There are a few ways the categorization of a time card can be changed or displayed. You have the option of improving the algorithm by providing us feedback or manually categorizing on the time entry itself.  We have implemented another option, the mass categorization, so you can categorize multiple time cards at one. This guide will expand on the latter, how to manually change the category of multiple time cards at once. 


Example 1: The narrative Due Diligence and reviewing documents would be categorized as the activity Due Diligence. If this should be the activity Vendor Due Diligence, you can use the mass categorization to recategorize all Due Diligence assigned entries Vendor Due Diligence. 


How to do this:

Step 1: Head to the Drilldown.

Step 2: In the "Selection" section add "Activity" as a filter. 

Step 3: Search for the Activity you would like to recategorize and click "Apply". 



Step 4: Scroll down, click the "Visualization" button and choose the Mass categorization view at the bottom. 



Step 5: You can now review and select all time cards that fall within the filter(s). If you or another user at your firm has previously manually categorized time entries you might want to click "Include existing customized timecards", otherwise manually categorized time cards will not appear in this list. 

Step 6: Tick the box beside the time cards you want to recategorize. (Marked blue in the below screenshot)

Step 7: If you want to recategorize all time cards within the filter you have the option of all time cards on the current page, or all time cards (within the scope of the filters). (Marked yellow in the below screenshot)

Step 8: After selecting the time cards you want to recategorize, click the "Categorize" button and search for the activity you would like to apply. You can apply multiple activities here. This will overwrite the activity assigned by Clocktimizer. (Marked red in the below screenshot)




Example 2: An alternative to recategorizing specific activities is to recategorize a term that can be found in the narratives. Some examples of this could be that your firm uses a specific term or acronym, or there is a common typo you're aware of. These terms can be found by searching the narratives in the Drilldown.


How to do this:

Step 1: Head to the Drilldown.

Step 2: In the "Selection" section add "Search narratives" as a filter. This option is at the bottom of the list. 



Step 3: From here you can search for any term, word, phrase that can be found in the narratives. 

Step 4: Follow the steps listed above in the first example, starting from Step 4.