HAU OVT User Manual - BPC
Contents
1. gt JBPC Easy Timesheets for SharePoint Usage Guide Table of Contents LINTRODUC THON eo oobosa 3 LOLOBALSETTING S eae ne ne ee ne ee ee Oe eT ee eee ee ee ee 4 1 1 Timesheet SEUNG Sixccssccetecacecatecctscacaacceasasnebacesscaseerdereiaseserastantasnaiaedsensanass 4 1 2 WOOP SOUS AA O E II E 6 1 3 Web Part Headers s2sscicccieectacesccetareceteacetiunnesaesssesssesnsmassessssstsneenossessansesnds 6 1 4 E A IP Po o UI 7 PDP SIC ENTES as 7 2 1 CUSTOM OT ra eos 7 2 2 DOPO aE 8 2 3 di nn E ne ee ee 8 2 4 COSES iia 9 2 5 Costra co Saa ana 9 2 6 RO 0 0 g 6 add 10 2 POS CGS anna 11 2 8 A on E Nooo dose seos duet 12 2 9 ProJect ASSIM eiii 14 2 10 E e ne 15 2 11 Task Assignments cccssccussossssccussosccussesetuscoussosetsscoussesstsscoussessuasceurss 16 2 12 Non Working DAYS cooccocccncnnoccncncncnnoccncnnononononrnnononononcnnornncnnnronarenononoss 16 TER ES O E III PA 17 3 1 A e e E E A 17 3 2 VIV INES OUNCES ara 19 3 3 Project oUm AAA e ra 19 3 4 Resource SUMMA y PP Neo A 22 3 5 Project Cost Da AA re e ie e 23 3 6 MEA A e oi O ER A 26 3 7 A 27 Usage Guide BPC Easy Timesheets for SharePoint 1 Introduction BPC Easy Timesheets for SharePoint is a solution for easily managing timesheet submission and monitoring on SharePoint This document is intended as documentation for all roles involved in the time management process Role definitions e Simple User Resource The user that is just requ2. 1 Usage Guide BPC Easy Timesheets for SharePoint Customer Details 9 Attachments 0 Y care Non Address 6 Anap st Zip Code 11233 Phone 2106899600 Email info bpc components com Customer Name The Customer s Name This is the only mandatory field in order to insert a new customer Full address of the customer Zip Code The address zip code 2 2 Departments In this section the departments that resources belong to can be defined Department Name The Department s Name 2 3 Project Phases Use this section to define the Project Phases f e Analysis Implementation UAT etc that are going to be used Usage Guide BPC Easy Timesheets for SharePoint 2 4 Cost Groups Use this option to define the Cost Groups that are going to be used in the reporting web parts Each Cost Group can include several Cost Categories that are entered either in this form or directly into the Cost Categories list Cost Group Details Attachments 0 LA Categories ID Title New Record a Edit Record Delete Record AE Categories Use this grid to create the Cost Categories for this Cost Group Click on the New Record Button to add a category 2 5 Cost Categories In this section Cost Categories are defined in conjunction with the Cost Group to which they belong Cost Category Details Category Name Cost Group E Usage Guide BPC Easy Timesheets
3. Charts Selected Projects Date Range Filters Group By Actions Select one or more projects for which you want to view statistics A Project owner can only view statistics for projects he owns 1 Select whether you want to display all projects or only the active ones 2 Filter the statistics by a specific period The filter applies to the date of the timesheet 3 By default this view summarizes only the submitted timesheets By selecting Incl unsubmitted Hours the application includes in summaries the timesheets that have been saved but not submitted yet 4 The Timesheet application stores effort information in hours Check Time in Days if you want the summaries regarding effort to be displayed in days instead of hours 5 By default all summaries are grouped by project If you want to have additional grouping levels select one or more of the available options By checking the Charts option a new resizable window with all the relevant charts for the current grouping selections will open on the right Select the charts you want to see Charts are exportable via the icon on bottom right of the window 6 By pressing the Refresh button filter selections are applied and the form is reloaded 7 By checking the Charts option a new windows with all the relevant charts for the current grouping selections will open on the right The displayed grid can be exported to Excel by pressing the Export
4. for currency fields Usage Guide BPC Easy Timesheets for SharePoint 1 2 Toolbar Settings Settings Details Display Headers Attachments 0 Toolbar Start Color White _ Toolbar End Color EEECEL Icon Theme Standard F Toolbar Start Color Defines the starting color of the toolbar gradient This setting affects the toolbar of all user facing web parts Toolbar End Color Defines the end color of the toolbar gradient This setting affects the toolbar of all user facing web parts Icon Theme Select an icon theme for BPC Easy Timesheets This setting affects the icons of all user facing web parts 1 3 Web Part Headers On this tab the headers of all available web parts can be modified Usage Guide BPC Easy Timesheets for SharePoint Settings Details Display Headers Localization a Attachments 0 Na yenes O O O 1 4 Localizations This Tab contains most text strings of the user facing components of BPC Easy Timesheet to be used for localization or renaming 2 Basic Entities In order to start using the BPC Easy Timesheets application data must be entered in its basic entities e Customers e Projects Task definition is optional e Departments e Resources Users e Project Assignments Assign users to Projects e Non Working Days 2 1 Customers Use this list to define customers that are related to projects for which you want to report time
5. 8 00 2 46 aii Internal l l Strategic HR Workflows Other Tom Parker 2012 07 325 00 9 75 3 00 Other 2 HR Workflows Other Tom Parker 2012 06 325 00 4 50 138 Cost Month Project Server Migration Strategic Ben Kean 2012 07 150 00 4 25 2 83 Di 36 ek W cost Project Server Migration Strategic Ben Kean 2012 06 150 00 18 00 12 00 7 Project Server Migration Strategic Ben Kean 2012 05 150 00 4 00 2 67 5k Project Server Migration Strategic Tom Parker 2012 07 150 00 8 38 5 58 20k Project Server Migration Strategic Tom Parker 2012 06 150 00 10 00 6 67 i5k i ans a e j COMPONENTS Usage Guide BPC Easy Timesheets for SharePoint 3 6 Project Assignments This web part displays resource assignments fo pg Assignments Overview Project Resource G 2 M7 Active Projects a Export Projects HI Resources Actions My Timesheet Timesheets Of My Resources Project Summary Resource Summary Project Overview Assignments Overview Build Project Team Assignments Overview Project Resource AO AA Y Active Projects Projects Resources Actions di is Start Date End Date a PRA Customer CCF Phase 3 Daniel Garcia 25 08 2011 31 12 2011 50 00 65 00 Delta Ltd 3 CCF Phase 3 Josh Cooper 25 08 2011 31 12 2011 90 00 120 00 Delta Ltd CCF Phase 3 Paul Jordan 25 08 2011 31 12 2011 50 00 65 00 Delta Ltd CCF Phase 3 Tim Colt 25 08 2011 31 12 2011 30 00 45 00 Delta Ltd
6. Timesheets doesn t restrict users from reporting work time on non working days and that time isn t calculated at a different rate Usage Guide BPC Easy Timesheets for SharePoint 3 Web Parts Descriptions of all the available user facing web parts provided by BPC Easy timesheets Each of the following is a web part view option of the BPC Easy timesheet web part as described in the installation guide TP ae ae de O 6 Al Y E S Projects running this period 7 30 2012 8 5 2012 Y Only assigned projects Previous Next Select Save Submit Refresh Export _ Display Overtime Period Actions Options 3 1 My Timesheet Drag a column header and drop it here to group by that column Project Y Task T BPC Components Mon 7 30 201 Tue 7 31 201 Wed 8 1 2012 Thu 8 2 2012 Fri 8 3 2012 Sat 8 4 2012 Sun 8 5 2012 Total Customer Y BPC CIRTD Ltd BPC 0 0 0 0 BPC 0 0 HR Workflows Analysis Leave Training Administrative Tas BPC Totals 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Select the period for which time will be reported 1 2 The list of projects and tasks if available by default displays all projects that have assignments for the currently logged on user 8 the grid is editable so data entry can be performed directly on it All changes can be saved by clicking the Save Button 3 When data entry has been finalized timesheets should be submitted by clicking the Su
7. for SharePoint Category Name The Cost Category s Name Cost Group The Cost Group to which this category belongs Use the Cost Groups list to define Cost Groups 2 6 Resources Use this list to define resources Resources are the user that participate in projects for which time will be reported Although a resource can be connected with a SharePoint user a SharePoint user can only be connected with one resource Resource Details Assignments 9 Attachments 0 Resource Name Tom Parker User Account Tom Parker Timesheet Manager Tom Parker Department MET Department ha P e Is Timesheet a Administrator L EE Pi Is Outsourcer Work Hours Daily a Standard Rate per Overtime Rate per L hour 50 hour 66 Email tparker fix345 com Phone 4577 Resource Name The name of the resource as it will be displayed throughout BPC Easy Timesheets User Account The SharePoint user that is related with Usage Guide BPC Easy Timesheets for SharePoint O A Timesheet manager The timesheet manager of the resource Department The department that the resource belongs to Work Hours Daily The default hours that a resource works daily For informational info only Is Timesheet Administrator Defines the resource as a Timesheet Administrator Is Executive Defines the resource as an Executive Is Outsourcer Defines the resource as an Outsourcer Standard Rate per Hour
8. sa di bmitted Projects Administrative E gt All wi Time ss Refresh Export __ Charts Selected Projects Date Range Filters Group By Actions w Active Projects Select one or more projects that you want to view statistics for A Project owner can only view statistics for the projects she owns 1 Select whether all projects are displayed or just the active ones 2 Filter your statistics by a specific period The filter applies to the date of the timesheet 3 Select whether you want to display statistics for Non Administrative projects only Actual Projects Administrative projects only not actual projects but rather virtual projects that you create in order to let resources report time on tasks that are not relevant to an actual project e g Illness Vacation etc All projects both Administrative and Non Administrative 4 By default this view summarizes only the submitted timesheets By selecting Incl unsubmitted Hours BPC Easy Timesheets includes timesheets that have been saved but not submitted yet in summaries 5 BPC Easy Timesheet stores effort information in hours Check Time in Days if you want the summaries regarding effort to be displayed in days instead of hours 6 By default all summaries are grouped by project If you want to have additional grouping levels select one or more of the available options By checking the Charts option a new resizable window with all t
9. via the Project Groups list Project Owner Select from resources the one who s responsible for the project typically the project manager The resources that are defined as project owners are assigned Usage Guide BPC Easy Timesheets for SharePoint o special privileges in BPC Easy Timesheets Defines if the project is Active or Inactive No time can be reported for inactive projects Is Administrative Time If true it determines that it s not an actual project but rather a virtual project a container create in order to let resources report time on tasks that are not relevant to an actual project e g Illness Vacation etc Sort Order The sort order in which the project will be displayed in every list Baseline Effort The effort that has been initially estimated in hours Baseline Cost The project cost that had been initially estimated Start Date Project s start date From this date on the project will be available for time reporting Finish Date Project s finish date The project will be available for time reporting until this date The building of the Project Team i e the assigning resources to the project can be done via the Resources tab of the Project Form Use the grid to add resources by clicking on the New Record button Resources must be already added to the system before this step as described in the Resources paragraph of this Guide Usage Guide BPC Easy Timesheets for Sh
10. C Components Project Server Mi Project Server Migration 22 AR Workflows HR wontons IO Grouped by Customer m By Customer R _ By Resource Project Y Resource 7 Date m By Year Month Y By Project Year Month Project Server Migration Ben Kean 2012 06 La By Proj J gt Days Month Project Project Server Migration Ben Kean 2012 05 ys J 30 sa Mm Administrative Tasks Project Server Migration Tom Parker 2012 07 25 BPCC t Project Server Migration Tom Parker 2012 06 Bl A 20 BB r Worktiows Y BPC Time 51 88 0 T 51 88 Total 51 88 15 12 5 E Leave A CIRTD Ltd Time 33 63 O T 33 63 Total 33 63 10 IM Project Server Migration 5 4 m HR Workflows Dean Colins 2012 07 5 3 a 4 W Training E HR Workflows Dean Colins 2012 06 0 s H 2012 05 2012 07 4 a 35 2012 3 12 2012 3 19 2012 3 26 2012 4 2 2012 4 9 2012 4 16 2012 4 23 2012 4 30 2012 5 7 2012 5 14 2012 5 21 2012 5 28 2012 6 4 2012 6 11 2012 6 18 2012 6 25 2012 7 2 2012 7 9 201 BPC Components Project Server Mi Project Server Migration ooo HR Workflows HR Works oo ooo aa j COMPONENTS Usage Guide BPC Easy Timesheets for SharePoint 3 4 Resource Summary This view is designed for Timesheet Managers to view statistics regarding the resources they re responsible for Y DA As Resources a C D hokas i A a gt Y Time In Days Refresh Export __ Charts Selected Resources Date Range liters Group By Actions Select one or mor
11. CCF Phase 3 Tom Brown 25 08 2011 31 12 2011 50 00 66 00 Delta Ltd C FLOW Administrator 08 07 2011 15 12 2011 55 00 15 00 Credit Solutions C FLOW Alex Collins 08 07 2011 15 12 2011 45 00 55 00 Credit Solutions C FLOW Bob Parker 08 07 2011 15 12 2011 40 00 50 00 Credit Solutions C FLOW Daniel Garcia 08 07 2011 15 12 2011 50 00 65 00 Credit Solutions wr 27 06 2011 04 07 2011 11 07 2011 18 07 2011 25 07 2011 01 08 2011 08 08 2011 15 08 2011 22 08 2011 29 08 2011 05 09 2011 12 09 2011 19 09 2011 26 09 2011 03 10 2011 10 10 2011 17 10 2011 24 Select one or more projects that you want to view statistics for A Project owner can only view statistics for the projects he owns The values of the project lookup are also restricted by the user s role and the visibility it has on project records 1 Select whether you want all projects displayed or just the active ones 2 Select one or more resources that you want to view statistics for Timesheet Managers can view statistics only for the resources of Timesheets for which they are defined as Manager The values of the resources lookup are also being constrained by the user role and the visibility it has on resources records 3 oe COMPONENTS Usage Guide BPC Easy Timesheets for SharePoint By pressing the Refresh button filter selections are applied and the form is reloaded 4 The displayed grid can be exported to Excel by pressing the Ex
12. Date Task s finish date The task will be available for time reporting until this date Phase The project phase under which this task must be grouped Baseline Effort The effort that has been initially estimated for this task in hours Usage Guide BPC Easy Timesheets for SharePoint Baseline Cost The task cost that had been initially estimated Cost Group Cost Category Used for cost classification of the task Task Code Cost Code Used for internal reporting reasons The building of the Task Team i e the assigning resources to the task can be done via the Resources tab of the Task Form Use the grid to add resources by clicking on the New Record button Resources must be already added to the system before this step as described in the Resources paragraph of this Guide For resources to be available in this step they must first be added to the project team as described in the Projects paragraph Please note that tasks can be also created from the new Edit Project and Tasks user facing Web part 2 11 Task Assignments Use this list to view the resources assigned to each task New resource assignments can be added to the task via the form however the preferred way is by using the Resources tab of the task form as described above 2 12 Non Working Days Use this list to define non working days Non working days are displayed with a different colour in order to be easily recognizable BPC Easy
13. The hourly standard cost of the resource The value of this field if completed overrides the default standard rate that is defined at the application s global settings Overtime Rate per Hour The hourly overtime cost of the resource The value of this field if completed overrides the default overtime rate that is defined at the application s global settings 2 7 Project Groups The Group to which this project belongs is defined in this section The information is used in the reporting web parts Project Group Details gt attachments 0 Group Name Strategic Code l Usage Guide BPC Easy Timesheets for SharePoint This field can be used to assign an internal code to this project group to be later used for reporting 2 8 Projects Use this list to define all projects for which you want to report time Project Details Description J9 Attachments 0 Title BPC Components Project Group Customer Project Owner Active Sort Order Baseline Effort Hrs 2 000 HoursDay 8 Baseline Cost 45 000 00 1 1 2012 Es Finish Date 12 31 2012 Es Star amp Finish represend the period this project will be active for time reporting Project Title the name of the project The Customer for which this project is for Project Group The Group to which this project belongs This is used in the reporting web parts and the available Groups are defined
14. arePoint Project Details Description Resources 7 Attachments 0 i Project Assignments ID Resource Cost Hour Cost OT Har Administrator Ben Kean Dean Colins Nick Domen New Record 9 Edit Record 7 Delete Record at Categories Use this grid to create the Cost Categories for this Cost Group Click on the New Record Button to add a category Please note that projects can be also created from the new Edit Project and Tasks user facing Web part 2 9 Project Assignments Use this list to view the resources assigned to each project New resource assignments can be added to the project via the form however the preferred way is by using the Resources tab of the project form as described above Usage Guide BPC Easy Timesheets for SharePoint Project Assignment Details 7 Attachments 0 Title Customer CIRTD Ltd Project HR Workflows Resource Tom Parker Cost Per Hour Cost Per OTHour 2 10 Tasks Use this list to define tasks for your projects Task Details Assignments 7 Attachments 0 Start Date 18 1 2012 ES Finish Date 11 30 2012 ES Phase Implementation Baseline Cost Baseline Effort Cost Group Groupa Cost Category Category A 2 vw Task Code Cost Code The project to which this task belongs Start Date Task s start date From this date on the task will be available for time reporting Finish
15. bmit button 4 The Submit function locks the currently selected period in so that no further changes are allowed From this time on only the Application Administrator or Timesheet administrator has the ability to unlock submitted timesheets In the Options section of the ribbon 7 Projects Running this Period Users can keep only the currently running projects visible on their list by checking the Projects Running This Period checkbox Fi Only Assigned Projects Usage Guide BPC Easy Timesheets for SharePoint Users can also view and report timesheets on projects that aren t officially assigned to them by deselecting the Only Assigned Projects checkbox For this option to be available Select Unassigned Projects should be true in global settings Display Overtime Users can report overtimes beyond the standard working time In order to report overtime they must check the Display Overtime option By doing so a new column appears per day for overtime insertion By pressing the Refresh button filter selections are applied and the period is reloaded 5 The displayed grid can be exported to Excel by pressing the Export button 6 This view offers grouping on several of the available columns by dragging and dropping the columns in the space indicated by the message in green text above the timesheet The view also offers filtering on the project task and custom
16. button 8 Usage Guide BPC Easy Timesheets for SharePoint This view offers grouping on some of the available columns by dragging and dropping the columns in the space indicated by the message in green text above the timesheet The view also offers filtering on the columns available by clicking on the funnel icon above these columns Simple User Resource Timesheet Manager Project Owner Executive Administrator Grouped by Project v By Project _ By Resource Project Y Resource Y Date Y Standard Time Y Overtime Y Total Time _ By Year Month _ By Project Year Month BPC Components Dean Colins 2012 07 5 25 0 00 5 Days Project BPC Components Dean Colins 2012 06 2 00 0 00 2 35 25 a J Administrative Tasks Time 35 25 EI OL Total 35 25 BPC Components a HR Workflows Time 33 63 O T 33 63 Total 33 63 ES HR Workflows HR Workflows Dean Colins 2012 07 11 38 0 00 11 E Li v HR Workflows Dean Colins 2012 06 8 00 0 00 8 E eave HR Workflows Tom Parker 2012 07 9 75 0 00 9 MM project Server Migration HR Workflows Tom Parker 2012 06 4 50 0 00 4 BB taining Time 33 63 OT aes Be Total 33 63 Time 130 13 OT 130 13 Total 130 13 q m l gt 4 2012 2 5 2012 i 3 12 2012 3 19 2012 3 26 2012 4 2 2012 4 9 2012 4 16 2012 4 23 2012 4 30 2012 5 7 2012 5 14 2012 5 21 2012 5 28 2012 6 4 2012 6 11 2012 6 18 2012 6 25 2012 7 2 2012 7 BP
17. e resources to view resource statistics Timesheet Managers can view statistics only for resources for which they are defined as Timesheet Manager 1 Filter your statistics by a specific period The filter applies to the date of the timesheet 2 By default this view summarizes only the submitted timesheets By selecting Incl unsubmitted Time BPC Easy Timesheets includes the timesheets that have been saved but not yet submitted in summaries 3 BPC Easy Timesheet stores effort information in hours Check Time in Days if you want the summaries regarding effort to be displayed in days instead of hours 4 By default all summaries are grouped by resource If you want to have additional grouping levels select one or more of the available options By checking the Charts option a new resizable window with all the relevant charts for the current grouping selections will open on the right Select the charts you want to see Charts are exportable via the icon on bottom right of the wndow 5 By pressing the Refresh button filter selections are applied and the form is reloaded 6 The displayed grid can be exported to Excel by pressing the Export button 7 Usage Guide BPC Easy Timesheets for SharePoint This view offers grouping on some of the available columns by dragging and dropping the columns in the space indicated by the message in green text above the timesheet The view also offers filter
18. er columns available by clicking on the funnel icon above these columns EJ Select all EJ Administrative Tasks O BPC Components El HR Workflows ma Leave El Totals E Training Show rows with value that Is equal to BA dos Is equal to m a Filter Clear Filter Notes This Web Part should be accessible by all users that have to report time Timesheet information is reported for a specific period period being a week Usage Guide BPC Easy Timesheets for SharePoint Users are restricted on the maximum working hours they can report both per day and per week Those restrictions can be defined at global settings There is also an option to enter comments on a daily basis By selecting a specific grid cell project Day the Comments field appears below the list The presence of comments for a specific day project is indicated by the comments Icon The available options to the user are defined via selections made in the Global Setting as described earlier in this guide 3 2 My Resources This view is designed especially for timesheet managers to view the reported timesheets of their team In the top list a timesheet manager can view all resources that he s responsible for with summaries on submitted or un submitted hours per project The bottom list shows the timesheets o
19. f the resource selected in the top list The bottom list allows the timesheet manager to unlock a submitted period This list has exactly the same functionality as that of My Timesheets Web Part Timesheets Of My Resources o Manager Administrator ja 26 09 2011 02 10 2011 SS ous Next Select Refresh Export Resource ele Wit Actions Filter Resource Project Total Submitted Unsibmitted Hours ani CCF Phase 3 1 0 C FLOW 5 0 PWM Project a 4 0 Training 5 0 15 0 Josh Cooper Tim Colt 15 0 Administrator O ld V Projects Running this Period 26 09 2011 02 10 2011 Only Assigned Projects Previous Next Select Save Submit Refresh Export Display Overtime Period Actions Options Mon Tue Wed Thu Fri Sat Sun Project 26 09 2011 27 09 2011 28 09 2011 29 09 2011 30 09 2011 01 10 2011 02 10 201 T Customer F Phase 3 1 1 Delta Ltd a PWM Project 2 2 4 FKG Consulting Ltd C FLOW 3 2 5 Credit Solutions PS Server Rollout 0 Delta Ltd 5 Best Practice Consulting Training 4 1 3 3 Project Summary This Web Part is specifically designed for Project Owners to view statistics regarding their projects Usage Guide BPC Easy Timesheets for SharePoint Project Summary Project aran Incl Unsubmitted o Par yyyy Projects 2 Time l fa Y Active Projects VoPyyry gt sal Tine in Days Refresh Export
20. he relevant charts for the current grouping selections will open on the right Select the charts you want to see Charts are exportable via the icon on bottom right of the window 7 e Usage Guide 15 BPC Easy Timesheets for SharePoint By pressing the Refresh button filter selections are applied and the form is reloaded 8 The displayed grid can be exported to Excel by pressing the Export button 9 This view offers grouping on some of the available columns by dragging and dropping the columns in the space indicated by the message in green text above the timesheet The view also offers filtering on the columns available by clicking on the funnel icon above these columns Simple User Resource Timesheet Manager Project Owner Executive Administrator Project Y Project Group Y Resource Y Date Y Baseline Eff Y Total Time Y Effort Spe Y i 45K Cost Project Group BPC Components Internal Administrator 2012 07 250 00 16 38 655 f 40k 3633k Ml cost BPC Components Internal Ben Kean 2012 07 250 00 4 63 1 85 35k BPC Components Internal Ben Kean 2012 06 250 00 2 00 0 80 30k BPC Components Internal Ben Kean 2012 05 250 00 5 00 2 00 25k oo BPC Components Internal Dean Colins 2012 07 250 00 5 25 2 10 20k BPC Components Internal Dean Colins 2012 06 250 00 2 00 0 80 i umda HR Workflows Other Dean Colins 2012 07 325 00 11 38 3 50 ES HR Workflows Other Dean Colins 2012 06 325 00
21. ing on the columns available by clicking on the funnel icon above these columns Drag a column header and drop it here to group by that column _ By Department _ By Resource Resource Y Department Y Date Y Standard Time Y d v By Year Month 90 Administrator Administration 2012 07 20 13 Hours Month 80 Ben Kean Administration 2012 07 10 00 pa 7013 Mi Hours Ben Kean Administration 2012 06 21 00 60 Ben Kean Administration 2012 05 14 00 50 46 Dean Colins Sales 2012 06 10 00 40 Dean Colins Sales 2012 07 19 88 30 Tom Parker IT 2012 07 20 13 277 10 Tom Parker IT 2012 06 15 00 2012 05 2012 07 2012 06 x Grouped by Department _ By Customer _ By Department Resource Y Department Y Date Y Customer fi V By Resource _ By Year Month am Ido _ Hours Resource Tom Parker IT 2012 07 ADCM S A 45 E Hours Tom Parker IT 2012 07 CIRTD Ltd 40 Tom Parker IT 2012 06 CIRTD Ltd 35 13 35 Tom Parker IT 2012 06 ADCM S A 29 88 Tom Parker IT 2012 06 BPC 30 Tom Parker It 2012 07 BPC 25 20 13 A Sales Time 29 88 O T 29 88 15 y y y Dean Colins Sales 2012 06 BPC Administrator Dean Colins Ben Kean Tom Parker 2 3 5 Project Cost Summary This Web Part is especially designed for Project Owners to view financial statistics of their projects BPE COMPONENTS Usage Guide BPC Easy Timesheets for SharePoint Project Cost Summary Project Dott tt Non Administrative E
22. ired to submit timesheets e Timesheet Manager A user responsible for the timesheets of several users a team leader f e e Project Owner Is the user overall responsible for the project and its timesheets the Project Manager e Executive Special user type that allows viewing of all BPC Easy Timesheets data but no alterations e Administrator BPC Easy Timesheets administrator Usage Guide BPC Easy Timesheets for SharePoint 1 Global Settings Before using BPC Easy Timesheets the following application global settings should be defined 1 1 Timesheet Settings Settings Details Display Headers 9 Attachments 0 Title Global Settings A ow time reporting for out of Select Not Ru Projects ee ect Not Running Proj period projects o A A ow time reporting for projects Select Unassigned Projects with no user specific assignments Allow Overtime Reporting Allow Unsubmitted Time in Reporting Web Parts Display Time In Days Max Hours Per fe OA Max Hours Per Day First Week Day Monday E SUAS E ta Hours Per Day 3 0 Currency Symbol Reset to Default BPC Easy Timesheets always gets its configuration settings from a record with the title Global Settings so refrain from altering this value Select Not Running Projects When checked BPC Easy Timesheets users will have the option to save and submit timesheets for projects with end dates in the past Otherwise users will be on
23. ly able to report timesheet for running projects Select Unassigned Projects When checked BPC Easy Timesheets users will have the option to save and submit Usage Guide BPC Easy Timesheets for SharePoint timesheets for any project Otherwise users will be able to report timesheets only for projects that they ve been assigned to Allow Overtime Reporting Define whether or not users can report overtime hours on timesheets Allow Unsubmitted Time in Define if users will have the option to to reporting web parts include the saved timesheets that are not submitted in calculations of the reporting webparts Max Hours per Day It s the daily limit of the hours that a user can submit for all the projects that he participates in overtime included Max Hours per Week It s the weekly limit of the hours that a user can submit for all the projects that she participates in overtime included First Week Day Defines the first working day of the week This setting only affects the sequence of days for the timesheet view as the first working day of the week appears first in the timesheet grid Hours Per Day This setting only affects the calculation that converts working hours to working days Display Time In Days Defines if the users will have the option to display time in days in the webparts The setting Hours per Day is used in this conversion Currency Symbol It s the currency symbol that will be used
24. ows the creation of new projects or tasks belonging to the selected project as well as deletion of objects via the corresponding buttons at the bottom q q A Refresh MEW NewTask Delete Project Actions Edit Projects Tasks a Projects aj H v Active Projects Save Record Selected Projects Project Details Description Resources gt Attachments 0 Administrative Tasks z BPC Components 4 HR Workflows HR Workflows Analysis Project Group Other O Implementation Customer CIRTD Ltd 4 Leave Project Server Migration Project Owner a Training Active Fi Is Administrative Time z Sort Order Le Baseline Effort Hrs 2 600 Effort in days Hours Day 8 72 000 00 Start Date 6 1 2012 15 Finish Date 12 31 2012 fis Start amp Finish represend the period this project will be active for time reporting gt 4 Refresh New Task New Project
25. port button 5 Visibility Simple Resource Timesheet Manager Can only view or select resources that he s responsible for Project filter is empty for Timesheet Managers Project Owner Can only view or select projects he s the owner of Resource filter is empty for project owners Can view or select all projects resources Administrator Can view or select all projects resources 3 7 Edit Projects Tasks This view allows end users with the appropriate permission to Add Edit Delete and associate Projects and Tasks Start by selecting the projects to be displayed using the picker on the top of the left side of the view njera IS Y Active Projects Selected Projects After finishing your selections press the Refresh button on the bottom part of the view for the project list to be displayed Just hit Refresh directly to get a list of all the projects access rights apply Usage Guide BPC Easy Timesheets for SharePoint By selecting one of the projects or tasks in the tree the appropriate edit form will open on the right side of the view Administrative Tasks BPC Components 4 HR Workflows Analysis Implementation Leave Project Server Migration Training The details of the object can be edited via this form as described in the Projects or Tasks paragraphs of this guide The changes are saved by pressing the save button at the top The view all
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