Admin Guide

Admin Guide

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

Accessing Project Settings

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

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 updates all existing entries using that type.

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
123,2025-01-15,4.5,Development,Implemented feature
124,2025-01-15,2.0,Testing,Wrote unit tests

Column	Required	Description
workItemId	Yes	The work item ID
date	Yes	Date in YYYY-MM-DD format
hours	Yes	Hours as decimal
activityType	Yes	Must match existing type name
notes	No	Optional notes

Importing Activity Types

1. Click Download Template for activity types
2. Fill in your types
3. Click Select CSV File under Activity Types
4. Review and import

Activity Type CSV Format

name,displayOrder,isActive
Development,1,true
Testing,2,true
Documentation,3,true

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Purge Data

Delete effort records from your project. Use with caution!

Purge with Filters

Delete specific records matching criteria:

1. Go to Purge Data tab
2. Select filter criteria:
   • Users
   • Activity Types
   • Date Range
   • Work Item IDs
3. Click Preview to see matching count
4. Click Purge Selected
5. Confirm the deletion

Purge All Data

Delete ALL effort data from the project:

1. Click Purge ALL Data
2. Type the project name to confirm
3. Click Confirm Purge

Warning: This action is irreversible. Export your data first!

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Users

View users who have logged effort in your project:

Column	Description
User ID	Azure DevOps user identifier
User Name	Display name
Logs	Number of effort entries

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Best Practices

Activity Type Naming

• Use clear, consistent names
• Keep them concise (1-3 words)
• Use title case (e.g., "Code Review" not "code review")

Before Major Changes

1. Export first: Always export data before purging
2. Communicate: Inform team of activity type changes
3. Test imports: Try with a small dataset first

Regular Maintenance

• Review inactive activity types quarterly
• Archive old data via export before purging
• Check for unused or duplicate types

Next Steps

• Org Admin Guide - Organization-wide settings
• Licensing - Manage subscriptions