User Manual - Easy Time Logs
Contents
1. jdoe MELLE AERARA jdoe abc com 15 000 88 O Administrator j O User Edit user details Modify the relevant details e Click _save_ This button will be enabled only if you modify at least one field Note You cannot change the Role or the Active status of the administrator created during installation 2 3 Deleting Users If a user leaves the company you might want to delete the details of that user from Easy Time Logs Click x corresponding to that user The user will be deleted after confirmation Only administrators can delete users Microsoft Internet Explorer Are you sure Confirmation for deleting Note You cannot delete the details of administrator created during installation Module 3 Exploring Options Objectives After completing this module you will be able to e Add various elements to the canvas e Move around the elements on the canvas The Easy Time Logs allows you to setup various options For instance you can set a particular language and the currency format and activate the license and so on To set the various options click Options from the left pane The Options List in the left pane will display the available options 3 1 Changing Settings The Settings screen allows the administrators to set up the various formats To setup the formats e Click Settings from the Options List2. 1 In the next dialog that appears select the Open this file option and click the OK button 2 Click the printer icon on the Acrobat Reader Menu rather than the print button on your internet browser The print options a e Show or hide group tree Click to show or hide the group tree If enabled the group tree will be displayed in the top corner of the report You can expand this group tree This button acts as a toggle 25 a 4 4 Bon 1 1 Main Report M 100 w BusinessObjects J Admin Admin Time Card Detailed Report 07 01 2008 08 09 2008 Admin Admin Client Project Task Description Category Date Hours XYZ Corporation MIS Project Designing Lunch OUT 07 31 2008 00 15 XYZ Corporation MIS Project Designing Working hours IN 07 28 2008 08 00 XYZ Corporation MIS Project Designing IN 07 29 2008 09 00 XYZ Corporation MIS Project Designing Working hours IN 071 30 2008 08 00 XYZ Corporation MIS Project Designing Normal hours in 071 31 2008 09 00 XYZ Corporation MIS Project Designing Lunch OUT 07 28 2008 00 30 XYZ Corporation MIS Project Designing Normal hours IN 08 01 2008 08 00 XYZ Corporation MIS Project Designing Lunch OUT 07 30 2008 00 30 XYZ Corporation MIS Project Designing Lunch OUT 08 01 2008 00 30 XYZ Corporation _MIS Project Designing Lunch OUT 071 29 2008 00 30 44 15 John Doe Client Project Task Description Category Date Hours XYZ Corporation MIS Project Designing Normal 2 hours overtime IN 08 01
3. 25 Objectives HOT 5 1 Generating Time Card Summary Report u 28 5 2 Generating Time Card Detailed Report 29 5 3 Exploring Report Options nennen 30 Preface Easy Time Logs is a Web based time tracking and project management tool You can use Easy Time Logs to track the time and plan resources effectively The Web based interface is user friendly This training manual helps you to use the features of Easy Time Logs effectively Conventions Used The following conventions are used in this manual Bold face Menu items button names field names Italics Emphasis Module 1 Understanding the Interface Objectives After completing this module you will be able to e Log into Easy Time Logs e Explore the main screen 1 1 Logging into the System To open Easy Time Logs follow either of the steps e Double click the icon on the Desktop or Quick Launch e Follow the path Start gt Programs gt Easy Trinity gt Easy Time Logs gt Easy Time Log In the log in screen e Enter the Login name e Provide the Password e Select Remember Me if you want Easy Time Logs to remember the login credentials making it easier to login the next time e Click Log in to proceed Note The Login name and password for the administrator is provided during the installation of the Easy Time Logs The administrator can the create users and provide them access SE Easy Time Logs Professional E
4. 2008 10 00 XYZ Corporation MIS Project Designing Normal 2 hours overtime IN 07 28 2008 10 00 XYZ Corporation MIS Project Designing Break OUT 07 281 2008 00 30 XYZ Corporation MIS Project Designing Normal 2 hours overtime IN 07 29 2008 10 00 XYZ Corporation MIS Project Designing Normal 2 hours overtime IN 071 30 2008 10 00 XYZ Corporation MIS Project Designin Normal 2 hours overtime IN 07 31 2008 10 00 50 30 Total Hours 94 45 Thank you for your Ousiness The group tree displayed in the report e Navigate through the pages of the report The buttons allow you to go to first previous next and last page of the report respectively To go 1 to a particular page enter the page number in the textbox and click E If there are sub reports you can go to that particular report by choosing it from i v the Main Report Y dropdown e Find To search a particular text in the report enter the text and click A The instance of the text will be highlighted e Zoom Choose the zoom percentage from the dropdown
5. the calculated value in the field Click 3 to clear the value in the Rate field e Mention the address details e Enter the Phone and Mobile numbers e Click sae This button will be enabled only if you modify at least one field Note You will not be able to change the Login Name Role or Active status of the logged in administrator 3 3 Activating License You can activate the license of Easy Time Logs To activate the license e Click Activate License from the Options List The Activate Easy Time Logs screen will be displayed The details such as the company to which the product is registered maximum number of active users allowed and the current number of active users are displayed Easy Time Logs Professional Edition SE Registered to Trial Period Maximum number of active users Current number of active users 3 Browse License file Activating Easy Time Logs ctick eme e Inthe Choose File dialog locate the file and click oen e After selecting the license file click L_ Activate 3 4 Viewing Details of Easy Time Logs You can view the information about the Easy Time Logs Click About Easy Time Logs from the Options List The Version Database Version the Mode and the days of trial remaining in case of trial version are displayed You can also find email and website address Click OK to close the dialog Verity Enterprise Solutions Inc SE Easy Time Logs P
6. Category Date Hours XYZ Corporation MIS Project Designing Normal 2 hours overtime IN 08 01 2008 10 00 XYZ Corporation MIS Project Designing Normal 2 hours overtime IN 071 2812008 10 00 XYZ Corporation MIS Project Designing Bresk OUT 07 281 2008 00 30 XYZ Corporation MIS Project Designing Normal 2 hours overtime IN 071 29 2008 10 00 XYZ Corporation MIS Project Designing Normal 2 hours overtime IN 07 30 2008 10 00 XYZ Corporation __MIS Project Designing Normal 2 hours overtime IN 07 31 2008 10 00 50 30 Total Hours 94 45 Thank you Tor your Dusiness The Time Card Detailed Report 5 3 Exploring Report Options There are various options in the report page e Export You can export the report to other formats Click ER In the Export to Report screen that opens choose the Format from the dropdown You can export all pages or a range Select the appropriate option and click oK You can Open or Save the file 2 Export the Report Microsoft Internet Explorer Export Options Please select an Export format from the list MS Word v Enter the page range that you want to Export O AI O Pages From The export options Print Click 42 In the Print the Report screen that opens choose to print all pages or select a range of pages Click oK Print the Report Microsoft Internet Explorer Print Options Enter the page range that you want to Print AI O Pages From To Print
7. Easy Time Logs Training Manual Exrerary Copyright O 2008 Trinity Enterprise Solutions Inc Table of Contents PrelaCe id i Module 1 1 Understanding the Interface 1 Objectives 1 1 1 Logging into the System 2 1 2 Exploring the Main Screen 3 1 2 1 Menu 3 1 2 2 Options 5 1 2 3 Display Pane D Module 2 unuusnersnsennnuannunnnunnennnnnn wl 1 1 2 4 5 7 7 9 Adding Users Objectives 2 1 Adding New Users 2 2 Editing Users 2 3 Deleting Users Exploring Options ObjectiVES 2 3 1 Changing Settings 10 3 2 Modifying User Details eel 3 3 Activating License ee 12 3 4 Viewing Details of Easy Time Logs wi 13 Module 4 uunuuesunsanennnnannennsnunnunnnunnnunnnunnnunnnnnnnn we 14 Adding Projects Tasks and Clients 14 Objectives nsec chee 15 4 1 Adding Clients 16 4 2 Editing Clients 17 4 3 Deleting Clients van VE 4 4 Adding Projects 18 4 5 Editing Projects 2 19 4 6 Deleting Projects wi 19 4 7 Adding Tasks 20 4 8 Editing Tasks Hel 4 9 Deleting Tasks 21 4 10 Adding Time Logs u 22 4 11 Editing Time Logs un 23 4 12 Deleting Time Logs su 23 Module 5 nn se 29 Generating Reports se
8. ask Details screen opens in the main pane Designing Rate 100 Start Date 6 2 2008 Estimated Hours 140 Estimated Finish Date 6 6 2008 Finish Date 6 6 2008 Priority Normal v Status Description Active Adding tasks e Enter the Task name e Enter the Rate Click to invoke the calculator After using the calculator click OK in the calculator to display the calculated value in the field Click to clear the value in the Rate field e Mention the Start Date of the task Click a to invoke the calendar from where you can click the date Click 3 to clear the date e Enter the Estimated Hours Click a to invoke the calculator You can choose to display the time in mins or HH MM Choose the appropriate option After using the calculator click OK in the calculator to display the calculated value in the field Click a to clear the value in the Estimated Hours field e Mention the Estimated Finish Date Click to invoke the calendar from where you can click the date Click B to clear the date 4 8 4 9 Enter the actual Finish Date Click E to invoke the calendar from where you can click the date Click 8 to clear the date Choose the Priority of the task The priority can be Normal Low or High Select the Status of the task The status can be Open On Hold or Closed Provide a Description Select the Active option It is possible to log time only for active tasks However the detai
9. d Report from the left pane The Set Report Options screen opens in the main pane e Choose the Start Date and End Date Click a to invoke the calendar from where you can click the date Click B to clear the date Comment c8 What are these option If selected what will be displayed in the report e Select the appropriate options Total Client Total Project Total Task or all ee three options e Click _ Generate Report The Time Card Detailed Report will open in a new browser de a a RM SR Meese TA Sey amp Main Report M M 100 M susinossonlects Admin Admin Time Card Detailed Report amp John Doe 07 01 2008 08 09 2008 Admin Admin Client Project Task Description Category Date Hours XYZ Corporation MIS Project Designing Lunch OUT 07 31 2008 00 15 XYZ Corporation MIS Project Designing Working hours IN 07 28 2008 08 00 XYZ Corporation MIS Project Designing IN 07 29 2008 09 00 XYZ Corporation MIS Project Designing Working hours IN 071 30 2008 08 00 XYZ Corporation MIS Project Designing Normal hours in 07 31 2008 09 00 XYZ Corporation MIS Project Designing Lunch OUT 07 28 2008 00 30 XYZ Corporation MIS Project Designing Normal hours IN 08 01 2008 08 00 XYZ Corporation MIS Project Designing Lunch OUT 07 301 2008 00 30 XYZ Corporation MIS Project Designing Lunch OUT 08 01 2008 00 30 XYZ Corporation MIS Project Designing Lunch OUT 071 29 2008 00 30 44 15 John Doe Client Project Task Description
10. displayed in the left pane The Edit Options screen will be displayed Time Format HH MM v Date Format DD MM YYYY v Language English v Currency Working Hours Per Week 40 000 2 Fade forms into view No y The Edit Options e Choose a Time Format e Choose a Date Format e Select a Language e Enter the Currency format e Enter the Working Hours Per Week Click to invoke the calculator After using the calculator click OK in the calculator to display the calculated value in the field Click 2 to clear the value in the field e Choose Yes to Fade Forms into View If set to Yes the screens will display visual effects similar to Windows XP e Click sae This button will be enabled only if you edit at least one setting 3 2 Modifying User Details The logged in users can edit their details To edit the details e Click Personal from the Options List The Edit Personal screen will be displayed First Name Last Name Login Password Confirm Password E mail Rate 0 000 City Address Region Country Postal Code Phone Mobile Roles Active Edit Personal screen e Modify the First Name and Last Name of the user e Change the Password Confirm the password e Enter the Email address e Enter the Rate Click to invoke the calculator After using the calculator click OK in the calculator to display
11. dition Login Information Login malinib Password eo e o Remember me Login Screen 1 2 Exploring the Main Screen The main screen has the menu options and display pane This section explains the various components of the main screen in brief 1 2 1 Menu Let s explore the menu options in this section File This menu has the option to exit Easy Time Logs File menu Registration The registration menu has options to activate the license change the edition of Easy Time Logs and buy Easy Time Logs if you are using a trial version a Change Edition The Registration menu o Activate License Allows you to activate the license key o Change Edition Allows you to change the edition of Easy Time Logs for instance from Professional to Free o Buy Easy Time Logs Directs you to www easytimelogs com from where you can purchase the product Help This option provides options to get help from the technical support to request for a new feature and so on E Easy Time Logs Home Page The Help menu o Easy Time Logs Home Page Loads the home page of Easy Time Logs o Contact Technical Support Opens the form to get in touch with the Technical Support You can submit your concerns and queries o Request New Features Opens a form where you can submit a request to know about new features o About Easy Time Logs Provides information about t
12. enerate reports are available under Reports Go to Reports and the options Time Card Report and Summary Report will be displayed in the left pane For administrators the reports will display the details of all users where as for other users the report will display only their details 5 1 Generating Time Card Summary Report The summary report will display the total hours logged by each resource for the selected period To generate a summary report e Click Summary Report from the left pane The Set Report Options screen opens in the main pane e Choose the Start Date and End Date Click 3 to invoke the calendar from where you can click the date Click B to clear the date Comment c7 What are these option If selected what will be displayed in the report e Select the appropriate options Total Client Total Project Total Task or all _ three options e Click Espnenta hope The Time Card Summary Report will open in a new browser 3 la 1 1 Main Report M Mh 100 M musi essorjecte Admin Admin Time Card Summary Report John Doe 01 07 2008 09 08 2008 User Hours Admin Admin 44 15 John Doe 50 30 Total Hours 94 45 Thank you for your business The Time Card Summary Report 5 2 Generating Time Card Detailed Report The time card detailed report will display every entry both IN and OUT logged by all resources in the selected period To generate a time card report Click Time Car
13. he Easy Time Logs such as the Version Database Version the Mode and the days of trial remaining in case of trial version You can also find email and website address Click OK to close the dialog Verity Enterprise Solutions Inc Easy Time Logs Professional Edition Trial period will expire in 12 days Version 2 2 21 Database Version 2 1 5 Trial Mode Day s remaining 12 Website www easytimelogs com E mail support easytimelogs com The About dialog 1 2 2 Options The options bar displays the following options Add Client Allows you to add a client Add Project Allows you to add a project for each client Add Task Allows you to add various tasks for each project Add Time Log Allows you to add the time log Time Card Report Allows you to generate the time card report The option bar The options are enabled based on conditions For instance after you add a client the option Add Project will be enabled These options are explained in the forthcoming modules 1 2 3 Display Pane The display pane is divided into two sections the left pane containing various options and center pane where the details are displayed and actions are performed The image shows the options on the left pane The left pane Module 1 Easy Time Logs Training Manual When you click each tab the options of the active tab are displayed and the center pane also changes accordingly For instance when yo
14. lick EJ to invoke the calendar from where you can click the date Click to clear the date e Enter the Estimated Hours Click to invoke the calculator You can choose to display the time in mins or HH MM Choose the appropriate option After using the calculator click OK in the calculator to display the calculated value in the field Click 2 to clear the value in the Estimated Hours field Mention the Estimated Finish Date Click to invoke the calendar from where you can click the date Click B to clear the date Enter the actual Finish Date Click B to invoke the calendar from where you can click the date Click 8 to clear the date Choose the Priority of the project The priority can be Normal Low or High Select the Status of the project The status can be Open On Hold or Closed Provide a Description Select the Active option It is possible to log time only for active projects However the details of inactive projects will be maintained in Easy Time Logs Click L_Seve_ The new project will be displayed under the respective client in the Client List in the left pane 4 5 4 6 Editing Projects Deleting Projects Comment c3 Option disabled Comment c4 Option disabled 4 7 Adding Tasks Each project is usually divided into tasks Easy Time Logs allows you to define tasks for each project To add a task e Select a Project from the Clients List e Click S ada task The T
15. ls of inactive tasks will be maintained in Easy Time Logs click save Editing Tasks Deleting Tasks Comment c5 Option disabled Comment c6 Option disabled 4 10 Adding Time Logs The time can be logged after the Clients Projects and Tasks are added to Easy Time Logs To add time log for the current day e Select a Client Project or Task from the Clients List e Click The Add New Time Log screen opens in the main pane e Enter the Hours Click 3 to invoke the calculator You can choose to display the time in mins or HH MM Choose the appropriate option After using the calculator click OK in the calculator to display the calculated value in the field Click a to clear the value in the Hours field e If the Client Project or Task is billable select the option e Choose the Category The categories are IN and OUT e Enter a Description This description will be displayed as the tooltip in the calendar e click L_Swe The time logged will be displayed in the weekly calendar The tree showing the Client gt Project gt Task will be expanded based on the time logged For instance if you logged the time for the task the tree will expand and show till the tasks whereas if you selected the client and logged time the tree will only show the client Weekly Calendar F1 7 27 2008 8 2 2008 XYZ Corporation Ig MIS Project y Designing 1 00 8 00 includes 2 hours overtime LA XYZ Cor
16. poration 10 00 includes 2 hours overtim Weekly calendar displaying the logged time Note To navigate through the calendar use and To log time for any day click the corresponding column in the calendar The Add New Time Log screen opens in the main pane Follow the steps mentioned above to add a time log Easy Time Logs Training Manual Module 4 4 11 Editing Time Logs To edit a time log e Click the time log entry in the calendar e From the popup menu click Edit Time Log Weekly Calendar Fl 7 27 2008 8 2 2008 PJ amp XYZ Corporation Mis Project Designing 3 XYZ Corporation GA Add Time Log EB Da il 5 Delete Time Log 9 Options to edit time log e Inthe Modify Time Log screen edit the time log e Click L_ save This button will be enabled only if you modify at least one field 4 12 Deleting Time Logs To delete a time log e Click the time log entry in the calendar e From the popup menu click Delete Time Log The time log will be deleted QI Add Time Log Ej Edit Time Log Option to delete time log Module 5 Generating Reports Objectives After completing this module you will be able to e Generate Reports e Describe the options in the Report page The main feature of Easy Time Logs is the ability to generate reports based on the time logged for clients projects and tasks Easy Time Logs provides a summary report and detailed report The options to g
17. redentials to the user Enter the Email of the user Enter the Rate Click 3 to invoke the calculator After using the calculator click OK in the calculator to display the calculated value in the field Click 2 to clear the value in the Rate field Mention the address details Enter the Phone and Mobile numbers Choose the Role for the user Select Active to set the status of the user Inactive users will not be able to login to Easy Time Logs However their details will be maintained in the database If the status is changed to Active they will be able to login click save The First Name Last Name Email Role and Status of the user are displayed A indicates active users The name of the user will also be displayed in the left pane Qusers List Li Jane Doe John Doe Admin Admin List of users in the left pane 2 2 The administrator can edit the details of existing users Editing Users To add existing users Click the Users options from the left pane The Users List will be displayed in the main pane Click r pane All details provided for that user will be displayed in the Edit User Information screen First Name Last Name Login Password Confirm Password EMail Rate Address City Region Country Postal Code Phone Mobile Roles Active of the corresponding user or click the name of the user from the left John Doe
18. rofessional Edition Trial period will expire in 12 days Version 2 2 21 Database Version 2 1 5 Trial Mode Day s remaining 12 Website www easytimelogs com E mail support easytimelogs com About Easy Time Logs Module 4 Adding Projects Tasks and Clients Objectives After completing this module you will be able to e Add Clients e Create Projects e Define Tasks After setting up the options you can add clients projects and tasks All these features are grouped under Time Log From the left pane click Time Logs The list of clients projects and tasks will be displayed in the left pane under Client List The main pane will display the weekly calendar 4 1 Adding Clients Easy Time Logs allows you to add various clients making it easier to group projects and tasks for each client To add a client e Click from the Options bar or click Client List from the left pane and select Add Client from the popup menu The Add New Client Information screen opens in the main pane Client XYZ Corporation Abbreviation Email Rate 5000 a Address City Region Country Postal Code Phone Contact Person Description Active Add new client information screen e Enter the Client name e Mention an Abbreviation for the client name e Enter the Email address e Enter the Rate Click a to invoke
19. the calculator After using the calculator click OK in the calculator to display the calculated value in the field Click 2 to clear the value in the Rate field e Mention the address details of the client e Enter the Phone number and mention the Contact Person e Provide a Description e Select Active to set the status of the client e click L_seve_ The new client will be displayed in the Client List in the left pane _ Comment c1 Option disabled 4 2 Editing Clients _ Comment c2 Option disabled 4 3 Deleting Clients 4 4 Adding Projects After adding clients the next step is to add the projects that are applicable to the client To add a project e Click the Client from the Client List for which you are adding the new project e Click 6 Ada Project from the Options bar The Add New Project Information screen opens in the main pane Project Rate Start Date Estimated Hours Estimated Finish Date Finish Date Priority Description Active MIS Project 1000 6 2 2008 150 7 2 2008 Add Project Information screen e Enter the name of the Project e Enter the Rate Click to invoke the calculator After using the calculator click OK in the calculator to display the calculated value in the field Click 2 to clear the value in the Rate field e Mention the Start Date of the project C
20. u click Time Logs the option to add clients is displayed in the center pane Client Details The center pane displaying option to add new client Module 2 Adding Users Objectives After completing this module you will be able to e Add new users e Edit and delete existing users The administrators have the privilege to add the users While installing Easy Time Logs you will be prompted to enter a username and password Initially the administrator can log in using this username and password 2 1 To add new users Adding New Users Click the Users options from the left pane The Users List will be displayed in the main pane The list of users and options to Edit and Delete are displayed Note that the options Users Login EMail Roles First Name Last Name E Mail Role Edit Active Delete Admin Admin Administrator vd Y First Name Last Name Password Confirm Password Rate Address City Region Country Postal Code Phone Mobile Active to Edit and Delete are available only to administrators The list of users Click to open the Add New User dialog Joe Doe jdoe ljdoe abc com 15 A O Administrator i user Add new user screen In the Add New User screen o Enter the First Name and Last Name of the user Provide a Login name and Password Confirm the password Communicate the login c
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