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Times PC User Manual

1. UNDER NO CIRCUMSTANCES AND UNDER NO LEGAL THEORY TORT CONTRACT OR OTHERWISE SHALL ComIT Solutions Pty Ltd OR ITS SUPPLIERS OR RESELLERS BE LIABLE TO YOU OR ANY OTHER PERSON FOR ANY INDIRECT SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES OF ANY CHARACTER INCLUDING WITHOUT L TATION DAMAGES FOR LOSS OF GOODWILL WORK STOPPAGE COMPUTER FAILURE OR MALFUNCTION OR ANY AND ALL OTHER COMMERCIAL DAMAGES OR LOSSES IN NO EVENT WILL ComIT Solutions Pty Ltd BE LIABLE FOR ANY DAMAGES IN EXCESS OF THE AMOUNT ComIT Solutions RECEIVED FROM YOU FOR A LICENSE TO THE SOFTWARE EVEN IF ComIT Solutions Pty Ltd SHALL HAVE BEEN INFORMED OF THE POSSIBILITY OF SUCH DAMAGES OR FOR ANY CLAIM BY ANY OTHER PARTY THIS L TATION OF LIABILITY SHALL NOT APPLY TO LIABILITY FOR DEATH OR PERSONAL INJURY TO THE EXTENT APPLICABLE LAW PROHIBITS SUCH LIMITATION FURTHERMORE SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES SO THIS LIMITATION AND EXCLUSION MAY NOT APPLY TO YOU
2. HIGH RISK ACTIVITIES The Software is not fault tolerant and is not designed manufactured or intended for use or resale as on line control equipment in hazardous environments requiring fail safe performance such as in the operation of nuclear facilities aircraft navigation or communication systems air traffic control direct life support machines or weapons systems in which the failure of the Software could lead directly to death personal injury or severe physical or environmental damage High Risk Activities ComIT Solutions Pty Ltd and its suppliers specifically disclaim any express or implied warranty of fitness for High Risk Activities MISCELLANEOUS Te any provision of this Agreement is held to be unenforceable such provision shall be reformed only to th xtent necessary to make it enforceable This Agreement shall be governed by California law except for conflict of law provisions The application the United Nations Convention of Contracts for the International Sale of Goods is expressly excluded U S GOVERNMENT RESTRICTED RIGHTS Use duplication or disclosure by the Government is su
3. 14 TIMES USERS ecrire trt rr EHE Ee Ber ba bee ea vue ERE NE TREE E ASOR 16 become vata siren tet PI 17 REMOTE USER 1 5 eie ie ten pce te pen Up ep E E E RES 19 BACKUP AND RESTORE oeconomicae tea ivi bok eects 19 IMPORT AND EXPORT t baec lote ee e 20 5 21 CONSIDERATIONS te ERROR oU 21 SHORE HR ER 22 AXI PROJECETS OH ei 23 25 TDD cad eves tables Us 25 25 ANULO R 25 Override Client ue Noa bouis ae aio eee 25 hou 25 CENTS canere diets itte ut ees tonic ec 26 jp ETE TC PME 26 CHET GERBER Ske 26 MER M MTS 26 Shared uie 26 ho EUH 26 Be eh Be A RE a a ee a 26 T A E 26 D eSCriptlon sete n ua er a te Ed 26 27 ID teen aai ensem Me 27
4. 22 August 2009 Page 68 of 70 Times Deskt op User Documentation 30 days after the date a of shipment to you of the repaired or replaced Software or b ComIT Solutions advised you how to operate the Software so as to achieve the functionality described in the Documentation Only if you inform ComIT Solutions Pty Ltd of your problem with the Software during the applicable warranty period and provide evidence of the date you purchased a license to the Software will ComIT Solutions Pty Ltd be obligated to honor this warranty ComIT Solutions Pty Ltd will use reasonable commercial efforts to repair replace advise or for individual consumers refund pursuant to the foregoing warranty within 30 days of being so notified THIS IS A LIMITED WARRANTY AND IT IS THE ONLY WARRANTY MADE BY ComIT Solutions Pty Ltd ComIT Solutions Pty Ltd MAKES NO OTHER EXPRESS VARRANTY AND NO WARRANTY OF NONINFRINGEMENT OF THIRD PARTIES RIGHTS THI DURATION OF IMPLIED WARRANTIES NCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND OF FITNESS FOR A PARTICULAR PURPOSE S LIMITED TO THE ABOVE LIMITED WARRANTY PERIOD SOME JURISDICTIONS DO NOT ALLOW LIMITATIONS ON HOW LONG AN IMPLIED WARRANTY LASTS SO LIMITATIONS MAY NOT APPLY TO YOU NO ComIT SOFTARE DEALER AGENT OR EMPLOYEE IS AUTHORIZED TO MAKE ANY MODIFICATIONS EXTENSIONS OR AD
5. EXEC sp addrolemember N db timeslocaluser N TimesLocal COPY TILL 5 COPY BE E Times EFATE LOGIN TimesLocal WITH PASSWORD N YourPassword EFAULT DATABASE Times CHECK EXPIRATION ON CHECK POLICY ON gt CREATE USER TimesLocal FOR LOGIN TimesLocal EXEC sp addrolemember N aspnet Membership BasicAccess N TimesLocal EXEC sp addrolemember N aspnet Membership FullAccess N TimesLocal 22 August 2009 Page 65 of 70 Times Deskt op User Documentation EXEC sp addrolemember N aspnet Membership ReportingAccess N TimesLocal EXEC sp addrolemember N aspnet Profile BasicAccess N TimesLocal EXEC sp addrolemember N aspnet Profile FullAccess N TimesLocal EXEC sp addrolemember N aspnet Profile ReportingAccess N TimesLocal EXEC sp addrolemember N aspnet Roles BasicAccess N TimesLocal EXEC sp addrolemember N aspnet Roles FullAccess N TimesLocal EXEC sp addrolemember N aspnet Roles ReportingAccess N TimesLocal EXEC sp addrolemember N db timeslocaluser N TimesLocal lt COPY TILL 5 2 Replace the database references to Times to your database name if necessary 3 For Windows s
6. 40 GOSS ceste studierte 40 RATE CALCULATION e M M 41 RATE CAPCUEATION RULES t ved repre cre 41 EXAMPLE RATE DERIATIONS sssssssccsececsessssececececsesseaececececsesaaeceeececsesaaeceeececsenssaseeeeeeceeneas 42 Invoiced Raies 43 Dude qun te MM P 44 Report P ramet rs 3 diee ted nee ER edite eie oka 44 STANDARD 5 44 ADVANCED 46 Database Schema eU RR REN eH 47 Creating an Advanced Report eese eene teen een ren eene enne nnne 47 CROSSTAB 5 eene Toe bo 49 CHARTS trit dd Ue ene ive RR non Up 50 SAVED REPORTS eter tree OI EE nt 51 INVOICING 52 53 EXP OTS AEE eit ei RR ERR ante ded eden ERROR EE CEU ERN IUE Re E 53 vean re tuer iude dre ive eet ee eo eve eade dedos 23 Payment Examples e t RR 54 CREATING NVOIGES 5 sce y ec teet vum ER RU 5
7. 27 A n M A eua 27 unu E 27 SATCU ik steve EE vete ei E EE Eee eive ERR EN e 27 DAD 27 Estimated 27 DesCripllOnis sed otim Toda dd Re Ee ELE PODES 8 he IE RES 28 22 August 2009 Page 2 of 70 Times Deskt op User Documentation TASKS I da tee den 28 ID BR SR seve GRE ae bs das Habe doa gh Son hae Sites 28 Cent te o mc Ne vies E Mme 26 NE 26 PUSKAS see IURI nsu ogg ED RUD 28 RUN OG EON CAT E Y E ed 28 28 DDO ULE ERE Rem epe m e Ue ee 29 Estimated HOUPS i e ee tee eb esee eive iab d notes 29 29 DDO SCHIPUOM REM 29 ACTIVITY OVERRIDE RATES 5 idee nee t 30 30 30 30 ACHVILYs i i RE dua d Ue RI En c qp E IRE UNS d BE 30 Shake t tar olen ete he eens 30 R gen et aeree 30 Description out prb a ERO a rH RS 31
8. 34 rM 34 JT 34 PUn m a ee We ee 8 34 34 ATL Bo Me Reed ht RR 34 RONG ess RR e vie re n MM 34 52 ai enean cM TD ORG 35 CALENDAR VIEW eed ex tee A e pce x de dre eee as 36 Month cde t terere et esto 36 WE CR VIEW Bakes 36 Day Vie TE E 37 Multi Day VICW Em 37 22 August 2009 Page 3 of 70 Times Deskt op User Documentation Multi Day Group View tiet eaten eo federa ascen icy iren ape 38 Multi Day Merge View 38 EXPENSES e 39 Expenses FOM E 39 CIO o NATU he St t etu Er HUE 39 I E PR 39 Expense Date 5 ad owelooie teo ede nette 39 INVOICE eo 39 GUIeHL MEL o E t Me ETEN 40 40 E un mut ea RS 40 L UNE 40 Ct PE Ro aM eere A 40 E pug Ded ae MEDI
9. enm 242526 27 28 23 30 Activity Client PMP vel Client PMP Client Ha 31 ES Job 12 Job 12 Details Job 12 Calendar View 5 Activity Client PMP Client PMP Activity 2734 THEO Job GG Job 5 min lt lt 7891011 id 13 5 15 Merchi Task Details Prep 1 ok TESI Task Activity build server E 14151617 18 13 20 Task Client PMP Activity Design for upgrade 21222324 25 26 27 Activity Job 5 Move process Details Design alert system tables structure Meeting Details Technical review Task Activity Code Details Reconstruct Meeting Details Design review 28 29 30 Merge Group coda to Ingenio with Visible Client PMP M handle data Job Bain senesi carter ask Client PMP Job GGJDEREP Task Activity Desi Client PMP Job 12 Client PMP Job 5 Task Activity Design Details Design data series changes Client Job GG Times UserID carter Logon If you are logged on as an Admin or Project Administrator you can view the time entries for multiple users together in the same display To display the data for all users first select All Users from the user drop down filter All users with data for the selected period will then be displayed in the user list to the bottom right of the navigator Tick the Visible box next to each user you wish to
10. Group Name Merge Visible Carter Monday 9 January 8 45am 4 15pm Client AHSA Job 12 Task Activity Support Details Backup existing data review Phiac 2005 spread sheet and setup accounts and spread sheet data Test data entry Problems with inconsistancies in Phic data Document and send to Lindsay Bugs have been introduced into Data entry app Tuesday 10 January L 9 15 11 00 Client AHSA Job 12 Task Activity Support Details Test changes in d Client AHSA Wednesday 11 January Client AHS 10 45am 12 00pm Client AHSA Job 12 Task 2 15pm 4 30pm Client AHSA Job 12 Task Activity Dataentry La Details enter data For table 4 Client AHSA User ID 22 August 2009 Page 38 of 70 Times Desktop User Documentation Documentation EXPENSES Expenses are additional chargeable items you wish to record and invoice to a client Typically an expense would relate to a job or activity such as travel taxi fares accommodation or parts supplied However expenses can also be used to provide discounts or reductions on invoice by entering a negative amount Expenses can be entered or edited at any time before during or after invoicing Typically an expense would be entered on the date it occurred During invoicing all non invoiced expenses would be listed for inclusion on the invoice To create expenses click
11. Solutions Times Desktop For Windows PC User Manual Version 1 5 Created by ComIT Solutions Pty Ltd August 2009 Times Deskt op User Documentation Contents 6 BEATURES Se REPE aee te e IN NU ve EUR 6 QUICK C 7 ARCHITECTURE 8 SYSTEM REQUIREMDBENTS 5 9 9 PDA suns UI 9 LOI 10 PDAU INSTALEE i eet erre eee sie tem 10 10 MIGRATING TO ACNEW PG secedere cere o oer ere ere eere e p ee eat 10 PC AND DATABASE INSTALL TO A SINGLE 10 PC ONLY INSTALL REMOTE nnns 11 COMPLETING THE 8 2 2 2 1 1 101000000000000000000000000 11 CONNECTION Settingss i ees pU Ree RR 12 DATABASE UPDATE ee erit cete ree te iie i ob Pep bet E ME PUER 13 CONFIGURING TIMES DESKTOP wiscosscssnssssasseessscosenecssssssescncesensonnessoacssecassnsssssecesuastsenses 14 RU RE ERR he Gd eti 14
12. 00000230 Amount 0 00 Client Client Task Job v Activity v Details Reconstruct code to handle data series Cancel The view displays one entry at a time Use this to update the details on the entry and click OK to close the form Click cancel to undo any changes and close the form Refer to Creating Time Entries for details on each field 22 August 2009 Page 35 of 70 Times Deskt op User Documentation Calendar View The calendar view provides an alternate view or your time entries in an outlook style calendar display This view can be used to display a single day multiple days a week or a month To display the calendar click Calendar View on the navigator To create a new entry use the New toolbar button or double click on the required period To view and edit an existing entry double click entry in the view Month View amp Times Professional Version 1 1 0 Wednesday i Monday Tuesday MTWTFSS Marc 2 5 9 7 8 910111213 Client PMP Client PMP Client 14151617 18 19 20 Client DOJ Client PMP Client PMP Tine Enty iac Client MP Client PMP Client 5 May 2003 Calendar View MIWwWTFSS Client PMP Client PMP Client PMP Client PMP Client PMP ie 15 Client Client PMP D gt Client Expenses 14 15 16 Client PMP Client PMP
13. CLIENT OVERRIDE RATES iude c ere rcr ee uie ege p cd ded iecit 31 nem QR IU 3l Client C 3l P HUM PER 3l Override Job R le coe deed ee eee II ien 32 Shared oe a 32 RIGS 32 EE 32 EXPENSE CATEGORIES di eee diee be pe ce ecd decedere 32 nedum 32 COLE BOY poe EAE ree OE ETUR EE te YU Ee OBERE ads 32 NEEDS Mo Pe eiat E 32 Se ambi i tea ailes UH WU C e OVE 32 TIME ENTRIES RR 33 E EEE E en cited e ese dnte terit 33 e ati nad RE E E E E EE 33 User Filte MEME 33 RecOTd ACUOHS etti ASA eS 33 Filler i etae te e ee EE 33 Display db bed ee I Ree ERR 33 CREATING TIME ENTRIES eee nece sph oes bee dedere Eee de ted Ed edens 34 ID M RA Ec M Ud LUN d Ac 34 DIOLS 34 eR UR Oui e MM 34 Jun 34 34 Bresse ES ime 34 No Ch rge o ye ee eee 34 Client
14. Client Invoiced X Expense X Paid gt Outstanding X 980731 Databars 31 07 98 1 256 75 0 00 1 256 75 0 00 __ Standard Reports 980731 Databars 31 07 98 Sands 3 557 40 0 00 3 557 40 D 980828 atabars Databars Advanced Reports 980828 28 08 88 Duplex 151 80 151 80 B 980828 Databars 28 08 98 1 510 85 1 510 85 980828 Databars 28 08 98 Sands 988 90 30250 129140 980828 28 08 98 Toyota 110 00 0 00 110 00 980930 30 09 98 2 375 45 000 237545 invoices 980930 Databars 30 09 98 Databars 129 25 0 00 129 25 980930 Databars 30 09 98 1 373 95 000 1 37995 980930 Databars 30 09 98 Sands 52 80 0 00 52 80 981030 30 10 98 5 503 85 0 00 3550355 981030 Databars 30 10 88 Databars 157 20 0 00 167 20 981030 Databars 30 10 88 2 637 25 64 41 253725 Summary Details Print Saved Reports Logon Times UserID carter Licence Registered The Summary tab displays all your existing invoices grouped by invoice number and client Note it is possible to create a single invoice which contains multiple clients This is useful if you are a contractor working through an agency and need to create a single invoice for all the clients you have worked for To display the details of an existing invoice either double click on the invoice row or highlight the row and click the Details tab 1 Times Professional Version 1 5 0 ile Tools Help ta EI x mm 00 maaa NET
15. ID is the Times User ID who owns the Client Override Rate record Client The client code identifying the parent Client for this record Activity The activity code identifying which Activity to apply the rate to 22 August 2009 Page 31 of 70 Times Deskt op User Documentation Override Job Rate Shared Rate Description ID Category Shared Rebate Client Override Rates are not related to any particular job You can use the Override Job Rate flag to specify that this rate should be used over any rate specified on the job Refer to the Rate Calculation section for more details Refer to Considerations Shared The hourly charge out rate to use for time entries against this client and activity This rate is mandatory Refer to the Rate Calculation section for details A description detailing the use of this rate Optional Expense Categories Expense Categories are used to describe the type of expense being claimed Click the Expense Categories button on the navigator to display the form below File Tools Help Drag a column header here to group by that column Maintenance Activities e ID Category Shared Rebate carter Parking carter Petrol ob a 1 Tasks Activity Override Rates Client Override Rates Expense Categories Logon Times UserID carter Licence Registered You can edit existing categories directly on the grid or create a new by pressing th
16. Invoiced Not Invoiced Invoice No End Date 310103 gt Client Job Filter Client Job Select View Invoice UserID carter Licence Registered Enter the filter details to select the time entries you wish to invoice Typically you would set a date range the Not Invoiced status and a client if necessary Click OK to view a summary of the time entries which will be included on the invoice 21 Times Professional Version 1 5 0 Tools Help Reporting Standard Reports d Advanced Reports ls Saved Reports Invoices Logon Times 06 01 03 1 10PM 2 15PM 06 01 03 2 15PM 2 45PM 06 01 03 2 45PM 5 00PM 07 01 03 8 20AM 10 30AM 07 01 03 1 00PM 2 30PM 07 01 03 2 30PM 4 00PM 07 01 03 4 00PM 5 00PM D8 01 03 3 00AM 1 00PM 08 01 03 8 30AM 1 30PM 08 01 03 1 30PM 2 30PM 08 01 03 2 30PM 3 30PM 08 01 03 3 30PM 5 00PM 10 01 03 8 30AM 30 Print Prod Report Distribution Support Sales Forecast Support Proposals ServerSupport PMPIS Sales Forecast Support ServerSupport PMPIS Webstock Supply Chain Support Proposals Webstock Supply Chain Support Proposals Sales Forecast Support Finance support Finance support View Invoice UserID carter Licence Registered Review the time entries and if satisfied click the Invoice tab otherwise click the Select tab to change your selection criteria 22 A
17. The fields are described below e Server The name of the computer running SQL Server If using a local database set this to local e Instance The SQL Instance to use on the Server If the server has multiple installs of SQL then specify which one to use for this connection By default the local installation of SQL setups an instance called SQLExpress To use the server default instance leave blank Database The name of the database to use or create on the SQL server e Authentication The type of security to use when connecting to the SQL server NT Authentication will use your windows logon details To use DB Authentication SQL Signon you must first create the Logon on the SQL server Refer to the FAQ section or your Systems Administrator in group installs e User Name The SQL Sigon user name to use with DB Authentication Not used with NT Authentication e Password The SQL Sigon password to use with DB Authentication Not used with NT Authentication If you tick Single DB or set the Data Connection and Security Connection details the same then only a single database will be created by default both connections use a database called Times It is recommended you use the default settings and only create one new database called Times Advanced Connection Setup The Data Connection is used to store all application related information The Security Connection is used to manage application logons and roles The schema used f
18. 13 of 70 User Documentation Times Desktop Logon Form CONFIGURING TIMES DESKTOP Once the application is installed a new program menu item will be available Use the Start All Programs Times Desktop link to start the Times Desktop application The Logon form below will be displayed User name Times Password The default User name and Password is Times Times We recommend you change this after install Once logged on to the application the main form will be displayed Before entering any data you must setup a Times User in the system settings to correctly identify your data Click the Tools menu and select System Settings the form below will be displayed Logons A System Settings Roles Admin Data Entry Data Reader Financ lt Details Logon User Roles Data Entry Data Reader New Password Finance Manager Project Administrator Re type Password Project Manager Times User Logons Times Users Parameters 22 August 2009 Page 14 of 70 Times Deskt op User Documentation The Logons screen manages the credentials for accessing the application Each Logon user must have a user name password and be assigned to one or more roles If the Logon will be entering or viewing data they must also have a Times User specified See Times Users section DO NOT CHANGE the Times User associated with a logon after data has been entere
19. 980828 28 08 98 Parts Mastercard 275 00 100 27 50 30 10 98 981030 30 10 98 Parts Mastercard 6 95 100 0 70 30 10 98 981030 30 10 98 Parts Mastercard 51 60 10 0 5 16 24 12 08 000007 24 12 08 Petrol Mastercard 3091 10 0 3 08 000007 25 04 08 Software Mastercard 619 14 100 61 91 4 Time Entry Expenses NN NN 0 Pe ee Logon Times UserID carter Licence Registered To create a new expense entry you must first be logged on with Data Entry or Admin permissions Use the New button on the toolbar or press CTRL N to create a new record Enter the expense details by typing or selecting the values from the lists and pressing TAB to move to the next field Repeat for all expense entries required and click Save when finished The fields within an Expense Entry are described below ID The ID is the Times User ID who owns the expense Expense Date Select the date the expense was incurred Invoice No Displays the Invoice No on which this expense was included otherwise This cannot be updated unless you are in Admin role and automatically set during the invoicing process To remove expenses from an invoice use the Expense Remove Client option on the Invoices Details form 22 August 2009 Page 39 of 70 Times Deskt op User Documentation Displays the date of the Invoice on which this expense was included otherwise blank This cannot be updated unless you are in Admin role Automatically set dur
20. AGREE TO THE TERMS OF THIS AGREEMENT DO NOT USE THE SOFTWARE AND DESTROY ALL COPIES OF IT This ComIT End User License Agreement EULA is a legal agreement between you either an individual or a single entity and ComIT Solutions Pty Ltd By installing copying or otherwise using Times Desktop the Software on any computer or device you agree to be bound by the terms of this EULA If you do not agree to the terms of this EULA you are not authorized to use the Software GRANT ComIT Solutions Pty Ltd grants you a non exclusive license to use the Software You may use the Software on any single computer or electronic device use the Software on a second device so long as only one copy is used at a time copy the Software for archival purposes provided any copy must contain all of the original Software s proprietary notices and this license agreement or You may not permit other individuals to use the Software except under the terms listed above permit concurrent use of the Software modify translate revers ngineer decompile disassemble or create derivative works based on the Software copy the Software other than as specified above rent lease grant a security interest in or otherwise transfer rights to the Software or r
21. Ciena Jo ciemna Client Activity Override Ciient Activity override Rate Time Entries o oo ciemna obi ciena Jobi taskt 05 ciena Meetings Ciena jor Meetings 20 o Ciema so Ciemna Job __ Ciemna Job Tax2 Meetings 200 Cie A Jop2 ciens dra 28 Iciewo raa a cience Support w cliente Tee o cliente Jo2 Meetings 15 22 August 2009 Page 42 of 70 Times Deskt op User Documentation To correctly specify your rates refer to the Maintaining Looks Considerations section Note you can update and create new rate records at any time and these will be reflected against all non invoiced Times entries Invoiced Rates Rates will typically be updated over time Therefore when an entry is invoiced Times saves the current derived rate against the Times record This locks in the rate which is used in preference to any other rate that may be derived from the current rate tables Thus rate changes after an entry has been invoiced will not affect the Net amount for the Times entry If you re invoice a Times entry the current rates will be applied 22 August 2009 Page 43 of 70 Times Deskt op User Documentation REPORTING There are three types of reporting functions p
22. Client side report definition files rdlc These are integrated into Times Desktop using an XML configuration file located in the application install directory called Reports xml By modifying the XML configuration you can add additional reports and report groups Starting with version 1 2 Times Desktop includes a Report Package importer This is designed to read an XML file and import update reports and their associated configuration A sample Visual Studio 2005 project is available from www comit com au ppc times Reports zip which contains two sample reports and an XML import configuration file The following section assumes you have downloaded the sample project and can refer to the enclosed files XML DEFINITIONS The Reports xml file contains the definitions of all reports currently installed Each report has a name and four elements as shown below This Reports xml file is not included in the sample package but is shown here for information report name Times Detail gt lt group gt Detail Reports lt group gt lt filename gt ReportTimesDetail lt filename gt lt requiresprompts gt true lt requiresprompts gt lt procedurename gt spr Report TimesDetail lt procedurename gt lt report gt Name The name displayed in the tree menu in Times Desktop Must be unique Group The parent folder group which the report belongs too when displayed in the report tree New groups are added automatically e FileName The fi
23. Net Amount 8031 82 Tax Amount 80318 Gross Amount 8 835 00 Details 22 August 2009 Page 53 of 70 Times Deskt op User Documentation If the payment information is correct then update the details field 1f necessary and click OK Alternatively click the CLR button to manually specify the payments details using one of the two techniques below Client Payment To create a new client payment click CLR to reset the invoice and client lists Select the required client from the Client list and the Invoice list will be filtered for the selected Client Select the required invoice and the Net Tax and Gross amounts will automatically be set to the outstanding amounts Update the payment details if necessary and click OK to save the Payment Invoice Payment Select the required invoice number from the Invoice list The Auto check box will be set and the total outstanding amounts displayed To manually select the client on the invoice clear the Auto checkbox The Client list will be filtered to only display the clients on the selected invoice Select the required client from the list and the outstanding amount for that client will be displayed If the Auto check box is checked then payments will automatically be allocated for each Client with an outstanding amount on the selected invoice Note Auto allocate can only be used if paying the outstanding invoice amount in full To partially pay an invoice select the client and spec
24. Open the Services control panel in the Administrative Tools menu or click Start Run and enter services msc and click OK 2 Scroll down to SQL Server 22 August 2009 Page 66 of 70 Times Deskt op User Documentation 3 Check the Status column to see the current state of the service If running it should say Started CREATE A RESTORE 1 Click Start menu and select Help and Support POINT 2 Locate System Restore and click on this link 3 Click on Create a restore point and click Next 4 Enter a description 5 Click Create 6 Click Close to exit RESTORE A RESTORE 1 Click Start menu and select Help and Support POINT 2 Locat System Restore and click on this link 3 Click Next 4 Select the restore point created before installation 5 Click Next 6 Click Next to begin restore It will prompt you to restart the computer HOW TO TURN USER 1 Click Start menu and select Control Panel ACCOUNT CONTROL 2 Double click on User Accounts OFF OR ON IN VISTA 3 Click on Turn User Account Control on or off 4 Tick or clear the check box 5 Click OK to save the changes 22 August 2009 Page 67 of 70 Times Deskt op User Documentation LICENCE AGREEMENT ComIT Solutions Pty Ltd LICENSE AGREEMENT This is a legal agreement between you and ComIT Solutions Pty Ltd covering your use of Times Desktop sure to read the following agreement before using the software IF YOU DO NOT
25. UserID carter Licence Registered To use advance reports it is assumed that you have a basic knowledge of databases and relationships In particular the following definitions are used Database A collection of information organised into tables Table An object consisting of rows and columns used to store data Field The column in each row that stores the data value within the Table Metric field representing a quantitative measure E g Hours dollars etc Aggregation Summarises information from multiple rows to return a single or distinct value e Relationship A link between tables that references the primary key one table to a foreign key in another table Defines joins between tables to select related records and information To create a report you first need to understand the relationships between the tables to ensure you are selecting the correct fields 22 August 2009 Page 46 of 70 Times Desktop User Documentation Documentation Database Schema The schema for the Times database is shown below This includes all tables and relationships available through the Advanced form The main transaction table is called Times other tables are used to provide additional referential information such as rates job descriptions date grouping etc Clients pe 9c Times Column Name Data Type Allow Nulls
26. aimed at individuals and groups who need to record and report their time and expense activities The application provides an accurate and efficient method of time keeping which can be used for invoicing reporting and exporting to other systems Support for multi user data entry consolidated reporting remote deployment and flexible security roles makes this software ideal for individuals or companies who run multiple projects for a range of clients and charge by the hour This user manual covers the operation of the Times Desktop application Please refer to the Times User Manual for details on the PDA application Features Times has many features which distinguish it from other timesheet solutions available In addition to the features mentioned in the PDA manual the Times Desktop features include Multiple deployment options Install all components on a single PC or use a network SQL database to consolidate data entry e Security Roles Access to the application is protected by a user name and password Each logon can be granted security roles to control available functionality and data access e Separate project management and finance roles Secure access to project configuration and charge out rates e Intelligent project management Use the linked lists to organise your projects into Clients Jobs Task and Activities e Multiple data entry interfaces Enter data in grid card or outlook style calendar interfaces A
27. below will be displayed 21 Times Professional Versio File Tools Help BAXT Navigation 9 Maintenance pb Task p vu All Projects uplink Database uplink SSIS Import Data Review Dev UAT Admin Data Rev Dev Testing UAT eportNet Admin eportNet Install eportNet Software Mads Client Override Rates Logon Times UserID carter Drag a column header here to group by that column Active Shared Defaut EstHrs Rate y vi 43 To display the list of tasks click the Tasks button on the navigator The Tasks form Description Vesting update and new report Assist with UAT Project Management Development DB and Cube Testing Assistance with UAT Project Management Framework Manager setup The fields within a Task are described below Licence Registered The ID is the Times User ID who owns the Task record The client code identifying the parent Client for this Task record The job code identifying the parent Job for this Task record The task code identifying the task for the parent Job Must be unique within the Job Refer to Clients Active for details Refer to Considerations Shared 22 August 2009 Page 28 of 70 Times Deskt op User Documentation Default The Default flag is used to specify a default task within each job When Default is set the current task will automatically be set on the time entry form whenever the current client and job is selected Note Only on
28. button below the File menu CTRL N shortcut To remove an Activity highlight the row and click the Delete button on the toolbar The fields within an Activity are described below ID The ID is the Times User ID who owns the Activity record Activity The activity name for this Activity record Shared Refer to Considerations Shared Override Client Rate When a rate is set on the activity you have the option to also specify whether this rate should override any client rate Refer to the Rate Calculation section for further details Rate hourly charge out rate to use for time entries against this activity This rate is optional can be superseded by client job task and override rates Refer to the Rate Calculation section for details Optional 22 August 2009 Page 25 of 70 Times Deskt op User Documentation Clients To display the list of clients click the Clients button on the navigator The Clients form below will be displayed Times Professional Version 1 5 0 File Tools Help m Drag a column header here to group by that column Activity Override Rates carter Carter carter Carter CARTER CARTER Carter carter Carter carter Tasks carter amp CARTER carter Carter Client Shared Active Item K amp S KMartCogno Millenniuml T DRICA PBR PBRCBS PBRComlT PLIT PMP Primelife Sands SERVIER Sigma Spotless TecDev Rate 50 00 50 0
29. details you must also be in the Finance Administrator role To access the project maintenance module click the Maintenance section on the navigation panel The Projects form will be displayed by default Update Warning When saving your changes you will be prompted to update referenced entries If you VE have updated any key fields such as Client Job Activity etc and you wish to update the time expense invoice and payment records accordingly then select Yes Note if the updated record is shared updates will also be applied to other Time Users If you do not wish to update the reference records click No You can recreate the links later by re adding a record with the same key field information I e Create a new Client with the original details Considerations Before entering your project data we recommend you first write down and organise your information on paper Follow these steps to create the appropriate lists List all the Users who will be logging on to the Times Desktop system Determine the roles required for each user List all the companies you deal with these will be your Clients For each company list the specific Jobs you need to record time against List all the Activities you perform e g Design Meetings Testing etc For each Job determine if there are any specific milestones or sub jobs and list these as Tasks Do not confuse Tasks with Activities A Task is specific to the Job where as an Activity categor
30. role required you must use underscores to replace spaces in the security role E g to determine if the user in is the Finance Manager role create a report parameter called IsInRole Finance Manager with data type Boolean You can then use the Visibility Hidden property of report objects to control the report layout i e The Visibility Hidden property of the Charge column in the sample Activity Summary report is set to Not Parameters IsInRole_Admin Value Or Parameters IsInRole_Finance_Manager Value This hides the column to users not in the Admin or Finance Manager roles System Parameters report parameters which do not correspond to either a Standard or Security parameter are considered System parameters Such parameters are automatically populated with the corresponding values contained in the System Parameters table see the Parameter Section Using this technique you can add additional System Parameters via the application and then consume these within reports E g To create a report which contains a company web site URL you would first create a System Parameter called Company_Web_URL In the report create a parameter called Company_Web_URL of type String When the report is selected the value in the System Parameter table for the Company_Web_URL parameter will be retrieved and used to set the report parameter It is recommended to keep report designs as generic as possible Where feasible use System Parameters to provide
31. the job list Optional The task code identifying the task for the selected client and job Type in or use the drop down list of available tasks The list of tasks is dependent on the selected client and job First select the client select the job and then select the required task Refer to Maintaining Lookups for details on creating the tasks list Optional The Activity to record against the time entry Type in or use the drop down list of available activities Optional A description detailing the use of this rate Optional The overriding flat charge to use for this time entry This overrides all other rates If specified the Rate field should be left blank Refer to the Rate Calculation section for details Optional The overriding rate to use when calculating the charge i e Rate Hrs Breaks If specified the Amt field should be blank Refer to the Rate Calculation section for details Optional 22 August 2009 Page 34 of 70 Times Desktop User Documentation Documentation Time Entry Form The Time Entry form provides an alternate view to enter the time details To open the view first create or select the required entry and then double click on any field to display the form below Time Entry Billing Carter Non Charge Stat Date 01 04 2003 v Override Amount Start Time 10 15 AM Override Rate End Time 5 15 PM Invoice Details Hrs 7 00 Invoiced 0509 Invoice No
32. view 22 August 2009 Page 37 of 70 Times Desktop Multi Day Group View Times Professional Version 1 1 0 BA January 2006 5 5 7 007 9 Time Entry Calendar View Expenses Logon Times 234567 8 121314 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 3031 February 2006 MTWwWTFSS 0 Group Visibe Name Carter User ID Monday 9 January Carter JAC 8 45 4 15 Client AHSA Job 12 Task Activity Support Details Backup existing data review Phiac 2005 spread sheet and setup accounts and spread sheet data Test data entry Problems with User Docu Tuesday 10 January Carter JAC 9 15am 11 00am Client AHSA Job 12 Task Wednesday 11 January Carter JAC 2 15pm 4 30pm Client AHSA Job 12 Task Activity lt There are two types of view when you have multiple users displayed Group Create a separate column for each user per period Merge Use a single column for all users To change the view type click Merge or Group above the users list Multi Day Merge View January 2006 5 5 _ 7 007 9 Time Entry Calendar View Expenses Times Logon 234567 8 31011 121314 15 16 17 18 19 20 21 22 23 24 25 26 27 28 23 3031 February 2006 MTWTFS 5
33. you have added and know are no longer required Once you have finished adding your required Times User updating the Logons and Parameters click Close to return to the main form Remote User A Remote User is used by the Times PDA application to access the PC database during the synchronisation process In technical terms a Remote User is a SQL Signon to the SQL Server with access to the Times database and db TimesRemoteUser role When installing the Times Desktop application a remote user called TimesUser is created which corresponds to the default Server user on the PDA If you need to create a new user for a PDA then use Tools Remote User menu function and enter the name and password required Note Multiple PDA s can use the same Remote User and there is no need to create separate accounts The main use of the Remote User function is to change the password of an existing user To do this simply enter the name and new password required and click Save Remember to update the PDA Server settings accordingly Backup and Restore The Times Desktop application provides functions to backup and export all data from the Times database Backups are the preferred means of creating restore points for your data and should be used periodically This function creates a standard SQL Database backup to the default location typically C Program Files Microsoft SQL 22 August 2009 Page 19 of 70 Times Deskt op User Documentation ServerNMS
34. 0 50 00 50 00 50 00 50 00 50 00 50 00 50 00 50 00 50 00 50 00 50 00 0 00 Contact Address Sue Dutton Group Pty CARTER Top Shelf 50 00 Toyota 50 00 Client Override Rates f carter Vectus 50 00 Logon Times UserID carter Licence Registered The fields within a Client are described below ID The ID is the Times User ID who owns the Client record Client The client code identifying this Client record Must be unique for the Times User Active The Active flag determines which clients are currently open and can have new time entries placed against them Inactive clients will not show in the times main form client list but will still be available when reporting Typically you would set a client as inactive when you have completed all jobs for the client and closed all outstanding invoices The Active flag is also available on Jobs and Tasks Shared Refer to Considerations Shared Rate The hourly charge out rate to use for time entries against this client This rate is optional and can be superseded by Job Task and override rates Refer to the Rate Calculation section for details Optional Contact The contact name for the Client Optional Address The client address details Optional Description The full client name or description relating to the client code Optional 22 August 2009 Page 26 of 70 Times Deskt op User Documentation Delete Warning Deleti
35. 24 necessary export or print the data use the File and Print or Export menu items g e Use the Group and Summary options to create a basic report layout Export the data to a spreadsheet using the File Export ExcelFormatted menu then open in Excel and update the format Add charts as necessary 22 August 2009 Page 48 of 70 Times Deskt op User Documentation Crosstab Crosstab provides a function to pivot the Advanced Reports Results based on the values in one of the fields This is similar to the Pivot Table function provided in Excel Crosstabs are idea when you wish to create a report with separate columns for like data e g Separate column for each month client activity etc To create a crosstab report first create an advanced report view the results and then click the Crosstab Tab this will display the crosstab designer below 27 Times Professional File Tools Help m msn E to Set Crosstab Design Reporting e Crosstab Design Col x Standard Repotts lumn Client Build amp Aggregate Sum v Advanced Reports B Summary Columns Saved Reports Column g V Activity Invoices V Client v Net Hrs Data Entry Maintenance Design Fiter Results Crosstab Chart Logon Times UserID carter Licence Registered Follow these steps to define a crosstab 1 Determine which field contain the values you wish to u
36. 45 1 50 000 12 Support 5 71 Time Entry Carter 01 04 2003 3 45 AM 10 154M 0 50 ooo A DOJ 3 Documentati R Em Carter 01 04 2003 10 15 AM 5 15 PM 7 00 050 PMP sc Code R 5 Carter 02 04 2003 6 00 4M 7 00 AM 1 00 0 00 12 Support Calendar View 02 04 2003 700AM 9 30AM 250 000 PMP GG Merchl Travel 6 Carter 02 04 2003 3 30 5 30 PM 8 00 000 PMP GG Merchl Meeting T Coates Carter 02 04 2003 5 30 PM 7 30 PM 2 00 000 PMP GG Merchl Travel T Carter 03 04 2003 8 30 AM 9 30 1 00 000 PMP 12 Support D Carter 03 04 2003 3 30 1 00 PM 3 50 000 PMP SC Design D Carter 03 04 2003 1 30PM 3 30 PM 2 00 000 PMP GGJDEREP Design Carter 03 04 2003 3 30 PM 4 30 PM 1 00 00 12 Admin 5i Carter 04 04 2003 8 30AM 11 30 3 00 00 12 Admin P Carter 05 04 2003 10 00AM 12 00PM 2 00 000 PBRCBS 2 Support D Carter 07 04 2003 8 30AM 11 30 3 00 000 PMP 5 Support P Carter 07 04 2003 11 30 2 30 PM 3 00 0 50 PMP Bain DBA D Carter 07 04 2003 2 30 PM 5 30 PM 3 00 000 sc Design Bi Carter 08 04 2003 12 00 PM 5 30 PM 5 50 0 00 sc DBA D Carter 03 04 2003 815AM 11 5 3 00 000 SE DBA 5 Carter 10 04 2003 8 30 AM 5 00 PM 8 50 0 50 PMP sc DBA 11 04 2003 amp 30AM 11 30AM 3 00 0 00 DPF S Support PIE E IK Logon Times UserID carter Licence Registered Use this to view the different modules within the application If logged o
37. 5 1 T 57 TRIAL h 57 Registration e o ERG RR NR DU E SE e ebrei ein 57 SUPPORE H 58 APPENDIX A CREATING 8 0 400 59 Ce tei niet A IE 59 DEFINITIONS E ei eo ye pet e ro P oir FU ee eve es 59 STANDARD REA d eru 60 PROCEDURE DESIGN ren terr eren ERE ETE EE A 60 REPORT PARAMETERS ER Grati nS 60 Staridard Parameters i Rte ER RR i 60 Security Roles Ee io Ned bee eee eed 61 5 EE M 61 REPORT DESIGN rpm Dome Dedi eite DH PNE UE 61 TESTING 62 eve 62 BA Q p 63 HOW TO BACKUP ALL TIMES e 63 APPLICATION EXCEPTION ON STARTUP OR LOGON 2 2 2 2 0 000000000008 63 22 August 2009 Page 4 of 70 Times Deskt op User Documentation HOW TO CREATE AN ACTIVITY OVERRIDE RATE FOR
38. ALL JOBS esee 63 USER NOT ASSOCIATED WITH A TRUSTED SQL SERVER CONNECTION ERROR MESSAGE WHEN YOU TRY TO CONNECT TO SQL 5 63 HOW TO DELETE THE TIMES PC DATABASE 64 CREATE DATABASE FAILED FILE ALREADY EXISTS 64 HOW TO CREATE A NEW DATABASE LOGIN eere nennen enne 65 HOW TO REMOVE AN 1 66 How TO CHECK IF SQL IS 66 CREATE A RESTORB POINT ee ee ten 67 RESTORE RESTORE POINT ii eese eere eerte dee eee rt re 67 How TO TURN USER ACCOUNT CONTROL OFF OR ON IN VISTA 67 LICENCE 225 125 cioe ico eo see po re noia sva eoa neuen god aee ek ae Rin boo 68 22 August 2009 Page 5 of 70 Times Deskt op User Documentation OVERVIEW The Times Desktop application is designed to support and extend the functionality of Times for the Pocket PC Please refer to the Times User Manual for details on the PDA application It can also be used as a standalone solution for recording and reporting time and expenses in single or multi user environments If you do not intend to use the PDA application we still recommend you review the Times User Manual for further explanation of shared functionality The Times Desktop is
39. BS USER NOT ASSOCIATED 2 a 4 2 the database 2 is configured to use both Windows and SQL signons If you have 2 installed the Times database existing server then th N Server may need to be updated to use SQL signons or Mixed Mode ERROR MESSAGE authentication To do this use the SQL Server management WHEN YOU TRY TO Studio to reconfigure the server properties or contact your CONNECT TO SQL DBA If you do not have Server Management studio then use one SERVER of the options below Option 1 This is complex in SQLExpress and you need to edit the registry 1 Copy the following lines of text onto a Notepad and save it with extension REG COPY BELOW Windows Registry Editor Version 5 00 HKEY LOCAL MACHINE SOFTWARE Microsoft Microsoft SQL Server MSSQL 1 MSSQLServer LoginMode dword 00000002 COPY TILL 5 2 Double Click on the REG file to merge the registry setting This changes the Authentication Mode to enable SQL Authentication 22 August 2009 Page 63 of 70 Times Deskt op User Documentation 3 Restart the SQL Server Express Service or reboot the machine for registry change to take effect Option 2 1 Open a command prompt windows using Start Run and typing cmd Click OK 2 Change to the 501 Server Tool directory cd C Program Files Microsof
40. Click New to create a new Times Entry and select the defined Client Job etc and enter the remaining details 20 Repeat for all entries and click Save It is recommended you read the complete manual for specific details and tips on use Refer to the FAQ section for additional support with any errors received 22 August 2009 Page 7 of 70 Times Deskt op User Documentation ARCHITECTURE The Times PDA and PC application has four components as shown below PC Client Application Network connection to SQL database if distributed install Application server for N Tier deployment if required Desktop Server MS SQL Database 1 Client 2 Network to 3 SQL server and or Application database server Application server Bo The client application requires a connection to a SQL 2005 server In a Single PC install default this is a local SQL Express server which is installed automatically Alternatively in a group or distributed install the client application can connect to either a network based SQL 2005 database or an application server The application server would be configured with the remoting components which would communicate with the database Male TIP Two connections are required for each client application One is for security Jl r information and the other for application data As these are separate connections they can be configured to use either same database separate databases or even separate
41. Client PMP Client PMP 16 lien Group Client PMP Client PMP Client PMP 20 T Client PMP Client Sigma Visible 22 23 26 Client PMP Client PMP Client PMP Client PMP Client PMP 7 Client PMP Client PMP 28 30 29 Client PMP Client Sigma Client PMP Client PMP Client PMP Client PMP Client PMP 18 Client PMP Client PMP Logon Times User ID The current selected day will appear highlighted in the calendar to the right of the navigator Click on different days within the month to display the time entries for that day To change the view displayed use the 1 7 or 31 buttons in the date filter toolbar Week View Monday 31 March Thursday 3 April 8 30am 3 30am Client 9 30 1 00 Client PMP 1 30pm 3 30pm Client 3 30pm 4 30pm Client PMP 8 30am 10 00am Client PMP 10 00am 12 30pm Client PMP 1 00pm 2 00pm Client 2 00pm 5 30pm Client PMP 1011121314 15 16 1718192021 22 23 24 25 26 27 28 23 30 Time Entry 2003 Calendar View 5 5 e 123456 So 7 8 91011 1213 Tuesday 1 April Friday 4 April spenses 14151617 18 13 20 8 15am 3 45am Client PMP amp 30am 11 30am Client PMP P 21222324 25 26 27 Client DOJ 282930 45am 10 15am lent 10 15am 5 15pm Client PMP Q Group Name Merge Visible Sat
42. DITIONS TO THIS WARRANTY GI GI I TE any modifications are made to the Software by you during the warranty period if the media is subjected to accident abuse or improper use or if you violate the terms of this Agreement then this warranty shall immediately be terminated This warranty shall not apply if the Software is used on or in conjunction with hardware or software other than the unmodified version of hardware and software with which the software was designed to be used as described in the Documentation THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS AND YOU MAY HAVE OTHER LEGAL RIGHTS THAT VARY BY JURISDICTION DISTRIBUTION Distribution of the Software is not allowed without permission of ComIT Solutions Pty Ltd You may not modify translate revers ngineer decompile disassemble or create derivative works based on the Software You may not copy the Software other than as spe
43. Desc dtDescriptioniny Weekday Name dtDesctiptioniny A Activity Rate Desc dtDescription ny Task Active Flag dtFlagibit Week Start Date datetime id _ Activity Rate Rate dtRate money ask Est Hrs Hrs float 7 Task R m Activity Rate Shared dtFlag bit F Weak End Date datetime ask Rate ItAmount mone 7 i Task Shared Fl dtFlaob id Rec_No dtRecNo int 1 Wesk No smalint asl jared Fla tFlag bit El Flag 9 i UpdateDate m Weekend dtFlag bit Task Default Flag dtFlag bit Month Code dtCode nvarchar F1 7 4 D Rec No Month Name dtDescriptionimv UpdateDate datetime Month Start Date datetime 4E ExS r Creating an Advanced To create Advanced reports follow the steps below Report w Select the required fields by scrolling through the Field Selection list and highlighting them Typically use the fields from the Times table in preference to fields of the same name on reference tables E g Use Client from Times instead of Client from Clients Click the Add button to add the selected fields to the report Repeat 1 amp 2 for all required fields Specify the aggregation method for each field if necessary Right click on a selected field to display the aggregation options 22 August 2009 Page 47 of 70 Times Deskt op User Documentation 5 Use the Up and Down arrows next to the Selected Fiel
44. Job Summar ss EI um Um uz qum 2 No bese am nm sm pam 3 Mo Desc nm aim eum Saved Reports AKGEREONCO GETE Dr a on File tereiaton app 1273 ea Invoices 1270 aeneo 2 deum Tom 3 bese Fm No Desc imus CADBURY n T LU 45 162 81 rJ FW dere Hm Ss om 7 T T 100 016926 rJ Detbarc wem 432616 1 con be ween s iaf 1 miS paa oo sm pza S1 System Design ard Job Quolrg poem Tavare T 13 548 28 T Wo bese 10 Desc zm 161 Desc zum ne ko bese aan zs m Logon Times UserID carter Licence Registered Use the report toolbar to print and navigate through the report To export the report use either the Save icon on the report toolbar or the File and Export menu on the main toolbar Export options include CSV Excel PDF and XML To change the report filters or run another report select the report name again on the tree view Times Professional Version 1 5 0 ile Tools Help 41 of 4 b bi E Times Detail Standard Reports ummary Reports Job Summary By Month Expense Summary Invoice Summary Client Hours by Month Job Summary Advanced Renati Monthiy Job S
45. ORICA ca PBR Active Default ca PBRCBS 8 PBRComlT Shared me PLIT amp PMP Estimate Hrs Primelife Rate Description BEPICS and Sales reportting for Manufacturing 1 Cognos Pilot 2 Training ip 7 RR2 Tasks 8 BEPICS and Sales reportting for Manul Data Review amp Dev J UAT Assist with UAT Activity Override Rates 9 Costings Datamart and EIS ASW_DW Migration to ASW datawareht Finance Client Override Rates Fin Finance reporting Hardware Review IBS d ReportNet Server Install SalesSpec Sales Specification and revie VS Vendor Selection WH3 Retail Health Care e Spotless CT m Times UserID carter Licence Registered Using the tree you can view or enter all the information for all your projects Right click on the tree or a particular node to create new Clients Jobs and Tasks etc TIP If you perform the same jobs for many clients use the Copy Client function to create a new Client with all the associated Jobs Tasks and override rates Similarly use the Copy Job function to create a new Job within a Client with all associated Tasks and Activity rates im f rt Alternatively you can view a list of all your Clients Jobs and Tasks etc and update them in a grid format As the fields available in the grids are the same as those in the tree view details for u
46. S r3 Invoices Lines Reporting Invoice Client Date Start Hours X Rate X Net 980828 28 08 98 03 08 98 28 08 98 7177 5000 3 980828 Databars 28 08 38 03 08 38 28 08 38 1 44 50 00 Standard Reports 980828 Duplex 28 08 38 03 08 38 28 08 98 276 5000 m Advanced Reports 4 Expenses ID ExpenseDate Invoice No InvoiceDate Client Category B Carter 28 08 38 980828 28 08 98 Sands Saved Reports g Invoices 5 Payments Invoice Client Date Net gt Tax gt Gross X Payment 380828 09 09 98 3 588 50 135885 3 947 35 980828 Databars 09 09 98 72 00 7 20 79 20 380828 Duplex 09 09 98 138 00 13 80 151 80 980828 PBR 03 03 38 1 373 50 137 35 1 510 85 Summary Print Logon Times UserID carter Licence Registered 22 August 2009 Page 52 of 70 Times Deskt op User Documentation Invoice Lines When creating an invoice the selected time entries are summarised by Client and Rate to form the invoice lines These invoice lines are then recorded against the invoice and appear in the Summary of services provided section on the invoice report If you only create invoices with single clients at the same rate you will only see one invoice line per invoice Invoice lines cannot be updated directly To change the invoice line data you must update the time entries and recreate the invoice Expenses Expenses included on this invo
47. SQL 1 MSSQL Backup Copy the backup file from this location if you wish to store on a separate system To restore from a backup you must be a member of the Admins role and have previously created a backup using the Tools Backup Database menu function Restore a backup using the Tools Restore Database menu function Note Before restoring all other users must exit the application Import and Export The Import and Export functions are used primarily for moving data from one system to another i e when setting up a new PC The main difference between an Export and a Backup is that the export only contains data from database and not the structure users or procedures This means it can be used to move data between different versions of the application or for extracting data into other systems To use the Import and Export functions you must be a member of the Admins roles and have full access to the SQL Server database An export file can be created using the Tools Export Database menu function This will export all data to an xml file in the location specified To Import data locate the export file and use the Tools Import Database menu function Note all data in the current database will be deleted and replaced with the import data After performing an import you must perform a Download Override Sync on all PDA s Import Warning the import process deletes all current data it is recommended you first perform Af Backup incase you ne
48. T set 11 Default rate Rate specified for the Times User on the System Setting form The rules are ordered by degree of scope with specific first and generic last Specific rules relate to a single or small group of records which meet the criteria and should have a particular rate applied Generic rules such as Client or Activity rates apply to a wider range of records and should be defined when the rate is constant across all jobs tasks etc A typical rate configuration could be a base rate for each Client but a general rate for Travel across all Clients This is configured using these steps Create the Client records and specify their related rates 2 Create an Activity record for Travel specify the general travel rate and select Override Client Rate The following table displays various rate configurations and their effect on the Net charge For each Times entry the applied rate is shown as derived using the rules above For simplicity no rates are repeated to highlight where the rate was derived from It is advised that you familiarise yourself with this table to understand the rate structure before setting up your rates 22 August 2009 Page 41 of 70 Times Deskt op User Documentation EXAMPLE Activities Activity _ Override Rate Meetings Supon 9 Clients Chem Rae circ Jobs Cien Job 2 OiewB 2 Tasks Clem Job Task Rate
49. Times Users The Times User identifies the owner of the time and expense data and also controls which records are synchronised with a PDA If also using the PDA application the Times User specified for a Logon MUST be the same as the User ID specified on the PDA used by that Logon E g Joe Blogs enters information on both his PC and PDA Joe s User ID on his PDA is Joe therefore the Times User specified against his Logon MUST be Joe The User ID specified on the PDA s MUST be unique This is due to the two way synchronisation logic which can only support one PDA per Times User ID Use the Times Users tab to add a user to identify your data If you have already setup the PDA application then use your PDA Times User ID for your Times User A System Settings Times User ID s ID First Name Last Name Default Rate Details ID First name Last name Default Rate Logons 22 August 2009 Page 16 of 70 Times Desktop User Documentation Documentation Times Users are automatically added to the list based on existing data Ie When synchronisation occurs for a new Times User ID the user will be added to the list Thus you cannot delete a user which has data against it Managing Times Users To create a new Times User follow these steps Right click in the Times User ID s list and select Add User Enter the new Times User ID Enter the first and last name optional Enter a default Rate optional and only used if
50. ame Parameter Value Shared Data Description Your address details nUse the System Setting nto change this nNOTE Use backslash n Address to appear on reports To Company_Address to create new lines TRUE System String insert a new line use n Company_Fax Company_Fax Setting FALSE System String Fax No which appears on reports Absolute path to an image to use as the company logo APP_FOLDER is file APP_FOLDER automatically replaced with the Company_Logo CompanyLogo bmp FALSE System String application install path Company_Name Your Company Name TRUE System String Company name to appear on reports Text to use against the Company No Company_No Company_No Setting FALSE System String Label on reports Label to appear against the Company No Label Company No Label Setting FALSE System String Company No on reports Text to use against the Company No Company No2 Company 2 Setting FALSE System String 2 Label on reports Label to appear against the Company No2 Label A B N FALSE System String Company 2 on reports Telephone No which appears on Company Telephone Company Telephone FALSE System String reports Change Invoice Footer in the Text to appear on the bottom of the Invoice Footer System parameters FALSE System String invoice report Change Invoice Header in the Text to appear on invoice header Invoice Header System Parameters FALSE System String before expense items Title to appear on top right of invoice Invoice Title Invoice Title Sett
51. atabase is also contained within the Times database and thus will be included in the backup If you have specified a separate security database you must back this up manually The backup is stored in the default backup folder for the SOL server in a file called TimesDB Backup bak APPLICATION you receive an error before or during the logon then most EXCEPTION ON likely there is a problem connecting to the database There are STARTUP OR LOGO a number of possible causes for such error and reviewing the U N first few detail lines of the error will most likely point to the problem Below are a number of things to check 1 Do you have a software firewall blocking the connection You must allow the Times Application SQL Browser and SQL Server network access Try turning off you firewall temporarily to determine if that is the cause disconnect from the internet first if you are not protected by any other firewall or router 2 Is the SQL server running See How to check if SQL is running 3 Did the connection timeout If your PC is low on memory lt 512MB or has a slow processor then the connection to the SQL Server may not be made in the 30 second period allowed Try starting the application again HOW TO CREATE AN You do not need to create an override activity rate for all ACTIVITY OVERRIDE jobs for a particular client Instead use the client overrid rates Ensure to review and specify Override Job rate if RATE FOR ALL JO
52. ather than SQL Signon due to the exposure of the password in the configuration file If you must use SQL Signon then you should only assign the minimum permissions required to operate Times To simplify this process roles have been created on the TimesDB database Logins can be added using the SQL Management Studio if you have it installed Otherwise follow these steps on the PC Server running SQL Server 1 Copy one of the following scripts into a Notepad To create a Windows Login E Times EATE LOGIN DOMAINNUserName FROM WINDOWS WITH EFAULT DATABASE Times CHECK EXPIRATION ON CHECK POLICY ON CREATE USER TimesLocal FOR LOGIN DOMAIN UserName EXEC sp addrolemember N aspnet Membership BasicAccess N TimesLocal EXEC sp addrolemember N aspnet Membership FullAccess N TimesLocal I OXEC sp addrolemember N aspnet Membership ReportingAccess N TimesLocal EXEC sp addrolemember N aspnet Profile BasicAccess N TimesLocal x EC sp addrolemember N aspnet Profile FullAccess N TimesLocal EXEC sp addrolemember N aspnet Profile ReportingAccess N TimesLocal EXEC sp addrolemember N aspnet Roles BasicAccess N TimesLocal EXEC sp addrolemember N aspnet Roles FullAccess N TimesLocal EXEC sp addrolemember N aspnet Roles ReportingAccess N TimesLocal
53. bject to restrictions set forth in subparagraphs a through d of the Commercial Computer Restricted Rights clause at FAR 52 227 19 when applicable or in subparagraph 1 11 of the Rights in Technical Data and Computer Software clause at DFARS 252 227 7013 or at 252 211 7015 or to ComIT Solutions Pty Ltd s standard commercial license as applicable and in similar clauses in the NASA FAR Supplement Manufacturer is ComIT Solutions Pty Ltd 50 Mayston St East Hawthorn 3123 Victoria Australia ABN 24 093 555 705 22 August 2009 Page 70 of 70
54. c file and the ReportsPackage xml will be copied to the build folder 14 The Build folder now contains all the files needed to distribute your new reports i e rdlc file for each new report the ReportsPackage xml file 15 Copy the XML and rdlc files from the Build folder to a location for distribution TESTING To test reports import them into the Times Desktop application using the Tools Import Reports menu function This will display a file open dialog navigate and select your ReportsPackage xml file and click Open The application will read the configuration details and import update the Reports xml file with the new reports Once the import is complete select the Standard Reports menu item to view the new reports If Standard Reports is already displayed click any other menu and then select Standard Reports again Run the report and ensure the format and data is as expected To update a report change the design and re import the ReportsPackage xml REPORT DISTRIBUTION If you wish to share your report packages with other users please send them to support comit com au We will verify that they are safe to run and post them to our website 22 August 2009 Page 62 of 70 Times Deskt op User Documentation FAQ HOW TO BACKUP ALL You must be in the Admin role to create and restore backups To backup the database used for Times data use the Tool Backup TL MES DATA Database menu option By default the security d
55. cified above You may not rent lease grant a security interest in or otherwise transfer rights to the Software You may not remove any proprietary notices or labels on the Software You must maintain all copyright notices on all copies of the Software TITLE Title ownership rights and intellectual property rights in the Software shall remain in ComIT Solutions Pty Ltd TERMINATION The license will terminate automatically if you fail to comply with the limitations described herein termination you must destroy all copies of the Software and Documentation EXPORT CONTROLS None of the Software or underlying information or technology may be downloaded or otherwise exported or reexported i into or to a national or resident of Cuba Iraq Libya Yugoslavia North Korea Iran Syria or any other country to which the U S has embargoed goods or ii to anyone on the U S Treasury Department s list of Specially Designated Nationals 22 August 2009 Page 69 of 70 Times Deskt op User Documentation or the U S Commerce Department s Table of Denial Orders By downloading or using the Software you are agreeing to the foregoing and you are representing and warranting that you are not located in under the control of or a national or resident of any such country or on any such list LIMITATION OF LIABILITY
56. cted otherwise null e Client dtClient The Client selected otherwise null e Job dtJob The Job selected otherwise null e StartDate datetim The Start date specified e EndDate datetim The End date specified e InvoicedStatus int The invoice status selected 0 All invoices O 1 Invoiced only 2 Not Invoiced only O 3 Use Invoice No specified Invoice ID dtInvoice The Invoice No specified InvoiceStatus also 3 See the ReportsPackage xml in the sample for an example procedure which implements the parameters above PROCEDURE DESIGN Each report must use a stored procedure to return the required data Typically only a single result set is returned by the procedure however you can return multiple result sets if necessary When using multiple result sets you MUST return the result sets in the order they are defined in the reports data sources Le First define the procedure and then include the data from each result set in the report in the order you will return the result sets from the procedure If you get the order wrong an error will be displayed when running the report simply update your procedure to change the returned result set order easier then changing the report data source order A procedure can be used by multiple reports and a report could use multiple procedures by referencing the same rdlc file more than once in the Reports xml configuration Try to keep procedure result sets flexibl
57. custom details required in a report rather than hard coding them in to the report design REPORT DESIGN create new reports follow these steps 1 Determine the data required for the report If you can use an existing procedure then do so in preference to creating a new procedure 2 Create and test the stored procedure required for the report in SQL Management Studio Visual Studio or a similar tool to make sure the data is returned correctly 22 August 2009 Page 61 of 70 Times Deskt op User Documentation 3 Open the sample Reports project in Visual Studio 4 Use Visual Studio to create a data connection to your stored procedure and import the result set schema into a new or existing dataset 5 Remove any data adapters or additional code added by Visual Studio You only need the data table definition 6 Create a new report in Visual Studio i e add a new Report object to the project 7 Setthe report Build Action to None and Copy To Output Directory to Copy Always This ensures you get the rdlc file in the build folder 8 Design the report using the standard Visual Studio report designer by dragging the required data elements from the dataset on the data sources list 9 Add styles and formats to the report 10 Add any required Report Parameters 11 Repeat 1 10 for all new reports 12 Update the ReportsPackage xml file and include a Report element section for each new report 13 Build the project Each report rdl
58. d against it Otherwise existing data will not show and new data will not synchronise to the PDA Logons vs Users Logons manage access to the application Users identify the owner of the data entered Typically there will be a one to one relationship between the Logon and User however it is possible to have multiple Logons attached to the same User ie Joe Blogs Logon has Data Entry permissions and enters time and expenses against the Times User Joe Joe s manager Fred has a Logon Fred Basset which has Data Reader permissions and a Times User of Joe Thus Fred can view all of Joe s data but cannot change any information By default there is only one Logon defined called Times This logon is part of the Admin role and can view all data and perform all administrative functions There must always be at least one Admin Logon defined otherwise you can no longer change the System Settings Application Roles Roles determine the access level the logon has within the application The following roles are defined 1 Admin Full access to all data and can update the system and connection settings 2 Data Entry Can enter or update time and expense entries for the specified Times User only 3 Data Reader Read only access to the time and expense entries for the specified Times User 4 Finance Manager Manages charge out rates invoices and payments 5 Project Administrator Can view and update clients jobs tasks and activities f
59. daptive charge out rates Use the rule base rate calculation engine to specify up to 11 different rate scenarios No other product offers such flexibility in rate determination at the Client Job Task and Activity level or any combination thereof e Flexible Reporting Analyse and export your data using the predefined and advanced reporting wizards e Extensible Save and share advanced reports between users Create your own standard formatted reports requires external designer or Visual Studio e Invoicing Create and manage invoices from time and expense entries Payments Record and manage invoice payments e PDA Synchronisation Support full two way synchronisation with Times for Pocket PC Professional via network e N Tier deployment Use separate database application servers and client to centralise and manage multiple users and performance Times has been designed with consultation from a wide range of industries including Advertising Software contractors Lawyers Doctors and Builders It has proven to be capable and flexible enough to meet the time reporting requirements in each industry 22 August 2009 Page 6 of 70 Times Deskt op User Documentation QUICK START If you are familiar with PC applications and just want to get started then follow the steps below 1 Install the application a Open a web browser and navigate to http www comit com au ppc times b Click Install c Follow the prompts y
60. dentifying the job for the parent Client Must be unique within the Client Active Refer to Clients Active for details Shared Refer to Considerations Shared Default The Default flag is used to specify a default job within the client When Default is checked the current job will automatically be set on the time entry form whenever the parent client is selected Note Only one job within each client can have Default set all other jobs for this client will automatically be reset Estimated Hours You can specify the estimated duration for this job in the Est Hrs field This can be used for reporting actual to estimated hours or monitoring job progress Estimates can 22 August 2009 Page 27 of 70 Times Deskt op User Documentation also be specified at the task level When task estimates are used the job estimate hours will automatically be updated to the sum of the corresponding task estimate hours Do not specify job estimate hours if using task estimate hours Optional Description Delete Warning ID Client Job Task Active Shared The full job name or description relating to the job code Optional Deleting a job will also delete all related tasks and activity override rates If you delete these records the rate calculation will not be able to determine the charge for any related Times entries not yet invoiced It is suggested you do not delete jobs or the related records but set them to inactive instead Tasks
61. ds list to set the order the fields will appear in the report 6 Click the Filter tab to specify the report filter 7 Setthe required filter and click OK to view the report output 4 3 4 TIP The Calendar table provides fields to group your Times entries into weeks months L quarters and years Use this to define time based reports aggregated to the required period TIP The Advanced report automatically groups records based on the fields selected I e the report will only display distinct combination of values for the fields selected If you wish to see all records either include the Times UID field or set the aggregation to None for all fields 22 Times Professional Version 15 0 1 File Tools Help BAX SD EM 11 09 90 2 to 23 08 09 Set NETT 19 Query 22 08 09 1 45 04 PM Reporting Client Activity NetHis Standard Reports 004 Meeting 2 00 3 G amp GNZ Design 350 Advanced Reports G amp GNZ m us G amp GNZ Meeting 2 00 G amp GNZ Support 0 50 Saved Reports G amp GNZ Travel 8 00 Invoices Item Design Item Meeting Item Support Item Testing PBRComlT Admin PBRComlT Code PBRComlT DB PBRComlT Install PBRComlT Meeting PBRComlT Support PMP Admin Date between 22 08 03 and 22 08 06 Design Filter Results Crosstab 1 Chart Logon Times i UserID carter ll oec etos To change the design of the report click the Design tab and update the fields as
62. e New toolbar button below the File menu CTRL4N shortcut To remove a Category highlight the row and click the Delete button on the toolbar The fields within an Activity are described below The ID is the Times User ID who owns the Activity record The Expense Category name Refer to Considerations Shared Specifies whether expenses recorded against this category can be reclaimed 22 August 2009 Page 32 of 70 Times Deskt op User Documentation User Filter Navigator Navigator User Filter Record Actions Data Filter Display Mode TIME ENTRIES Time entries record the amount of time each user has spent on a particular client job task or activity Each entry relates to one segment of work i e a meeting with a client design work on a particular job etc Typically a user would make multiple entries per day to account for their work and break times After logging on to the application the default display is the Time Entry data grid as shown below Use this grid to view add edit and delete you time entries Time Entry Grid Record Actions Data Filter Display Modes Times Prof Version 1 4 elm i T elp 45 7131 o104200 S to 30 04 2003 lel Cst d User carter 7 Navigati T Drag a column header here to group by that column 88 ID Date Start End Hrs Break N C Client Job Task Activity Dc 9 gt 01 04 2003 8 15AM 9
63. e all rules simultaneously and produce a multi tiered rate structure The Net chargeable amount for any given Times entry is calculated based on the following rules in order of precedence Each Times entry is evaluated against each rule until a Rate or Fixed Amount is derived Where a rate is derived the rate is multiplied by the chargeable duration on each Times entry Hrs minus Breaks to produce the Net chargeable amount E g Net Charge Hours Breaks Rate RATE CALCULATION 1 Times Override Amount Amt entered on the Main Form against a particular RULES Times Entry Fixed Amount regardless of duration 2 Times Override Rate Rate entered on the Main Form against a particular Times Entry Rate to use for this Times Entry regardless of any other rates specified 3 Activity Override Rate Rate specified against a Client Job and Activity 4 Task Rate Rates specified against a Client Job and Task 5 Client Override Rate Rate specified against a Client and Activity where the Override Job Rate flag is set 6 Job Rate Rates specified against a Client and Job 7 Client Override Rate Rate specified against a Client and Activity where the Override Job Rate flag is NOT set 8 Activity Rate Rate specified against an Activity where Override Client Rate flag is set 9 Client Rate Rate specified against a Client 10 Activity Rate Rate specified against an Activity where Override Client Rate flag is NO
64. e task for each job can have Default set all other tasks for this job will automatically be reset Estimated Hours You can specify the estimated duration for this task in the Est Hrs field This be used for reporting actual to estimated hours or monitoring job progress Refer to Job Estimated Hours section for additional details Optional Rate hourly charge out rate to use for time entries against this client and job and task This rate is optional and can be superseded by override rates Refer to the Rate Calculation section for details Description The full task name or description relating to the task code Optional Delete Warning If you delete a task the rate calculation will not be able to determine the charge for any related Times entries not yet invoiced It is suggested you do not delete tasks but set them to inactive instead 22 August 2009 Page 29 of 70 Times Deskt op User Documentation ID Client Job Activity Shared Rate Activity Override Rates Activity Override Rates are used to apply particular rates for time entries against specific Client Job and Activity combinations These provide a high degree of control over the rate applied to each time entry Refer to the Rates Calculation section for detail on the rate determination levels It is recommended you only use these rates if absolutely necessary due to their complexity and time to configure i e Every time you add a job for a clie
65. e to avoid unnecessary duplication and maintenance If updating an existing procedure ensure you do not corrupt any existing dependant reports Remember to set the permissions on any new procedure Ensure you include execute permissions for the db timeslocaluser role for users with SQL Signons REPORT PARAMETERS Within the report you can referance a number of parameters which will be supplied by the application These fall into three groups 1 Standard filter parameters 2 Security roles 3 System Parameters Standard Parameters The standard filter parameters are defined by the user when specifying the report filter If you need to include a filter value in your report create one or more report parameters with the following names and data types 22 August 2009 Page 60 of 70 Times Deskt op User Documentation e Filter String Provides a summary of all filter values UserID String Client String e Job String StartDate DateTime EndDate DateTime InvoiceStatus Integer 0 All invoices O 1 Invoiced only 2 Not Invoiced only O 3 Use Invoice ID specified String Security Roles You can use security report parameters to control aspects of your report i e to hide financial information to users not in the Finance Manger or Admin roles To determine if the user is a member of a security role create a report parameter starting with IsInRole followed by the security
66. ed to Restore the database 22 August 2009 Page 20 of 70 Times Deskt op User Documentation MAINTAINING PROJECTS The term Project is used to identify a Client Job s and Task s against which time entries are recorded Projects are specific to each Times User and grouped into the three hierarchical levels called Clients Jobs and Tasks which are presented as drop down lists when creating time entries The use of projects is optional by default defined by the Lock Dropdowns system parameter but does provide a convenient way to segment and group your data for reports and invoicing A Client would typically be defined as the company or entity who will be billed for the activities performed A Job defines a block of work for the related Client which you will use to report your activities against A Task is used to break up a Job into specific smaller blocks of work Typically Tasks would comprise the milestone objectives within a Job and be used for project reporting Activities are used in addition to Clients Jobs and Tasks to group or categorise the work being performed Activities are not tied into any project and can be used across any Client Job or Task E g Activities could be Design Documentation Testing etc This section will walk through the creation of the projects and explain the setup options To maintain projects you must be in either the Admin Project Manager or Project Administrator roles To view or edit the Rate
67. emove any proprietary notices or labels on the Software WARRANTY ComIT Solutions Pty Ltd warrants that for a period of sixty 60 days from the date of acquisition the Software if operated as directed will substantially achieve the functionality described in the Documentation ComIT Solutions Pty Ltd does not warrant however that your use of the Software will be uninterrupted or that the operation of the Software will b rror fr or secure ComIT Solutions Pty Ltd also warrants that the media containing the Software if provided by ComIT Solutions Pty Ltd is free from defects in material and workmanship and will so remain for sixty 60 days from the date you acquired the Software ComIT Solutions Pty Ltd s sole liability for any breach of this warranty shall be in ComIT Solutions Pty Ltd s sole discretion i to replace your defective media or ii to advise you how to achieve substantially the same functionality with the Software as described in the Documentation through a procedure different from that set forth in the Documentation or iii if the above remedies are impracticable to refund the license f you paid for the Software Repaired corrected or replaced Software and Documentation shall be covered by this limited warranty for the period remaining under the warranty that covered the original Software or if longer for thirty
68. es User Filter Invoice Status OK Cancel Logon Times UserID carter Licence Registered Available standard reports are displayed in the tree view as shown above To run reports first select the report name The filter panel will be shown as above if the report requires filters Use the following steps to create a filter for the report 1 Select the Times User to filter on leave blank for all users 2 Select the required date range of time entries to include Click on the down arrow to display a calendar to choose the required dates 22 August 2009 Page 44 of 70 Times Deskt op User Documentation 3 Select the Client and Job filters if required Note To select a Job first select a Client Only Jobs for the selected Client will then be displayed 4 Selectan existing Invoice if required Note If selecting an existing invoice all other filter selections will be ignored 5 Select the required Invoice status Invoiced Not invoiced or Le To only include entries not yet invoiced select Not Invoiced 6 Click OK to run the report 22 Times Professional Version 1 5 0 of 4 gt Page Width Reporting ComIT Solutions Pty Ltd spam Standard Reports 2A Sce by Summary Genta Job Summary Report invoice Summary Period 1 05 1997 co 22 08 2000 Job Summary tient Eduro involoed Un involosd un involued Advanced Reports Monthly
69. f direct to the client direct Note the Invoice Client will be used to obtain the contact and address details for the invoice report Select the invoice Date to record against this invoice 4 Selectthe check box against any expense records to include on this invoice a To add additional expenses first create the invoice and then refer to the Invoicing Expenses section 5 Click the Save toolbar button to save the invoice and mark all included entries as invoiced 9 After creating an invoice the Invoices form will be displayed Select the new invoice from the list and click the Print tab to view the Invoice report To cancel a new invoice click the Delete button on the toolbar or navigate to a different module 22 August 2009 Page 56 of 70 Times Desktop User Documentation Documentation REGISTRATION Times Desktop is a licensed application which must be registered to continue to use it after the trial period To purchase a licence please go to www handango com and type Times Professional in the search field Once the licence fee has been paid you will receive an order confirmation email with your serial key enclosed When registering you will be required to supply your registration name If also using the PDA application this MUST be the Owner name from your PDA exactly as displayed in the middle of the Registration form when you start the PDA application If you are not using the PDA application then use your name as the re
70. fab Column Name Data Type Allow Nul T ClientActivityRates T7 Column Name Data Type Allow Nulls 8 UID int ID dtID nvarchar g 2 Client dtClient nvarchar 0 dilDinvarchar Start Date datetime Client Desc dtDescriptioniny 7 Client dtClientinvarchar Start_Time datetime Client_Rate dtRate money 7 2 Activity dtActivity vare raced End_Time datetime Client_Active_Flag dtFlag bit Foco Client dtClient nwarchar 2 Client Activity dtDescriptioninv vi m Client Shared Flag dtFlag bit Client Acivity diRatemmoney Job dtJobinvarchar 50 7 Rec No dtRecNo int Client Activity Rate_ dtFlagibit Task dtTask nvarcharf 7 UpdateDate datetime 7 Client Activity Over diFlagibit Activity dtActivity invarc 7 UpdatedBy dtName nvarcha 7 No diRecNo int Hrs dtHrs float v UpdateDate dame Non Charge Hrs dtHrs float UpdatedBy dtName nvarcha Non Charge Flag dtFlagibit Details diDetails nvarch Ovenide Rate dtRate money vi 8 Amount dtAmount money Jobs T exc Invoiced Flag dtFlag bit Column Name Data Type Allow Nul PETI Invoice ID nyarchar S0 UID int Activities diD nvarchar g A Column Name Data Type Allow Nul Invoiced Rate diRateimoney v i i E vi 2 Client UID int Invoiced Amount dtAmount imoney 7 Job dtJob nwarcharf50 ID dtD nvarchar 8 Cus
71. g or selecting the values from the lists and pressing TAB to move to the next field Repeat for all entries and click Save when finished The default fields within a Times Entry are described below The ID is the Times User ID who owns the entry Select the date on which the work took place Specify the time the work started Highlight and delete the existing time text and enter the new time using any standard time format The following formats are amongst those supported 09 00 AM 9 00 AM 09 00 9 00 900 0900 Specify the time the work finished The Hrs will automatically be updated to the difference between the start and end times Enter or select the duration for this entry The End time will automatically be updated to the start time plus duration Breaks are non chargeable periods to be deducted from the Hrs entered i e Start at 8am End at 5pm with a lunch Break of Ihr Thus a total chargeable time of 8 hrs Check this field if you do not want to charge for this time entry The client code identifying who the work is for Type or use the drop down list of available clients Refer to Maintaining Lookups for details on creating the client list Optional The job code identifying the job for the selected client Type in or use the drop down list of available jobs The list of jobs is dependent on the selected client First select the client and then select the required job Refer to Maintaining Lookups for details on creating
72. gistration name This will be used to create your serial key If you do not supply this code then we cannot create your serial key Note the registration name is case sensitive TRIAL You may use the Times application for a trial period to assess its suitability Whilst in trial mode the application is fully functional Once the trial has expired you will not be allowed to log onto the application until you enter your registration details Registration Form Registration imm m Solutions Times Professional Version 1 5 0 0 Registered Thank you Logon Times Registration Stephen Carter Serial Key 12349 Clear Cancel Copyright 2009 ComlT Solutions Pty Ltd After receiving your serial key open the Registration form using the Help Registration menu item or if your trial has already expired then this will open automatically when you try to logon Enter your registration name and serial key exactly as shown on your order confirmation email and click Register If you wish to remove the registration from your Logon i e if you will be changing your Logon name then open the Registration form and click Clear 22 August 2009 Page 57 of 70 Times Deskt op User Documentation SUPPORT Times Desktop has been tested on multiple PCs and software configurations Although we have taken every step to ensure the application runs without issue no software is bug free If in the unlikely event you experience a problem please firs
73. ice are displayed in the middle of the Details tab These can be added removed deleted or updated at any time For details on using the Expense grid refer to the Expenses section Right click on the Expense grid to display the context menu of actions available Add Expense 27 Remove Expense Delete Expense Expense Creates a new Expense record and sets the invoice details to the current invoice number and date e Remove Expense Removes an expense from the current invoice but does not delete it e Delete Expense Deletes the expense record and removes it from the invoice Payments Payments recorded for the invoice are displayed at the bottom of the Details tab Payments can be added updated or deleted at any time To update a payment edit the details directly in the payments grid To add or delete a payment use the right click context menu on the payments grid Add Payment Delete Payment When adding a payment the Payment form below will be displayed The fields on the payment form are automatically populated with the invoice number date and total outstanding amounts Le the Net Tax and Gross amounts will automatically be set to the total outstanding amount for the selected invoice If the invoice contains multiple clients the amounts displayed will reflect the total outstanding amounts for all clients Allocation Invoice No 99999999 CLR Client Auto Payment Date 15 07 2008
74. id To create a chart first create an advanced report and view the results then click the Chart Tab a graph will be created and displayed as below Ie File Tools Help nme Chart Type Stacked Column x 14 6 Standard Reports Advanced Reports 5 Saved Reports g licer How icecnz sigma 7 0 Invoices m Design Filter Crosstab Chart Licence Registered UserID carter Use the chart toolbar to customise the graph Chart Type The type of graph to render Line Column Pie etc 3 Displayed the selected chart in 3D mode Hip Swap the X and Y data of the graph X Y Z amp Zm Change the orientation of a 3D graph by rotating in the X Y Z axis Use Zm to zoom in and out of the graph You can also drag the orientation by pressing the Alt key whist dragging the chart displayed 22 Times Professional Version 15 0 File Tools Help Navigation Chart Type Stacked Column x 144 v Reporting Standard Reports D Advanced Reports 5 Saved Reports g Invoices Design Filter Crosstab Chart Licence Registered UserID carter To save a chart image right click on the chart and select Save Chart Image Specify the file name and type and click Save 22 August 2009 Page 50 of 70 Time
75. ify the payment amount manually Payment Example The following steps explain the simplest method to apply a full payment 1 Open the Invoices module 2 Double click on the require invoice 3 Right click on the Payments grid and select Add Payment 4 Check the payment amount and Click OK to save the Payment To apply partial payments perform the following 1 Open the Invoices module Double click on the require invoice Right click on the Payments grid and select Add Payment Clear the Auto check box Select the client from the Client list Set the Gross amount for the partial payment Click OK to save the Payment SLO SR tS Invoice Printing To view and print invoices first highlight the required invoice rows in the Summary tab and then click the Print tab To output the invoice to PDF format use the drop down arrow next to the save icon and select PDF 22 August 2009 Page 54 of 70 Times Deskt op User Documentation Creating Invoices To create or update an invoice click the Invoices button on the navigator Make sure the Summary tab is displayed and click the New button on the toolbar The invoice selection form will be displayed as below gt Times Professional Version 1 5 0 ile Tools Help Reporting Standard Reports d Advanced Reports Saved Reports 5 Invoices Logon Times 200 000 t User Filter User Date Filter Start Date 01 01 03 gt Invoice Status AllInvoices
76. ignon replace all references of DOMAIN UserName with your required domain and username For SQL Signon replace all references of TimesLocal with your required SQL Signon user name and replace the password YourPassword with your new password 4 Save the file as c SQLSCRIPT sql 5 Close the Desktop application if necessary 6 Open a command prompt windows using Start Run and typing cmd Click OK 7 Change to the 501 Server Tool directory cd C Program Files Microsoft SQL Server 90 Tools Binn 8 Run the following command replace local SQLExpress with your server name and instance SQLCMD S local SQLExpress i c SQLScript sql 9 Review the command output for any errors HOW TO REMOVE AN delete an SQL Signon follow these steps SQL LOGIN 1 Close the Desktop application 2 Open a command prompt windows using Start Run and typing cmd Click OK 3 Change to the 501 Server Tool directory cd C Program Files Microsoft SQL Server 90 Tools Binn 4 Run the following command replace local SQLExpress with your server name and instance and replace TimesLocal with the user to delete SQLCMD S local NSQLExpress Q DROP LOGIN TimesLocal 5 Review the command output for any errors HOW TO CHECK IF SQL 501 server 15 a Service application which runs in the IS RUNNING background on a PC and should be started automatically when your PC boots To check the status of the service perform the following 1
77. ing FALSE System String report Specifies ISO Standard weeks should ISO Weeks True System Boolean be used for week numbers Specifies whether the selection of valid Client Job from the list is mandatory 0 free text entry 1 list Lock_Dropdowns TRUE System Boolean selection only Specifies whether invoiced entries can be edited 0 unlocked 1 Lock_Invoiced_Records TRUE System Boolean locked no changes allowed Lock PDA Invoices 1 TRUE System Boolean the PDA 0 unlocked 1 locked Control access to the lookup Lock PDA Lookups 1 TRUE System Boolean unlocked 1 locked Control access to the System Settings on the PDA 0 unlocked 1 Lock PDA SystemSettings 1 TRUE System Boolean locked Stops edits to entries on or before the date specified Use to restrict new Lock Period 1900 01 01 TRUE System DateTime entries or edits to invoiced periods Cash Account American Values to appear in the Methods list Express Diners Mastercard Vi when entering an expense Command Payment Method sa Other TRUE System String separated list in order of appearance Payment_Terms FALSE System Int32 No days for payment on invoice report FALSE System Boolean Send Invoice data to PDA s TRUE System Decimal Sales Tax to add to Net Charge 1 5 0 0 FALSE System String DO NOT CHANGE THIS Day week starts on 0 Sunday 1 Week_Start_Day FALSE System Int32 Monday 6 Saturday Managing System Parameters DO NOT change the parameter name o
78. ing the invoicing process Client The client who should be billed for the expense Refer to Maintaining Lookups for details on creating the client list Job The job code relating to the expense if required Refer to Maintaining Lookups for details on creating the job list Optional Method payment method use to pay the expense Refer to System Settings for details on updating the list or payment methods Optional Net The expense amount before tax If you enter this value the Tax and Gross amounts will be automatically calculated based on the Tax provided Eg Net Tax96 100 Gross Tax tax to use for this expense Defaults to the Tax Rate System Parameter Tax tax amount based on Net Tax If you override this amount then the Gross amount will be updated to equal the Net Tax amounts Gross Gross amount after tax If you enter this amount the Net and Tax amounts will be automatically calculated 22 August 2009 Page 40 of 70 Times Deskt op User Documentation RATE CALCULATION Times uses a rule based rate calculation engine to cater for all possible billing scenarios A rule defines the rate to be used based on a combination of Client Job Task and Activity specified on the Times entry There are eleven rules available though in reality most users will require only one or two rules e g hourly rates defined per Client or Activity etc The flexibility is available however to us
79. is running See FAQ How to check if SQL is Running Click OK and then update the connection settings For details on configuring the settings see the Connection Settings section After a connection has been made to the SQL server the application checks to see if the required databases can be accessed If not the message below will be displayed Database Connection Error Server Found but can not connect to TimesDB database Do you wish to create the database using the current settings Click No to update the settings This message SHOULD be displayed the first time you start the application If you want to customise the connection settings or database names click No otherwise click Yes to create the databases with the default settings Clicking Cancel will exit the application 22 August 2009 Page 11 of 70 Times Deskt op User Documentation Connection Settings Connections settings specific the databases to use for the Times and Security information During setup this form will be displayed if the SQL Server cannot be found or you click No before creating the databases To open the connection settings from within the application use the Tools Connections Settings menu Connection Settin imm Sm Server Instance SQLExpress Database Timed Authentication NT Authentication User Name Password Single DB V Save 1 Cancel The two tabs display the current connection information
80. ises the work performed regardless of Job 7 Write down a few sample time entries specifying if required the Client Job Task and Activity Write the hours and applied rate you would use 8 Repeat 7 for different Client Job Task and Activity scenarios 9 Determine which Clients Jobs Tasks and Activities should be shared between users i e do you need the same lookups for all users 10 Review your sample entries to determine how to configure your rates Le how do you charge for the hours worked Do you use flat rates per user e 22 August 2009 Page 21 of 70 Times Deskt op User Documentation different rates for each Client different rates for each Job specific rates per Client and Activity etc 11 Refer to the Rate Calculation section for the rate determination levels Start at the lowest level default flat rate per Times User and work up the list until you find the level which provides enough segmentation to assign your general rates Le you may normally charge by Client so list a rate for each Client 12 Determine if there are any exceptions to your general rates and the appropriate level to which to assign these Le for client A you may charge different rates based on the type of work being performed Therefore list the Client Activity and specific rate to use these will be entered as Client Rates 13 Repeat 12 for all your different rate scenarios working up the list 14 You should now be ready
81. ith a specific rate The system will always use specific owned project records over shared of the same name Note if a project record is shared and no users are selected it will be available to all users 22 August 2009 Page 22 of 70 Times Desktop User Documentation Documentation Projects The AII Projects form displays a tree view of all Clients Jobs and Tasks defined 71 Times Professional Version 15 0 File Tools Help to B f G amp GNZ 2 GenePharm Client Item ID K amp S ca KMartCogno Client MillenniumlT H E ORICA amp Pen Shared PBRCBS 2 PBRComIT Rate PLIT PMP Contact Active Address ands SERVIER 1 Cognos Pilot 2 Training 7 RR2 amp 8 BEPICS and Sales reportting for Manuf Data Review Dev Nom J UAT Assist with UAT Activity Override Rates EE Ed 9 Costings Datamart and EIS ASW DW Migration to ASW datawareht BI Finance Client Override Rates Fin Finance reporting Hardware Review iG es 4 ReportNet Server Install SalesSpec Sales Specification and revie a VS Vendor Selection wH3 Retail Health Care Spotless P T n Description Times UserID carter Licence Registered The levels in the tree are e Times User The owner of the project information Use the Use
82. le name of the rdlc report file without the rdlc extension RequiresPrompts Specifies that this reports requires the standard filters i e the stored procedure specified has the standard input parameters defined e ProcedureName The stored procedure to execute for this report The ReportPackage xml file is identical to Reports xml with the addition of a ProcedureSQL element A sample report element is show below report name Sample Report gt lt group gt Sample Reports lt group gt lt filename gt SampleReport lt filename gt lt requiresprompts gt true lt requiresprompts gt lt procedurename gt spr Report TimesDetail lt procedurename gt lt proceduresql gt lt CDATA 112 lt 1 gt report 22 August 2009 Page 59 of 70 Times Deskt op User Documentation e ProcedureSQL The SQL commands inside the CDATA tag are executed when the report is imported Use this to create or update procedures required by the report When creating reports you must update the ReportPackage xml file manually for each new report added Refer to the ReportPackage xml in the sample project for an example of two new report configurations STANDARD PROMPTS To create a report which uses the standard filters you must set the RequiresPrompts element to true The application then assumes the stored procedure name supplied implements the standard parameters as defined below e UserID dtID The User ID sele
83. n starting the Times Desktop application To resolve the issu EXISTS first determine if you want to keep the data within the old database files Option 1 Keep data and reattach the data files 1 Close the Desktop application 2 Open a command prompt windows using Start Run and typing cmd Click OK 3 Change to the 501 Server Tool directory cd C Program Files Microsoft SQL Server 90 Tools Binn 4 Run the following command replace local SQLExpress with your server name and instance and replace path to the Times data files with your database paths if necessary SQLCMD S local NSQLExpress Q CREATE DATABASE Times ON FILENAME N C Program Files Microsoft SQL Server MSSQL 1 MSSQL Data Times mdf FILENAME N C Program Files Microsoft SQL Server MSSQL 1 MSSQL Data Times_ log LDF FOR ATTACH 5 Review the command output for any errors 22 August 2009 Page 64 of 70 Times Deskt op User Documentation Option 2 Delete old data files To remove the old data files delete the Times mdf and Times log ldf files located in the C Program Files Microsoft SQL Server MSSQL 1 MSSQL Data folder Restart the Times Desktop and a new database files will be created HOW TO CREATEA To access the SQL Database from a remote PC you will need to create a new Login on the SQL Service It is recommended that NEW DATABASE LOGIN you use Windows authentication r
84. n with Admin or Project Administrator permissions you can select the Times User you wish to impersonate Otherwise the filter is not displayed Use these buttons to Add Save Delete Append and Duplicate records The action performed will depend on the module displayed i e on the Time Entry module these will add save and delete time entries The Append and Duplicate actions will copy an existing entry and create a new entry either following the existing or with the same details as the existing Use the data filter to view or refresh the current selected period First select the Day Week or Month button 1 7 and 31 on the toolbar and then use the left and right arrows to display prior and next periods To view custom periods specify the start and end dates in the Data Filter and click Set Display modes consist of a filter grid and card view Use the Filter button to display column filters in the grid to permit custom filtering of the data selected Use the Grid and Card buttons to change the view of the data displayed 22 August 2009 Page 33 of 70 Times Deskt op User Documentation ID Date Start End Hrs Breaks No Charge N C Client Job Task Activity Details Amt Rate Creating Time Entries To create a new time entry you must first be logged on with Data Entry or Admin permissions Use the New button on the toolbar or press CTRL N to create a new record Complete the entry details by typin
85. new PC 4 Launch the Times Desktop application on the new PC Allow the database to be created as normal 5 Use the Tools Import Database function to import all your data into the new database 6 Close and restart the application R PC and Database Install to a Single PC The installation of the PC and Database applications has been automated as much as possible Please follow the steps below to install all components on a single PC 1 Before continuing please make sure you are logged on to your PC with Administrative privileges otherwise the installation will fail 2 Itis recommended that you create a system restore point You can later use this to undo any system changes made by this installation should any critical errors occur See FAQ Creating a Restore Point for details 3 If installing on Vista it is recommended you turn off User Account Control UAC during the installation See FAQ How to Turn User Account Control Off or On in Vista for details 4 Ifyou are using local firewall software this may prevent the database and application from starting correctly Please review any messages which appear and permit full network access to the SQL server and Times Desktop and SQL Browser applications 5 Opena web browser and navigate to http www comit com au ppc times 22 August 2009 Page 10 of 70 Times Deskt op User Documentation 6 Click the Install button this will download the setup application 7 Click Run
86. ng a client will also delete all related jobs tasks and client override rates If you delete these records the rate calculation will not be able to determine the charge for any Times entries not yet invoiced It is suggested you do not delete clients or the related records but set them to inactive instead Jobs To display the list of jobs click the Jobs button on the navigator The Jobs form below will be displayed 2 Times Professional Version File Tools Help BAX Navigation Maintenance ID Client Job Active Shared Defaut EstHrs Descri 7 Carter Sigma 8 30 BEPIC Drag a column header here to group by that column All Projects Carter Sigma 3 7 v 375 Costing 35 Sigma ASW DW Migrati Bix CARTER Sigma BI Finance Activities Carter Sigma Fin Financ e CARTER Sigma Hardware Review Carter Sigma IBS Clients Carter Sigma ReportNet Server Carter Sigma SalesSpec Sales i Sigma 5 Vendor Carter Sigma WH3 Retail carter Spotless EBS UAT carter Spotless Install Installa Carter TecDev TCP COMS Secure CARTER Top Shelf MSAccSup Install Carter Vectus 1 Postel Logon Times UserID carter Licence Registered The fields within a Job are described below ID The ID is the Times User ID who owns the Job record Client The client code identifying the parent Client for this Job record Job job code i
87. no other rate derived from clients jobs tasks etc 5 Click update to save the changes Ho Ux p To update an existing Times User select the User from the list and change the required details Click Update to save the changes To delete a Times User from the system right click on the User and select Delete User Note If the Times User has time entry data against it then it will not be deleted Parameters System Parameters control global setting within the application E g your company name address tax rate etc Use the Parameters tab to display all the System Parameters and customise the values with your settings A System Settings System Parameters Parameter Value Company_Address Your address details nUse the System Settir Company_Fax Company_Fax Setting E Company Logo file 44PP_FOLDER CompanyLogo bmp Company_Name Your Company Name Company_No Company_No Setting Company_No_Label Company_No_Label Setting Company No2 Company No2 Setting lt Details Parameter Value Shared O DataType System String Each parameter has a value shared flag specifies that parameter will be copied to the PDA and a data type used to validate the value entered Parameters are primarily used within reports and to control features of the application The following table describes the default parameters 22 August 2009 Page 17 of 70 Times Deskt op User Documentation Parameter N
88. nt you must specify the new Activity Override Rates which apply to that job If possible consider Client Job Activity or Client Override Rates first Before entering these rates you must first setup your Client Job and Activity lookups To display the list of rates click the Activity Override Rates button on the navigator the form below will be displayed Note you must have Finance Administrator permissions to view and edit Activity Override Rates 2 Times Professional Versio File Tools Help m Navigation Maintenance All Projects Drag a column header here to group by that column Activity Rework Shared Rate Description 123 00 Special rate for Sigma rework Costing Client Job Sigma 9 Client Override Rates Logon Times UserID carter Licence Registered The fields within an Activity Override Rate are described below The ID is the Times User ID who owns the Activity Override Rate record The client code identifying the parent Client for this record The job code identifying the parent Job for this record The activity code identifying which Activity to apply the rate to Refer to Considerations Shared The hourly charge out rate to use for time entries against this client and job and activity This rate is mandatory Refer to the Rate Calculation section for details 22 August 2009 Page 30 of 70 Times Deskt op User Documentation Description de
89. or all Times Users 6 Project Manager Can view and update clients jobs tasks and activities for the specified Times Users only If you are the only user or you are not concerned with security simply assign each logon to the Admin role Otherwise assign the roles required for each logon based on their function E g in a company with many users each person entering time and expense data would be granted Data Entry and Data Reader access The person responsible for adding Clients Jobs etc would be given Project Administrator access and possibly Finance Manager if they also control the rates One person would be granted Admin access for maintaining logons and settings Note Each logon requires a licence which must be entered on the Registration form after logging on 22 August 2009 Page 15 of 70 Times Deskt op User Documentation Managing Logons To create a new Logon follow these steps Right click in the Logons list and select Add Logon Enter the new Logon User name must be unique in the list Enter the Password Re enter the Password Select the required roles Select or type in the Times User must be the same as used on the PDA for this logon 7 Click update to save the changes Ex To update an existing Logon select the Logon from the list and change the required settings Click Update to save the changes To delete a Logon from the system right click on the Logon and select Delete Logon
90. or the Security database is a standard ASPNETDB utilising Memberships Roles and Profiles If you already have a central security database based on this schema then you can set the Security connection to point to this The Application Name used by default is Times this will be added to your Security database when the application starts To 22 August 2009 Page 12 of 70 Times Deskt op User Documentation change the application name update the TimesDesktop exe config file and set the applicationName properties as required DATABASE UPDATE After saving the connection settings or accepting the defaults the application will try to connect to the databases If the databases do not existing they will be created and the form below will be displayed tj Times Desktop Database update in progress Please wait After the databases have been created a message similar to below will be displayed 1 Database TimesTest2 was created successfully If you receive any other message or error please refer to the FAQ section If you cannot resolve the issue then please contact support After the databases have been configured the application will start and display the Logon form On subsequent restarts the previous messages should not be displayed unless there is a problem with the database connections If so please check the connection settings SQL server status and any firewalls which may be blocking the connection 22 August 2009 Page
91. ou must accept the EULA s d The application and any additional required components will be downloaded an installed 2 Start the application using the Start All Programs Times Desktop menu link 3 The first time the application is run it will prompt to create the database follow the on screen messages and click Yes to create the database with the existing settings 4 When the Logon screen appears logon with User Name Times Password Times 5 When the main form appears click Tools and System Settings 6 Click the Times Users tab 7 Enter new Times User and User ID which will identify your data 8 Click Update your new user should appear in the list above 9 Click the Logons tab 10 Click on the Times logon in the list 11 Select your new Times User in the drop down list at the bottom of the form 12 Click Update the Times logon will be updated in the list with the selected Times User ID 13 Click the Parameters Tab 14 Click on each parameter in turn and update the Value field as necessary do not change the parameter name Click Update to save after each change DO NOT CHANGE THE VERSION PARAMETER 15 Click Close to return to the main form 16 Select your Times User ID from the User list 17 Enter Lookup data Click Maintenance a Edit the Clients if required b Edit the Jobs if required c Edit the Tasks if required d Edit the Activities if required e Click Save click No to update existing records 18 Click Data Entry 19
92. pdating the project items are covered in the following sections 22 August 2009 Page 24 of 70 Times Deskt op User Documentation Activities Activities are used to describe the type of work being performed As Activities are not related to a project they are typically generic and categorise time entries across multiple Clients Jobs and Tasks Your list of Activities could include Administration Design Documentation Meetings Support and Testing etc Click the Activities button on the navigator to display the Activities form below 21 Times Professional Version 1 5 0 File Tools Help Drag a column header here to group by that column ID Activity Override Client Rate Times Administration Activities Times Analysis Times Annual Leave e Times Code Clients ID Active Stephen Carter steve hind steven galea ID Activity Override Client Rate Times Consulting Times Conversion Upgrade Activity Override Rates Times Cubes Times Dashboard Times Data Issues Client Dverride Hates Times Database Administration 1 Times Design Concept Times Documentation Times EP Model Dev Times Framework Expense Categories Times Hardware Config Times mplementation of Systems Times nstallation Times Leave Other SSS S S S I Times Meeting Logon Times User ID Licence Registered You can edit existing activities directly on the grid or create a new Activity by pressing the New toolbar
93. r data type for any of the existing parameters To update a parameter select the parameter from the list and change the Value field Click Update after each change to save the changes 22 August 2009 Page 18 of 70 Times Deskt op User Documentation change the logo which appears on a number of reports replace the r CompanyLogo bmp file in the install directory with your own image Alternatively r update the Company Logo parameter to point to an existing file on your PC To create a new parameter i e for use in a new formatted report follow these steps Right click in the Parameters list and select Add Parameter Enter the name or the new parameter must be unique End the value of the parameter Leave the shared box unchecked Select the data type a Use System String for all text values b Use System Int32 for all whole numbers c Use System Decimal for all fractional numbers d Use System Boolean for logic values 1 or 0 6 Click Update to save the new parameter The address parameter supports multi line entries when displayed on a report To create a new line within the parameter Value type n where you wish the new line to appear ipe pas To delete a parameter from the system right click on the parameter and select Delete Parameter WARNING DONO CHANGE THE PARAMETER NAME DATA TYPE OR DELETE ANY DEFAULT PARAMETERS LISTED ABOVE Doing so will cause system instalbility Only delete parameters which
94. r filter in the tool bar to select a specific Users projects o Clients The Clients owned by the parent Times User Jobs The Jobs for the parent Client e Tasks The Tasks defined for the parent Job If there are any special activity rates defined these will appear as additional nodes in the tree under their related Client or Job There is a right click context menu on the tree view to perform specific tasks such as adding new Clients Jobs etc The available items in the menu are dependent on the type of node selected E g No selected node Only Add Client enabled Client node selected Add Job Add Client Rate and Copy Client enabled etc Active Only Add Job Add Client Rate Copy Client You can also use the New and Delete toolbar buttons to add or remove project items 22 August 2009 Page 23 of 70 Times Desktop User Documentation Documentation By default only Active project details are displayed To view all projects uncheck the Active Only menu item as shown above To display the details of an existing client job or task click on the required node in the tree and the panel on the right will display the corresponding information As shown below the job details are being displayed for the selected job node 227 Times Professional Version 15 0 File Tools Help ca G amp GNZ e GenePharm Item Carter K amp S KMartCogno Signa Millenniurl T 1 8 8
95. rovided e Standard Predefined formatted reports suitable for printing e Advanced Adhoc queries for data exploration specific analysis or exporting e Invoices Creating and managing invoices from your time and expense data This section will outline each reporting function and describe the customisations that can be made To view the reporting modules click Reporting on the navigator Report Parameters A number of report parameters are defined in the System Settings Parameters form E g Company name address etc Refer to the Managing System Parameters for details Standard Reports Standard reports are designed using the MS SQL Reporting tool A range of summary and detail reports are included with the standard installation These can be extended if you have the appropriate tools such as Visual Studio 2005 Refer to Appendix A for details on creating new reports or our web site to download additional reports To use a standard report click the Standard Reports button on the navigator 2 Times Professional Version 1 5 0 File Tools Help 21 618 Detail Reports Reporting E Day Detail Expense Detail User AllInvoices 1 on Times Detail nvoice Standard Reports zi Summary Reports AES Es Not Invoiced 12 Expense Summary Start Date 01 06 09 3 f Invoice Summary End Date 22 08 03 Advanced Reports Monthly Job Summar B Client Job Filter Saved Reports Client g Job Invoic
96. s Desktop User Documentation Documentation Saved Reports Advanced report designs can be saved and later reused by all users After creating an advanced report and viewing the results use the Save toolbar button to create a new saved report To view existing Saved reports use the Saved Reports button on the navigator Times Professional Version 1 5 0 File Tools Help MA kw 1 4 A 2 to Saved Reports Reporting Report Description Client Job Day Hours Count of Records Record Count by User Standard Reports Daily Hours Summary m Week Client Job Task s Advanced Reports ls Saved Reports g Invoices Times UserID carter Licence Registered All saved reports available are listed as shown above To run a saved report either double click on the report item or select the report and click Run The report design will be displayed on the Advanced Report design page Update and run the report as necessary Refer to Advanced Reports section for details 22 August 2009 Page 51 of 70 Times Deskt op User Documentation INVOICING Invoicing summarises your time and expense data and produces a professional formatted report To view existing invoices or create a new invoice click the Invoices button on the Reporting navigator Note you must be part of the Finance Manager role 221 Times Professional Version 1 5 0 ile Tools Help Invoice Client Date
97. scription detailing the use of this rate Optional Client Override Rates Client Override Rates are used to apply particular rates for time entries against specific Client and Activity combinations regardless of Job These provide a good degree of control over the rate applied to each time entry without having to specify rates at the job level Refer to the Rates Calculation section for detail on the rate determination levels It is recommended you use these rates if you have predefined agreements with each client for the rate charged by activity Once setup these rates would then automatically apply to apply to all jobs created for that client If you do not need to segment your rates by Client and Activity consider specifying rates at the Client or Activity level only Before entering these rates you must first setup your Client and Activity lookups To display the list of rates click the Client Override Rates button on the navigator the form below will be displayed Note you must have Finance Administrator permissions to view and edit Client Override Rates File Tools Help Navigation Drag a column header here to group by that column E Client Activity i Shared Rate Description Carter Sigma Design i 123 00 Special rate Activity Override Rates a Client Override Rates Logon Times UserID carter Licence Registered The fields within a Client Override Rate are described below ID
98. se as columns and select this from the Column selection list 2 Select the metric numeric values to appear in the grid required from the Measure selection list Note Only numeric fields will be displayed in the Measure list Select the Aggregate method to use when aggregating the measure values 4 Deselect any fields you do not need in the report Typically all other metric fields should be deselected so not to cause unnecessary grouping E g Records 9 Click Build to create the Crosstab and display it in the Results grid 27 Times Professional Version 1 5 0 File Tools Help Crosstab Drag a column header here to group by that column Activity AHSA DOJ GkGNZ E Item PBRComIT Standard Reports gt Admin 425 1 025 Code 277 9366669 B2 Advanced Reports Cubes 226 3333334 Dataentry 21 01 Saved Reports DBA 31 67 g Design 51 91666674 Documentation 775 Install 74 83666650 Invoices Data Entry Meeting Maintenance 4 um Date between 22 08 03 and 22 08 06 Design Filter Crosstab 1 Chart Logon Times UserID carter Licence Registered 22 August 2009 Page 49 of 70 Times Deskt op User Documentation Charts Charts can be produced to graphically display the Advanced Report Results in a Column Stacked Column Pie or Line graph The only requirement is that the numeric data you wish to plot must be the last column s in the Results gr
99. servers The security database is based on the ASPNET membership model If you already have a security database based on this model then you can utilise this otherwise a new database will be created by default If also using the PDA application the PDA would communicate directly with the SQL Database via a network or Active Sync connection Time sheet entries can be made on either the PDA PC or both When the PDA is synchronised the new and changed entries will be transferred between each system Times is designed to be multi user i e the same database can be used for multiple Times Desktop clients and be used to synchronise to multiple PDA devices This allows a number of users to enter time sheet data on their PC s or remotely on their PDA s and synchronise to a central database Consolidated invoicing and reporting may then be performed from the centralised database from any Client application 22 August 2009 Page 8 of 70 Times Deskt op User Documentation SYSTEM REQUIREMENTS PC Windows 2000 SPA 2003 Vista or Vista 64bit Min 256 MB Ram 512MB or more recommended 250MB hard disk free MS Net Framework 2 supplied with install if not already available SQL 2005 SP2 supplied with install if not already available SQL Report Viewer supplied with install if not already available PDA Pocket PC running 2003 ARM Only 2003SE or Windows Mobile 5 10Mb Storage memory free 15Mb Program memory Refer to the PDA man
100. t ensure you have followed the installation and setup instructions and reviewed the FAQ section If the problem persists please email all bugs and support related enquires to support comit com au and include Times Desktop Support in the email header To assist us we will require the following information 1 Registration No or serial key purchase date and contact details 2 Windows OS version 3 Available memory on your PC 4 detailed description of the problem If it is bug related an example of the operations performed which caused the problem 22 August 2009 Page 58 of 70 Times Deskt op User Documentation APPENDIX A CREATING REPORTS Warning This section contains technical information and assumes a familiarity with report design XML files and Visual Studio There is a great deal of information available on the internet and from Microsoft regarding the use and creation of reports in Visual Studio This section will outline how to use these tools to create additional reports for Times Desktop it will not explain how to design reports or use Visual Studio To create additional reports you will require Visual Studio Express Web Developer edition or above free from http msdn microsoft com vstudio express and the free MS Report Designer add in Visual Studio Standard edition and above already has the Report Designer included OVERVIEW The standard reports in Times Desktop utilise MS SQL Report Viewer and
101. t SQL Server 90 Tools Binn 3 Run the following command replace local SQLExpress with your server name and instance if necesary SQLCMD S local SQLExpress Q EXEC xp instance regwrite N HKEY LOCAL MACHINE un N Software Microsoft MSSQLServer MSSQLServer N LoginMode REG DWORD 2 4 Restart the SOL Service or PC 5 After the restart try the connection again HOW TO DELETE THE you wish to rebuild the Times database or uninstall SQL hen you must first delete the existing Times database TIMES PC DATABASE Server then y g 5 from the SQL Server WARNING Once deleted all data is lost and cannot be recovered unless you have a backup Follow these steps to delete the Times PC database 1 Close the Desktop application 2 Open a command prompt windows using Start Run and typing cmd Click OK 3 Change to the 501 Server Tool directory cd C Program Files Microsoft SQL Server 90 Tools Binn 4 Run the following command replace local SQLExpress with your server name and instance and replace Times with your database name if necessary SQLCMD S local SQLExpress Q DROP DATABASE Times 5 Review the command output for any errors If you restart the Times Desktop application again the database will be recreated CREATE DATABASE you have uninstalled and reinstall SQL server without first FAILED FILE ALREADY deleting the Times database you will receive this error whe
102. the Expenses button on the navigator Expenses Form File Tools Help m mg to 23 08 09 Navigation 9 Data Entry 6 Expense Date Invoice Invoice Date Client Job Category Method Net Tax Tax Gross 7 08 01 93 4 08 01 93 PBR Parts Account 161 20 100 1612 177 08 01 99 08 01 93 08 01 99 Calendar View 08 01 99 08 01 99 08 01 93 08 01 33 08 01 93 08 01 93 26 02 99 01 04 99 01 04 99 Drag a column header here to group by that column 08 01 93 PBR Parts Account 6271 100 1627 6E 08 01 93 PBR Parts Mastercard 329 81 100 3238 362 08 01 33 PBR Parts Mastercard 289 100 10 23 08 01 93 PBR Parts Mastercard 10281 100 1028 112 08 01 93 PBR Parts Cash 1745 100 175 1 08 01 93 PBR Parts Cash 18 08 100 1 81 sis 08 01 83 PBR Parts Mastercard 239 00 100 23 90 262 08 01 93 PBR Parts AmericanExp 176 65 100 1757 194 08 01 99 PBR Parts Mastercard 306 22 100 3052 33E 25 02 93 PBR Parts Mastercard 143 78 100 14 38 15 01 04 93 PBR Parts Account 119 75 100 11 98 131 01 04 93 PBR Parts Mastercard 5209 10 0 1521 5 01 04 93 01 04 93 PBR Parts Mastercard 120232 100 2023 222 01 04 99 01 04 99 PBR Parts Cash 3700 100 370 4 05 06 98 980605 05 06 98 PBR Parts Cash 69 90 100 6 99 7 05 06 98 980605 05 06 98 PBR Parts Mastercard 147 82 100 1478 05 06 38 980605 05 06 98 PBR Parts Mastercard 000 100 0 00 C 03 07 98 980703 03 07 98 Mastercard 250 00 100 25 00 28 08 98
103. to enter your lookups Shared Projects are specific to each Times User i e each user has their own specific list of Clients Jobs Tasks and Activities Sharing provides a means for multiple users to share a common list of Clients Jobs etc All components of a Project can be shared independently between all or selected users A Shared flag is displayed on the Client Job Task and Activity maintenance forms When a record is shared it is made available to all users by default If you need to restrict which users can view shared records then click Manage Users Select the required uses from the list displayed and click Save ID Times Client a Shared Users Job EIS Sales H Selected the users who should access to this item Active Default Leave blank to share with all users Manage Users B Rod Doyle Estimate Hrs sam scovill Shahid Ghaffar Rate stinivas Staeven Vallak Stephen Carter steve hind Description Save E g To create a single master list of all clients create all the client records under the same Times User and ensure you select Shared for each If you wish to share a client between selected users select Shared and then specify the users by clicking Manage Users It is possible to override a shared project record with a Times User specific record E g Client is shared and has a rate to be used for all users Times User Joe also has a Client A w
104. tom Not fiit Job Desc dtDescription nv Activity dtActivity nvarc Custom No2 float y Job Rate dtRate money Activity Rate dtRate money Mw Custom_No3 float v Job Active Flag diFlagibi m Activity Shared Flag dtFlagibit Custom het float v Job Est Hrs diHisifloat mi Activity dtFlagibit a Custom 5 float 7 a T Job_Shared Flag dtFlagibt No dtRecNoiint Dada 7 Job Default Flag diFlagibit UpdateDate datetime 7 od Custom nvarchar 50 7 Rec No dtRecNo int S UpdatedBy dtName nvarcha V Custom Text3 nvarchar 50 E LL Custom Text4 50 Time Project dtDesctiption ny v 4 marchar S0 d Custom Text5 harsa UpdateDate datetime 5 es varchar Y 3 1 Rec No diRecNo int m ix 4 D xx 4 m D 8 8 8 Tasks Column Name Data Type Allow Nulls ActivityRates Column Name Data Type Allow Nul 2 Stat Date datetime m Column Name Data Type Allow Nul UID int Code dtCode nvarchar EF ID dHDinvarchar invarcha iption nv dtID invarchar Day_Name dtDescription iny lient tClient nvarchar F1 iption i ne aa Client a ISO Code dtDescriptioniny q lol IJob nvarcha El i 3 Job dtJob nvarchar S0 Weekday smallint 2 Task m e iB Weekday Code dtCode nvarchar Izl 7 Activity dtActivityinvarc Task
105. ual for full details on the PDA requirements 22 August 2009 Page 9 of 70 Times Deskt op User Documentation INSTALLATION PDA Install Please refer to the Times User Manual for installation instructions for the PDA application Upgrading If upgrading from a prior version please follow the recommended steps below 1 Ifusing Times on your PDA then perform a sync to ensure all data on your PC is current Uninstall Times Desktop from your PC Follow the install instructions below Launch the Times Desktop application to complete the installation When starting the application your existing database will be updated If you have used custom connection details i e database name or credentials you must re enter these when starting the application 6 Upgrade the PDA application to the same version before trying to perform another sync po Migrating to a new PC The simplest way to migrate to a new PC is to use the Export and Import database functions from within the application These are available in version 1 4 and above If migrating from a version prior to this we recommend first updating to V 1 4 and then following the procedure below Steps to migrate to a new PC 1 On the existing PC launch the Times Desktop application and use the Tools Export Database function to create a new export file 2 Install Times Desktop on the new PC by following the steps below Copy the export file create above to the
106. ugust 2009 Page 55 of 70 Times Deskt op User Documentation 22 Times Professional Version 1 5 0 File Tools Help Ome 5 Navigation Invoices Details Reporting Invoice Summary Invoice Net A Expense Net Invoice Client PMP Total Net Standard Reports Invoce Date 22 08 09 Gross 9 666 53 s Invoices Lines Advanced Reports H Client Start End Rate Hrs Net Tax Gross PMP 06 01 03 31 01 03 75 00 11717 8787 75 1878 78 3 655 53 Saved Reports g Invoices Select Expenses V Filtered Client Details Select View Invoice UserlD carter Licence Registered The Invoice tab displays the details of the invoice to be created Time entries are summarised by client and rate to create the invoice lines shown in the centre of the form Any expenses not yet invoices are listed in the Select Expenses list at the bottom of the form To complete the invoice follow these steps Entera new invoice number or select an existing invoice to update a If updating an existing invoice you will be prompted to either append or replace the existing invoice when you click Save b Ifreplacing an existing invoice all current records against that invoice will be un invoiced before the new invoice is created 2 Select the Invoice Client This will default to the invoice line client but can be changed if the invoice should go to a third party Le to an agency instead o
107. ummar 5 Saved Reports Invoices m Times UserID carter Licence Registered 22 August 2009 Page 45 of 70 Times Desktop User Documentation Documentation Advanced Reports Advanced reports are used to create adhoc queries of your data based on a list of available fields To start the advanced report wizard click Advanced Reports on the navigator The field selection lists will be displayed Se Lir Available Fields Selected Fields Table Column Type Column Type e Times Custom No4 Numeric Client Text Times Custom No5 Numeric Activity Text Standard Reports Times Custom Text Net Hrs Numeric s y Times Custom Text2 Text Times Custom Text3 Text Advanced Reports Times Custom 4 Text m Times Custom Text5 Text 3 Times Details Text Times End Time Date Times Hrs Numeric ul Times ID Text T Times Invoice_ID Text Times Invoiced_Amount Numeric Times Invoiced_Flag Numeric Times Invoiced_Rate Numeric Times Job Text Times Job_UID Numeric Times Non_Charge_Flag Numeric Times Non_Charge_Hrs Numeric Times Override_Amount Numeric Times verride Rate Numeric Times Rec No Numeric Times Start Date Date Times Start Time Date Times Task Text Times Task UID Numeric Times Times UID Numeric Times UpdateD ate Date Times UpdatedBy Text Design Filter Results Crosstab Chart Reporting Saved Reports Invoices Maintenance Logon Times
108. urday 5 April 10 00am 12 00pm Client PBRCBS Wednesday 2 April 6 00am 7 00am Client 7 00am 9 30am Client 9 30 5 30 Client 5 30 7 30 Client Sunday 6 April Logon Times User ID 22 August 2009 Page 36 of 70 Times Deskt op User Documentation Day View Multi Day View To navigate between months use the Prior and Next toolbar buttons March 2003 MTWwWTFSS Monday 31 March 12 3456789 1011121314 15 16 1718192021 22 23 24 25 26 27 28 23 30 Data Entry Time Entry Client 11 31 April 2003 Calendar View MTWwWTFSS 123456 Client Sa 8 91011 1213 Job 5 gt 14 15 16 17 18 19 20 Task Expenses 21222324 25 26 27 Activity Meeting Details Design review meeting with WD 28 29 30 Merge Visible Group Name Client PMP Job SC Task Activity Design Details Design data series changes Logon Times User ID When in the day view you can highlight multiple days on the calendar to display a series of days together Click and hold the mouse down on the first day and drag the mouse to select all the days require L2 Times Professional Version 1 1 0 Mon 31 Mar Wed 2 Apr Thu 3 Apr Tue 1 Apr Fri 4 Apr Data Entry 17 3456789 1011121314 15 16 17 1819 20 21 22 23 Client PMP Job GG 1 Task
109. when prompted 8 Follow the onscreen prompts to download and install any required components You must accept any EULA s displayed Note depending on your existing PC setup and prior installs this step may download between up to 80Mb 9 Click Install when prompted to install the Times Desktop application This will download the application to your PC approximately 20Mb 10 Once the application is installed use the start menu link to launch the application Refer to the Configuring Times Desktop section for configuration details PC only install remote database Individual and advanced component installs are not included in this manual For advanced deployments please contact support Completing the Installation When the application is started it attempts to connect to the Times and Security databases configured in the connection settings These databases are not automatically created during the install as you may wish to customise the location and security settings to be used Before the databases can be created the application needs to connect to the server If it cannot connect the message below will be displayed Invalid Connection The database server specified For the TimesDB connection can not be Found Please set the connection settings This message should NOT be displayed if the local SQL server has been installed correctly If this does appear then you need to check your connection settings and make sure SQL server

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