User Manual
Contents
1. NNNM PLI TRACKING TO BILLING TIME MANAGEMENT SERVICE User Manual Table of Contents 15 SIMO adP adicere m 3 LEUTE 3 2 1 Administrator ACMI 4 2 2 Standard USErS m E 5 2 3 Project Manager and Project Manager 5 2 4 Subproject Manager and Subproject Manager 5 Paks COMDPINY REDON 6 ag 3 98 T Doom 6 2 6 7 34 7 32 Projects TE 7 m E 9 Als cuui domom H 9 A42 Time Registration 2 4 3 Project Management 24 21 Reporting ATGA 28 4 5 36 38 User Manual for timePO tracking to billing service 1 Short Description timePO is a complete tracking to billing time management service designed especially for small and medium sized companies working on billable projects timePO is divided into five clear sections helping the users easier find the section they need for a specific2. Public Holidays DIS Fields marked with are required Licenses 52229 Screenshot 4 1 4 1 1 1 Add New User On the default landing Administration page on the right side panel the admin can directly start creating a new user account From a different position admin has to click on Add new user 8 on top of the users tree In creating a new user the admin can define if it will be considered an employee or a collaborator 5 For more information about the difference please see section 2 2 in this User Manual Admin then completes all related information about the newly created user In the case of creating an employee account the admin must also define some contractual parameters such as required work hours days per week If no such settings are made the system will adopt the default settings for company work rules 9 Recommendation the admin should define the company settings described in section 4 1 4 after the first login on the tab Settings By defining there the default settings for Expected working hours every time they create a new user account those default general settings will be applied The last step of creating a new user account is the decision whether this new user should be an Administrator 2 d one or Company Reporter Also he can set if a user should be Project Manager If yes admin must assign the new user to one or more specific projects as PM At the end all information mus
3. Enabled Sub Project Enabled Task E Disabled Project Name Progress incita Start date End date Status Actions Projects planning section 18 00 25 03 2011 Enabled Ld Video collaboration 15 00 25 03 2011 Enabled Screenshot 4 8 24 4 3 1 Create new Project You cannot create projects as project manager or project manager deputy You will get the created projects from your company administrator together with an email notification After that you can edit your assigned project and create sub projects and tasks see screenshot 4 8 4 3 2 Edit Project or Sub Project Chose a project or sub project from the list 2 and then edit or remove information on the right side window You can click on the edit button A and make all the desired changes At the end of the editing mode click on accept to save all your edits see screenshot 4 8 4 3 3 Create Sub Project In order to create a sub project you need to select the relevant project from the Project Overview panel 2 and then click on the add sub project icon E The new window that appears will let you define and customize the sub project parameters After you have finished entering all the necessary information click on accept button to save the data The new sub project will appear directly on the left side tree 2 under the project it was connected to 4 3 4 Create Project or Sub Project Tasks In order
4. Expected working hours they influence calculations regarding working time overtime of users 7 Y Billing address of company v VAT number important for Company Reporter when creating invoices Enable Users to see their Overtime Account 6 Logo for customization acceptable files jpg gif png bmp 5 v Language for internationally working companies or with cross border activities 14 4 1 5 Public Holidays One of the most important settings that the administrator must make is to determine national holidays country region for his company Every country in the world has different national or even regional holidays This fact has a significant impact on the time accounts of all employees within the company and on all reports that will be generated Since this setting is so important a specially designed setup wizard ensures that the administrator must make this setting He will be guided by the setup wizard step by step The setup starts automatically after user has bought a timePO license package and tries to login into timePO for the first time The following four steps have to be completed To begin with the user checks if all his company data are correct If not he can change the information according to his needs An important setting is the Language 1 because this determines the default language for all new user accounts the administrator will create The graphical user interface of timePO inform
5. the other related items on the left side 3 4 5 6 7 get filtered accordingly For example if you drag a client 7 the project box 6 will be filtered to show only those projects related to the selected client 4 4 2 2 Saving as Template After you have customized your report generator with all the elements you d like to see in a Report you can also save as template before generating the report Simply click on save as template button name the template and it will show up immediately in the User Templates table in the Templates section point 3 on screenshot 4 13 4 4 2 3 Generating reports Generate Work Report Default user will get a report of their own data for the selected period and projects A Project Manager or Reporter will get in the report data from all subordinate project members for the selected projects to generate this type of report please drag and drop first the activity Work in the report generator screenshot 4 14 Generate Holiday Report Default user will get a report of their own holiday taken for the selected period A Project Manager or Reporter will receive holiday report for all the selected users Only users who are subordinate members of the managed projects can be selected by PM in this type of report to generate this type of report please drag and drop first the activity Holiday in the report generator screenshot 4 14 Generate Absence Report Default user will get a report of thei
6. i to Project Management Panel Subproject Manager Deputy SMD to Time Registration Panel the same as the Subproject Manager to Reporting Panel to my timePO Panel 91 to Time Registration Panel can generate Reports for all the projects and User in his Company Company Reporter CR i to Reporting Panel can register and edit his own time to mytimePO Panel change his own password can create generate invoices for all the Projectsin his company to Time Registration Panel can generate Reports for all the assigned projects and User to him Project Reporter PR to Reporting Panel can register and edit his own time to my timePO Panel change his own password _ create generate invoicesforalltheassignedProjects tohim qi Registration Panel can generate Reports only for his own data Default User Pme ist d edit hi ti employee or collaborator tomydimePDPanel change his own password r 3 Projects This chapter explains how projects are organized in timePO and how you can create your project based company structure and manage it 3 1 Wh
7. 4 active Employee Collaborator Users 2 Title Mr bg Adams Lilli First name a Becker Wolf Last name DA k NI tab Knapp Sabine Email Cowalski Ji lt Ko mm Jin B x Language English Projects amp Minuto Leandro Admin amp Nowak Bartosz Status Enabled Randall Thomas Starting date 24022011 15 taa Taylor Cecilia Administrator rights a Company Reporter rights Vacation days 0 i Should this user become a Project Manager Yes Icon Legend Settings 2 Project Manager amp Employee amp Collaborator A Disabled EN Fields marked with are required al 5 Enabled Project amp Disabled Project 1 Licenses Screenshot 2 1 Attention The administrators have access to confidential and sensitive data recorded in the Administration section thus they should use it with care 2 2 Standard Users Standard users represent the majority of the company users who will use timePO They are the project members Pme without any additional privileges The standard users can be either internal employees or collaborators The standard users can Y Register their own worked time holidays and absence periods Generate Reports from their own data user specific reports holiday reports timesheets etc 2 2 1 Employees Employees are defined generally by the internal members of the company which uses timePO as time manag
8. Start date End date 5 Package ID Name Status Invoice Public Holidays Screenshot 4 5 19 4 1 6 1 Possible actions on the Licenses tab A Admin can order a new license package for the company On the Licenses tab in the Administration panel the admin can order a new package by clicking on order new package button 4 At this point admin is redirected to the timePO website where new package is chosen and paid through the PayPal secure system After the payment is completed the new package will appear in the Package overview 3 list on the Licenses tab in the application see screenshot 4 5 B Admin can renew a current license package On the Licenses tab in the Administration panel the admin can re order an existing package by clicking on renew this package button 6 At this point admin is redirected directly to the PayPal secure system to pay for the package After the payment is completed the renewed period of the existing package will appear below the current package information see screenshot 4 5 4 1 6 2 Total Licenses On the Licenses tab in the Administration panel the admin can also have a complete view of the total packages bought by clicking on Total Licenses mark 3 On the right side of the window there will be a detailed overview of each package bought in the case that you buy more packages at the same time which is allowed and the potential overlapping of packages 6 see s
9. 6 4 2 Time Registration Area On this panel 1 you can register your daily time spent working on various projects and tasks On the Project Overview section 2 each user can only see the Projects Sub Projects and Tasks they are assigned A project can have more sub projects and tasks but a user will only see the ones assigned to them Users can only register their working time for a task and not in general for a project or sub project If you want to register time on projects and sub projects the project manager has to create a separate task for this purpose only Each employee also has a live time account overview on the right side 12 with the effort against the expected work load The collaborators have in the same place 12 only a general work overview as they don t have expected work hours set to calculate times against them On the area My Time Entries 9 the user can see all his entries within the selected period 10 By default the period shown automatically ranges from the first of the current month till the current day when the user is logged into timePO The user can change this period 10 to a special 21 one according to his needs Then he can click on the related green refresh button to update the table with the time entries the time entries made by the user can be displayed in calendar form instead of a table For this the user must click on the calendar icon 11 Another click in t
10. 80 00 a Add Project members Knapp Sabine Sabine Knapp Copy all Adams Lilli Lili Adams Kowalski Jan Jan Kowalski Nowak Bartosz Bartosz Nowak Icon Legend Randall Thomas Thomas Randall Copy Secundo Leandro leandro secundo Admin L Enabled Project Becker Wolf Wolf Becker Cecilia Cecilia Taylor 5 Enabled Sub Project Remove Enabled Task I4 Remove all gt Disabled Project Planned hours Name Progress Start date End date Status Actions Screenshot 4 10 26 4 3 6 Assign roles to your sub project members In order to assign various roles to existing project or sub project members the project manager has to perform the same steps as explained in sections 4 3 2 and 4 3 5 Choose the preferred sub project and click on right side window on the edit button Then click on next button to see the current role of every project member see screenshot 4 1 1 On the related table there is the possibility to edit the role of every user by clicking on the Edit icon item 1 on screenshot 4 11 After clicking on the Edit icon the project manager and his deputy can assign roles for the project members item 1 on screenshot 4 12 After the role assignment click on the Update button 2 to save the new role then click on the Accept button 3 to save the whole area with all entry data Af m Welcome Max Mustermann ADMINISTRATION TIME REGISTRATI
11. A user can only register their worked not transparent enough and the typical user needs more time to learn the structure to have a good overview and to keep up with the assigned projects Thus we limited our structure to three levels of depth for easier use A representative project structure is shown in the screenshot placed on the left side 3 2 1 Properties of a project Any project can be customized by its Project Manager or PM Deputy The project members don t have the privilege to change any setting of the project The project is always attached to a client whether external or internal 3 7 2 Validity of a project The validity of a project is given by the start and end date set by the Project Manager The main limitation these dates give is to the entries made by project members They can enter time worked on tasks related to the project only within the validity time period of the project Project members cannot enter time for tasks worked after the end date of the project Naturally they can enter time worked for past days but within the validity period The date of the registering the time does not matter as long as the user inputs it within the time limits of the project If only a start date is defined for a project making it continuous then time worked can be registered anytime from the start date These rules of validity apply equally to all sub projects and tasks of a defined project For every project and sub pr
12. and look positively into the future for the realization of the next phases Please note folgedes also Payment within 14 days Payment without deduction of cash discount net Sincerely Jane Bachelor Green Company Targo Bank London Tax Office London Tel 44 171 39 04 39 65 King Street 45 Bank Account 200261487 VAT D 1234567 Fax 44 171 39 04 39 65 34567 London Bank code 500 502 01 E Mail info green comp com Download Pdf Print Pdf Timesheet Support Terms Conditions Privacy Policy Contact amp Imprint j timePO Copyright Insono All rights reserved em TimePO Version 2 10 8 Screenshot 4 15 1 35 4 4 3 2 Storing your Invoices On the top right corner of the Billing tab there is a button show generated invoices screenshot 4 15 When user clicks on it they will get a list of the previously generated invoices and saved into the system This feature will be useful for tracking and controlling of past invoices screenshot 4 16 The user also has the option to delete any of the saved invoices On the right side of every stored invoice you will find the associated timesheets These work time records show the clients which project members were responsible for which tasks and how long entered work time each project member spent time on these tasks GreenCompany for a better worl Welcome James Wood ADMINISTRATION TIME REGISTRATION PROJECT MANAGEMENT MY timePO LOGOUT Il B Invoice ar
13. and the respective deputy the sub projects are assigned to you by the Project Manager of the related project Every time you are assigned a project or sub project you will be notified per email and given preliminary basic instructions When you click on Project Management panel 1 your default right side view will be the first project or sub project from the list 2 ready to review or edit 3 4 5 6 7 see screenshot 4 8 Welcome Leandro Secundo ADMINISTRATION TIME REGISTRATION REPORTING MY timePO LOGOUT Project overview Sub Project Main pages CE D Main Project Project collaboration tool Start date 25 03 2011 Status Enabled Project collaboratio Description Main pages Enddate vk Main pages Editable from 25 03 2011 Projects planning section Video collaboration Synchronisation BH 1j 0 25 50 75 100 Planned hours 33 00 tH Server Ha Administration 3 5 Reported hours 16 00 Km Bug fixing pq m Sub Project O Lilli Adams Lilli Adams Wolf Becker Wolf Becker Sabine Knapp Sabine Knapp Jan Kowalski Jan Kowalski Bartosz Nowak Bartosz Nowak Thomas Randall Thomas Randall Leandro Secundo leandro secundo Cecilia Taylor Cecilia Taylor Project Manager Leandro Secundo leandro secundo Sub Project Leandro Secundo leandro secundo Manager Icon Legend 5 Enabled Project
14. is no Project available Please contact your hows till current day 08 00 administrator Reported working 00 00 hours till current day My Time Entries From 01022011 13 25022011 7 Date Project Task Description Comme Hours Hours per day Actions Icon Legend gt Enabled Project Enabled Sub Project Enabled Task To log out please click here Screenshot 4 19 Finally if you need more information about how to use specific functions and areas please also consult the integrated wizard in the application It will show you specific information for each screen you view Your timePO Team 38
15. save them as a new template This template will show up in user templates 3 section and will be as well ready to use at a later time 29 4 4 1 1 Customizing templates The Templates tab 2 facilitates the creation of any report by minimizing the number of clicks and choices to be made numerous times However if a user wants to start from a template and modify its parameters this is possible as well Just click on a template default or user 3 or 4 and then click on customize 6 This new set of parameters will generate new type of report see screenshot 4 13 4 4 2 Reports Tab The Reports tab point 2 on screenshot 4 14 is the actual section where a user can customize from the beginning the parameters of a report There are two main sections in the Reports tab the left side columns with given data to select and the right side column an empty generator form where the data can be dropped in for further analysis The main characteristic of the report generator is the drag and drop function user drags from the left side the desired item and simply drops it on the right side anywhere on the white form 4 4 2 1 Defining parameters There are five types of parameters inside the Reports section on the left side column They are period 3 activity type 4 users 5 sub projects or tasks 6 and clients 7 these elements are draggable into the right side form 8 screenshot 4 14 30 AD
16. to create a task you need to select the relevant project or sub project from the Project Overview panel 2 and then click on the add task icon 9 The new window that appears will let you define and customize the task parameters After you have finished entering all the necessary information click on accept button to save the data The new task will appear directly on the left side tree 2 under the project or sub project it was connected to see screenshot 4 8 4 3 5 Assign a Member to a project or sub project In order to assign a user as a project member or a sub project member the project manager chooses from the project tree the respective sub project to add members to Then he has to click on the Edit button see item 4 on screenshot 4 9 and the related area directly appears on the screen see item 1 on screenshot 4 10 On the right side window the PM will see the already existing members of the project In case more project members are needed the action is similar to editing the sub project Click on edit button 4 on screenshot 4 9 and in the section add more members from the pool of existing users of timePO After all assigning is done click on accept button 2 on screenshot 4 10 to save the information 25 ADMINISTRATION TIME REGISTRATION REPORTING MY timePO LOGOUT Project overview zi aae Status Enabled Start date Client Codes Software Development E
17. to the clients For every invoice timePO automatically creates the related timesheets from all the involved project members that have registered time on the charged project subproject task With one click the responsible person for invoices can attach all the timesheets to the invoice that is sent to the client screenshot 4 15 1 Welcome James Wood GreenCompany for a better worl ADMINISTRATION TIME REGISTRATION PROJECT MANAGEMENT MY timePO 1 INVOICE Issued for Issued by Alpha IT Consultants Green Company Ltd K nigstr 87 King Street 45 70711 Stuttgart 34567 London Germany England Your VAT ID 987654321 Our VAT ID 1234567 Invoice No Inv 0000124 2011 Issue Date 16082011 15 Payable in 14 days Period From 01 08 2011 5 31082011 15 Form of address Salutation optional Ladies and Gentlemen enclosed the invoice for Server Management project In this calculation all sub projects and tasks are taken into account which includes the Server Mananement nrnierct for this nerind E d Name of Goods amp Services Quantity Unit duse VAT Amount net Database 1 ES ean ee ant v hour 65 00 EUR 2096 ravelcosts flight London Stuttgart London 1 night 850 00 0 M 0 00 Remark Notice optional We thank you for the great cooperation and look po
18. 10 11 12 13 5 6 7 8 910 11 10 11 12 13 14 15 16 14 15 16 17 18 19 20 12 13 14 15 16 17 18 17 18 19 20 24 22 23 21 22 23 24 25 26 27 19 20 21 22 23 24 2 24 25 26 27 28 29 30 28 29 30 1 2 3 4 28 29 30 31 31 1 2 3 4 5 6 Cancel Accept Changes Screenshot 4 4 2 In the next step screenshot 4 4 3 the administrator can customize his company account by uploading the logo of his company 1 This logo will be located on the upper right side of every user s timePO interface This logo will also be placed on all reports and invoices the users will create Accepted file types jpg gif png bmp Accepted maximum file size 300x80 pixels and 200KB 17 gt Welcome John Wood SetUp Wizard Customization Logo 2 Enable Users to see their Overtime Account Expected working hours Current working hours per week 40 00 3 Current working days per week Mon Fri 5 day work week Different Expected working hours than the current values Screenshot 4 4 3 The administrator can decide if the Overtime Accounts will additionally be shown in the employees time accounts in the Time Registration area see item 2 on screenshot 4 4 3 Also the administrator can define a default value under Expected working hours for his company see item 3 on screenshot 4 4 3 Every time the admin creates a new user account these values will be used as default for al
19. 5 Project collaboratio Description Project collaboration tool Main pages Editable from 25 03 2011 Y Projects planning section Te Video collaboration Synchronisation E 0 25 50 75 100 Planned hours 80 00 Server Managemer Has Bug fixing Project members Lilli Adams Lilli Adams Wolf Becker Wolf Becker Sabine Knapp Sabine Knapp Jan Kowalski Jan Kowalski Bartosz Nowak Bartosz Nowak Thomas Randall Thenras Randall Leandro Secundo leandro secundo Cecilia Taylor Cecilia Taylor fa Project Manager Leandro Secundo leandro secundo Icon Legend BESS gj Add task gt Enabled Project k Enabled Sub Project na Enabled Task Name Progress Start date End date Status Actions E Disabled Project Screenshot 4 9 Welcome ADMINISTRATION TIME REGISTRATION REPORTING MY timePO LOGOUT Leandro Secundo Project overview i active Project Project collaboration tool Project name Project collaboration tool Start date 23 03 2011 fs 5 Projectesllaborstio Status Enabled gt i F a Main pages me B eation Client Codes Software Development End date 13 Video collaboration Description Project collaboration tool 8 5 Synchronisation E Editable from 550320 25 03 2011 1 H Server Managemer 05 b Administration a bi Bug fixing 0 25 50 75 100 Planned hours
20. 8 to save your entry after it s saved your entry will appear on the area My Time Entries 9 where you have the possibility to edit again or to delete your entry with the help of the two icons 22 To enter holidays please follow the steps Click on tab Holiday 4 choose one or more days corresponding to your holiday plan optionally add a comment click on Add button to save your entry Y Y V WV after it s saved your entry will appear on the area My Time Entries 9 marked as Holiday where you have the possibility to edit again or to delete your entry with the help of the two icons To enter absence please follow the steps gt click on tab Absence 5 choose the reason of absence Absence type choose one or more days or if you ll be absent only one day choose the hour interval for your absence gt optionally add a comment Click on Add button to save your entry gt after it s saved your entry will appear on the area My Time Entries 9 marked with the absence type you have chosen where you have the possibility to edit again or to delete your entry with the help of the two icons To reduce your overtime please follow the steps gt click on tab Overtime 6 Precondition the administrator must have set the visibility of overtimes for all the users on the area Company Settings Otherwise the tab Overtime will be not visible for the users choos
21. MINISTRATION TIME REGISTRATION PROJECT MANAGEMENT MY timePO LOGOUT Period Till today Current week Current month Current year Period from 05 09 2011 13 to 05092011 13 Work Holiday Absence Users all active Select all W YI Report for me amp Adams Lilli amp Becker Wolf 11 amp Knapp Sabine amp Kowalski Jan amp Mustermann Max Admin Nowak Bartosz Projects Sub Projects Tasks all active 5 Select all Database 1 gt Marketing Plan gt New game development H gt Project collaboration tool Research gt gt Server Management gt gt Strategy Development Ex 3j p Ew ES nAngA gt gt Teaching Search Select all Alpha IT Consultants Codes Software Development E Learning Language Center Target Marketing Agency Screenshot 4 14 IS The way to determine exactly what type of report you are creating is to pay attention at the first item you are dragging into the right side empty form 8 If for example you are first dragging a user 5 member of your project then you will create a user report If you start by dragging one project 6 then you will create a project report And so on with the other types of parameters Also every time you drag and drop an item on the right side form 8
22. ON REPORTING MY timePO LOGOUT Project overview all active Project name Marketing Plan Start date 25 042011 Status Enabled 5 Marketing Plan NH 1 vs Branding Client Target Marketing Agency End date fs 2 Description Marketing Plan a 7 Website creation gt Promotion Editable from 09052011 1s j General rdi Research hes Server Manageme 036 2536 50 75 100 Planned hours 90 00 Project members Q User Project roles ction Lilli Adams Lilli Adams Member Icon Legend E Enabled Project Wolf Becker Wolf Becker Member be Enabled Sub Project Sabine Knapp Sabine Knapp Member pg Enabled Task Jan Kowalski Jan Kowalski Member 8 Disabled Project pu Mustermann max mustermann Admin Project Manager g Bartosz Nowak Bartosz Nowak Member 8 Thomas Randall Thomas Randall Member 9 Cecilia Taylor Cecilia Taylor Member 98 D ap axa Planned Start date End date Status Actions Name Progress General EN 10 00 09 05 2011 Enabled Screenshot 4 11 27 Welcome Max Mustermann ADMINISTRATION TIME REGISTRATION REPORTING MY timePO LOGOUT Project overview Project Marketing Plan all active Project name Marketing Plan Start date 25042011 1 Status Enabled 5 Marketing Plan Branding Client Target Marketing Agency End date 15 Logo creation Descript
23. an empty form 5 ready to create a new user account The User Overview section has a search box 3 for the admin to easier find the preferred user The search field has a full text function which means that any part of the user name typed even for example the last three characters of a user s name will display that user on the filtered list The search box functions instantly that means with each character typed the user list gets filtered immediately GreenCompany for a better worl Welcome James Wood TIME REGISTRATION PROJECT MANAGEMENT REPORTING MY timePO LOGOUT User overview active 51131 O Employee Collaborator p 5 Title Mr First amp Adams Lilli S gt Becker Wolf Last name E gt Knapp Sabine Email 4 quie Jan id TOT English New game FERIAN 2 3 P Status Enabled w Nowak Bartosz Eh Randall Thomas Starting date 15082011 15 amp Taylor Cecilia E Vu Vacation days a Wood James Admin Current working hours per week 40 00 Clients Current working days per week Mon Fri 5 day work week Specific Expected working hours for this user Gas Should this user become Icon Legend Administrator Settings d Project Manager Company Reporter amp employee Project Manager A amp Collaborator amp Disabled Enabled Project ko Disabled Project
24. ation for users and e mails sent to them will be presented in the selected language Additionally the language is one of the parameters that define which template for public holidays the user probably needs for his company It is also important to specify the company VAT number 2 because it will be automatically used every time the responsible person creates invoices for clients Please note that it is a legal requirement to indicate the VAT ID 15 gt Welcome John Wood LOGOUT 2 Public Holidays 3 Customization Welcome to timePO Please adjust your timePO account to the needs of your business This wizard will guide you step by step so you can make the major adjustments very easy eg company master data weekly working hours public holidays company logo etc Please complete each required field carefully so that you can later create accurate assessments reports and invoices The whole process only takes a few minutes Information Green Company Ltd Company account Cust No 1 Language English x VAT number 123456789 2 Department Street Oxford Streets S 3 City London Zip 45678 Country England Invoice address different than company address Contacts First name Last name Actions John Wood pg Comments Fields marked with are required Screenshot 4 4 1 Then the administrator has to set the c
25. atis a project The term project used in timePO refers to a specific set of tasks bundled into a whole unit related to a particular client It is the choice of the respective company how it will structure its projects It can either define an order as a timePO project and divide this order into several tasks within this project or split the whole order into multiple timePO projects in case of large orders The decision is entirely up to you However it is important to keep in mind that timePO offers a billing service as well You will be able to generate an invoice for a specific project recorded in timePO and send it directly to your client So it is wise to plan your timePO projects accordingly to be able to use the billing feature effectively 3 2 Projects in timePO Projects are organized in a tree structure with subordinate sub projects and tasks You can create an unlimited number of projects sub projects or tasks in timePO H Asmal Test Project 1 Tasks can be created as subordinate elements for a sub project or 5 Test Subproject 1 Tween Test Task 11 directly for a project The smallest unit in timePO is a task followed Test Task 1 2 e Test Subproject Test Task 2 1 time for a certain task and not for a sub project or a project Test Task 2 2 Direct Task 1 ta project Direct Task 2 to project From experience the structures with unlimited levels of the tree are by sub project then a project
26. chive Templates No Creating Date Invoice No Projects Invoice Timesheet Delete 1 10 08 2011 R 000129 2011 Server Management tj R 000129 2011 pdf tA 53 2 10 08 2011 R 000128 2011 Server Management R 000128 2011 pdf pe Billing Screenshot 4 16 4 5 MytimePO Area My timePO section screenshot 4 17 is available for all users of timePO regardless of their role It includes the basic settings for the user s account such as number of vacation days allocated preferred language or password change 36 4 5 1 Your personal data In this panel you have an overview of your personal information 2 including the type of user you are registered in timePO employee or collaborator how many yearly vacation days you are allocated etc screenshot 4 1 7 Welcome Leandro Secundo ADMINISTRATION TIME REGISTRATION PROJECT MANAGEMENT REPORTING LOGOUT irst name Leandro Last name Secundo Login leandro secundo Email georg markou insono com Company TRIAL_16 User type Employee Starting date 25 03 2011 Vacation days 26 Language en xxxiii Password change Screenshot 4 17 4 5 2 Password change In this tab screenshot 4 18 you can change your password to a preferred one 3 When admin creates an account for you you will receive per email an automatically generated password The first time you login you will be prompted to change that password with a new one This panel is only i
27. creenshot 4 6 Admin is also able to see how many users are online at the given time through the Available Licenses window 5 The tool functions based on a concurrent user rule which means that if you have bought 20 licenses only 20 users can use timePO at the same time The license is not directly connected to a specific user see screenshot 4 6 Admin is also able to see the whole license history at the end of this area 7 There are displayed all the license packages he has ever ordered for his company 20 Welcome John Minuto TIME REGISTRATION PROJECT MANAGEMENT REPORTING MY timePO LOGOUT Package Overview Package Business12 Package ID 0000002 Users amp Business12 50 es Ordering date 01 12 2010 x of licenses amp Studio6 5 End date 01 12 2011 Days to expire 00005 Duration months 12 Packages Overlapping May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr Business12 Studio6 E cm SSS pm e Clients Available Licenses Settings 1 Licenses currently used 54 Licenses still available Public Holidays Duration Ordering date Start date End date imd Package ID Name No of licenses Status Invoice Licenses 01 12 2010 01 12 2010 01 12 2011 12 0000002 Business 12 50 Paid 31 05 2011 31 05 2011 30 11 2011 6 0000014 Studio6 5 Pending Screenshot 4
28. e one of the possible options Compensation pay out or Free Time choose how many hours or days you like to reduce your overtime account depending on what you have agreed with your superior optionally add a comment click on button to save your entry Simultaneously the appropriate time will be deducted automatically from your time account gt after it s saved your entry will appear on the area My Time Entries 9 marked with the overtime type you have chosen where you have the possibility to edit again or to delete your entry with the help of the three icons You have also the possibility to print out a related request for the type of overtime reduction you have chose if it should be necessary for your company Note an automated email will be sent to the responsible persons that you have reduced your overtime Also in case you will delete the entry for overtime reduction independent from the reason why you have delete it 23 4 3 Project Management Area On this panel only Project Managers PM Deputies Sub Project Managers and SM Deputies have access This is the area in which every manager of a project or sub project organizes and sets the structure for their projects As Project Manager and the respective deputy the projects are assigned to you by the company administrator You will see on the left window 2 all projects you are assigned to manage As Sub Project Manager
29. ed hours because only against this target you are able to have a clear overview of your projects and get progress reports We provide the progress bar feature for each project the possibility to see visually how much of it is completed You can only see this progress bar if you have defined planned hours for each project 3 2 4 Project Teams Project Teams represent the group of users assigned to the same project The project manager and PM Deputy can choose their project team from the company pool of users registered in timePO The sub project manager and the SM deputy can choose the sub project team only from the pool of the respective project team members Only the members of a project s team can enter time worked for any of the tasks subordinate to this project Non members of the respective project team cannot enter time for any related task 4 In this chapter it will be described the use of the application and its various functions of administration time registration project management reporting and billing 4 1 Administration Panel The administration section is reserved only for the company administrator and the admin deputy After login the users with this role will have the default landing page the Administration section see screenshot 4 1 4 1 1 Users Tab By default the Admin can see the Users tab 2 on the administration panel 1 the company users tree 7 and on the right side
30. ement for its billable projects They can have various roles from default user to project manager or administrator 2 2 2 Collaborators Collaborators are differentiated in timePO from employees mainly by not having pre defined requested weekly monthly working hours or allowed holidays So the collaborators don t have a working time account they can simply enter time worked on various projects assigned to them to keep track of their billable effort 2 3 Project Manager and Project Manager Deputy The Project Manager and the PM Deputy have the hierarchical privileges to manage their Projects Sub Projects and Tasks They can Set up a project define start end date define planned hours etc v edita project sub project or task enable or disable a project sub project or task assign projects sub projects or tasks to members deputies and project reporters enter working time for all the tasks they are assigned to generate reports for both their own data and for all their subordinate sub members as well 2 4 Subproject Manager and Subproject Manager Deputy The Sub Project Manager and the SM Deputy have the same rights as the project manager but only limited for the specific sub projects they are assigned to 2 5 Company Reporter The Company Reporter has the hierarchical privilege to generate all types of reports for any project client or user in the whole company The Company Reporter canno
31. en if they are not part of the project The Reporting panel has three different sections tabs the Templates tab the Reports tab and the Billing tab 28 4 4 1 Templates Tab On the Templates tab any user will see on the left side 2 sections default templates 4 and user templates 3 see on screenshot 4 13 Welcome Max Mustermann ADMINISTRATION TIME REGISTRATION MY timePO LOGOUT Templates Overview Template details User templates e Template Name Type Report type No data fs Period Activities 8 Users Default empates 4 SREL Template Name Type E Projects SIL My Monthly Time Sheet Activity Report Billing JE My Absence Report Activity Report zi Tasks JE My Holiday Report Activity Report Absence Report Activity Report H Clients Holiday Report Activity Report JE Project Status Report Project Report Generate Customize Screenshot 4 13 v default templates 4 are pre defined types of reports that just need to be generated in order to get a report Many of the users of timePO have the need to generate the same types of reports every day week month such as monthly time sheets or daily work reports and the default templates will help them with many such options v However if the default templates do not cover a repeated need for a specific type of report any user can create their own report parameters see section 4 4 2 and then
32. f you change your password preference On area 4 the integrated Strength meter show you directly if your new password is strong enough The strongest password you can create if it contains a combination of characters numbers and symbols The length of the password should be at least 6 characters long but recommended are 8 Welcome Max Mustermann ADMINISTRATION TIME REGISTRATION REPORTING Password change amp Tips for a safe password Personal data Your password should be at least 7 characters Old password long New password sooo z ame or your e mail address C PEFPPPPPPPPPPP Weak password e Gode Confirm new password ial characters listed here gt ae 8 8 gt lt Do not use obvious number sequences e g 12345 or tag that can be easily guessed Screenshot 4 18 37 4 6 LogOut Click on logout to close the account and leave the timePO application The preferred language setting will be remembered the next time you login Currently we offer timePO in three languages English German and Polish Please see snapshot 4 19 for exact position of logout button Welcome ADMINISTRATION REPORTING MY timePO Leandro Minuto Project Overview Time Registration My Time Overview Bern IE E Work Holiday Absence a more 26 vacation days Expected working i There
33. he same place switches the overview back to a table Welcome Max Mustermann ADMINISTRATION REPORTING MY timePO LOGOUT Project Overview My Time Overview Work Holiday Absence Overtime Remaining x vacation days bis Branding Project Marketing Plan Salad more 39 website Gaston mm 69 Planned Hours 83 20 hours till current 24 00 Status Meeting Reported Hours 57 08 day 5 25 New game development Reported working n gt Research Task Status Meeting hours till current 09 00 gt gt Server Management m Plaid Hours 30 00 day HE5 Teaching 6 Reported Hours 03 00 Times For previous month 184 00 For current month 15 00 Date 05 09 2011 15 Hours 08 00 Total 199 00 Description Icon Legend ES Enabled Project Enabled Sub Project Enabled Task Om Hours Klarung mit der Document Fachabteilung Vorbereitung 02 09 2011 Bug fixing Required und Anderung der 04 00 09 00 E R Changes entsprechenden Dokumente Create Vorbereitung Anderung und 3 Bug fixing Change Plausibilit tspr fung des 02 00 L x Requestsn Change Requests Screenshot 4 7 To enter work time please follow the steps choose on the Project Overview 2 your desired task the task appears on your display 3 choose the date and type in the amount of hours worked optionally enter a Description for your task click on Add button
34. icenses Screenshot 4 3 12 4 1 3 1 Addnew Client By default the Admin can start directly to create a new client 5 6 7 once they click on Clients tab default view 2 or click on Add new client in the client tree The admin must complete the information on the right side Name and other identification info regarding the new client 5 Add a different invoice address for the client if necessary gt Define contact persons for the client Add comments such as notes about telephone conversations Save the entries 8 4 1 3 2 Edit existing Client To edit an existing client please follow the following instructions gt Goto the Administration Panel 1 Click on the tab Clients 2 Choose a client from the client tree 4 All client data can be changed on the right side panel 5 6 7 Save the data 8 Y NW ON WV 4 1 4 Settings company settings In order to set up or change the company settings the admin goes to the Settings tab 2 on the Administration area The default view on the left side is the general overview about the company s activity within timePO active inactive users projects clients On the right side the default settings of the company can be changed The settings are important to be defined correctly because they will affect the parameters of new users created see section 4 1 1 1 13 Welcome James Wood Enabled Users Disabled Use
35. inate project members for the selected projects of the respective client s The Client Report will show the results grouped by projects to give an overview of the current activity with a specific client If the report contains data for more clients then the report will be grouped by clients and then by projects corresponding to each client to generate this type of report please drag and drop first one or more Clients in the report generator screenshot 4 14 4 4 3 Billing Tab The Billing tab is reserved only for users with the special role Company Reporter This role can assign only the company administrator to a special user The affected user will be informed with an automated email screenshot 4 15 The company reporter is able to generate invoices for all of the projects or parts of the projects like subprojects in the company 4 4 3 1 Creating an Invoice The default landing page when user clicks on Billing tab inside Reporting section is the form to create a new invoice screenshot 5 15 The user must simply fill in with the desired information to appear on the invoice such as the client and project the invoice ID the hourly rate deadline for payment info and others After the information is inserted user clicks on generate and is able to see a web preview of the invoice and download it as a PDF screenshot 4 15 1 33 The invoices generated and downloaded as PDF be used as official invoices to be sent
36. ion Marketing Plan Website creation 2 Promotion 9 Editable from 09052011 15 v General 7 H Research k y S Server Manageme 0 25 50 75 100 Planned hours 90 00 Ho Project members User Lilli Adams Lilli Adams Project roles Icon Legend 5 Enabled Project E Enabled Sub Project 7 Enabled Task Disabled Project El Deputy Project Manager Project Reporter S User Project roles Actions Lilli Adams Lilli Adams Member L Wolf Becker Wolf Becker Member L Sabine Knapp Sabine Knapp Member P d Jan Kowalski Jan Kowalski Member L Max Mustermann max mustermann Admin Project Manager L Bartosz Nowak Bartosz Nowak Member 8 Thomas Randall Thomas Randall Member 9 Cecilia Taylor Cecilia Taylor Member P d Screenshot 4 12 4 4 Reporting Area The Reporting panel is available to all users of timePO however depending on the role each user will have access to different data to create reports from Default users who act as project members will see only their own assigned tasks from related sub projects Project managers will see the complete information of their assigned projects and they will be able to generate reports from data coming from all members of the respective projects Company reporters or project reporters will have access to more data than their assigned tasks if any as they have special privileges of simply creating reports ev
37. l users employees Of course it is possible to define specific Expected working hours for every user employee The admin can do this in the administration panel on the Users tab The last step for the administrator to complete in the setup wizard is to save all his settings Afterwards he can directly start using timePO by clicking on the Begin using timePO button screenshot 4 4 4 18 SetUp Wizard You are now ready to begin using timePO You have successfully completed the setup process for your timePO account you want to change something in the future you can do this on your Administration Panel in the tab Settings If you have any questions or need further assistance please visit our support page Screenshot 4 4 4 4 1 6 Licenses In the Administration panel 1 on Licenses tab 2 admin gets an overview of the ordered license packages Also by clicking on a package 3 they will get detailed information about it on the right side window 5 Welcome Max Mustermann TIME REGISTRATION PROJECT MANAGEMENT REPORTING MY timePO LOGOUT Package Overview Package Trial 100 Trial version Package ID 0000146 Name Trial 100 lia ok Start date 02 09 2011 licenses 100 End date 02 10 2011 Days to expire 127 Duration days 30 Renew this package J Clients Settings License History Duration months No of Ordering date
38. land 3 27 28 29 30 31 1 2 31 1 28 1 4 5 6 7 8 9 7 8 9 10 11 12 13 7 8 9 10 11 12 13 till 2012 10 11 12 13 14 15 16 14 15 16 17 18 19 20 14 15 16 17 18 19 20 poa a 17 18 19 20 21 22 23 21 22 23 24 25 527 21 22 23 24 25 26 27 Nu e a 24 25 26 27 28 29 30 28 1 2 3 4 5 6 28 29 3031 1 2 3 oe 31 7 2 3 4 5 6 till 2012 3 ja Osterreich 2 Dawes mons 28 29 30 31 1 2 3 25 26 27 28 29 30 1 sol 31 1 2 3 4 5 45 6 7 8 9 10 11 12 11 12 13 14 15 16 17 9 10 11 12 13 14 15 13 14 15 16 17 18 19 I 18 19 20 21 23 24 16 17 18 19 2021 22 20 21 22 23 24 25 26 26 27 28 30 1 23 24 25 26 27 28 29 27 28 29 30 1 2 g o5 July September TLC DORs 27 28 29 30 1 2 3 1 2 3 4 5 6 7 29 sol 31 1 2 3 4 4 s e 7 8 9 10 8 9 10 11 12 134 5 6 7 8 9 10 11 41 12 13 14 15 16 17 15 16 17 18 19 20 21 12 13 14 15 16 17 18 18 19 20 21 22 23 24 22 23 24 25 26 27 28 19 20 21 22 23 24 25 25 26 27 28 29 30 31 gt 2 3 4 26 27 28 29 30 1 27 28 29 3912311234 5 6 7 29 301 31 1 2 3 4 October November December Th Fr Sa Su Wel Th Fr Tu Th Fr Su 26 27 28 29 30 1 2 31 1 2 3 4 5 6 28 29 30 1 2 3 4 3 4 5 6 7 8 9 8 9
39. ly user who has access to the company settings such as required weekly work hours VAT information account customization etc Admin is also the only user who can create and modify information about users projects and clients 2 1 1 Create Administrator The administrator is automatically the person who created the timePO trial or regular account They will receive administrative rights and after the first login they can also set another admin deputy for security reasons 2 1 2 Administrative tasks The Administration Panel see screenshot 2 1 is visible only to the user with admin role the company and project related settings can be modified in here without any restrictions The admin can perform the following actions Create user accounts for employees and collaborators with all the corresponding settings required weekly monthly work time annual holidays etc Assign the role of the project manager company reporter or other administrator Create projects and assign them to the responsible Project Managers Create client database and assign the corresponding projects to each client x 8 0 SNS Set general company settings such as VAT number default expected working hours number of given vacation days or logo These settings will be active for all related user accounts and visible on all generated reports and invoices Welcome Leandro Minuto TIME REGISTRATION REPORTING MY timePO LOGOUT Jser overview
40. n time generate Reports for all the project members in his Project s change his own password j create generateinvoicesforhisassignedProjects to administration Panel to Time Registration Panel to Reporting Panel to my timePO Panel Administrator CA to Project ManagementPanel Project Manager Deputy PMD to Time Registration Panel the same as a Project Manager to Reporting Panel nmm mm ee anam ap am ep ap gt ap 1 create tasks to Project Management Panel assign User member his subprojects Subproject Manager SM to Time Registration Panel assign tasksto his project member to Reporting Panel _ assign the role of the Subproject Manager Deputy to mytimePO Panel register and edit time own time E generate Reports for all the User members in his subproject s Piers ec
41. oject it is possible to set an Editable from date This is most commonly used for projects which will start in the future and the date when these projects will become visible in the structure for all users involved is the editable from date Additionally the editable from function can also be used by a project manager to freeze a time period in a project for security reasons For example if during a period an important invoice was generated using the data available at the time after the day of invoice generation no user can alter the data to avoid the inaccuracy of the invoice at a later time If a project has an editable from date this date applies equally to all of its sub projects and tasks Another function related to the validity of a project is the enabled disabled function A disabled project this action can be performed only by the project manager becomes invisible in the project structure and thus no user can enter time worked for the respective project or any of its subordinate sub projects or tasks Only the responsible project manager the PM Deputy and the Admin are able to see the disabled projects with a special filter They are also the users who can reactivate enable again the project or to generate reports from completed disabled projects 3 2 3 Planned hours maximum effort It is possible to define the planned hours of work for every project sub project and task We recommend defining these plann
42. orrect public holidays for his company screenshot 4 4 2 timePO tries to set the proper public holidays for every new company account automatically The user can see the current settings for holidays on the blue area Your current selection 1 If no settings have been made or the wrong public holidays have been set the administrator has three different ways to set the right ones Firstly importing a iCalendar file google outlook etc 2 It is possible to import a iCalendar file and then edit this manually by doubleclicking on the preferred date on the calendar Secondly choosing one of timePO s predefined templates in the Country Holidays panel 3 The administrator has to click on one of them and then save his changes at the end of the page with the Accept Changes button It is possible to choose a predefined template then edit this manually by doubleclicking on the preferred date on the calendar Thirdly manually setting public holidays This is easily done by doubleclicking on one of the dates on the calendar This way he can prepare his own public holidays completely manually 16 pm John Wood LOGOUT 3 Customization Your current selection Country Holidays England till 2012 1 E 21 3 4 5 6 Date 15 08 2011 Yearlyview Monthlyview Hs cH Germany DDB 2 3 4 5 6 Eng
43. r Wood James Admin New game development Project Manager Add or select Project Manager 7 H Project collaboration tool H Research e 3 Assign the Project to a Client H Server Management H Strategy Development 2 Becker Wolf Add or select Client Client H Teaching amp Randall Thomas Clients Fields marked with are required E v Icon Legend Settings 5 Enabled Project k Disabled Project 4 Project Manager amp Disabled Public Holidays PS 2 Licenses Screenshot 4 2 4 1 2 1 Add new Project By default the Admin can start directly to create a new project 6 7 8 once they click on Projects tab default view 2 or click on Add new project the projects tree see Screenshot 4 2 The admin must complete the information on the right side name of the new project 6 set the status of the new project enabled disabled 6 assign the project to a project manager 7 choose the client to which to assign the project 8 save the entries 9 Important information After the new project is saved an automatic email will be sent to the newly assigned project manager to inform them of the new status and also to give instructions about project management 11 4 1 2 2 Edit existing Project To edit an existing project please follow the following instructions Goto the Admini
44. r own absence days taken for the selected period A Project Manager or Reporter will receive an absence report for all the selected users Only users who are subordinate members of the managed projects can be selected by PM in this type of report to generate this type of report please drag and drop first the activity Absence in the report generator screenshot 4 14 Generate User Report Timesheet A default user will get a report of his own data for the selected period and projects A Project Manager or Reporter will get in the report data from all subordinate project members for the selected projects The timesheet will show the results grouped by time periods days weeks months to generate this type of report please drag and drop first one or more user in the report generator screenshot 4 14 32 Generate Project Report A default user will get a report of his own data for the selected period A Project Manager or Reporter will get in the report data from all subordinate project members for the selected projects The Project Report will show the results grouped by sub projects and tasks of the project and then grouped by users involved in them to generate this type of report please drag and drop first one or more projects subprojects or tasks in the report generator screenshot 4 14 Generate Client Report Only a Project Manager or Reporter will be able to generate client reports and they will receive data from all subord
45. rs TIME REGISTRATION Users or Tot 8 Enabled Projects eea 8 Enabled Sub Projects oo 16 Enabled Tasks 32 Projects Disabled Projects oo 0 Disabled Sub Projects 0 Taks ond 0 Projects 8 Total 16 Tot TaK 5 32 Clients 4 Public Holidays TEN com Licenses for a better worl LOGOUT Information Seana Green Company Ltd Company account Cust No KX0000404 Language English VAT number 1234567 Department Street King Street 45 City London Zip 34567 Country England Invoice address different than company address Contacts First name Last name Actions James Wood A R Comments Customization Logo Logo Example small jpg T GreenCompany for a better worl Enable Users to see their Overtime Account Expected working hours Current working hours per week 40 00 Current working days per week Mon Fri 5 day work week Different Expected working hours than the current values Fields marked with are required Screenshot 4 4 General important settings are defined one time for all company employees very important as v
46. sitively into the future for the realization of the next phases Please note folgedes also x x Payment within 14 days B Z U ae lt une Green Company Targo Bank London Tax Office London Tel 44 171 39 04 39 65 King Street 45 Bank Account 200261487 VAT ID 1234567 Fax 44 171 39 04 39 65 34567 London Bank code 500 502 01 E Mail info green comp com B Z y e 49 lt Screenshot 4 15 34 GreenCompany for a better worl Welcome James Wood ADMINISTRATION TIME REGISTRATION PROJECT MANAGEMENT MY timePO LOGOUT Overview ima GreenCompany Templates for a better worl INVOICE Issued for Issued by Alpha IT Consultants Green Company Ltd fea K nigstr 87 King Street 45 ae Be 70711 Stuttgart 34567 London Germany England Your VAT ID 987654321 Our VAT ID 1234567 Invoice No R 000129 2011 Issue Date 10 08 2011 Due date 17 08 2011 Period 01 08 2011 31 08 2011 Ladies and Gentlemen enclosed the invoice for Server Management project In this calculation all sub projects and tasks are taken into account which includes the Server Management project for this period Pos Name of Goods amp Services Quantity Unit js VAT Amount net 1 Server Management 24 52 hour 85 00 20 2084 20 2 o RE 1 flight 1200 00 0 1200 00 Total net Amount 3284 20 VAT 20 416 84 Invoice Amount 3701 04 We thank you for the great cooperation
47. stration Panel 1 Click on the tab Projects 2 Choose a project from the project tree 3 All project data can be changed on the right side panel 6 7 8 Save the data 9 VV V WV 4 1 3 Clients Tab In the Administration panel 1 when admin clicks on Clients tab 2 by default will show the client tree 4 and on the right side an empty form 5 ready to add a new client see Screenshot 4 3 The Client Overview section has a search box 3 for the admin to easier find the preferred client The search field has the same properties as for the Users or Projects tabs a full text function and instant filtering GreenCompany for a better worl Welcome James Wood TIME REGISTRATION PROJECT MANAGEMENT REPORTING MY timePO LOGOUT Client 225 P Client Overview gt Alpha IT Consultants Language English 5 Database 1 VATnumber 2 Projects E5 Server Management Department 8 01 Codes Software Developme E AID Street 8 E Learning Language Cente Target Marketing Agency City Zip 5 Marketing Plan Country England 5 Strategy Development a Invoice address different than client address 4 Contacts Comments Icon Legend Settings Client gt Enabled Project Assign Client to Project Yes gt Disabled Project Public Holidays 7 Add Fields marked with are required L
48. t be saved to be synchronized into the system Important information after the new user account is saved an automatic email will be sent to this new user to inform them of the newly created timePO account and also to give basic instructions of accessing timePO If the new user is also assigned as project manager then they will also receive an email with this information and the privileges of the role 4 1 1 2 Edit existing user To edit an existing user please follow the following instructions gt Go to the Administration Panel 1 Click on the tab Users 2 Choose the user to edit 7 The user s data will appear on the right side of the screen 5 Change desired data from right screen as described in section 4 1 1 1 VV WV Save changes 4 1 2 Projects Tab In the Administration panel when admin clicks on Projects tab 2 by default will show the project tree 3 and on the right side an empty form 6 ready to create a new project The Project Overview section has a search box 4 for the admin to easier find the preferred project The search field has the same properties as for the Users tab a full text function and instant filtering 10 GreenCompany for a better worl Welcome James Wood TIME REGISTRATION PROJECT MANAGEMENT REPORTING MY timePO search Project name m Users Status Enabled d Database 1 H Marketing Plan Assign the Project to a Project Manage
49. t modify data entered into the database but has access only for creating reports Typically this role is given to a member of the human resources department or to the managing director of a company 2 6 Project Reporter The Project Reporter has all the access rights to generate any type of report The project reporter can get access to all sub projects and tasks even if not member of them only for the purpose of creating reports Typically this role is given to the assistant of the project manager 2 7 Comparison of Users AE RR RR ED RSD SR ROBOPBOBUPN UPON IUBUN NONU OREN NR ER RR RR RT EE RR AE KR RE RE RE EE TS manage the company account general settings create User Accounts create Projects assign the role of Administrator assign the role of Project Manager assign the role of Company Reporter assign projects to clients buy and terminate license packages register and edit time own time generate Reports own data his own password manage his Projects Subprojects and Tasks edit disable etc P create subprojects create tasks i i assign user project member to his projects to Project ManagementPanel assign tasks his project member Project Manager PM to Time Registration Panel assign the role ofthe Project manager Deputy to Reporting Panel assign the role of subproject manager to mytimePO Panel register and edit time ow
50. task The five sections are Administration Time Registration Project Management Reporting and My timePO timePO is structured on a role basis meaning that each user is given a certain role with specific privileges and visibility within the application This ensures the highest confidentiality and security for your projects when using timePO to manage them 2 Users timePO has the following types of users roles The Administrator Company administrator CA The Project Manager PM and the Project Manager Deputy PMD The Sub Project Manager SM and the Sub Project Manager Deputy SMD The Company Reporter CR and the Project Reporter PR The Project Member Pme standard user without privileges SL UN All the users with privileges from above PM SM etc also function as regular users A timePO user can have more than one role simultaneously For example user can be e administrator and project manager e project reporter and sub project manager e project manager and sub project manager for different projects e etc All these combinations of roles can be used depending on the size of the company and the number of employees In smaller companies a person will probably have more than one role to fulfill more professional needs at the same time In medium sized and large companies a person will probably have only one role as the resources are not limited 2 1 Administrator Admin The admin is the on
Download Pdf Manuals
Related Search