The configuration is set to track time against Projects, Tasks, and Work Types. You can modify these objects based on your organization’s requirements. 


Steps to Change the Objects for Tracking Time

  1. Log in to Salesforce as an Administrator and navigate to the TT Apps tab.

  2. From the All view list, select the App Key Name for which you want to modify the tracking configuration.

    Ensure that you update the same App Key that users use to log in to the PK4 TimeTracker application.

  3. Click Config, then open the Pop-up List tab.
  4. Update the following fields as required:
  • Object in Salesforce that you want to track time to
    Select the Salesforce object you want users to track time against (for example: Project, Case, Opportunity, etc.).
  • Field that you want to display
    Choose the field that should be displayed for the selected object during time tracking.
  • Select Mandatory
    Mark the object as mandatory or optional for Check-ins.
  • Prefix & Postfix
    Add text or codes that should appear before or after the displayed object name in the tracking selection.
  • Additional Fields to Display
    Add extra fields from the selected object to provide more information during time tracking.
    Example: If tracking time against Project, additional fields may include Project Code, Description, Created Date, etc.
  1. Address Fields
    You can enable address fields from the selected object by choosing the required address field on the same screen.


Merge Option

  • Any Salesforce object can be merged with the first selected tracking object using the Merge option.


Configuring Additional Levels

  • You can configure Second-level and Third-level tracking objects by following the same steps described above.


Removing Second or Third-Level Objects


To remove a Second or Third-level object:

  1. Open the configuration screen for the respective level.
  2. In the Object in Salesforce that you want to track time to, select the blank option.
  3. Click Save.