for the selected country.

To update public holidays:

1. Click Export/Import to download the current public holidays as an Excel file.
2. Update the file as needed.
3. Upload the updated file back to the app.
4. Click Import to save the changes.