Admin Guide

Admin Guide

This guide covers project-level administration for Effort Tracker, including activity type management, import/export, and data purging.

User Roles & Permissions

Feature	Normal User	Project Admin	Org Admin
Work Item Tab
└─ Log own effort	✅	✅	✅
└─ View all logs	✅	✅	✅
└─ Edit/Delete own logs	✅	✅	✅
└─ Edit/Delete others' logs	❌	✅	✅
Reports Hub
└─ View/Query/Export reports	✅	✅	✅
Project Admin Hub
└─ Access page	❌	✅	✅
└─ Manage Activity Types	❌	✅	✅
└─ Import/Purge project data	❌	✅	✅
Org Admin Hub
└─ Access page	❌	❌	✅
└─ Manage subscription/seats	❌	❌	✅
└─ Export/Purge all org data	❌	❌	✅

Who is a Project Admin?

Members of your Azure DevOps project's Project Administrators group.

Who is an Org Admin?

Members of your Azure DevOps organization's Project Collection Administrators group.

Note: Org Admins automatically have all Project Admin permissions.

Accessing Project Settings

Navigate to Project Settings > Effort Tracker (under Boards section).

Access Denied? You must be a Project Administrator to access this page. Contact your project admin if you need access.

Admin Interface Overview

The admin interface has four tabs:

1. Activity Types - Manage activity categories
2. Import / Export - Data migration tools
3. Purge Data - Delete records
4. Users - View users in this project

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Activity Types

Activity types categorize effort entries (e.g., Development, Testing, Code Review).

Viewing Activity Types

The Activity Types tab shows all types for your project:

Column	Description
Name	Display name of the activity type
Order	Display order in dropdowns
Active	Whether the type is available for selection
Records	Number of effort entries using this type
Actions	Edit and delete buttons

Adding an Activity Type

1. Click Add Type button
2. Enter the Name (e.g., "Bug Triage")
3. Set the Display Order (lower numbers appear first)
4. Ensure Active is checked
5. Click Save

Editing an Activity Type

1. Click the Edit (pencil) icon on the row
2. Modify the name, order, or active status
3. Click Save

Note: Changing a name does not update previously saved records. Existing effort entries retain their original activity type name.

Deactivating an Activity Type

Instead of deleting, you can deactivate a type:

1. Edit the activity type
2. Uncheck Active
3. Click Save

Deactivated types:

• Won't appear in dropdowns for new entries
• Will still display on existing entries
• Can be reactivated later

Deleting an Activity Type

1. Click the Delete (trash) icon
2. Confirm the deletion

Tip: Consider deactivating instead of deleting if you may need the activity type later. Existing effort entries will retain their activity type.

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Import / Export

Exporting Data

Export all effort data from your project:

1. Go to Import / Export tab
2. Click Export All Project Data
3. A ZIP file downloads containing:
   • effort_logs.csv - All effort entries
   • activity_types.csv - Activity type definitions

Importing Effort Logs

Import effort entries from CSV:

1. Click Download Template to get the format
2. Fill in your data following the template
3. Click Select CSV File
4. Review the import preview
5. Click Import

Import CSV Format

workItemId,date,hours,activityType,notes,areaPath,userId,userDisplayName
123,2025-01-15,4:30,Development,Implemented feature,Project\\Area,a1b2c3d4-...,John Doe
124,2025-01-15,1:30,Testing,Wrote unit tests,Project\\Area,b2c3d4e5-...,Jane Smith