Project Manager User Manual

Size: px
Start display at page:

Download "Project Manager User Manual"

Transcription

1 Project Manager User Manual Overview Welcome to your new Project Manager application. The Project Managaer is implemented as a web site that interfaces to an SQL database where all of the project and time tracking data is stored. In addition, the information in the SQL database is accessible from an MS Access database front end that provides a very similar user interface. Both the web based front end and the MS Access front end can be used simultaneously to access the same data. The Project Manager can only be accessed by persons with valid usernames and passwords. With the Project Manager you can manage employee personal data categorize employees by function and access levels manage contact data categorize contacts as suppliers, clients etc. manage project data to 4 levels, Project, Package, Phase and Task store employee time worked on project Tasks prepare reports based on employee time worked on projects report summaries can be based on one or more of the following o o o employee, employee category project, package, phase or task date interval Most of the web pages in the Project Manager application allow you to work on a set of records bound by a specific date interval. The date interval can either be typed in or it can be selected with a pop-up calendar control. The current week is always automatically selected when you first enter a web page. To use the calendar control, click the calendar icon on the web page. The calendar control shown below is displayed. Project Manager User Manual Overview 1

2 Figure 1: Calendar Control Click the double arrow heads at the top of the calendar to move to the previous or next year. Cick the single arrow heads to move to the previous or next month. Click on the desired day to transfer the date to the associated data box on the web page. Most of the web pages also use dropdown lists that are populated with data from the underlying database. When you use a drop down list, keep in mind that when the selected item is supposed to be transferred from the dropdown list to a data box on the web page, the dropdown list will not recognize that you have made a selection until you choose an item from the list that is different from the default item that the web page opens with. For example, if a web page opens with an employee ID/Name of 101 John Doe in the dropdown list data box and you drop the list and select 101 John Doe from the list items, the employee ID of 101 normally would be transferred to the Emp ID data box but in this case was not. To get around this problem, select a different item from the list and then reselect the original item. Getting Started To access any of the features of the Project Manager application you must first log in. To login, type the name of your website (e.g. The default page is login.php. Login.php will be loaded automatically. If this fails, then you may have to type in the complete URL. Figure 2: Employee Login web page Getting Started 2 Project Manager User Manual

3 Your administrator will assign you a username and initial password which by default is the same as your username. After you log in you can access the personal data editor web page to change the password to something that only you will know. It is always a good idea to use a password that is more than 5 characters long and that includes numbers as well as letters. If your login fails you will be asked to login again. The second time the web page is displayed it will inform you that you are either not an active employee or you are not authorized to access the system. Figure 3: Employee Login Failed web page If you simply made an error in your username or password, enter them in again correctly and press the enter key on your keyboard or click the Login button. A successful login will bring you to the Project Manager Roadmap web page. Project Manager User Manual Getting Started 3

4 Figure 4: Roadmap web page The items displayed on the roadmap will vary depending on your user privileges. The example shown above is for a user with security level 9. This is the highest level possible, enabling the user to access all possible options. The established levels are described below. Security Level Allowable Roadmap Actions Description >1 Timesheet View and edit for self only >1 Edit Personal Data View and edit for self only >1 Employees View >1 Contacts View >3,!=4,!=5 Edit Employee Records View and edit for all employees >3,!=4,!=5 Edit Contact Records View and edit all contact data >3,!=4,!=5 Missing Timesheets View summary <10 Zero Hours Timesheets View summary >4 <10 Voided Timesheets View summary >6 Payroll Review View and edit Timesheets >6 Payroll Approval View and approve only >6 Payroll Summary View only >3 Timesheet Review View, approve and edit >4 Timesheet Approval View, approve and edit >2 Project Billing View >2 Project Summaries View >2, <10!=4 View Projects & Tasks View >2, <10!=4 Edit Project Data View and edit Getting Started 4 Project Manager User Manual

5 Security Level Allowable Roadmap Actions Description >2, <10!=4 Edit Task Data View and edit >2, <10!=4 Set Active Tasks View and edit Active flag only >5 Archive Projects Transfer records between tables >5 UnArchive Projects Transfer records between tables >5 or =3 Employee Admin Summary View and Report >3 PE Reports & Queries View and Report >4 Invoicing View and Report >4 Project Management View and Report >4 Personnel Management View and Report >4 and > 5 People Overview View and Report > Projects View and Report >5 Overhead Projects View and Report >6 Projects List Report only >6 Projects List By Status Report only >6 Telephone List Report only All of the web pages in the Project Manager application contain links to return you to the Roadmap or to Log Off. Except for the Project group of data entry web pages, you must always return to the Roadmap to access a different Project Manager option. When you have finished with the web site you should log off completely. You can log off from any of the web pages that you access after a successful login. Press the Log Off link on the active web page. This action will bring you to the logout page. Click the Logoff button displayed here to terminate the web browser completely. Logging off ensures that all session variables and cookies are deleted so that anyone trying to navigate to any of the Project Manager web pages without first logging in will be denied access. Figure 5: Logoff web page Project Manager User Manual Getting Started 5

6 From the Employee Logoff page, you will have to type in the Login.php URL again to access the Project Manager Roadmap. Logging off completely is just another level of assurance that your database is protected from unauthorized access. Employee Tools The Employee Tools group of the Roadmap web page options contains the options that are generally available to all employees with access levels above 1. For employees with access levels of 1, the Employees and Contacts options will not be available. Timesheet The Timesheet option under Employee Tools in the Roadmap will open up the Employee Timesheet web page. There are two hidden sections in this web page, the New Record section and the Details section. You can make these visible by clicking the Open New Record and Show Details buttons, respectively. When the New Record section is visible the Open New Record button caption changes to Close New Record. The Show Details button caption changes to Hide Details when the Details section is visible. Figure 6: Employee Timesheet web page - Summary view The table shown above is not editable. It is strictly a summary of all of the records for the chosen week. New Timesheet records are added in the New Record section and changes to existing records are made in the Details section with the aid of the New Record section. Before you begin adding new records or modifying existing records you should specify the appropriate week. The current week is always automatically selected when you first enter the web page. If this is not the desired week then you can either type the correct value into the Week Ending data box, or select it from a pop-up calendar that opens when you click the calendar icon beside the data box. Alternatively, you can also select the Year and Week. Employee Tools 6 Project Manager User Manual

7 Before you begin making changes to your Timesheet entries, you should make sure that you are viewing the right records. You do this by clicking the Fetch Timesheet button. If the current week will be more or less like the previous week, you can duplicate the previous week s entries for the current week by clicking the Repeat Last Week button. This will automatically create an identical set of records for the current week as you had submitted for the previous week. All you need to do now is ensure that the hour values are correct. To add a new record, click the Open New Record button. Figure 7: Employee Timesheet web page - New Record view This will open the New Record section displayed under the New/Toggled Timesheet entry label. Select the appropriate options from the drop down lists for Project, Package, Phase,Task, Capacity, and Date and set the number of Hours worked. The Confirm check box is optional. This item is used to let your Project Manager know that you will not be modifying this record again. Finally, add a Comment to describe the work done. When you are ready to commit the new record, click the Add New button. This does not commit the record to the underlying database. It simply adds the new record to the Details section of the Timesheet web page. Project Manager User Manual Employee Tools 7

8 Figure 8: Employee Timesheet web page - Detail view In the Details section of the web page, the Confirm check box of the previous two views is displayed under the OK column. The V, T, PM and $ columns signify Voided, Transferred, PM Approved and Payroll Approved tags. Any values that you place in these red check boxes will be ignored. They are shown strictly for reference. Records that have been approved by payroll cannot be modified or deleted. Records in the Detail section of the Timesheet are edited in the New Record section. To edit a particular record in the Detail section, you must select it by clicking on its option button under the Edit column. The existing information in the record is transferred to the New Record section for you when the option button is clicked. Make your changes and then click the Update Toggled button. This will transfer the New Record information to the toggled record in the Detail section. To delete a Timesheet record, click the Delete button for that record. Each record has its own Delete button. The row containing the Delete button will be removed from the Detail section. The Timesheet Summary table at the top of the Timesheet web page will be updated to reflect all changes that you make to the Detail section whenever you make those changes. Note that the only data that you can change in the Detail section is the OK tag. For all other data values, you must use the New Record section. All of the OK tags can be set or unset simultaneously by clicking the Confirm All and unconfirm All buttons. Edit Personal Data The Edit Personal Data option under Employee Tools in the Roadmap will open up the employee Personal Data Editor web page. The data that you view here is determined by your login username. This is where you change your password. Note that other employees (i.e. administration) will be able to edit your personal data but they will not be able to view or change your password. If you are a new employee, Employee Tools 8 Project Manager User Manual

9 your password is initially set to be the same as your Employee ID or Username. The Username/Employee ID is not accessible through this web page. Figure 9: Personnal Data Editor web page - logged in employee view Employees The Employees option under Employee Tools in the Roadmap will display a web page containing information for all employees. If you need to find out another employee s phone extension or home phone number, this is a good place to look. Figure 10: Employees web page general information list The example web page shown above has only a small list of employees. Your employee list might be much larger. The Locate Employee button and the Select Employee drop down list are provided to make it easy for you to find the data for a particular employee. The employee names in the drop down list are organized alphabetically by last name. Select the desired employee and then press the Locate Employee button. The web page will scroll to the chosen employee s record placing that record at the top of the browser window. You can minimize the number of records displayed by clicking the Fetch Active Employees button. If you want to view the records for all employees, whether active or not, press the Fetch All Employees button. The default view is for active employees only. Project Manager User Manual Employee Tools 9

10 Contacts The Contacts option under Employee Tools in the Roadmap will display a web page containing information for all company contacts. If you need to find out a contact s phone or fax number, this is a good place to look. Figure 11: Contact web page - general information list The example web page shown above has only a small list of contacts. Your contact list might be much larger. The Locate Contact button and the Select Contact drop down list are provided to make it easy for you to find the data for a particular contact. The items in the drop down list are organized alphabetically by company name. Select the desired company name and then press the Locate Contact button. The web page will scroll to the chosen contact s record placing that record at the top of the browser window. You can request that the records displayed on the web page are ordered by Company Name Last Name Category by clicking one of the 3 Fetch By buttons respectively. If your list of contact is very long, you can quickly place yourself at the top of the web page by clicking one of the Top buttons on the left of each contact row. Employee Tools 10 Project Manager User Manual

11 Administration The Administration group of the Roadmap web page contains options that are generally available to all employees with access levels above 3. Employees with access levels of 4 or 5 will not be able to access the Employee or Contact options. Edit Employee Records The Edit Employee Records option under Administration in the Roadmap will open up the adminstrative Personal Data Editor web page. The Password data has been masked out. Only the person owning this record can modify the password. Except for the Employee ID, the Security Level and the Active tag, most of the data in this page is used for information lookup only. These three data items effect the behaviour of this web site. Figure 12: Employee Data Editor web page To view the data for a specific employee, use the Select Employee drop down list to select the employee and then click the Fetch Record button. The web page will refresh with the desired employee s data. Make any changes necessary and then press the Submit Record button. This web page is also used to add new employees to your database. To add a new employee, change the Employee ID to the new desired value. Then click the Fetch Record button. If the web page refreshes with valid data, then you should try a different Employee ID since the one you specified was already used. If the record comes back empty, set the Employee ID, Security Level and the Active tag appropriately and then fill in the rest of the data on the web page to match the new Project Manager User Manual Administration 11

12 employee. When you have made all of the required changes, click the Submit Record button. Edit Contact Records The Edit Contact Records option under Administration in the Roadmap will open up the adminstrative Contact Data Editor web page. Figure 13: Contact Data Editor web page To view the data for a specific contact, use the Select Contact drop down list to select the contact and then click the Fetch Record button. The web page will refresh with the desired contact s data. Make any changes necessary and then press the Submit Record button. This web page is also used to add new contacts to your database. To add a new contact, change the Contact ID to the new desired value. Then click the Fetch Record button. If the web page refreshes with valid data, then you should try a different Contact ID since the one you specified was already used. If the record comes back empty, set the Contact ID and then fill in the rest of the data on the web page to match the new contact. When you have made all of the required changes, click the Submit Record button. Missing Timesheets The Missing Timesheets option under Employee Tools in the Roadmap will open up the Missing Timesheet Summary web page. This web page contains two data entry boxes for specifying the date interval to check for missing Timesheets. Generally you should only be looking at a one week interval. Use the pop-up calendar control Administration 12 Project Manager User Manual

13 to select and enter the date into the Select From Date and Select To Date data boxes. Then press the Fetch Missing Timesheet Summary button. Figure 14: Missing Timesheet Summary web page When the Missing Timesheet Summary web page refreshes, it is loaded with a summary table showing all employees with missing Timesheet entries for the specified date interval as well as an overall summary statement indicating how many employees are missing Timesheets. To view the summary table, click the Show Missing Timesheets button. The caption on this buttons will change replacing the word Show with the word Hide when the summary table is visible. This web page will only show an entry for an employee if no Timesheet entries exist for him in the interval selected. It will not report on whether or not the Timesheet entries are complete or valid. If you need more detailed, accurate or specific information, you can check one day at a time instead of a complete week. Zero Hours Timesheets The Zero Hours Timesheets option under Employee Tools in the Roadmap will open up the Zero Timesheet Hours Summary web page. This web page contains two data entry boxes for specifying the date interval to check for existing Timesheet entries with an hour value of 0. Use the pop-up calendar control to select and enter the date into the Select From Date and Select To Date data boxes. Then press the Fetch Zero Hours Summary button. Project Manager User Manual Administration 13

14 Figure 15: Zero Timesheet Hours Summary web page When the Zero Timesheet Hours Summary web page refreshes, it is loaded with a summary table showing all employees with zero hours and a summary showing all project tasks with zero hours, as well as several summary statements. To view the table summaries, click the Show Employees with Zero Hours and the Show Projects with Zero Hours buttons respectively. The caption on these buttons will change replacing the word Show with the word Hide when the respective summary is visible. If the web page reports that zero hours records exist, you should delete them by clicking the Delete Zero Hours button. Generally, you should not be checking for zero hours for the current week because employees may have setup their Timesheets but not yet filled in the hour values. Voided Timesheets The Voided Timesheets option under Employee Tools in the Roadmap will open up the Voided Timesheet Hours Summary web page. This web page contains two data entry boxes for specifying the date interval to check for existing Timesheet entries that have been voided. Use the pop-up calendar control to select and enter the date into the Select From Date and Select To Date data boxes. Then click the Fetch Voided Hours Summary button. Administration 14 Project Manager User Manual

15 General Management Figure 16: Voided Timesheet Hours Summary web page Timesheet records will be voided by a project manager during Timesheet approval if he feels that the record information is incorrect or if he transfers the hours to a different task. The voided records remain in the system so that the effected employee can review the changes. When the Voided Timesheet Hours Summary web page refreshes, it is loaded with a summary showing all employees with voided hours and a summary showing all projects with voided hours, as well as several summary statements. To view the table summaries, click the Show Employees with Voided Hours button and the Show Projects with Voided Hours button respectively. The caption on these buttons will change replacing the word Show with the word Hide when the respective summary is visible. Voided hours should be removed from the system since they take up unnecessary database space. To delete all voided hours for the selected interval, click the Delete Voided Hours button. This section contains only one item, the Timesheet Review option. It is accessible by all employees with a security level greater than 3. It is intended to be used by an employee s direct supervisor to verify that the employee has prepared his Timesheets correctly. Timesheet Review The Timesheet Review option under General Management in the Roadmap will open up the PM Timesheet Review web page. This web page is very similar to the Employee Timesheet except that it contains a few extra buttons and an employee Project Manager User Manual General Management 15

16 selection drop down list, the Project Emps, for specifying which employee to display entries for. When the web page opens, it may or may not have any Timesheet data. If no Timesheet records have been added for the current week, then the web page will display a message telling you that you have to select a new Week Ending date to see Timesheet records. To set a new Week Ending date, click on the calendar icon to pop-up the Calendar control and then click on any day belonging to the week that you want to examine records for. Next, click the Fetch Timesheets button to refresh the web page. The Timesheet data for the employee shown in the Project Emps data box is displayed here simply because this is the first employee in the Project Emps drop down list. To review Timesheet records for a specific employee, select the employee from the Project Emps drop down list. This will automatically refresh the web page with the data for the selected employee for the selected week. There is no need to press the Fetch Timesheets button. Figure 17: PM Timesheet Review web page summary view The Timesheet Summary table at the top of the web page is not editable. To view the employee s actual Timesheet entries, you must click the Show Details button. The caption on the button will change to Hide Details and the Details section will become visible. For all records that you agree with, you can place a check mark under the PM column. If you agree with all records than you can either click the Confirm All button or the Confirm Employee button to place a check mark in the PM column for all of the records at once. You can also remove the check mark on all of the records simultaneously by clicking the unconfirm All button. General Management 16 Project Manager User Manual

17 Figure 18: PM Timesheet Review web page detail view If you disagree with one of the Timesheet records, then you should click the Open Update View button to display the New/Toggled section. The caption on the button will change to Close Update View. Next, toggle the record that you want to modify so that the record s option button under the Edit column looks selected (has a black dot in it). The information in the toggled record will be transferred to the data boxes in the New/Toggled section just below the New/Toggled Timesheet entry label. Replace the data in the New/Toggled section with the correct values for the Timesheet record and then click the Transfer Toggled button. This action will add a new record to the Detail section if necessary and will set the original toggled record s V and T tags by placing check marks under those columns. The Comment of the toggled record will be appended with a message stating that it was replaced/transferred. The new record s comment will include the toggled record s comment appended to a note indicating that it is a transfer record. If the only change that you made was the number of hours, no new record will be created. Project Manager User Manual General Management 17

18 Project Management Figure 19: PM Timesheet Review web page - update view When you have finished making all of your adjustments, click the Submit Timesheets button to save the modified records to the database. When the web page refreshes, you can select a new employee to review his Timesheet records. Again, there is no need to click the Fetch Timesheets button to refresh the web page with the new employee s Timesheet records. The refresh happens immediately after the employee name is picked from the drop down list. Repeat this process for each employee whose records you want to review. This section is used to perform project management tasks such as approving Timesheets for a project, generating billing reports for a project, obtaining project summaries, and editing project data. Timesheet Approval The Timesheet Approval option under Project Management in the Roadmap will open up the PM Timesheet Approval web page. This web page is similar to the PM Timesheet Review web page except that Timesheet records for all employees with entries for a particular project can be viewed at once. Most of the adjustments to employee time records will already have been done in the PM Timesheet Review web page. In this web page, the Timesheet records are once again reviewed for final approval before they are submitted to payroll. When this web page opens, it will not have any Timesheet data if no Timesheet records have been submitted for the current week. In this case, a message is Project Management 18 Project Manager User Manual

19 displayed on the web page telling you that you need to select a new Week Ending date to see Timesheet records. Figure 20: PM Timesheet Approval web page - startup view To set a new Week Ending date, click on the calendar icon to pop-up the Calendar control and then click on any day belonging to the week that you want to examine records for. To review Timesheet records for a specific project, select the project from the Select Project drop down list, and then click the Fetch Timesheets button. Ensure that the All Employees check box is checked so that you will retrieve Timesheet records for all employees that have worked on that project. Next, click the Fetch Timesheets button. This will refresh the web page with the all of the Timesheet entries for the selected project for the selected week. If you do not check the All Employees check box, you will not retrieve any Timesheet records on the first fetch. However, this action will populate the Project Emps dropdown list with the names of all employees with Timesheet records for the selected project for the selected week. Project Manager User Manual Project Management 19

20 If you specify All Employees, then the refreshed web page will look similar to the picture shown below. The yellow table contains an entry for each employee in the Project Emps dropdown list. It shows the total hours worked by each employee on the selected project for the selected week. Figure 21: PM Timesheet Approval web page - Timesheet Summary for all employees If you remove the check mark from the All Employees check box, the view will change to that shown in the picture below. The summary table showing all employees will be replaced by a more detailed summary for the selected employee. If you select another employee from the drop down list, the summary table will change to show details for that employee. If you replace the check mark in the All Employees check box, the view will again revert to the summary shown above. If All Employees is checked and you select a new employee from the drop down list, then All Employees will automatically be unchecked and the view will change to show the summary for a single employee. Figure 22: Timesheet Approval web page - Timesheet Summary for one employee Project Management 20 Project Manager User Manual

21 You can also view all of the Timesheet records submitted by employees for the selected project for the selected Week Ending. To do this, click the Show Details button located just above the Timesheet Summary table. The label on the button changes to Hide Details. Click the button again to hide the Details section. To approve records you can click on the check box under the PM column in each record in the detail table, or click on a check box in the Confirmed column of the Timesheet Summary table, or click the Confirm Employee button, or click the Confirm All button When you place a check mark under the Confirmed column of the Timesheet Summary table, the corresponding Detail records for the associated employee will become checked under the PM column. Note that you won t see this happen until the focus is removed from the Confirmed check box. To remove the focus, simply click on any databox in the web page. You can accomplish the same task by clicking the Confirm Employee button. The employee that you are approving in this case is the one displayed in the Project Emps data box. If you click the Confirm All or unconfirm All buttons, all of the Detail records will become checked or unchecked under the PM column respectively. Figure 23: PM Timesheet Approval web page - Detail view So far all we have done is make changes to our local copy of the records in the web page. To transfer the changes to the Timesheet database, you must press the Submit Project Manager User Manual Project Management 21

22 Timesheets button. The page will refresh after the submit operation with the actual data saved in the underlying database. Figure 24: PM Timesheet Approval web page- Update view If you disagree with one of the Timesheet records in the Detail table, then you should click the Open Update View button to display the New/Toggled section. The caption on the button will change to Close Update View. Next, toggle the record that you want to modify so that the record s option button under the Edit column looks selected (has a black dot in it). The information in the toggled record will be transferred to the data boxes in the New/Toggled section just below the New/Toggled Timesheet entry label. Replace the data in the New/Toggled section with the correct values for the Timesheet record and then click the Transfer Toggled button. This action will add a new record to the Detail section if necessary and will set the original toggled record s V and T tags by placing check marks under those columns. The comment of the toggled record will be appended with a message stating that it was replaced/transferred. The new record s comment will include the toggled record s comment appended to a note indicating that it is a transfer record. If the only change that you made was the number of hours, no new record will be created. Note that if any of the Detail records that you are viewing have the check mark in the $ column set, any changes that you make for that record will not be saved to the database. These records should already have been approved and are now locked. Project Billing The Project Billing option under the Project Management section in the Roadmap will open up the Project Billing web page which is used to specify filter criteria for billing reports. Project Management 22 Project Manager User Manual

23 The first criteria that you will have to specify are the beginning and end dates for the report(s). If you only want to report on one week at a time, then place a check mark in the Auto Select Week check box. Then set the date in either of the Select To Date or Select From date boxes by clicking on the calendar icon beside the date data box. When you click the calendar icon a pop-up calendar is displayed. Click on any day in the desired week. This will force the Select From Date to assume the Monday date in that week and the Select To Date to assume the Sunday date in that week. If the Auto Select Week check box is not checked, then the exact day date that you select will be entered into the Select From Date and the Select To Date data boxes. Make sure that the From date is always earlier than the To date. Figure 25: Project Billing web page - Billing Summary There are four other filters that you can specify, Employee (Limit To Employee) Project (Limit To Project) Approved Hours (Approved Hours Only) Payrolled Hours (Payrolled Hours Only) All or any subset of these filters can be used by placing a check mark in the filter s respective check box. If you place a check mark in the Limit to Employee check box, then you should also select the desired employee from the Select Employee drop down box. If you place a check mark in the Limit to Project check box, then you should also select the desired project from the Select Project drop down box. Project Manager User Manual Project Management 23

24 After you set your criteria click the Fetch Billing Summary button. This action is necessary before you click the Create Report button to produce a PDF report like the one shown below. The web page will refresh to display a summary based on the specified criteria. Figure 26: Project Billing - PDF Report The file created will actually consist of one report for each employee that you reported on. Note: If you change your report filter criteria, do not forget to click the Fetch Billing Summary before you click the Create Report button. Also, this report is normally generated for a one week interval only. Project Summaries The Project Summaries option under the Project Management section in the Roadmap will open up the Project Summaries web page. To use this web page, you first specify your summary filters and then click the Fetch Summary button. When the web page refreshes, the following five summaries are loaded, Task & Capacity Task Capacity Employee Task & Employee and optionally a whole project or PrimaVera type summary is also loaded. These summaries will be discussed later in this section. Only one of these summaries can be viewed at a time. You choose the summary to view by toggling one of the options in the Summarize On section. A report of all of Project Management 24 Project Manager User Manual

25 the summaries shown on the web page can be produced by pressing the Create Report button. Figure 27: Project Summaries web page - Project Summary by Task The first criteria that you will have to specify are the beginning and end dates. If you only want to report on one week at a time, then place a check mark in the Auto Select Week check box. Then set the date in either of the Select To Date or Select From Date boxes by clicking on the calendar icon beside the date data box. When you click the calendar icon a pop-up calendar is displayed. Click on any day in the desired week. This will force the Select From Date to assume the Monday date in that week and the Select To Date to assume the Sunday date in that week. If the Auto Select Week check box is not checked, then the exact day date that you select will be entered into the Select From Date and the Select To Date data boxes. Make sure that the From date is always earlier than the To date. There are six other filters that you can specify, Employee (Limit To Employee) Project (Limit To Project) Multiple Projects Approved Hours (Approved Hours Only) Payrolled Hours (Payrolled Hours Only) Include Archived Records All or any subset of these filters can be used by placing a check mark in the filter s respective check box. If you place a check mark in the Limit to Employee check box, then you should also select the desired employee from the Select Employee drop down box. If you place a check mark in the Limit to Project check box, then you should also select the desired project from the Select Project drop down box. Project Manager User Manual Project Management 25

26 If you check the Multiple Projects check box, a Select End Project drop down list data box will appear just below the Select Project drop down list data box. Select a project from the drop down list to set the end project. The summaries will include data for all projects with IDs between the Select Project and the Select End Project IDs inclusive. Figure 28: Project Summaries web page - Criteria section If you want to summarize/report on a discrete set of projects then you will have to use the Set User Query option. Place a check mark in the Set User Query check box to display the query editor box. Figure 29: Project Summaries web page - User Query section Whatever you type into this box will be appended to the the following SQL statement, SELECT * from tab_timelog ti WHERE. For example, you can add Ti.Project_ID = 1001 OR Ti.Project_ID = 2001 to view only records for project The fields in the Timesheet database that you can base your query on are listed below. Field Name Field Type Comment Capacity_Code Char value must be quoted Comment Char value must be quoted CompanyID Char value must be quoted Confirmation_Time DateTime type value as date string, must be quoted Confirmed Tiny Int no quotes on value Date Date type value as date string, must be quoted Duration Number no quotes on value Employee_ID Char value must be quoted EndTime DateTime type value as date string, must be quoted PackageID Char value must be quoted PhaseID Char value must be quoted PM_Confirmed Tiny Int no quotes on value Project_ID Char value must be quoted StartTime DateTime type value as date string, must be quoted Submitted_Payroll Tiny Int no quotes on value Project Management 26 Project Manager User Manual

27 Field Name Field Type Comment Tag TinyInt no quotes on value Task_ID Char value must be quoted TimeOfDay Timestamp type value as time string, must be quoted Transferred Tiny Int no quotes on value Under_Review Tiny Int no quotes on value Voided Tiny Int no quotes on value Note: You must always prefix the database field name with Ti.. Failing to do this will cause the fetch from the database to fail and will also halt the dynamic build of the web page so that what you end up with is an incomplete web page and no data will be dispalyed. Also use only single quotes. After you set your criteria click the Fetch Summary button. This action is necessary before you click the Create Report button to produce a PDF report like those shown later in this section under Project Summary Reports. The web page will refresh to display all summaries based on the specified criteria. Package, Phase and Task IDs are concatenated to form a Unique ID string. This string contains a delimiter between each ID. The delimiter used depends on the item that you select from the Delimiter drop down list. Figure 30: Delimiter for Unique ID The Summarize On section of this web page enables you to view a data summaries that were loaded when you refreshed the page by clicking the Fetch Summary button. Only one of these summaries can be viewed at a time. Each time that you toggle a new item in this group, the corresponding summary is displayed. If you select new data, the option that you selected will be remembered. Figure 31: Project Summaries web page - Summary options selection section Examples of the summaries generated are displayed below. The examples here have only one row of data, but your fetch may result in many more rows. Figure 32: Project Summaries web page - Project Summary by Task and Capacity Project Manager User Manual Project Management 27

28 Figure 33: Project Summaries web page - Project Summary by Task Figure 34: Project Summaries web page - Project Summary by Capacity Figure 35: Project Summaries web page - Project Summary by Employee Figure 36: Project Summaries web page - Project Summary by Task and Employee In addition to the summary views shown above, you can request that the data fetch include a whole project s summary and a project/employee summary for all tasks for each project in your criteria. Before you click the Fetch Summary button you must ensure that the Include Whole Project Summaries check box is checked. This will include the whole project data to be fetched as well as the other summaries discussed above. Note that this request could cause the data fetch to take considerably longer. Figure 37: Project Summaries web page - Include Whole Project Summaries option checked To view the Whole Projects Summaries, place a check mark in the Show/Hide Whole Project Summaries check box. The other summaries will hide when this summary is visible. Project Management 28 Project Manager User Manual

29 Figure 38: Project Summaries web page - Project Summary for Whole Projects Printable reports can be generated after the web page returns from a fetch operation. A fetch based on the criteria that you want to create reports for must be done prior to requesting a report. Reports are produced for all of the summaries discussed above and are all included in one PDF file. Examples of these reports are shown in the next sub-section. Project Summary Reports The following reports can be generated from the Project Summaries web page by clicking the Create Report button. Note that before you request a report a fetch based on the criteria that you want to create reports for must be done. Figure 39: Project Summaries PDF Report - Project Summary Figure 40: Project Summaries PDF Report - Project Summary by Employee and Capaciaty Project Manager User Manual Project Management 29

30 Figure 41: Project Summaries PDF Report - Project Summary by Capacity and Task Figure 42: Project Summaries web page - Project Summary by Employee and Task, PDF Report Figure 43: Project Summaries - Project Summary by Task, PDF Report Figure 44: Project Summaries - Project Summary by Capacity, PDF Report Figure 45: Project Summaries - Project Summary by Employee, PDF Report Project Management 30 Project Manager User Manual

31 Figure 46: Project Summaries - Whole Projects, Project Hours Summary, PDF Report Figure 47: Project Summaries - Whole Projects, Project Employee summary, PDF Report Note: If you need to port the summary data to another application you can copy the summary data directly from the web page to the clipboard and then paste from the clipboard into the other application (i.e. MS Excel) View Projects & Tasks The View Projects & Tasks option under Project Management in the Roadmap will open up the Projects, Packages, Phases and Tasks Viewer web page. This web page is only used for viewing project details. To make changes to the project data you much clikc the Edit buttons in the Select Project/Items to view/edit. Project Manager User Manual Project Management 31

32 Figure 48: Project Viewer web page This web page allows you to view details for an entire project at once. To do so, you must first select the project that you want to view from the Project drop down list. Then click the Fetch Project button. The web page will refresh loaded with the entire project information. Project Management 32 Project Manager User Manual

33 Initially the project details are not visible. Click the Show Project Details button to view the entire project details. Your view will look very similar to the picture shown below. Figure 49: Project Viewer web page - Detail view The web page might be very long depending on how many Packages, Phases, and Tasks your project has. To locate a particular Package, Phase or Task, select the related Package, Phase and Task items from the drop down lists at the top of the web page and then click the Move To Package, Move To Phase or Move To Task buttons to force the web page to scroll to the desired item for you. The item that you want will be displayed at the very top of the internet explorer window. Edit Project Data The Edit Projects Data option under Project Management in the Roadmap will open up the Project Editor web page shown below. Project Manager User Manual Project Management 33

34 Figure 50: Project Editor web page.if you are not viewing the project that you want, select it from the Select Project drop down list and click the Fetch Project button. The web page will refresh with the desired project data. Make your changes and then click the Submit Project button. When the web page refreshes, it should contain the newly edited data. When editing the manager and leader assignments, do the following: 1. Place yourself on the data box for the role that you want to edit 2. Select the employee that you want to assign to that role from the Select Employee drop down list. If you want to know which employee matches a particular role, you will have to use the drop down list to view the relationship between the employee ID and the employee name. Be sure not to click on the item in the dropped list or you will overwrite the last role data item that you clicked on. The only time this will not happen is after a refresh of the web page, before you click on any of the role data items. Don t be too concerned here because you can always fetch the project again to load the web page with the project data in the underlying database. To add a new project, click the New Project button. This will hide the row of buttons at the top of the page and the Select Project dropdown list section. The section above the project details will change to look like this, Figure 51: Project Editor web page - Create New Project section Enter the new project ID in the Project ID data box, then select the template project from the dropdown list and click the Create New Project button. The new project will have exactly the same Packages, Phases and Tasks as the template project. If you wanted to simply create the Project record without any predefined Packages, Phases and Tasks then return to the previous view by clicking the Select Project Project Management 34 Project Manager User Manual

35 button. Type the new project ID into the Project ID data box and fill in all of the other fields as necessary. Then click the Submit Project button. The web page will refresh with the new data that you submitted. Now you are ready to add new Packages to your project. To delete a project, type the project name in the Project ID data box and then click the Delete Project button. When the web page refreshes it will flag a message telling you that A valid project has not been specified, please enter appropriate data into the fields provided. You can ignore the message. Basically this confirms that the project was actually deleted. Note: Always click the New Project button to create a new project. Then, if you do not want to base the project on a template, click the Select Project button and submit the new project after you have made all of your changes to the data fields. This is necessary to prevent you from trying to create a project with undefined or illegal data values. When you click the New Project button, the web page s data boxes are primed with default valid data. When you add a new project you should always add at least one Package, one Phase and one Task. This is necessary because the project drop down lists are determined from the Tasks table (tab_task) in the database not the Projects table (tab_project). If the project does not have a task associated with it, it will not appear in the drop down lists. Should you accidentally forget to create sub-table entries for a new project, follow these steps. 1. Open up the Project Editor web page. 2. Type the ID for the new project into the Project ID data box. 3. Remove the check mark from the Use dropdown value for Package editor check box. 4. Click the Edit Packages button, to open the Package Editor web page. 5. Enter the new package ID into the Package ID data box. 6. Enter the description for the package, if desired, into the Description data box. 7. Click the Submit Package button to save the new package to the database. When the web page returns it will be refreshed with the newly saved Package data. 8. Remove the check mark from the Use dropdown values for Phase editor check box. 9. Click the Edit Phase button, to open the Phase Editor web page. 10. Enter the new phase ID into the Phase ID data box. 11. Add a description if desired. 12. Click the Submit Phase button to save the new phase to the database. When the web page returns it will be refreshed with the newly saved Phase data. 13. Remove the check mark from the Use dropdown value for Task editor check box. 14. Click the Edit Tasks button, to open the Task Editor web page. Project Manager User Manual Project Management 35

36 15. Click the New Task button, to prime the data boxes with default required values. Change the defaults if you want but these data boxes must have values in them. Set the description if desired. 16. Click the Submit Task button to save the new task to the database. When the web page returns it will be refreshed with the newly saved Task data. If you had created the Package, Phase and Task records immediately after creating a new Project record, you still have to remove the check mark from the Use dropdown value(s) for check boxes so that the new values are remembered when you move into the next sub-table. The default setting is checked which assumes that the items that you are editing were chosen from the drop down lists. Note: The Use dropdown value(s) for check boxes must be unchecked when you are adding new Projects, Packages, Phases and Tasks. This ensures that the next step in the edit process remembers the previously entered values for these categories. Package Editor The only way to arrive at the Package Editor web page is to click the Edit Package(s) button in the Project Editor web page and the Project Viewer web page, or to click the Package Editor link in the Phase Editor web page. If you try to type the URL path for the page into the Address bar of the Internet Explorer, the page will not load an you will have to go back to the login page. Figure 52: Package Editor web page To add a new package, do the following, 1. Enter the new package ID into the Package ID data box. 2. Enter the description for the package, if desired, into the Description data box. 3. Click the Submit Package button to save the new package to the database. When the web page returns it will be refreshed with the newly saved Package data. Project Management 36 Project Manager User Manual

37 4. Remove the check mark from the Use dropdown values for Phase editor check box. 5. Click the Edit Phase button, to open the Phase Editor web page. To edit an existing package, 1. Select the package to edit from the Select Package dropdown list. 2. Click the Fetch Package button 3. Make the desired changes to the data values for the package, do not change the package ID. 4. Click the Submit Package button. Phase Editor The only way to arrive at the Phase Editor web page is to click the Edit Phase(s) button in the Package Editor web page and the Project Viewer web page, or to click the Phase Editor link in the Task Editor web page. If you try to type the URL path for the page into the Address bar of the Internet Explorer, the page will not load an you will have to go back to the login page. Figure 53: Phase Editor web page To add a new phase, do the following, 1. Enter the new phase ID into the Phase ID data box. 2. Add a Description if desired. 3. Click the Submit Phase button to save the new phase to the database. When the web page returns it will be refreshed with the newly saved Phase data. 4. Remove the check mark from the Use dropdown value for Task editor check box. 5. Click the Edit Tasks button, to open the Task Editor web page. To edit an existing phase, Project Manager User Manual Project Management 37

38 1. Select the phase to edit from the Select Phase dropdown list. 2. Click the Fetch Phase button 3. Make the desired changes to the data values for the phase, do not change the phase ID. 4. Click the Submit Phase button. Edit Task Data You can access the Task Editor web page from the roadmap or from the Project Viewer or Phase Editor web pages. Figure 54: Task Editor web page To add a new task, do the following, 1. Ensure that the Project ID, Package ID and Phase ID data boxes have the correct values, relative to the new task that you are adding. 2. Click the New Task button, to prime the other data boxes with default required values. Change the defaults if you want but these data boxes must have values in them. Set the Description if desired. 3. Click the Submit Task button to save the new task to the database. When the web page returns it will be refreshed with the newly saved Task data. To edit an existing task, 1. Select the task to edit from the Select Task dropdown list. 2. Click the Fetch Task button 3. Make the desired changes to the data values for the task, do not change the task ID. 4. Click the Submit Task button. Project Management 38 Project Manager User Manual

39 Set Active Tasks This web page is used to flag tasks as Active or InActive. When the web page loads it will have data for all available tasks in your database. If a check box in this web page is checked, then the corresponding task will become active and vice-versa. Figure 55: Task Activator web page You can locate a particular group of tasks by selecting the parent project from the Select Project to Locate dropdown list. As soon as you make a new selection here, the web page will scroll and move the first task in the selected project to the top of the Internet Explorer window. To return to the top of the web page, click any of the Top of Form buttons. You should avoid using this web page to set active tasks unless you have a huge number of tasks to activate at once. Every task in the web page is updated, there are no exceptions. To activate only a small number of tasks, use the Task Editor which you can access from the Roadmap with the Edit Task Data link. This web page is more useful for simply viewing which tasks are active/inactive, or even exist in your database. Project Archives This sub-section of the Project Managemeent section in the Roadmap is used to transfer table data to an archive table. The benefit to archiving data is that it may potentially improve the time that it takes to query information because the data set that the query can look at is smaller. This may be more significant when using the Access front end, which is an alternative to viewing and manipulating the data in this database. The Project/Time Management database contains two tables with identical structures, the tab_timelog table an the tab_timelogarchive table. Records are transferred from the tab_timelog table to the tab_timelogarchive table when the Archive Projects option is used and from the tab_timelogarchive to the tab_timelog table when the UnArchive Projects option is used. All of the web pages in this system that deal with Timesheet data only look at the tab_timelog table. The only Project Manager User Manual Project Management 39

40 exception is the Project Summaries web page which contains a check box allowing you to include archived records in your summaries and reports. The project drop down lists in both the Archive Projects and UnArchive Projects web pages will only show projects that have their Archive Type flag set. Projects with an Archive Type of 1 will be archived in their entirety only if they are not Active. Projects with an Archive Type of 0 will be archived by date. That means that a project may have some of its records archived and others not. Figure 56: Project Management Menu in Roadmap The Archive and UnArchive options are described below. Archive Projects To access this web page, click the Archive Projects option in the Roadmap which is under Project Archives in the Project Management section. This is a very powerful tool. Its behaviour is governed by flags set in the tab_project database. Each project has an Archive Type value. If this value is set to 0 then the project s Timesheet details can be archived based on date intervals; if it is set to 1 (-1 is not acceptable, this is not a True/False field) then the entire project must be archived at once. A whole project can t be archived unless its Active flag is set to 0. Note: Do not edit the Archive Type using Microsoft Access linked to the tab_project table in the database with a form interface that treats this value as a True/False value. Microsoft Access always inserts a -1 (minus one) for a True value. The allowable values here are 1 or 0, only! Project Management 40 Project Manager User Manual

41 Figure 57: Project Archiver web page Dated Projects, Multiple Projects How many drop down lists are available for selection and the items that appear in the drop down lists depend on the checked items on this web page. They are all dependent on the project s Archive Type value. Always ensure that the Select End Project value has a numerically greater project ID than the Select Project ID value. Figure 58: Project Archiver web page - Dated Projects, Limit To Project If you are archiving dated projects, be sure to verify that the date that you are setting for the archiving is correct. The default date shown here is the largest date available in all of the Timesheet database (tab_timelog) records. Dates selected are inclusive. When all of your archiving criteria are set, click the Create Archive button. The web page will refresh with a summary of the archive operation as shown in the picture above in the Archive Summary section. Archived records can always be unarchived using the Project Restorer web page. Project Manager User Manual Project Management 41

42 UnArchive Projects To access this web page, click the UnArchive Projects option in the Roadmap. This item is under Project Archives in the Project Management section. This is a very powerful tool. Its behaviour is governed by flags set in the tab_project database table. Each project has an Archive Type value. If this value is set to 0 or false then the project s Timesheet details can be unarchived based on date intervals; if it is set to 1 or true (-1 is not acceptable, this is not a True/False field) then the entire project must be unarchived at once. A whole project can t be unarchived unless its Active flag is set to 0 or False. Note: Do not edit the Archive Type using Microsoft Access linked to the tab_project table in the database with a form interface that treats this value as a True/False value. Microsoft Access always inserts a -1 for a True value. The allowable values here are 1 or 0, only! Figure 59: Project Restorer web page Dated Projects, Limit To Project How many drop down lists are available for selection and the items that appear in the drop down lists depend on the checked items on this web page. They are all dependent on the project s Archive Type value. Always ensure that the Select End Project value has a numerically greater project ID than the Select Project ID value. If you are restoring dated projects, be sure to verify that the date that you set for the restore is correct. The default date shown here is the largest date available in all of the Timesheet database (tab_timelogarchive) records. Dates selected are inclusive. When all of your restore criteria are set, click the Restore Archive button. The web page will refresh with a summary of the restore/unarchive operation as shown in the picture above in the UnArchive Summary section. UnArchived records can always be archived using the Project Archiver web page. Project Management 42 Project Manager User Manual

43 Payroll From time to time it is the responsibility of the payroll manager to review Timesheet records and lock old records so that no future modifications to Timesheet records can be made by anyone. This is accomplished by setting the Payroll Confirmed tag in the Timesheet records. Any summaries/reports that are generated from the Timesheet records that have been Payroll Confirmed can be considered static. Payroll Review The Payroll Review option under Payroll in the Roadmap will open up the Payroll Review web page. This web page is very similar to the Employee Timesheet except that it contains a few extra buttons and an employee selection drop down list, the Project Emps, for specifying which employee to display entries for. When the web page opens, it may or may not have any Timesheet data. If no Timesheet records have been added for the current week, then the web page will display a message telling you that you have to select a new Week Ending date to see Timesheet records. To set a new Week Ending date, click on the calendar icon to pop-up the Calendar control and then click on any day belonging to the week that you want to examine records for. Next, click the Fetch Timesheets button to refresh the web page. The Timesheet data for the employee shown in the Project Emps data box is displayed here simply because this is the first employee in the Project Emps drop down list. To review Timesheet records for a specific employee, select the employee from the Project Emps drop down list. This will automatically refresh the web page with the data for the selected employee for the selected week. There is no need to press the Fetch Timesheets button. Figure 60: Payroll Review web page - Timesheet Summary view The Timesheet Summary table at the top of the web page is not editable. To view the employee s actual Timesheet entries, you must click the Show Details button. The caption on the button will change to Hide Details and the Details section will become visible. Project Manager User Manual Payroll 43

44 For all records that you agree with, you can place a check mark under the $ column. If you agree with all records than you can either click the Confirm All button or the Confirm Employee button to place a check mark in the $ column for all of the records at once. You can also remove the check mark on all of the records simultaneously by clicking the unconfirm All button. Figure 61: Payroll Review web page - Details view If you disagree with one of the Timesheet records, then you should click the Open Update View button to display the New/Toggled section. The caption on the button will change to Close Update View. Next, toggle the record that you want to modify so that the record s option button under the Edit column looks selected (has a black dot in it). The information in the toggled record will be transferred to the data boxes in the New/Toggled section just below the New/Toggled Timesheet entry label. Replace the data in the New/Toggled section with the correct values for the Timesheet record and then click the Transfer Toggled button. This action will add a new record to the Detail section if necessary and will set the original toggled record s V and T tags by placing check marks under those columns. The Comment of the toggled record will be appended with a message stating that it was replaced/transferred. The new record s comment will include the toggled record s comment appended to a note indicating that it is a transfer record. If the only change that you made was the number of hours, no new record will be created. Payroll 44 Project Manager User Manual

45 Figure 62: Payroll Review web page - Update View When you have finished making all of your adjustments, click the Submit Timesheets button to save the modified records to the database. When the web page refreshes, you can select a new employee to review his Timesheet records. Again, there is no need to click the Fetch Timesheets button to refresh the web page with the new employee s Timesheet records. The refresh happens immediately after the employee name is picked from the drop down list. Repeat this process for each employee whose records you want to review. Payroll Approval The Payroll Approval option under Project Management in the Roadmap will open up the Payroll Approval web page. Any adjustments to employee Timesheet records should already have been done in the PM Timesheet Review and Payroll Review web pages. In this web page, the Timesheet records are once again reviewed for final approval if necessary. You will not be able to see detail Timesheet records here. Instead, you will be given two summary tables, one for total approved hours by employee and one for total unapproved hours by employee. The date intervals that you select here should not be larger than one week. Anything larger than this will be difficult to understand and anything larger than two weeks will be almost incomprehensible. Project Manager User Manual Payroll 45

46 Figure 63: Payroll Approval web page - summary only The Approved Hours summary is similar to that shown below. Figure 64: Payroll Approval web page - Approved Hours summary Payroll 46 Project Manager User Manual

47 An example of a summary for unapproved hours is shown below. Figure 65: Payroll Approval web page - UnApprove Hours view This web page also includes a summary showing employees that are missing a full set of Timesheet entries in the interval selected. Figure 66: Payroll Approval web page - Missing Timesheets view Payroll Summary The Payroll Summary web page is used to display payroll expenses for a specific date interval. The employees pay rate is stored in a protected database which contains a single table called rates. The web page extracts the Timesheet hours for each employee and the corresponding rate and calculates two separate summaries. The Payroll Summary By Project shows the total hours and the total payroll on a per project basis. The Payroll Summary By Employee shows the total hours and the total Project Manager User Manual Payroll 47

48 payroll per employee per project. Overall totals are displayed at the bottom of each summary as well as at the bottom of the web page. In the picture below, the summaries are not visible until you click the Show Project Summary button and/or the Show Employee Summary button. Only the total hours worked by all employees over the selected interval and the total resulting payroll expenses are shown. Figure 67: Payroll Summary web page - summary view The only criteria required for this web page are the From and To dates. Click on the calendar icons to pop-up the Calendar control, then click on the desired date day. Once the dates are set, click the Fetch Payroll Summary button. When the page refreshes, it will be loaded with the payroll summary information. However, both summaries will not be visible until you press the Show Projects Summary and the Show Employee Summary buttons. The caption on the buttons will change to Hide Project Summary and Hide Employee Summary respectively. Click on the buttons again to hide the summaries. Below is an example of the Payroll Summary By Employee. Figure 68: Payroll Summary web page - Payroll Summary By Employee Payroll 48 Project Manager User Manual

49 Below is an example of the Payroll Summary By Project. Figure 69: Payroll Summary web page - Payroll Summary By Project Reports Summary reports in PDF format can be obtained by accessing the items under the Reports section of the Roadmap. There are four categories of reports. To view the items in a category, click the plus sign [+] to the left of the Reports sub-section title. This will expand the sub-section to show the available reports in that category. You can contract the view by clicking on the minus sign [-] to the left of the Reports subsection title. Figure 70: Reports Menu - Roadmap Project Manager User Manual Reports 49

50 Except for the the Payroll Reports, all items under each Reports category will display a web page interface that allows you to set criteria for generating the report. The Projects List, Projects List By Status and the Telephone List under the Payroll Reports category will immediately produce the PDF report. Admin Reports This report group generates reports that are based on administrative projects such as Vacation or Sick Leave. Employee Admin Summary This report option will prepare summaries for Vacation and Sick Leave only. Figure 71: Employee Admin Summaries web page - Project Summary To produce the report, you must first specify the date interval for the data. If you only want to report on one week at a time, then place a check mark in the Auto Select Week check box. Then set the date in either of the Select To Date or Select From date boxes by clicking on the calendar icon beside the date data box. When you click the calendar icon a pop-up calendar is displayed. Click on any day in the desired week. This will force the Select From Date to assume the Monday date in that week and the Select To Date to assume the Sunday date in that week. If the Auto Select Week check box is not checked, then the exact day date that you select will be entered into the Select From Date and the Select To Date data boxes. Make sure that the From date is always earlier than the To date. Reports 50 Project Manager User Manual

51 Then select either Vacation or Sick Leave from the Select Project drop down list and click the Fetch Summary button. You must always load the report data to the web page before you can request a printable PDF report. To generate the PDF report, click the Create Report button. The printed report will be similar to the picture shown below. Figure 72: Employee Admin Summary - PDF Report As with all reports produced by the Project Manager application, the report can either be viewed and printed immediately or you can save it to disk and print it later. Note: This example shows Vacation with Project ID 1003 and Sick Leave with Project ID 1004 but the IDs that you assign these admin projects can be anything that you choose, however, the names must be Vacation and Sick Leave ; text case is irrelevant. PEM Reports This report group generates reports that are based on client project hours or administrative hours and are most often reviewed by project engineering managers. Invoicing The PEM Invoicing Report summarizes employee Timesheet hours by Task, Employee & Capacity and by Task, Employee & Capacity on a per project basis. Project Manager User Manual Reports 51

52 Figure 73: PEM Project Invoicing Report web page - Project Summary by Employee & Capacity To produce the report, you must first specify the date interval for the data. If you only want to report on one week at a time, then place a check mark in the Auto Select Week check box. Then set the date in either of the Select To Date or Select From Date boxes by clicking on the calendar icon beside the date data box. When you click the calendar icon a pop-up calendar is displayed. Click on any day in the desired week. This will force the Select From Date to assume the Monday date in that week and the Select To Date to assume the Sunday date in that week. If the Auto Select Week check box is not checked, then the exact day date that you select will be entered into the Select From Date and the Select To Date data boxes. Make sure that the From date is always earlier than the To date. Reports 52 Project Manager User Manual

53 Then select the desired project from the Select Project drop down list, toggle the summary option that you want to view, and click the Fetch Summary button. The web page will refresh to display the selected summary. To view the other two summaries, simply click on its option button. Figure 74: PEM Project Invoicing Report web page - Project Summary bytask, Employee & Capacity If you selected the Task option, the summary woul look as shown below. Figure 75: PEM Invoicing Report web page - Project Summary by Task Project Manager User Manual Reports 53

54 You must always load the report data to the web page before you can request a printable PDF report. To generate the PDF report, click the Create Report button. The printed report will be similar to the picture shown below. Figure 76: PEM Project Invoicing Summary - PDF Report Project Management The PEM Project Management Report summarizes employee Timesheet hours on a per project basis showing budget, forecast and actual hours. Note that Forecast and Budget hours are entered into the Task Editor. To produce the report, you must first specify the date interval for the data. If you only want to report on one week at a time, then place a check mark in the Auto Select Week check box. Then set the date in either of the Select To Date or Select From Date boxes by clicking on the calendar icon beside the date data box. When you click the calendar icon a pop-up calendar is displayed. Click on any day in the desired week. This will force the Select From Date to assume the Monday date in that week and the Select To Date to assume the Sunday date in that week. If the Auto Select Week check box is not checked, then the exact day date that you select will be entered into the Select From Date and the Select To Date data boxes. Make sure that the From date is always earlier than the To date. Reports 54 Project Manager User Manual

55 Figure 77: PEM Project Management Summary web page - Project Summary view The Package, Phase and Task IDs in this summary are all combined to produce a unique ID the consists of each ID separated by a chosen delimiter. The delimiter is selected from the Delimiter drop down box as shown in the picture below. Figure 78: Unique ID Delimiter For example, for project 5000, with Package ID of 0, Phase ID or 0 and Task ID of 1010 and delimiter of., the unique ID would be which is exactly what is shown in the example picture above. Once the project and delimiter options have been selected, click the Fetch Summary button to refresh the web page with the appropriate summary data. You must always do this when you change your criteria and before you click the Create Report button. Do not skip this step. Project Manager User Manual Reports 55

56 To create the printable PDF report, click the Create Report button. The report will be similar to the picture shown below. Note that the project used for the PDF report example is not the same as for the web page example. This was done deliberately to illustrate that there will be an entry for every distinct task. Figure 79: PEM Project Management Summary - PDF Report Personnel Management The PEM Personnel Management Report summarizes employee Timesheet hours on a per employee/per project basis showing monthly or weekly hours for a specific capacity or for a capacity range or for all capacities. Note that all employees and all projects are reported on for the date interval specified. To produce the report, you must first specify the date interval for the data. If you only want to report on one week at a time, then place a check mark in the Auto Select Week check box. Then set the date in either of the Select To Date or Select From Date boxes by clicking on the calendar icon beside the date data box. When you click the calendar icon a pop-up calendar is displayed. Click on any day in the desired week. This will force the Select From Date to assume the Monday date in that week and the Select To Date to assume the Sunday date in that week. If the Auto Select Week check box is not checked, then the exact day date that you select will be entered into the Select From Date and the Select To Date data boxes. Make sure that the From date is always earlier than the To date. After you select the date interval, you need to specify which capacity you want to extract data for. To set the Capacity, do the following To Do This Show summary for all capacities Show summary for all capacities matching characters in a capacity place a % in the data box beside the Select Capacity dropdown list. Replace the variable characters with %. For example, AE% will summaries for all capacities Reports 56 Project Manager User Manual

57 To Do This beginning with AE %E% will summaries for all capacities having the character E in it. Show summary for a distinct capacity Select the capacity from the Select Capacity dropdown list. It will automatically be entered into the data box to the right. Next, select the grouping that you would like to summarize on. Click either the Monthly option or the Weekly option. Figure 80: PEM Personnel Management Summary web page Month view Once the date interval and summary grouping options have been selected, click the Fetch Summary button to refresh the web page with the appropriate summary data. You must always do this when you change your criteria and before you click the Create Report button. Do not skip this step. Project Manager User Manual Reports 57

58 The picture below shows the summary if the Weekly option is selected. Figure 81: PEM Personnel Management Summary web page - Week view To create the printable PDF report, click the Create Report button. The report will be similar to the picture shown below. Note that the project used for the PDF report example is not the same as for the web page example. This was done deliberately to illustrate that there will be an entry for every distinct task. Figure 82: PEM Personnel Summary - PDF Report People Overview In this time/project management system, project IDs fall into 4 categories, Reports 58 Project Manager User Manual

59 1000 administration and overhead 4000 engineering projects 6000 research and development 7000 proposals and marketing The People Overview Report summarizes employee Timesheet hours for overhead in each of these project categories per employee over a specified date interval. In addition, it shows how many hours were spent on all projects excluding the 4000 group and the % of hours for non-4000 group projects, over all hours. To produce the report, you must first specify the date interval for the data. If you only want to report on one week at a time, then place a check mark in the Auto Select Week check box. Then set the date in either of the Select To Date or Select From Date boxes by clicking on the calendar icon beside the date data box. When you click the calendar icon a pop-up calendar is displayed. Click on any day in the desired week. This will force the Select From Date to assume the Monday date in that week and the Select To Date to assume the Sunday date in that week. If the Auto Select Week check box is not checked, then the exact day date that you select will be entered into the Select From Date and the Select To Date data boxes. Make sure that the From date is always earlier than the To date. After you select the date interval, click the Fetch Summary button to refresh the web page with the appropriate summary data. You must always do this when you change your criteria and before you click the Create Report button. Do not skip this step. Figure 83: People Overview Summary web page - Overhead Projects by Person Summary Project Manager User Manual Reports 59

60 To create the printable PDF report, click the Create Report button. The report generated will be similar to the picture below. Figure 84: People Overview Summary - Overhead Projects by Person Summary, PDF Report GM Reports This report group generates overall reports for the following groups, 4000 Projects 1000 administration and overhead 4000 engineering projects Comparative summary between engineering projects (income generating) and overhead projects of hours worked for each and for all employees The 4000 Projects Report summarizes employee Timesheet hours on a per project basis showing monthly hours for each project in this category. Note that when you specify a date interval for this summary, it does not make sense to look at more than 1 year at a time. To produce the report, you must first specify the date interval for the data. If you only want to report on one week at a time, then place a check mark in the Auto Select Week check box. Then set the date in either of the Select To Date or Select From Date boxes by clicking on the calendar icon beside the date data box. When you click the calendar icon a pop-up calendar is displayed. Click on any day in the desired week. This will force the Select From Date to assume the Monday date in that week and the Select To Date to assume the Sunday date in that week. If the Auto Select Week check box is not checked, then the exact day date that you select will be entered into the Select From Date and the Select To Date data boxes. Make sure that the From date is always earlier than the To date. Reports 60 Project Manager User Manual

61 Figure 85: GM 4000 Projects Summary web page - Monthly Summary After you select the date interval, click the Fetch Summary button to refresh the web page with the appropriate summary data. You must always do this when you change your criteria and before you click the Create Report button. Do not skip this step. To create the printable PDF report, click the Create Report button. The report generated will be similar to the picture below. Figure 86: GM 4000 Projects Summary web page - PDF Report, Monthly Summary Overhead Projects The Overhead Projects Report summarizes employee Timesheet hours on a per project basis showing monthly hours for each project in overhead or non 4000 group categories (1000, 6000 and 7000). Note that when you specify a date interval for this summary, it does not make sense to look at more than 1 year at a time. To produce the report, you must first specify the date interval for the data. If you only want to report on one week at a time, then place a check mark in the Auto Select Week check box. Then set the date in either of the Select To Date or Select From Date boxes by clicking on the calendar icon beside the date data box. When you Project Manager User Manual Reports 61

62 click the calendar icon a pop-up calendar is displayed. Click on any day in the desired week. This will force the Select From Date to assume the Monday date in that week and the Select To Date to assume the Sunday date in that week. If the Auto Select Week check box is not checked, then the exact day date that you select will be entered into the Select From Date and the Select To Date data boxes. Make sure that the From date is always earlier than the To date. Figure 87: GM Overhead Projects Summary web page - Monthly Summary After you select the date interval, click the Fetch Summary button to refresh the web page with the appropriate summary data. You must always do this when you change your criteria and before you click the Create Report button. Do not skip this step. To create the printable PDF report, click the Create Report button. The report generated will be similar to the picture below. Figure 88: GM Overhead Projects Summary - PDF Report, Monthly Summary, PDF Report Reports 62 Project Manager User Manual

63 People Overview The People Overview report option under GM reports is identical to the People Overview report option under PEM Reports. Please refer to this section for more information. Management Reports These reports are available to anyone with a security level greater than 6. These reports require no filters or criteria and therefore do not need to be preceded by an interactive web page. Projects List The Projects List report option will create a PDF report listing all of the projects that exist in the Project Manager database, including the project ID, the project Name, the project Customer, the project Startup date, the last name of the project manager (PM), and the last name of the project engineer (PE). Figure 89: Project List - Ordered by Project ID, PDF Report This report is accessed by clicking the Project List item from the Reports / Management Reports sub-section of the Roadmap. Project Manager User Manual Reports 63

64 Projects List By Status The Projects List By Status report option will create a PDF report listing all of the projects that exist in the Project Management database, including the project ID, the project Name, the project Customer, the project Startup date, the last name of the project manager (PM), and the last name of the project engineer (PE). The report will list all of the Active Projects first, followed by all InActive projects. Figure 90: Project List - Ordered by Status, PDF Report This report is accessed by clicking the Project List By Status item from the Reports / Management Reports sub-section of the Roadmap.. Reports 64 Project Manager User Manual

65 Telephone List The Telephone List report option will create a PDF report listing the ID, Name, office phone extension (Ext) and home phone number for all active employees. The list of all Active/InActive employees can be obtained by clicking the Employees item in the Employee Tools sub-section of the Roadmap. Figure 91: Employee Phone List - Ordered by Last Name, PDF Report This report is accessed by clicking the Telephone List item from the Reports / Management Reports sub-section of the Roadmap. Project Manager User Manual Reports 65

Project Manager User Manual

Project Manager User Manual Project Manager User Manual Overview Welcome to your new Project Manager application. The Project Managaer is implemented as a web site that interfaces to an SQL database where all of the project and time

More information

FDM RMS User Guide. Basic Navigation & Use

FDM RMS User Guide. Basic Navigation & Use FDM RMS User Guide Basic Navigation & Use Revised: May 31, 2016 Contents Contents... 1 Administrator Contacts... 3 Introduction... 3 Overview... 3 1 Logging In... 4 1.1 Log in to Citrix... 4 1.1.1 Change

More information

User s Guide. (Virtual Terminal Edition)

User s Guide. (Virtual Terminal Edition) User s Guide (Virtual Terminal Edition) Table of Contents Home Page... 4 Receivables Summary... 4 Past 30 Day Payment Summary... 4 Last 10 Customer Transactions... 4 View Payment Information... 4 Customers

More information

Administrator Manual

Administrator Manual Administrator Manual CURA Technical Support Email: cura_support@mindscope.com Phone: 1.888.322.2362 x 55 Administrator Manual Page 1 Table of Contents The Setup Module... 3 Skills... 3 Adding or Modifying

More information

Maplewood ConnectEd Teacher s Manual For Secondary School

Maplewood ConnectEd Teacher s Manual For Secondary School Maplewood ConnectEd Teacher s Manual For Secondary School TABLE OF CONTENTS LOGGING IN 1 MAIN MENU 3 STUDENT RECORDS 4 ATTENDANCE AND SEATING PLAN 5 ENTERING ACHIEVEMENT (MARKS) 7 CLASS ACHIEVEMENT 8 INDIVIDUAL

More information

GOBENCH IQ Release v

GOBENCH IQ Release v GOBENCH IQ Release v1.2.3.3 2018-06-11 New Add-Ons / Features / Enhancements in GOBENCH IQ v1.2.3.3 GOBENCH IQ v1.2.3.3 contains several new features and enhancements ** New version of the comparison Excel

More information

web po user guide Supplier

web po user guide Supplier web po user guide Supplier web po user guide table of contents supplier section 1 before you begin section 2 getting started and the basics section 3 Web PO Supplier Administration section 4 Viewing Purchase

More information

TIMEaccess Bi-Weekly Supervisors Training Guide Friday, February 01, 2013

TIMEaccess Bi-Weekly Supervisors Training Guide Friday, February 01, 2013 TIMEaccess Bi-Weekly Supervisors Friday, February 01, 2013 Notice 2013, Southern Methodist University. All Rights Reserved. Published 2013. The information contained in this document is proprietary to

More information

RESPONSIVE SOLUTIONS, INC. CUSTOMER+ ADMIN MANUAL

RESPONSIVE SOLUTIONS, INC. CUSTOMER+ ADMIN MANUAL RESPONSIVE SOLUTIONS, INC. ADMIN MANUAL Version 5.5 2011 3 USER MANAGEMENT: Administration > User Management User Management is where you will add, edit, activate and deactivate users, as well as import

More information

N C MPASS. Getting Started. Version 6.8

N C MPASS. Getting Started. Version 6.8 N C MPASS Getting Started Version 6.8 Ontario Telemedicine Network (OTN) All rights reserved. Last update: May 24, 2018 This document is the property of OTN. No part of this document may be reproduced

More information

Carpenters Pension Fund of Illinois

Carpenters Pension Fund of Illinois Carpenters Pension Fund of Illinois Online Remittance Processing Page 1 Instructions Carpenters Pension Fund of Illinois Online Remittance Processing Contents Logging In... 3 Agree to Terms of Use... 4

More information

Setup Series-6003 Security Setup Version 9.0

Setup Series-6003 Security Setup Version 9.0 Setup Series-6003 Security Setup Version 9.0 Information in this document is subject to change without notice and does not represent a commitment on the part of Technical Difference, Inc. The software

More information

Working with Pages... 9 Edit a Page... 9 Add a Page... 9 Delete a Page Approve a Page... 10

Working with Pages... 9 Edit a Page... 9 Add a Page... 9 Delete a Page Approve a Page... 10 Land Information Access Association Community Center Software Community Center Editor Manual May 10, 2007 - DRAFT This document describes a series of procedures that you will typically use as an Editor

More information

Requesting Time Off: Employee Navigation Salaried Non-Exempt

Requesting Time Off: Employee Navigation Salaried Non-Exempt Requesting Time Off: Employee Navigation Salaried Non-Exempt Logging on Log in using your Clemson Primary* Username and Password. URL: https://clemson.kronos.net (*To determine your Primary Username, go

More information

MY MEDIASITE. https://mediasite.ecu.edu/ms/mymediasite

MY MEDIASITE. https://mediasite.ecu.edu/ms/mymediasite MY MEDIASITE https://mediasite.ecu.edu/ms/mymediasite My Mediasite provides tools for managing your recordings. All faculty have access to My Mediasite and the ability to download the Desktop Recorder.

More information

Litchfield School District SAU #27. Staff Facility Requests Quick Step Guide for Registered Requesters

Litchfield School District SAU #27. Staff Facility Requests Quick Step Guide for Registered Requesters Staff Facility Requests Quick Step Guide for Registered Requesters Go to the Litchfield School District website and click on the Staff Facility Requests button under Important Resources. It will take you

More information

HP ALM Overview. Exercise Outline. Administration and Customization Lab Guide

HP ALM Overview. Exercise Outline. Administration and Customization Lab Guide HP ALM 11.00 Administration and Customization Lab Guide Overview This Lab Guide contains the exercises for Administration and Customization of HP ALM 11 Essentials training. The labs are designed to enhance

More information

WEB TIME SUPERVISOR GUIDE

WEB TIME SUPERVISOR GUIDE Revised 02/23/2018 WEB TIME SUPERVISOR GUIDE CLIENT RESOURCE PAYLOCITY.COM TABLE OF CONTENTS Web Time... 3 Home... 15 Employees... 28 Reports... 130 Web Kiosk Setup... 132 Glossary... 156 Index... 158

More information

Administrator Quick Guide

Administrator Quick Guide 1 Administrator Quick Guide Login Screen The first page employees will see when visiting their training site is the login screen. This is where employees must enter their username and password to access

More information

Information Technology Virtual EMS Help https://msum.bookitadmin.minnstate.edu/ For More Information Please contact Information Technology Services at support@mnstate.edu or 218.477.2603 if you have questions

More information

Wimba Classroom Version 6.1 Room Administrator Guide

Wimba Classroom Version 6.1 Room Administrator Guide Wimba Classroom Version 6.1 Room Administrator Guide Wimba Classroom 6.1 Room Administrator Guide 1 Administration Tools 2 Room Management 3 Creating a New Room (RoomCreators Only) 3 Setting up a Room

More information

RONA e-billing User Guide

RONA e-billing User Guide RONA e-billing Contractor Self-Service Portal User Guide RONA e-billing User Guide 2015-03-10 Table of Contents Welcome to RONA e-billing What is RONA e-billing?... i RONA e-billing system requirements...

More information

ZENworks Reporting System Reference. January 2017

ZENworks Reporting System Reference. January 2017 ZENworks Reporting System Reference January 2017 Legal Notices For information about legal notices, trademarks, disclaimers, warranties, export and other use restrictions, U.S. Government rights, patent

More information

MANAGEMENT AND CONFIGURATION MANUAL

MANAGEMENT AND CONFIGURATION MANUAL MANAGEMENT AND CONFIGURATION MANUAL Table of Contents Overview... 3 SYSTEM REQUIREMENTS... 3 The Administration Console... 3 CHAT DASHBOARD... 4 COMPANY CONFIGS... 4 MANAGE LEARNING... 7 MANAGE TABS...

More information

Wimba Classroom. Version 5.2. Room Administrator Guide

Wimba Classroom. Version 5.2. Room Administrator Guide Wimba Classroom Version 5.2 Room Administrator Guide Wimba Classroom 5.2 Room Administrator Guide 1 Administration Tools 2 Room Management 3 Creating a New Room (RoomCreators Only) 3 Setting up a Room

More information

InFOREMAX RMA Management System 7.0 User s Guide

InFOREMAX RMA Management System 7.0 User s Guide InFOREMAX RMA Management System 7.0 User s Guide Welcome to the InFOREMAX RMA Management System Integrate a powerful e-business environment today InFOREMAX-based solutions enable your electronic business

More information

TutorTrac for Staff LOGINS: Kiosk Login Setting up the Kiosk for Student Login:

TutorTrac for Staff LOGINS: Kiosk Login Setting up the Kiosk for Student Login: LOGINS: TutorTrac for Staff Kiosk Login Setting up the Kiosk for Student Login: Click on the TutorTrac icon: This goes to http://tutortrac.davenport.edu (or type in the URL, if the shortcut is not available).

More information

Learning Management System (LMS) Student Instructions

Learning Management System (LMS) Student Instructions Learning Management System (LMS) Student Instructions CLUB LEARNING INSTITUTE Page 1 of 16 Table of Contents How do I login to the learning management system (LMS)?... 3 Navigation Panel... 4 How do I

More information

IT Services Financial Services. IT Services Financial Services.

IT Services Financial Services. IT Services Financial Services. eledgers IT Services Financial Services IT Services Financial Services http://finserv.uchicago.edu Table of Contents Logging into eledgers... 3 17BThe eledgers Workspace... 4 Basic Search using Custom

More information

NHSP:Online. Flexible Worker User Guide. NHSP:Online. FW Training Manual January 2014 Page 1 of 27

NHSP:Online. Flexible Worker User Guide. NHSP:Online. FW Training Manual January 2014 Page 1 of 27 Flexible Worker User Guide Page 1 of 27 Contents Page Number Contents...2 1. Getting Started...3 2. Available Shifts...7 3. Booking a Shift...8 4. Refusing (Cancelling) Shifts...9 5. Entering Availability...10

More information

Desktop Charge Capture

Desktop Charge Capture Version 4.2 Quick Start Guide for Healthcare Providers Desktop Charge Capture Physician Information System Contents Logging Into Desktop Charge Capture... 1 Introduction to Desktop Charge Capture... 3

More information

Installation & Configuration Guide Enterprise/Unlimited Edition

Installation & Configuration Guide Enterprise/Unlimited Edition Installation & Configuration Guide Enterprise/Unlimited Edition Version 2.3 Updated January 2014 Table of Contents Getting Started... 3 Introduction... 3 Requirements... 3 Support... 4 Recommended Browsers...

More information

DISCLAIMER: The names of files, values and reports in this Guide may differ slightly from those in the example files supplied with your software.

DISCLAIMER: The names of files, values and reports in this Guide may differ slightly from those in the example files supplied with your software. ActiveFlow Release Date: May 12, 2008 Page 1 DISCLAIMER: The names of files, values and reports in this Guide may differ slightly from those in the example files supplied with your software. The information

More information

I. ATTORNEY ADMINISTRATION OVERVIEW...3. HELP CENTER...4 Documents Web Tutorials Online Seminar Technical Support INVITE A CLIENT TO MYCASEINFO...

I. ATTORNEY ADMINISTRATION OVERVIEW...3. HELP CENTER...4 Documents Web Tutorials Online Seminar Technical Support INVITE A CLIENT TO MYCASEINFO... I. ATTORNEY ADMINISTRATION OVERVIEW...3 II. III. IV. HELP CENTER...4 Documents Web Tutorials Online Seminar Technical Support INVITE A CLIENT TO MYCASEINFO...7-8 CLIENT MANAGEMENT Sorting and Viewing Clients...8-9

More information

TIM EMPLOYEE MANUAL SHRA AND EHRA EXEMPT EMPLOYEES <SHRA AND EHRA EXEMPT EMPLOYEES>

TIM EMPLOYEE MANUAL SHRA AND EHRA EXEMPT EMPLOYEES <SHRA AND EHRA EXEMPT EMPLOYEES> TIM EMPLOYEE MANUAL SHRA AND EHRA EXEMPT EMPLOYEES August, 2018 CONTENTS... 1 INTRODUCTION TO TIM... 3 LOGGING INTO TIM... ERROR! BOOKMARK NOT DEFINED. SIGNING OUT OF TIM...

More information

Table of Contents Brainshark. All rights reserved.

Table of Contents Brainshark. All rights reserved. Table of Contents Administrator Reference Guide... 2 Introduction... 2 Topics... 2 Folders... 3 Manage Folders... 3 Edit Folder... 3 Edit Folder Properties... 3 Assign Folder Permissions (Viewer, Author,

More information

SCOUT SUSPENSE TRACKER Version 10.0

SCOUT SUSPENSE TRACKER Version 10.0 SCOUT SUSPENSE TRACKER Version 10.0 USER S MANUAL For Civilian Personnel Management Service (CPMS) HPC-COM LLC Help Desk 800-795-1902 Updated: February 2011 Table of Contents SCOUT Suspense Tracker V10.0

More information

SPS Commerce WebForms Reference Guide

SPS Commerce WebForms Reference Guide SPS Commerce WebForms Reference Guide Table of Contents Table of Contents... i Introduction to the WebForms System... 1 Welcome... 1 What is WebForms?... 1 Requirements What do I need to get started?...

More information

VEDATRAK CRM 3.0. User Guide

VEDATRAK CRM 3.0. User Guide VEDATRAK CRM 3.0 User Guide 2 (C) 2006-2012 SUI SOLUTIONS Ltd. All rights reserved. 3 Contents Overview...9 System Requirements...12 Installation Notes...13 Vedatrak Basics...14 User Roles...14 System

More information

Page 1 of 11

Page 1 of 11 1800 990 432 Page 1 of 11 Table of Contents Registering Your Business... 3 Eligibility Criteria... 3 Navigating to the Regional Buy Portal... 3 Navigating the Registration Process... 3 The Registration

More information

User Guide. Customer Self Service (CSS) Web Application Progress Software Corporation. All rights reserved.

User Guide. Customer Self Service (CSS) Web Application Progress Software Corporation. All rights reserved. User Guide Customer Self Service (CSS) Web Application 1993-2017 Progress Software Corporation. Version 2.1 March 2017 Table of Contents Welcome... 3 Accessing the Customer Self Service (CSS) Web Application...

More information

Roxen Content Provider

Roxen Content Provider Roxen Content Provider Generation 3 Templates Purpose This workbook is designed to provide a training and reference tool for placing University of Alaska information on the World Wide Web (WWW) using the

More information

EFS Account Administrator Manual

EFS Account Administrator Manual EFS Account Administrator Manual Table of Contents Click any line in the Table of Contents to jump to that page Screen Overview...1 Administrator Login...2 Passwords / Forgotten Passwords...2 Welcome Screen...3

More information

Wholesale Lockbox User Guide

Wholesale Lockbox User Guide Wholesale Lockbox User Guide August 2017 Copyright 2017 City National Bank City National Bank Member FDIC For Client Use Only Table of Contents Introduction... 3 Getting Started... 4 System Requirements...

More information

MANAGEMENT AND CONFIGURATION MANUAL

MANAGEMENT AND CONFIGURATION MANUAL MANAGEMENT AND CONFIGURATION MANUAL Page 1 of 31 Table of Contents Overview... 3 SYSTEM REQUIREMENTS... 3 The Administration Console... 3 CHAT DASHBOARD... 4 COMPANY CONFIGS... 4 MANAGE LEARNING... 7 MANAGE

More information

[Type text] DLC Client Manager Welcome Manual

[Type text] DLC Client Manager Welcome Manual [Type text] DLC Client Manager Welcome Manual Table of Contents Getting Started Prepping Your Data in Expert... 3 Logging In... 4 Synching with Expert... 5 Getting Started with Client Manager... 6 Working

More information

Hyundai Training and Certification System [TACS] Learner User Guide

Hyundai Training and Certification System [TACS] Learner User Guide Hyundai Training and Certification System [TACS] Learner User Guide REV. 2010-01-29 TACS USER GUIDE - TABLE OF CONTENTS 1. OVERVIEW 4 2. ACCESSING HYUNDAI TACS / LOGIN 4 3. LOG OUT 7 4. LEARNER REGISTRATION

More information

4PSA VoipNow Core Reseller's Guide. Copyrights Rack-Soft Inc. VoipNow is a registered trademark of Rack-Soft Inc.

4PSA VoipNow Core Reseller's Guide. Copyrights Rack-Soft Inc. VoipNow is a registered trademark of Rack-Soft Inc. 4PSA VoipNow Core 2.0.3 Reseller's Guide Copyrights 2002-2009 Rack-Soft Inc. VoipNow is a registered trademark of Rack-Soft Inc. Reseller's Guide Manual Version 60725.9 at 2009/12/14 15:29:37 For suggestions

More information

User Guide. Kronodoc Kronodoc Oy. Intelligent methods for process improvement and project execution

User Guide. Kronodoc Kronodoc Oy. Intelligent methods for process improvement and project execution User Guide Kronodoc 3.0 Intelligent methods for process improvement and project execution 2003 Kronodoc Oy 2 Table of Contents 1 User Guide 5 2 Information Structure in Kronodoc 6 3 Entering and Exiting

More information

Oracle isupplier. Supplier User Guide

Oracle isupplier. Supplier User Guide Supplier User Guide Table of Contents isupplier Application, Help and Support... 3 Registration... 3 For Help... 3 Overview... 4 User Registration... 5 Login to isupplier... 7 isupplier and Sourcing Responsibility

More information

Universal's Instant Ticket Wizard User s Guide

Universal's Instant Ticket Wizard User s Guide User s Guide Table of Contents... 1 Welcome message from Universal Orlando... 1 Terms... 1 How to Login and Select a Store and Location... 2 Things you should know about logging in... 2 Tickets... 8 How

More information

RITIS Training Module 4 Script

RITIS Training Module 4 Script RITIS Training Module 4 Script Welcome to the Regional Integrated Information System or RITIS Module 04 CBT. To begin, select the start button or press Shift+N on your keyboard. This training module will

More information

Keep It Easy Software Cloud User Manual

Keep It Easy Software Cloud User Manual Keep It Easy Software Cloud User Manual 2015 Keep It Easy Software 1 CONTENTS How to Login... 5 Functions... 5 System Preferences... 6 General... 7 Receipt Categories... 9 Expense Categories... 10 Service

More information

User Manual. perfectionlearning.com/technical-support

User Manual. perfectionlearning.com/technical-support User Manual perfectionlearning.com/technical-support 1 User Manual Accessing Math X... 3 Login... 3 Forgotten Password... 3 Navigation Menu... 4 Logout... 4 Admin... 5 Creating Classes and Students...

More information

4.6.5 Data Sync User Manual.

4.6.5 Data Sync User Manual. 4.6.5 Data Sync User Manual www.badgepass.com Table of Contents Table of Contents... 2 Configuration Utility... 3 System Settings... 4 Profile Setup... 5 Setting up the Source Data... 6 Source Filters...

More information

DESIGN TIME PRO. RGSR Software Inc. Design Time Pro Support Guide

DESIGN TIME PRO. RGSR Software Inc. Design Time Pro Support Guide DESIGN TIME PRO RGSR Software Inc. Design Time Pro Support Guide RGSR SOFTWARE INC. Design Time Pro Support Guide RGSR Software Inc. Table of Contents Setting Up The Database.1 Create Your Database....1

More information

About MassMutual Electronic Bill Presentment & Payment

About MassMutual Electronic Bill Presentment & Payment Group Billing and Collections Frequently Asked Questions (FAQs) for ebill and epay About MassMutual Electronic Bill Presentment & Payment E-Bill Questions and Problems Payment Process Questions Payment

More information

Employer Self Service (ESS) User Guide

Employer Self Service (ESS) User Guide MainePERS Employer Self Service Maine Public Employees Retirement System Employer Self Service (ESS) User Guide V10 Version 10.0 December 3, 2018 TABLE OF CONTENTS Table of Contents Logging into ESS 1

More information

Raptor University. District Admin Training. Instructor: RAPTOR TECHNOLOGIES, LLC

Raptor University. District Admin Training. Instructor: RAPTOR TECHNOLOGIES, LLC Raptor University District Admin Training Instructor: RAPTOR TECHNOLOGIES, LLC This presentation includes instruction on the following topics to get you started using Raptor: Learning Objectives Navigating

More information

Release Notes V9.5 (inc V9.4) Release Notes. Phone: Fax:

Release Notes V9.5 (inc V9.4) Release Notes. Phone: Fax: Release Notes V9.5 (inc V9.4) 2016 Release Notes Phone: 01981 590410 Fax: 01981 590411 E-mail: information@praceng.com RELEASE NOTES These Release Notes give you information regarding changes, modifications

More information

Learn Center LMS Student Instructions

Learn Center LMS Student Instructions VERTICLIMB Learn Center LMS Student Instructions 1 Table of Contents How do I login to the Learn Center LMS (learning management system)?... 3 Navigation Panel... 4 How do I take a course?... 5 Course

More information

Beginner Workshop Activity Guide 2012 User Conference

Beginner Workshop Activity Guide 2012 User Conference Beginner Workshop Activity Guide 2012 User Conference TUESDAY, MARCH 6 2:00PM 5:00 PM Beginner Training Workshop Attendees will learn the end user functions of OU Campus TM. They will learn how to log

More information

Getting Started in CAMS Enterprise

Getting Started in CAMS Enterprise CAMS Enterprise Getting Started in CAMS Enterprise Unit4 Education Solutions, Inc. Published: 18 May 2016 Abstract This document is designed with the new user in mind. It details basic features and functions

More information

Unit 8: Working with Actions

Unit 8: Working with Actions Unit 8: Working with Actions Questions Covered What are actions? How are actions triggered? Where can we access actions to create or edit them? How do we automate the sending of email notifications? How

More information

Agilent Partner Central

Agilent Partner Central User Guide for Partners 6/1/2010 For External Partners/US_Canada Version Author: Betsy Savarese/Trish Kohrt/Tamie LeBar/CEG Version: 1.0 Partner Central Training for Partners June 7 th through June 11

More information

ENVIRONMENTAL MANAGEMENT SYSTEMS (EMS) USER REFERENCE GUIDE

ENVIRONMENTAL MANAGEMENT SYSTEMS (EMS) USER REFERENCE GUIDE ENVIRONMENTAL MANAGEMENT SYSTEMS (EMS) USER REFERENCE GUIDE www.chemicalsafety.com Table of Contents Section One: Accessing the EMS System... 1 Instructions for Accessing the On-line (Cloud) Version of

More information

USER GUIDE Time and Attendance User Administration Human Capital Management Suite

USER GUIDE Time and Attendance User Administration Human Capital Management Suite USER GUIDE Time and Attendance User Administration Human Capital Management Suite Ormed Information Systems Ltd. Version 1.2 (January 2015) What s Inside What s Inside...1 Introduction...2 Procedures...3

More information

Set & Forget Marketing

Set & Forget Marketing Set & Forget Marketing POS Sites User Guide A Product Of Table of Contents Introduction... 1 Before you Begin.... 2 1. Decide on the look and feel of your Marketing E-mails... 2 2. Getting your Logo in

More information

RITIS Training Module 10 Script. To return to the Florida Analytics main page, select Florida Analytics Tools in the upper left corner of the page.

RITIS Training Module 10 Script. To return to the Florida Analytics main page, select Florida Analytics Tools in the upper left corner of the page. RITIS Training Module 10 Script Welcome to the Regional Integrated Transportation Information System or RITIS Module 10 CBT. To begin, select the start button or press Shift+N on your keyboard. To return

More information

Quick Start. How to start monitoring use of your computer right away.

Quick Start. How to start monitoring use of your computer right away. Quick Start Using the Scheduler Capture Types Other Recommended Settings Viewing Captured Information Viewing, Replaying and Deleting captures Silently Emailing Capture Logs Hiding the prog. from praying

More information

The following instructions cover how to edit an existing report in IBM Cognos Analytics.

The following instructions cover how to edit an existing report in IBM Cognos Analytics. IBM Cognos Analytics Edit a Report The following instructions cover how to edit an existing report in IBM Cognos Analytics. Navigate to Cognos Cognos Analytics supports all browsers with the exception

More information

Employee Dashboard User Manual

Employee Dashboard User Manual Employee Dashboard User Manual Employee Dashboard... 2 The Actions Bar... 2 Actions... 4 Punch tab... 4 Clock In... 4 Clock Out... 5 Begin Break... 5 Transfer... 6 End Break... 6 Begin Meal... 7 End Meal...

More information

MyCaseInfo Attorney User's Guide. A Best Case Bankruptcy Add-on Tool

MyCaseInfo Attorney User's Guide. A Best Case Bankruptcy Add-on Tool MyCaseInfo Attorney User's Guide A Best Case Bankruptcy Add-on Tool 2 Table of Contents I. ATTORNEY ADMINISTRATION OVERVIEW... 4 II. HELP CENTER... 5 Documents Web Tutorials Online Seminar Technical Support

More information

Quick Reference: Entering YourEncore Time & Expense (in iaccess)

Quick Reference: Entering YourEncore Time & Expense (in iaccess) Quick Reference: Entering YourEncore Time & Expense (in iaccess) The quickest way to get acquainted with logging into iaccess and submitting timesheets or expense reports is to view our instructional videos.

More information

RISE Web Portal Time Entry

RISE Web Portal Time Entry RISE Web Portal Time Entry (UT Family Support Professional - FSP) My Registration ID: My Password: My Program #: RISE Web Portal Time Entry Utah Family Services Family Support Professional (FSP) Employee

More information

GETTING STARTED WITH TIME TRACKING (TIME WORKLET OPTION) WHO NEEDS TO RECORD TIME ACCESSING YOUR TIMESHEET

GETTING STARTED WITH TIME TRACKING (TIME WORKLET OPTION) WHO NEEDS TO RECORD TIME ACCESSING YOUR TIMESHEET GETTING STARTED WITH TIME TRACKING (TIME WORKLET OPTION) This guide covers how to: Record and submit your hours worked using the Time Worklet. Submit requests for time off (absences). Change and correct

More information

June 25, iremit Online Remittance Instruction Manual

June 25, iremit Online Remittance Instruction Manual June 25, 2010 iremit Online Remittance Instruction Manual Table of Contents Logging In.... 3 Enter Your EIN.. 4 Changing Your Password 5 Terms of Use 6 Setting Up Bank Account Information.. 7 Creating

More information

Logi Ad Hoc Reporting System Administration Guide

Logi Ad Hoc Reporting System Administration Guide Logi Ad Hoc Reporting System Administration Guide Version 10.3 Last Updated: August 2012 Page 2 Table of Contents INTRODUCTION... 4 Target Audience... 4 Application Architecture... 5 Document Overview...

More information

Event Manager Instructor Start-Up Guide

Event Manager Instructor Start-Up Guide Event Manager Instructor Start-Up Guide Table of Contents Introduction... 3 What s Included in This Guide... 3 Learning Computer Terms... 3 What Is a Brower?... 3 What Is the Address Bar?... 4 What Is

More information

Solidifi. Online Appraisal Order Guide

Solidifi. Online Appraisal Order Guide Solidifi Online Appraisal Order Guide Welcome to Solidifi We would like to take this moment to thank you for being a part of the Solidifi Network. Our mission is to be recognized as a leader in the appraisal

More information

Getting Help...71 Getting help with ScreenSteps...72

Getting Help...71 Getting help with ScreenSteps...72 GETTING STARTED Table of Contents Onboarding Guides... 3 Evaluating ScreenSteps--Welcome... 4 Evaluating ScreenSteps--Part 1: Create 3 Manuals... 6 Evaluating ScreenSteps--Part 2: Customize Your Knowledge

More information

Vector Issue Tracker and License Manager - Administrator s Guide. Configuring and Maintaining Vector Issue Tracker and License Manager

Vector Issue Tracker and License Manager - Administrator s Guide. Configuring and Maintaining Vector Issue Tracker and License Manager Vector Issue Tracker and License Manager - Administrator s Guide Configuring and Maintaining Vector Issue Tracker and License Manager Copyright Vector Networks Limited, MetaQuest Software Inc. and NetSupport

More information

Customizing and Administering Project Server Access

Customizing and Administering Project Server Access WEB Customizing and Administering Project Server Access In this chapter Creating and Deleting Users from Project Server 2 Managing User Groups Project Server User Security 4 Using Categories to Control

More information

Getting started with R-Tag Viewer and Scheduler (R-Tag Report Manager)

Getting started with R-Tag Viewer and Scheduler (R-Tag Report Manager) Contents Getting started with R-Tag Viewer and Scheduler (R-Tag Report Manager)... 2 Reports... 3 Add a report... 3 Run a report...15 Jobs...15 Introduction...15 Simple jobs....15 Bursting jobs....16 Data

More information

Business Online Banking User s Guide

Business Online Banking User s Guide Business Online Banking User s Guide Published By FIRST NATIONAL BANK ALASKA This User s Guide is designed solely to assist First National Bank Alaska customers in understanding the various functions and

More information

Relius Documents ASP Checklist Entry , select option 2

Relius Documents ASP Checklist Entry , select option 2 Relius Documents ASP Checklist Entry 1 800 326 7235, select option 2 Table of Contents Overview...3 Question and Answer...4 View Commentary & View Exclusion Logic...5 Tree View...7 Toolbar...8 Checklist

More information

Welcome to the new Nebraska Transit Invoice System!

Welcome to the new Nebraska Transit Invoice System! Welcome to the new Nebraska Transit Invoice System! Welcome to the new Nebraska Transit Invoice System! These stepby-step instructions will show you how to set up a User Account and begin using the new

More information

Oracle Exempt Timecard Entry

Oracle Exempt Timecard Entry Oracle Exempt Timecard Entry Table of Contents Login... 2 Navigator Page... 4 Time Entry... 5 Save a Timecard... 12 Timecard Review in Time Entry... 13 Submit a Timecard for Approval... 14 Updating a Timecard

More information

Accessibility Interface Guide

Accessibility Interface Guide Accessibility Interface Guide 1 Contents Chapter 1 Getting Started............................................... 5 Logging in to Service............................................ 6 Working on the Session

More information

NHSP:Online. Flexible Worker User Guide. NHSP:Online. FW Training Manual July 2015 Page 1 of 26

NHSP:Online. Flexible Worker User Guide. NHSP:Online. FW Training Manual July 2015 Page 1 of 26 Flexible Worker User Guide Page 1 of 26 Contents Page Number Contents... 2 1. Getting Started... 3 2. Available Shifts... 7 3. Booking a Shift... 8 4. Refusing (Cancelling) Shifts... 9 5. Entering Availability...

More information

Parish . User Manual

Parish  . User Manual Parish Email User Manual Table of Contents LOGGING IN TO PARISH EMAIL... 3 GETTING STARTED... 3 GENERAL OVERVIEW OF THE USER INTERFACE... 3 TERMINATE THE SESSION... 4 EMAIL... 4 MESSAGES LIST... 4 Open

More information

Club Leader Access to 4-H Online

Club Leader Access to 4-H Online Club Leader Access to 4-H Online Login to 4-H Online Enrollment System Login to 4HOnline at https://mt.4honline.com. Click on the I have a profile button. Type in your family email and password. The role

More information

Logi Ad Hoc Reporting System Administration Guide

Logi Ad Hoc Reporting System Administration Guide Logi Ad Hoc Reporting System Administration Guide Version 12 July 2016 Page 2 Table of Contents INTRODUCTION... 4 APPLICATION ARCHITECTURE... 5 DOCUMENT OVERVIEW... 6 GENERAL USER INTERFACE... 7 CONTROLS...

More information

edofe Management Toolkit

edofe Management Toolkit edofe Management Toolkit A guide to effective edofe management for Directly Licensed Centres 1 2 Contents Section one: Setting up the correct infrastructure on edofe... 4 Creating a group... 4 Editing

More information

Table of Contents 1. ABOUT THE GIS PANGEA SYSTEM 5 2. HOME DASHBOARD OVERVIEW MANAGER DASHBOARD OVERVIEW 66

Table of Contents 1. ABOUT THE GIS PANGEA SYSTEM 5 2. HOME DASHBOARD OVERVIEW MANAGER DASHBOARD OVERVIEW 66 Table of Contents 1. ABOUT THE GIS PANGEA SYSTEM 5 PANGEA SYSTEM REQUIREMENTS 5 PANGEA MOBILE COMPATIBILITY 6 LOGGING IN TO PANGEA 6 MANAGING USER ACCOUNT SECURITY AND DELEGATE INFORMATION 13 ABOUT SESSION

More information

PaperClip32. Revision 2.0

PaperClip32. Revision 2.0 PaperClip32 Quick Start Guide Revision 2.0 Copyright Information Copyright 2003, PaperClip Software, Inc. The PaperClip32 product name and PaperClip Logo are registered trademarks of PaperClip Software,

More information

Overview & Training Materials

Overview & Training Materials Overview & Training Materials Introduction SimplifyIT s Intranet Portal and Enterprise Management Solutions including a help desk, knowledge base, training management, vendor management and more is designed

More information

Reigate School SIMS Learning Gateway for Teachers

Reigate School SIMS Learning Gateway for Teachers Reigate School SIMS Learning Gateway for Teachers C Contents 01 Introduction... 1 Introduction... 1 Security... 2 02 Getting Started... 3 Logging into the SLG Teacher Site... 3 Introduction to the SLG

More information

OU EDUCATE TRAINING MANUAL

OU EDUCATE TRAINING MANUAL OU EDUCATE TRAINING MANUAL OmniUpdate Web Content Management System El Camino College Staff Development 310-660-3868 Course Topics: Section 1: OU Educate Overview and Login Section 2: The OmniUpdate Interface

More information

Adobe Document Cloud esign Services. for Salesforce Version 17 Installation and Customization Guide

Adobe Document Cloud esign Services. for Salesforce Version 17 Installation and Customization Guide Adobe Document Cloud esign Services for Salesforce Version 17 Installation and Customization Guide 2015 Adobe Systems Incorporated. All rights reserved. Last Updated: August 28, 2015 Table of Contents

More information