In Time&Budget, you can specify that certain categories for appointments must always be linked to a project or an opportunity. This is defined in the Time&Budget preferences under Reporting:
If an appointment in Daylite has such a category and no project or opportunity is linked, a red warning triangle is displayed next to the category. If you click on the warning triangle, you can directly search for a suitable project or opportunity.
If you create an appointment from a task using the My Time Registration widget directly in the Copilot and the project or opportunity is missing, a warning is displayed immediately and a suitable project or opportunity can be searched for.
In the left sidebar in Daylite you will find Time&Budget. Select the Data Quality report from the drop-down menu. You will see all appointments, tasks and expenses of a certain period whose data quality is not good enough.
The function can be activated and deactivated in the Time&Budget preferences in the Reporting section.
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