Times User Manual
Contents
1. 16 JOBS LECTION 2 44 hoc ud 16 I OLA SEA OFT 17 Job Detalls 17 Enter Client Details FOrmM cs d te td tame utu 17 EUER 17 gc TET 17 SELECTING ACTIVELIES 0 oae Ein teks 18 SELECTION nns 18 TU ux Pucci uM SUMI M D Ie MINI E 18 ACTIVITY OVERRIDE RATES 5222555 19 22202 20 TT cm i i M E 21 INVOCA LT 2 VIEW ENVOIGQES 22 enc v see 22 IDPOICOS t atu ELE e eei MR tA E UR 22 E 22 22 2 doe ds rund 23 Y EUR ATI ga LG2. Times User Manual Version 2 4 Created by ComlT Solutions Pty Ltd August 2004 Solutions 25 August 2004 User Documentation Contents OVERVIEW 4 5 5 5 55 6 PO PEE AREE 6 ED M e EE MU LU Metu EU Metu ae eel 6 INSPADIATION e LUE 7 PE OU URE WIEN 7 5 7 MUELIPLEUSERS VIA SINGEBJABQ 8 MULTIPLE USERS VIA SHARED NETWOBK ohne i Secon ed chee 8 eh ve ree D ne er eer ee 10 Gaara i irat ci mU pases ae d M LL EM 10 PRERBOUISEDBS eee E d
3. Such List LIMITATION OF LIABILITY UNDER NO CIRCUMSTANCES AND UNDER NO LEGAL THEORY TORT CONTRACT OR OTHERWISE SHALL GOMIT Solutions Pty Lids OR TTS SUPPLIERS OR RESELLERS LIABLE YOU OR ANY OTHER PERSON FOR ANY INDIRECT SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES OF ANY CHARACTER INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF GOODWILL WORK STOPPAGE COMPUTER FAILURE OR MALFUNCTION OR ANY AND ALL OTHER COMMERCIAL DAMAGES OR LOSSES IN NO EVENT WILL Comll Solutions Pty Ltd BE LIABLE ANY DAMAGES IN EXCESS OF THE AMOUNT ComIT Solutions RECEIVED FROM YOU FOR A LICENSE TO THE SOFTWARE EVEN IF ComIT Solutions Pty Ltd SHALL HAVE BEEN INFORMED OF IHE POSSIBILITY OF SUCH DAMAGES OR FOR ANY CLAIM BY ANY OTHER PARTY IHIS LIMITATION LIABILITY SHALL NOT APPLY TO LIABILITY FOR DEATH OR PERSONAL INJURY TO THE EXTENT APPLICABLE LAW PROHIBITS SUCH LIMITATION FURTHERMORE SOME JURISDICTIONS DO NOT ALLOW THER EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES SO THIS LIMITATION AND EXCLUSION MAY NOT APPLY TO YOU HIGH RISK ACLLVIELDES The Software is not fault tolerant and is not designed manufactured or intended for use or resale as on line control equipment in hazardous environments requiring fail safe performance such as in the operation of nuclear facilities aircraft navigation or communication systems air traffic control direct life support machines or weapons systems in which the failure of th
4. 10 ee IM DM M UM EE 11 2 2 12 UN UR RET 12 REGISTEATION Amp 12 eA EEA E AE ENEE DIA VATE 12 RECTAL OT OIN A 12 GELIING STARTED 2o 13 Qus 13 RTL VUE 13 MIENUS MM 14 IB n WD Dn CES 14 14 Bran E M I TT cae 14 INOIGCEDIECOBDS Tues ditt etu 14 INTER SE xdi t e nM M x e 14 DENTERINCDATES amp desse 15 222552555 55 16 CLIENT SOBEE ON d ar etu 16 I CUPIDINE
5. 3 541 Object Library Times uses an optimised two way synchronisation routine which requires complicated data manipulation ie during any single sync updates deletions and additions may have occurred on both the PC and the Palm In order to process these Times uses a technique called double buffering where a separate copy of the data is maintained in the Access database This complexity does lead to significant performance gains we synchronise a 10 000 record DB in less than 20 seconds but does unfortunately mean that it can not easily be achieved in Excel Page 32 of 39 WHY ARE THERE MORE RECORDS ON MY PC THAN MY PALM User Documentation However if your aim is to simply extract and use the data on the not to update then you can import it into Excel or any other ODBC compliant application To do so open a new excel sheet Click Data Get External Data New Database Query This should open MS Query On the Databases tab select MS Access Database and OK Browse to the location of your Times mdb file and open it You will be prompted to select the data to include in your query click on Times and click the right arrow button Click next three times and then select return data to Excel and click finish You should now see all your data entered on your Palm If required you can also import the other tables The TimesCOND table is the double buffer mentioned earlier However recently we have released a free ex
6. 8 9 10 11 12 13 14 15 16 17 18 19 20 2 22 23 24 25 26 27 28 29 30 um Rec 1 of 4012 Date BirchTree End Time BORTHWICKS Break Hours CADBURY HDI MUR Client CBR Job CBS 4 Selecting a date or a client will navigate the current Times record to the first occurrence of this selection If no occurrence 15 found then the next record after the selection 1s displayed If the date selection is before or after all Times records then the first or last records is displayed respectively Page 28 of 39 25 August 2004 User Documentation QUICK START When creating a time entry always remember the following sequence ENSURE YOU HAVE ENTERED YOUR USER ID IN THE PREFERENCES FORM BEFORE ENTERING ANY DATA Set up the Clients if required Set up the Jobs if required Set up the Tasks if required Set up the Activities if required Enter your time records a A new entry will default to the current date To change this date click on the Start Date field A calendar will appear so that a specific date can be chosen Start Time and End Time default to current time To change click on the time fields Further times will then be displayed for you to choose from Total hours spent on this job will be calculated automatically So that this job is billed to the right client click on the triangle next to Client This will give you a list of all the clients Now click on the triangle next to
7. Application you must have a version of Access gt 97 installed Users without Access can download and installed the free runtime version from www comit com au public TimesAppRunTime zip 1 First off have you installed the Times Conduit It should be installed when you run the TimesInstall bat file or the Setup exe To check right click on your Hotsync icon and select Custom If installed you should see a TimesCond entry If it is not there then run Conduit Reinstall from the Times Start menu 2 Is the Conduit configured to look at the right database From the Hotsync custom menu select TimesCond and click change Ensure the path at the bottom of the form points to the Times mdb file and that the file is actually there 3 If you have installed the PC database without Access97 installed then you may be missing some system files on your Please go to www comit com au support htm and download MFC zip and DAOTest zip Unzip MFC zip and run Setup you may need to restart after installing Then unzip DAOTest and run Setup The conduit should now work 4 Did you configure the UserID before entering any times records This is usually the reason why the Synch fails Any Times records created before you entered your User ID will have Times ID s against them When you Synch with the PC only the records with the same ID as that in the preferences form will be copied across To resolve the problem see the Why Are there more records on My Paim th
8. Invoices menu item under the Tools menu Invoices Form Invoices Date Inv Client Amt This form displays information such as the date the date of the first Times entry included in this invoice invoice number client total amount invoiced and total amount paid Rows highlighted in red indicate invoices with outstanding payments Those in green indicated over payments Use the navigation controls or scroll bar to navigate through the entries To return to the main form click on the Exit button Invoice Detail Form You can review the detail behind each invoice by clicking on a record in the View Invoices form Doing so will display the form below Client Invoice Details InvoiceNo 2 981030 Start Date 110 98 EndDate 307 10 98 dient 000 PER Hours 1 47 35 Rate 22 50 00 Amount 2456 05 Paid 01 2397 50 This form details hours rate and period pertaining to charges for this client on this invoice Note An invoice may be made up from multiple clients and thus you can scroll through the detail records using either the page up down buttons or the navigation controls You can not use this form to create invoices 25 August 2004 Page 22 of 39 User Documentation CALCULATING HOURS You may often be asked to provide a summary of the hours spent on a particular client or job Times provides an easy way to quickly calculate your hours based on various filter criteria
9. are displayed in a hashed or green pattern as displayed above Break hours can be included or excluded from the total hours by using the Breaks tick box The Week View form provides three methods to navigate around your data Zoom Hours scroll and Weeks scroll The Zoom function allows you to increase or decrease the interval displayed across the form from 5 minutes intervals to 24 hours To Zoom in press the I icon next to the O Breaks 4 Week 37 12 00 12 30 100 1 30 2 00 2 30 4p 4458 GoTo button Each time you press this button display interval will decrease to show you more detail Similarly press the O icon to Zoom out When there are Times entries starting before or after the current displayed period the Left and Right scroll buttons will appear at the bottom of the form Pressing these buttons will scroll the display to the left or right by one time interval To scroll between weeks simply press the left or right scroll buttons at the top of the form This will display the next or previous week in the current view and update the week number accordingly To view a Times entry simply click on the require bar to display the entry details The selected bar will be highlighted before jumping to the main form Page 26 of 39 Times User Documentation SORTING When reviewing Times entries it is often necessary to navigate between records in different orders I e To review what you did on a particular day you
10. buttons clears the current client and or job selections To calculate the amount Times must locate the appropriate rate for each record With a large number of records this can take a few seconds If you do not require the amount to be calculated uncheck the Amt check box to speed up the process When you have a large number of Times records tick the Sort option Using the sort option will first sort the Times records in an order optimised for the current filter calculation This will significantly speed up subsequent calculations assuming similar filter criteria Eg Your first calculation is based on a date range and a specific client Using the Sort option will sort the Times records into client date order before summing the hours When subsequent filters are applied for different clients instead of analysing each record in the database the application can go directly to a specific client record and total up hours for that client Note If the filter criteria is changed i e Inclusion of jobs then the sort will have to be reapplied Page 23 of 39 Summary View Form EXPORT PURGING RECORDS 25 August 2004 Summary View User Documentation Once you have specified a filter you can click the View button to display a summary view of the selected Times records Select Filter Hi Hmt Sort O Date between 1711799 and 1222100 DRT
11. perform a desktop overwrites handheld synch All your TIMES records should now be in sync As long as you do not perform a Desktop overwrites Handheld before getting the records into the TIMES table you should not loose your data This is not a feature of Times but can easily be achieved with a little SQL knowledge Create a new query in the TimesApp mdb and switch to SQL view Paste the following code and click run INSERT INTO AGCtIiVityRaves ID Client JobNO ACULVity Amount Shared SELECT Your Jobs Clivent dgobssJobNo YOU Activity AS Activity Your Rate Amount 0 as Shared FROM Jobs When run you will be prompted to enter your User ID activity and rate The query will then append an override rate for the entered activity for all Client Jobs Note If an override rate already exists then you will get an error when running this but the new overrides will still be appended You have deleted a Client from your PC and also modified a Job for that Client on your Palm Thus when you try to sync the Palm is trying to add or change a record for a client that no longer exits To resolve the issue determine which system is up to date your Palm or PC and then perform the appropriate sync Palm up to date Handheld Overwrites Desktop PC up to date Desktop Overwrites Handheld Before you can start entering Times you must first set up at least one Client and Job for a new Times user Open the Clients form and
12. times on the time selector form first click on Start Time and set the required time Then click on End time and select the required time If you change the start time the end time will be adjusted by the same amount Alternatively you can use the Time short cut buttons 9 to set the Start or End Time to the current time Rec 3955 of S805 Date 12 5 02 invoiced Start 10 30 am No Charge End z4d pm TO OFR Date 12 9 02 Hours 4nhi m h m Start 10 30 am Client mMEEEMEHEHENHENENEEEE m Job wx DPF RZ ende pn Task Ul Maint Mods to user Enter Duration oa urs To im display a duration selector After you have selected the start and end time the hours field will be automatically updated If you tap on the Hours field you can manually enter the required duration Note This will rest the End Time accordingly 25 August 2004 Page 15 of 39 CLIENT SELECTION e JOB SELECTION 25 August 2004 User Documentation SELECTING CLIENTS AND JOBS Times allows you to maintain a list of clients and jobs related to these clients Each Times record may have one client and job associated to it To associate a Times record to a client simply click on the drop down list arrow next to Client A list similar to the one below will be displayed Rec 3955 of S805 Date 12 9 02 invoiced Start 10 30 am No Ch
13. type in the new UserID in the User drop down list Over writing any existing name after all existing Client entries Next enter the client name as usual Open the Jobs form and select the new user from the drop down list Create the new job and return to the Main form You will have to refresh the main form or close and reopen TimesApp before the new user will be visible Times 15 not designed to sync to more than one since it supports two way data changes The only way to get the data on two pc s is to either copy the Times mdb between PC s the preferred method for backups or set both PCs to Handheld Overwrites Desktop sync for Times This will overwrite the data on each sync to each To migrate Times to a new PDA you must first ensure all your data is backed up to your PC Perform and sync and check Times App to ensure all you data is present Next if your new PDA is using the same Hotsync profile Times will automatically be installed on the next sync After installing change the Times Conduit to Desktop Overwrites Page 35 of 39 DUPLICATE RECORD ERROR WHEN SYNCING 25 August 2004 User Documentation Handheld and perform another sync All your Times data will now be on your new PDA If you are not using the same Hotsync profile then install the same version of Times on your new PDA either from the original Times prc file or by beaming it from your old PDA Open up Times and enter your regist
14. you navigate past the last record Otherwise a message will be displayed Decimal hours determines whether durations are displayed in hours and minutes or decimal hours I e Ihr 30m or 1 5 Once a Times record has been invoiced it should not be modified Times give you the option of Locking Unlocking or Prompting when an invoiced record is about to be modified When creating a new Times records the Start and End time will default to the nearest interval specified The interval 15 also used for increments and decrements of existing entries Page 14 of 39 User Documentation Times ENTERING DATES amp TIMES Dates and times are easily entered using the custom Date and Time entry forms as shown below To enter a date simple click on the date field and a calendar will appear When you select the required date the Date field on the Time Sheet will be updated Select Date Date 12 9 02 4 2002 b Start 10 30 Click on Date field Jan Feb Mar Apr May Jun End 2 40pm to display a calendar Ju rus EBS Hours 4 17 zou T TW T amp Times _ ee ee Date 1203005 9 10 11 14 i5 16 17 18 19 20 21 Amo sS 23 24 25 26 27 28 End z4 pm 29 30 similarly if you click on either the Start Time or End Time fields a time selector form will appear Select Start and End Time Start Time Click on the Time fields End Time to display a time selector When entering
15. 3l INVALID RECORD AETER SYNGC WITH PG iid rrt pet orte a one eee co ne anb 32 How USE TIMES WITH ACCESS 2000 AND 20 044000000 32 COMPILE ERROR RUNNING sisse esee sese a sense senes 32 CAN DUSE EXCEPINSTBAD OBJACOESS 32 WHY ARE THERE MORE RECORDS ON MY PC THAN MY 2 33 WHY ARE THERE MORE RECORDS ON MY PALM THAN MY 70 34 HOW TO CREATE AN ACTIVITY OVERRIDE RATE FOR ALL 6 2 0404000 35 YOU CAN T ADD OR CHANGE A RECORD BECAUSE A RELATED RECORD IS REQUIRED IN TABLE SIUE HEP 35 HOW ADD A NEW TIMES USER IN 35 SV NCING TO MOR ETHAN ONE ices 35 How DO I MOVE TIMES TO A NEW 35 DUPLICATE RECORD ERROR WHEN SYNCING 1 190 hene ese reser sanus 36 LICENCE 37 Page 3 of 39 25 August 2004 User Documentation OVERVIEW Times has been specifically designed so that you can keep a day to day record of time spent with clients Times provides an accurate and efficient method of time keeping which can be used for invoicing or exporting to other systems This soft
16. Job A list of job numbers with their descriptions will be listed to choose from Further notes can be written on the lines provided You are now ready to save this time sheet The entry is automatically saved when you exit times use a menu item or create a new record Note New clients and jobs must be entered under Edit Jobs before a Time Sheet can use them TIP Time entries can be deleted using the Record Delete menu function Page 29 of 39 User Documentation Times SUPPORT Times has been thoroughly tested on multiple Palm devices If in the unlikely event you experience a problem please first ensure you have followed the installation and setup instructions and reviewed the FAQ section and material on our website http www comit com au support htm If the problem persists please email all bugs and support related enquires to support comit com au and include Times Support in the email header To assist us we will require the following information 1 Registration No or serial key purchase date and contact details 2 Palm OS version 3 Your PC windows version 4 A detailed description of the problem If it is bug related an example of the operations performed which caused the problem 25 August 2004 Page 30 of 39 Times WHAT IF I DON T HAVE ACCESS INSTALLED WHY DOES HOTSYNC CONSISTENTLY FAIL DATABASE PATH NOT FOUND WHILST RUNNING DAOTEST 25 August 2004 User Documentation FAQ To use the PC
17. Purge Selected Records tart gt gt gt Once records have been purged they will also be removed from the PC and cannot be recovered Page 24 of 39 Times User Documentation TIMES LIST This form presents a list of all Times records and can be opened by clicking on the Times List menu item under the Tools menu Times List Form Date Time Client Job Notes Use the scroll bar or navigation buttons to scroll through the list To display a particular record click required record to display it in the Times main form Records can be sorted by Job Client or Date by using the menu functions 25 August 2004 Page 25 of 39 WEEK VIEW FORM ZOOM HOURS SCROLL WEEKLY VIEW VIEW ENTRY 25 August 2004 User Documentation WEEK VIEW This form displays a graphical view of your entries for the entire week To open this view select the Week View menu item under the Tools menu ETEH O Breaks 4 Week 37 5 00 10 00 12 00 2 00 4 00 6 00 58 9 T 10 11 T 12 F 13 5 14 Hours are displayed across the screen from left to right and days from top to bottom Each bar represents one Times entry The total hours for each day are displayed on the right of the form with the total for the week displayed at the bottom Where entries overlap the entry is drawn half height and in a hashed or red pattern is shown as above This quickly highlights entries that may have been entered incorrectly Similarly Breaks
18. RERRS Job C EMartcogna ORICA Subtract Breaks CER VIER Vectus Hrs 350 36 1 10 0 TU 350 36 The summary form is divided in to two parts a description of the filter at the top and a summary list of the records To scroll through the summary list use the up and down arrows on the right of the list You can change the summary view by selecting a different option from the drop down list at the bottom of the form Date client Date Client Job Activity Client Activity Date Client Activity dob Activity Job Activity Job Task Date Job Task This will recalculate the summary values and redisplay the list Date between 1 11 33 and 1 2 60 Date between 1711799 and 1222100 BORTHWICES 3211299 DATABARS CATABARS npmp SERVER BORTHNICES CATABARS 4211299 SERVIER SERVIER 5211299 ANDERS ONTO RMDERSOPNCO Date Client 350 36 Bote Client ab 36 To change the filter simply click exit This will return you to the Select Times Filter form where you can modify your filter Time Summary details can be exported to the Memo pad by clicking on the Export button Note Due to the size limitation of the Memo records multiple Memo records may be created to store the Summary export data Times records can be purged using the Select Times Filter form Simply select the required filter for the records you wish to delete and use the Purge Selected Record menu item Options A amp
19. S 3 0 and above This includes the Palm Palm IIIx Palm V Palm Vx Palm VII Tungsten WorkPad Handspring Clie Trio and many more To determine your OS version click the Info menu item from the Home page on your Palm When the info page is shown click the Version option Your OS version will be displayed at the top of the screen Palm software v 3 5 27 Address Buttons 13 Calc Connection Date Book Digitizer Expense 4 Times is not compatible with the original Pilot 1000 or Pilot 5000 Page 6 of 39 REQUIREMENTS EXTRACTING THE SETUP FILES 25 August 2004 User Documentation INSTALLATION IF YOU ARE UPGRADING PLEASE GOTO THE UPGRADE SECTION Prior to installing Times the PC must have the following software installed 1 Palm HotSync manager with a cradle connecting to the Palm 2 Ifthe PC Access database is required MS Access 97 or above must be installed or you can download the free runtime version from http www comit com au public TimesAppRunTime zip Note The Times application can be installed without the PC database and Synchronisation conduit In such cases only HotSync is required for the install If you are installing the PC database and you do not have Access97 installed then you may require additional system files Please see the FAQ section This step is required for all installations 1 Download the Ti
20. To calculate your hours click on the Calc Hours menu item under the Tools menu This will display the Select Filter form below Select Filter Form 25 August 2004 TIP TIP Select Filter Amt Sort O Client Clear the current Client Jb and or Job selections Inv All Subtract Breaks Hrs 0 Arnt There are three alternatives when calculating hours 1 By Date range only 2 By Date range and Client only 3 By Date range Client and Job Along with these you can also specify to only include invoiced non invoiced or all Times records Below are the steps you would use to enter a typical calculation 1 First select the required date range Tapping on the Start or End dates will display a calendar to assist the selection Alternatively use the date selection list to specify pre set periods eg This week Last month etc 2 Ifa client filter is required press the drop down list arrow next to Client and select the required client from the list 3 Ifa job filter is required press the drop down list arrow next to Job and select the required job from the list Note only jobs for the current Client will be displayed 4 Select the require Invoice status Invoiced Not invoiced or 5 Tick the Subtract Breaks check box to remove break hours from the total 6 Click on the Calc button to calculate the hours You can repeat this step as often as required for different date ranges clients or jobs Clicking on the C
21. Your Dp WHERE ID Your OLD ID Then append all records to the TIMES table using the query below INSERT INTO Times ID StartDate StartTime RecId EndTime Hours Client JobNo Task Invoiced Details Activity InvoiceNo NonChargeHours Amount NonCharge AppliedAmount CustomNol CustomNo2 CustomNo3 CustomNo4 CustomNo5 Customlexbl Gustonmrext2 Customnrexto Custonrlext4 Customlexto SELECT TimeCond ID TimeCond StartDate TimeCond StartTime TimeCond RecId TimeCond EndTime TimeCond Hours TimeCond Client TimeCond JobNo TimeCond Task TimeCond Invoiced TimeCond Details TimeCond Activity TimeCond InvoiceNo TimeCond NonChargeHours TimeCond Amount TimeCond NonCharge TimeCond AppliedAmount TimeCond CustomNol TimeCond CustomNo2 TimeCond CustomNo3 TimeCond CustomNo4 TimeCond CustomNo5 TimeCond CustomTextl TimeCond CustomText2 Page 34 of 39 HOW CREATE AN ACTIVITY OVERRIDE RATE FOR ALL JOBS YOU CAN T ADD OR CHANGE A RECORD BECAUSE A RELATED RECORD IS REQUIRED IN TABLE CLIENTS HOW TO ADD A NEW TIMES USER IN TIMESAPP SYNCING TO MORE THAN ONE PC HOW DO I MOVE TIMES TO A NEW PDA 25 August 2004 User Documentation TimeCond CustomText3 TimeCond CustomText4 TimeCond CustomText5 FROM TimeCond WHERE t Tmecond lb e YourrDb s All your records will now be in the TIMES table Check the data and when satisfied make a backup of the TIMES mdb file just in case and
22. an PC FAQ 5 Do you enter the same User ID on the Palm as you use on the PC The Times user ID is located under Options Preferences This ID determines which records get transferred between your PC and Palm When entering records on the PC please ensure you either type in the ID correctly or select it from the list box It s often useful to set the Default if you have only one user 6 Have you converted the Times mdb database to Access 2000 If so the conduit is probably coming up with an Unrecognised Database format error If you have already entered data the only way to fix this is to convert the Times mdb file back to Access 97 To do this open up the Times mdb file in Access 2000 click Tools Database Utilities Convert Database To Previous version Save the database under a new name Close Access and rename the Times mdb file to something else Times2000 mdb Then rename the newly created database to Times mdb this database should now be in Access 97 format If you have not entered any data simply reinstall the database using the TimesInstall bat file It is not necessary to convert the database in order to use it under 2000 You can if you wish convert the TimesApp mdb file to 2000 and leave the Times mdb in 97 format This error received when you run DAOTest is reporting that the database path can not be found in your win ini file Possibly because the conduit is not working due to the database error To check please open up you
23. arge End 240pm tH OF Hours 4h 10 t Erk h m Client Job F tern Task PBRCBS Activity PBRCamlT Fix date desc faily Geta Save Conca New 4 If there are more clients than can appear in the initial list up and down arrows appear to allow you to scroll through the list When you select the required client the Times record will be updated and the Jobs list filtered to show only jobs for this client If you wish to cancel your selection simply tap in an area away from the list To select a job simply click the drop down list arrow next to Job All jobs associated with this client will be displayed as below Selecting a job from the list will update the Times record accordingly Rec 3955 of S805 Date 12 3 02 Invoiced Start 10 20 am No Charge End 12 40pm CH OR Hours 2hidmt t Client FMF Job ka D PF RZ Enhancermn 4 Task r Fin 5 Finance support Activity Forcast 2 SIFS Enhanc Fix date desc FPInvestigate Financi FreightesL_Inip E cell l FT S Support for ft Geta Save New 4 If no jobs have been defined for this client then no list will appear Page 16 of 39 Job List Form Enter Client Details Form Active Jobs 25 August 2004 TIP User Documentation Adding Clients amp Jobs Select the Edit Jobs menu item under the Tools menu to enter new Clients and Jobs The Job List fo
24. ave been limited Once this limit is reached no more records can be entered or edited To start the trial click on the Register Later button shown below Note Whilst in trial mode the Register form will appear each time you start the application Registration Form Enter Serial Key No 1 When purchasing Times please quate the following Registration code t receive your serial key Emulator Serial Key Trial 14 daws or 50 records 25 August 2004 Page 12 of 39 Times User Documentation GETTING STARTED OVERVIEW Let us firstly get familiar with the Main form and feature buttons on the screen as this will help us to understand how to create our first time entry 1 Current Record and Count 3955 of 5805 2 Invoiced Date 12 9 02 Invoiced 4 Non Chargeable 5 Override Rate Start 10 30 am 3 No Charge O 3 Entry time ee End 12 40 pm 9 O R 1 6 Break time Hours 217 Brk 0007 Times Main Form Client PMP 7 Popup Lists Job v DPF WR 2 Enfianc Task Ul Maint M 8 Notes Activity Support Fix date desc in reports 9 Navigation 1 This displays current record number and the total number of records entered In this particular example we are looking at record 3955 out of a total of 5805 records 2 ticked box represents an invoiced times record i e this times record has been invoiced to the client Invoicing can only be done through the PC The Date Start and E
25. can appear the initial list up and down arrows appear to allow you to scroll through the list If you wish to cancel your selection simply tap an area away from the list Adding Activities Activities may be added edited or deleted at any time To modify the list of activities click the Edit Activities menu item in the Tools menu the following screen will be displayed Rate OFF O L1 L1 L1 L1 L1 m By selecting an Activity to edit the details or clicking new to create a new Activity the Activity Details form will be displayed Enter Activity Details Enter the Activity Waximum 20 characters Activity Admin Rate Shared Override Client Rate L Note Editing or deleting any existing activity does not update any Times records Hourly rates can be applied to an activity See the Rates Calculation section for more details When complete click Save or Cancel to return to the Main form Page 18 of 39 25 August 2004 User Documentation ACTIVITY OVERRIDE RATES Activity Override Rates can be used to determine a particular rate to use for a specific Client Job and Activity combination This rate will override any general rates that may have been entered separately against the Client Job or Activity It will not override rates entered directly on the Times record See the Rate Calculation section for more details To create an Activity Override Rate select t
26. e Software could lead directly to death personal injury or severe physical or environmental damage High Risk Activities ComIT Solutions Pty Ltd and its suppliers specifically disclaim any express or implied warranty of fitness for High Risk Activities MISCELLANEOUS If any provision of this Agreement is held to be unenforceable such provision shall be reformed only to the extent necessary to make it enforceable This Agreement shall be governed by California law except for conflict of law provisions The application the United Nations Convention of Contracts for the International Sale of Goods is expressly excluded U S GOVERNMENT RESTRICTED RIGHTS Use duplication or disclosure by the Government is subject to restrictions set forth in subparagraphs a through d of the Commercial Computer Restricted Rights clause at FAR 9222119 when applrcable or xn sSubpatagraph 14 of the Raghts in Technical Data and Computer Software clause at DFARS 252 227 7013 or at 252 221 7055 OF to ComIT Solubiomns Pty beats standard commercial license as applicable and in similar clauses in the NASA FAR Supplement Manufacturer is ComIT Solutions Pty Ltd 2 765 Burwood Rd East Hawthorn 3123 Victoria Australia ABN 24 093 555 705 25 August 2004 Page 39 of 39
27. each PDA 10 data should now by consolidated in the same Times mdb 25 August 2004 Page 9 of 39 WARNING PREREQUISITES 25 August 2004 User Documentation UPGRADE If you already have a previous version of Times installed then please CAREFULLY follow the instructions below to upgrade your current version Note This upgrade replaces TimesApp mdb and updates Times mdb if installed If you have made changes to theses files then you may need to redo these Once upgraded you can not go back to an earlier version of Times without removing Times from each PDA New Serial Key Users upgrading from a version of Times prior to V2 will require a new serial key Existing V2 x users do not require a new key When purchasing the upgrade you will be required to supply your Hotsync User name to generate your upgrade key Note The user name is case sensitive so please ensure you enter it carefully After receiving your Upgrade key and entering it into your PDA you will be provided with your full serial key Please ensure you record this for future reference as you will need it to reinstall Palm Upgrade Only If you are using Times V1 1 or above and have not installed the PC components and are not synchronising Times to the Times mdb database then you can simply upgrade the Times PDA only To do so double click on the Times prc file and install to your PDA in the usual manner If you are running Ti
28. ease download DBExport or follow the Can I User Excel details in the FAQ to extract your data to Excel Only when you have checked your data should you proceed to the next step Backup your PC database files Times mdb and TimesApp mdb In Explorer locate and double click on the new Times prc file You may be prompted to select the user of the palm to install to if so select the appropriate user and click OK Click Done when the Install Tool window appears Perform a Hotsync this will install Times to your PDA Open Times on your PDA and enter your upgrade serial key if required and click Register IMPORTANT Record the new serial key provided Check your Times UserID in the Preferences form It must be the same name used previously to ensure all your data is transferred correctly Locate the Setup exe or TimesUpgrade bat in the minimal install file and run it a Ifyou do not have VB6 runtime components installed a message will be displayed Please go to http www comit com au support htm and download and install DAOTest Then repeat step 10 When the Times mdb has been updated you may be prompted to unzip files to a directory Please ensure you enter the directory where you originally installed the TimesApp mdb file Click unzip and close Right click on the Hotsync icon and select Custom TimesCond and Change Select Desktop Overwrites Handheld then OK and Done Perform another Hotsync This will restore all your data to
29. for individual consumers refund pursuant to the foregoing warranty within 30 days of being so notified THIS IS A LIMITED WARRANTY AND IT IS THE ONLY WARRANTY MADE BY ComIT SOLUTIONS Pty Ltd Comrr Solutions Pty Ltd MAKES NO OTHER EXPRESO WARRANTY AND NO WARRANTY OF NONINFRINGEMENT OF THIRD PARTIES RIGHTS THE DURATION OF IMPLIED WARRANTIES INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND OP FITNESS FOR A PARTICULAR PURPOSE IS LIMITED TO IHE ABOVE LIMITED WARRANTY PERIOD SOME JURISDICTIONS DO NOT ALLOW LIMITATIONS ON HOW LONG AN IMPLIED WARRANTY LASTS SO LIMITATIONS MAY NOT APPLY TO YOU NO ComIT SOFTARE DEALER AGENT OR EMPLOYEE IS AUTHORIZED MAKE ANY MODIFICATIONS EXTENSIONS OR ADDITIONS TO THIS WARRANTY If any modifications are made to the Software by you during the warranty period if the media is subjected to accident abuse or improper use or if you violate the terms of this Agreement then this warranty shall immediately be terminated This warranty shall not apply if the Software is used on or in conjunction with hardware or software other than the unmodified version of hardware and software with which the software was designed to be used as described in the Documentation THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS AND YOU MAY HAVE OTHER LEGAL RIGHTS THAT VARY IBY BETBIEPEON Distribution of the Software is not allowed without permission of ComIT SOIT ONSE Led You may not m
30. he Edit Override Rates menu option on the Tools menu to display the form below This displays all the existing override rates entered Activity Override Rates Client Joh Hrtivity Rate To add a new rate click the New button or select the required rate to edit This will display the form below Enter Edit Activity Rate Edit mode Client Databars Job 5 5vstem Design and Activity Dezign Rate 123 00 Shared Description OR for DB design Enter the required Client Job Activity and rate to use and click Save to record the details or Cancel to discard Page 19 of 39 User Documentation Times RATE CALCULATION Rates in Times can be specified against the following items Directly on the Times Entry using the Times Override Rate O R Against specific Client Job and Activity combinations using the Activity Override Rates Against specific Activities overriding Client and Job rates Against Jobs Against Clients Against Activities not overriding Client and Job rates p When calculating the hourly rate each time entry is compared against the corresponding Client Job Activity and Activity Override records to determine the appropriate rate to use The order of preference is based upon the order shown above i e if a rate is specified on the Times entry use it otherwise check for Activity Override rates Activity Rates Job rates etc until a rate is found This permits gener
31. ic rates to be specified against Activities and or Clients along with specific rates against Jobs and individual Times entries A typical configuration for the rates could be a general rate for Travel specified against an Activity and set to override Client There may also be separate rates specified against the Client and Job for all other entries These could be setup as shown below Activities Activity Overrides Client Rate Trave ____ 75 Meetings No Documentation No Support No 19 Clients Ciena 122710 CietB 7 50 Cienc Jobs Job Cient Jo2 Jo2 Time Entries Client Activity Hrs Applied Rate CienA 1 1 75 Jobs Meetings 1 20 ClientA 02 Meeting 1 100 CienB Joi Travel 1 75 CienB 01 Meetings 1 50 CientB Job2 Meetings 1 150 awe Suppo 9 25 August 2004 Page 20 of 39 User Documentation Times Note that the Applied Rate shown above is determined from the rate tables based on the order of preference specified 43 be TIP To correctly specify your rates perform the following I 1 To setup rates first create your required Client Job and Activity records in Times 2 Determine how you would normally derive the applied rate to use 1 e 1s it Client based Client and J
32. ii RETRO s 23 erm 23 Page 2 of 39 25 August 2004 User Documentation TILT N V TOW OUI sa Stato E 24 PAT TORT ea T 24 PURON G RECORDS o E E ATEA 24 eee ee 25 OV bove m 25 WEEK VIEW 26 WEEK VEWFORM E 26 TOO NM ORC DR ECCO NEMPE 26 HOURS SC ROU EET TT 26 AM E MEE ME M t ME MM iE 26 T 26 SOIR EIN d m 27 GOTO iini T ae ei cons Neuve 28 START 5 eeu eve 29 EP qr 29 SUPPOR eem 30 ash M nbn nM 31 WHAT IF I DON T HAVE ACCESS INSTALLED 4 31 WHY DOES HOTSYNC CONSISTENTLY E tae tu 3l DATABASE PATH NOT FOUND WHILST RUNNING DAOTEST eee eene
33. lti User Install Times may be configured for multiple users in a number of different ways Two standard methods are outlined below Many PDA s can be synced to the same PC using the standard Hotsync install Each PDA must have a unique Hotsync User ID to ensure each 1s synched correctly To configure Times on a single PC for multiple users perform the following Perform a standard PC install of Times Install Times to each PDA Set up the Times Users list via the TimesApp Set the Times User ID on each PDA to one in the Times User List Enter data via each PDA and perform a sync for each PDA All data should now by consolidated in the same Times mdb P D dem If each PDA is to sync via a separate PC then the Times mdb can be placed on a shared network drive accessible via each PC To configure Times for a distributed install perform the following 1 Perform a standard PC install of Times on each PC 2 Install Times to each PDA 3 Copy a Times mdb file to a shared network drive 4 Delete all other copies of the Times mdb file for each PC Page 8 of 39 Times User Documentation 5 Configure the TimesCond to point to the Shared copy of Times mdb 6 Re link the tables in each TimesApp to point to the shared copy of Times mdb do not use a shared copy of TimesApp 7 Set up the Times Users list via the TimesApp 8 Setthe Times User ID on each PDA to one in the Times User List 9 Enter data via each PDA and perform a sync for
34. mes V1 or below then you must perform a full system upgrade Full system upgrade If you are using the Times PC components Times mdb TimesApp mdb or TimesCond you must follow the following procedure to upgrade The update procedure restructures your Times mdb database by modifying field types sizes and relations If you have modified existing tables then this update may fail Custom tables which you have added will remain unchanged During the update procedure a backup of the Times mdb file will be created however as a precaution we recommend you create your own separate backup Due to a change in the key structure of the Activity Override rates table all existing Activity Override Rate records will be deleted during the upgrade 1 This update procedure can only be completed if you are using the Times PC Hotsync conduit If you have not set up Times to sync with your PC then you MUST do so first before performing this update 2 Ifupgrading a multi user install of Times please ensure all users are logged out of the system and all PDA s are upgraded at the same time 3 The Times User ID and upgrade registration code 1f required for each PDA Page 10 of 39 Times INSTALL 25 August 2004 10 11 12 13 14 User Documentation Perform a Hotsync to ensure your PC and PDA data are in sync Test the data on your PC to ensure it is complete and accurate If you do not have Access on your PC then pl
35. mesSetupFull zip file to a temporary directory 2 Unzip TimesSetupFull zip to a temporary directory 3 In explorer locate the directory where you extracted the files PC Install This step 15 only required if you wish to use the PC database to synchronise Times with your PDA Repeat this step for each PC that is to access the Times database or be used to sync with a Times PDA Note You must be logged on with administrative privileges to install the PC software 1 Locate the Setup exe file or TimesInstall bat on the minimal install and run it a Ifyoureceive a warning regarding missing DAO files please go to http www comit com au Support htm and download and install DAOTest 2 The program will prompt for an installation directory We recommend using the default WARNING Ifyou choose an alternative please make a note of the directory as you will be required to enter this into the synchronisation conduit 3 Click Unzip to install the database files The PC Database Application is now installed You may start the application by double clicking on the TimesApp mdb file in the installation directory or using the Times Icon in the Program Start menu PDA Install This step must be repeated for each PDA that requires Times to be installed 1 In Explorer locate the Times prc file in the installation directory Double click on the Times prc file 3 You may be prompted to select the user of the palm to install to if so select the ap
36. ms of this EULA If you do not agree to the terms of this EULA you are not authorized to use the Software GRANT ComIT Solutions Pty Ltd grants you a non exclusive license to use the software may use the Software on any single computer or electronic device use the Software on a second device so long as only one copy is used at a time copy the Software for archival purposes provided any copy must contain all of the original Software s proprietary notices and this license agreement or VOU may not permit other individuals to use the Software except under the terms listed above permit concurrent use of the Software modify translate reverse engineer decompile disassemble or create derivative works based on the Software copy the Software other than as specified above rent lease grant a security interest in or otherwise transfer rights to the Software or remove any proprietary notices or labels on the Software WARRANTY Comil Solutions Pty Ltda warrants that tor a period oft saxty 60 days from the date of acquisition the Software if operated as directed will substantially achieve the functionality described in the Documentation ComIT Solutions Pty Ltd does not warrant however that your use of the Software will be uninterrupted or that the operation of the Software will be error free or secure ComIT Solutions Pty Ltd also warrants that the media containing the Software if pr
37. nd time and duration for this time sheet entry A tick box that specifies that this time entry 1s non chargeable Override charge rate to use for this Times entry The Break time indicates a non chargeable or break during the time sheet entry The triangles represent drop down lists When clicked a list of possible selections will appear for you to choose from Notes or details regarding the current time sheet entry 9 These arrows are used to move through entries Alternatively use the page up and down buttons on the organiser 10 The Goto button allows you to navigate directly to a different set of records This may be time based or client based depending on the current sort order 11 The Cancel button cancels any changes made to the current record 12 The New button creates a new blank Times record Navigating past the last record will also create a new blank record So e oO 25 August 2004 Page 13 of 39 Times MENUS USER ID AUTO NEW DECIMAL HRS INVOICED RECORDS INTERVAL 25 August 2004 User Documentation Within Times there are number of menus that can be accessed by clicking on the menu icon in the bottom left hand corner These menus provide access to other forms and functions within Times Tools Edit Record Options Tools Record Options Tools Edit Options Edit Clients Date Undo Wied Date 1279 1 Edit Jobs J Sta
38. nd we ll investigate Have you changed your user ID on your Palm after entering records TIMES is designed to be multi user i e many Palm devices can synch to the same Access database This is facilitated by recording the User ID against each record The User ID should not be changed after you have started entering data If you change the user ID after entering records then you will only synchronise those records created with the new ID To resolve this you can either A Change the User ID back to the original name assuming you have not entered any new records with the new ID and perform a Handheld overwrites Desktop All your records should now be in EIOS Or B Note You will need Access or another ODBC tool to perform this process First Perform a Handheld overwrites Desktop This will copy all the Handheld records to the TIMECond table If the User ID the Palm is different than the ID against the TIMES records then these records will not be copied to the TIMES table and you will have to do this manually To do so first delete all existing records in your TIMES table using the query below replace YourID with your current TIMES User ID DELETE FROM TIMES Where ID YourID Next perform an update query on the TIMECond table to set the UserID to the same as that on the Palm use the query below replacing YourID with your current user id leave the quotes and Your OLD ID with the previous User ID UPDATE TIMESCOND SEI XD
39. ob or just Activity 3 Specify the normal rates against the appropriate records 4 Determine how you will record override rates 1 e if you use Clients as the normal rates you can use Client Jobs for specific override rates If you use Activities for normal rates you can use Client and or Client Jobs for specific override rates 5 Create the required override rate records based on your override method Note for one off overrides your can simply enter the rate directly onto the Times entry 6 Enter some sample data into Times and test the rates by using the Calc Hours and Summary form Note you can update and create new rate records at any time and these will be reflected against all uninvoiced Times entries Invoiced Rates Rates will typically be updated over time Therefore when an entry is invoiced Times records the current rate derived against the Times record This locks in the rate which is used in preference to any other rate that may be derived from the current rate tables Thus rate changes after an entry has been invoiced will not effect the dollar amount for the Times entry If you invoice a Times entry you will be given the option to update the applied rate against an entry This will then be reflected in future calculations 25 August 2004 Page 21 of 39 User Documentation Times VIEW INVOICES View Invoices gives you a summary of all your Times records that have been invoiced To open this form use the View
40. odify translate reverse engineer decompile disassemble or create derivative works based on the Software You may not copy the Software other than as specified above You may not rent lease grant a security interest in or otherwise transfer rights to the Software You may not remove any proprietary notices or labels on the Software You must maintain all copyright notices on all copies of the Software Title ownership rights and intellectual property rights in the Software shall remain zn ComlT Solutions Pry Ltd TERMINATION The license will terminate automatically if you fail to comply with the limitations described herein On termination you must destroy all copies of the Software and Documentation EXPORT CONTROLS None of the Software or underlying information or technology may be downloaded or otherwise exported or reexported 1 into or to a national Or resident Or Irag Lrbya Yugoslavia North Korea Iran Syria or any other country to which the U S has embargoed goods or ii to anyone on the U S Treasury Department s list of Specially Designated 25 August 2004 Page 38 of 39 Times User Documentation Nationals or the U S Commerce Department s Table of Denial Orders By downloading or using the Software you are agreeing to the foregoing and you are representing and warranting that you are not located in under the control of Of national Or resident or any Such Country or any
41. ovided by ComIT Solutions Pty Ltd is free from defects in material and workmanship and will so remain for sixty 60 days from the date you acquired the Software ComIT Solutions Pty Ltd s sole liability tor any breach of this warranty shall be in ComIT Solutions Pty Ltd s sole discretion i to replace your defective media or ii to advise you how to achieve substantially the same functionality with the Software as described in the Documentation through a procedure different from that set forth in the Documentation or iii if the above remedies are impracticable to refund the license fee you paid for the Software Repaired corrected or replaced Software and Documentation shall be covered by this limited warranty for the period remaining under the warranty that covered the original Software or if 25 August 2004 Page 37 of 39 Times User Documentation longer for thirty 30 days after the date a of shipment to you of the repaired or replaced Software or b ComIT Solutions advised you how to operate the Software so as to achieve the functionality described in the Documencvatrion Only Xt you inform ComrT Solutions Pty Ltd of your problem with the Software during the applicable warranty period and provide evidence of the date you purchased a license to the Software will ComIT Solutions Pty Ltd obligated Loo honor this warranty ComrT Solutions Pty Ltd will use reasonable commercial efforts to repair replace advise or
42. port utility DBExport V1 which will take all the data from the Times and ODO database and export it to a CSV format suitable for Excel You can find this utility at http www comit com au support htm If you wish to use this utility please ensure you have MDAC2 6 installed see the DBExportReadme file There are a number of reasons you may have different record counts on your Palm to the PC some by design and some caused by incorrect use Times is designed to consolidate multiple Palms to one database To do so each Palm must have a unique Times User ID which is attached to each Times record When you sync only records with the same Palm and Times User ID s are transferred to and from your PC If either your Palm or PC User ID s have been changed after entering records when you synch you are only synchronizing your current User ID s records This would explain why there are more records on the PC than on the Palm If you operate your Times system with only one User you can verify this by either reviewing all your Times records on the PC and looking for different ID s or running the following query against your Access database Select Distinct ID from Times This query will list all the unique ID s used against your records If you have used multiple ID s then performing a Handheld overwrites Desktop will not fix the problem as it will only replace records with the same User ID as currently used on the Palm To fix you must firs
43. propriate user and click OK 4 Click Done when the Install Tool window appears The Times application will now be installed to your PDA when you next synchronise Page 7 of 39 MULTIPLE USERS VIA SINGLE PC MULTIPLE USERS VIA SHARED NETWORK 25 August 2004 User Documentation Conduit Configuration The Times Conduit is a small application which interfaces into Hotsync to synchronise the Times records during the HotSync process This application is installed when you run TimesInstall bat or Setup exe After installing you will notice a TimesCond entry under the Hotsync Custom menu option If you installed the Times mdb file to the default location you may skip the next step The conduit must point to the Times mdb file to be used during synchronisation Do not point it to the TimesApp mdb file To change the location of the Times mdb file open up the Hotsync Custom dialog by right clicking on the Hotsync icon and selecting Custom Click on the TimesCond entry and press Change Click the ellipse button next to the Times DB path and select the Times mdb file from your install location Change HotSynch action HatSunch options For Times Conduit Bo Synchronize data Cancel Desktop overwrites Handheld 895 Handheld overwrites Desktop ponoti Set as default Times DB H My Documents Times T imes mdb 55 Press OK to save your changes Mu
44. r windows dir win ini file in note pad and look for an entry like TimesCond If it is not found then please open right click on Hotsync click custom TimesCond Change Check that the correct path is specified at Page 31 of 39 INVALID RECORD AFTER SYNC WITH PC HOW DO I USE TIMES WITH ACCESS 2000 AND ABOVE COMPILE ERROR RUNNING TIMESAPP CAN I USE EXCEL INSTEAD OF ACCESS 25 August 2004 User Documentation the bottom of the form Then rerun the DAOTest If it fails again send us the screen shot This 1s a known issue when you first install Times The problem occurs when you use the PC application before any records have been created on the Palm and then synchronised The PC actually creates a blank record which is saved in the PC database When you then synchronise with the Palm this flawed entry gets transferred to the Palm as an invalid record To correct the problem first perform a Synch with your Palm Assuming you have more than one Times entry simple delete the invalid record on the PC Then perform a Desktop overwrites Handheld synch one time only This will replace all the Palm records with those on the PC minus the invalid record You should now no longer have an invalid record Note you only have to perform this once for each new installation and not at all if you enter Times records on the Palm and Synch first Starting with Times V2 2 the Access database can be in either 97 or 2000 fo
45. ration code and set the Times User ID to that used on your old PDA Set the Times Conduit to Desktop Overwrites Handheld and perform another sync All your Times data will now be on your new PDA A duplicate record error in the Hotsync log file means that a record which was created on the PDA already exists on the PC This can happen if Hotsync fails during a sync you try to sync two PDA s to the same Times database using the same Times User ID or you have created the same record on both the PC and PDA between syncs When this happens the Times conduit will exit to ensure no data is corrupted in the PC database To resolve the issue perform a Desktop Overwrites Handheld Sync for Times to reset the data on your PDA Note all changes entered into your PDA that have not been synced will be lost Page 36 of 39 Times User Documentation LICENCE AGREEMENT ComIT Solutions Pty Ltd LICENSE AGREEMENT This is a legal agreement between you and ComIT Solutions Pty Ltd covering your use of Times sure to read the following agreement before using the software IF YOU DO NOT AGREE TO THE TERMS OF THIS AGREEMENT DO NOT USE THE SOFTWARE AND DESTROY ALL COPIES OF IT This ComIT End User License Agreement EULA is a legal agreement between you either an individual or a single entity and ComIT Solutions Pty Ltd By installing copying or otherwise using Times the Software on any computer or device you agree to be bound by the ter
46. rm below will be displayed Jobs List Enter Edit Job Details chent Job Description Add mode Mods to label for Enter Edit Job Ma Desc chent LabelPrinting 5s l Details Form Iob Np GEGIDE IT suppor Active V Shared O Default O Click on a Job Rate Est Hrs 0 00 Desc record or click New Doce Ma Desc escription and printer 2 z Ow To create a new job click on New This will display the Enter Edit Jobs Details form above If the client already exists click on the drop down list arrow next to Client and a listing of all clients will appear for you to choose from If however you wish to enter the name of a new client click Add This will display the form below Enter Client Details Enter the name of the client Maximum 20 characters Client Active Shared O Rate 0 00 Desc Cancer Save Bate Now type your new client which be no more than 20 characters Enter a default rate and description as necessary then save This will bring you back to the Enter Edit Jobs Details form Select the required Client for the new job The Job No is a 10 character alpha field which you can use to identify your jobs If you require more details then please enter them in the Description field Please note that Job No s must be unique for the Client The active flag determines which Jobs are currently open and can have new Time entries placed against
47. rmat The Times mdb file MUST be in Access 97 or 2000 format for the conduit to work correctly The TimesApp mdb file however can be any format If you are using a later version of Access a message will appear simply telling you that it was created under an older version but that won t stop it from running It you want to convert TimesApp to your current version then simply close down Access TimesApp Start Access again by going to Start Programs Microsoft Access click cancel when the dialog appears Then click Tools Database Utilities Convert Database To current Access Database Version Then browse to your TimesApp mdb and click Convert Enter a new file name for the converted version say TimesApp2000 and click Save Then close down Access and open up you new file by double clicking on it this will open up the new TimesApp program without the message Both the conduit and application should work fine In design mode ie When looking at the code in debug mode click the Tools menu and then references You should have Visual Basic for Applications Microsoft Access x x Object Library OLE Automation Microsoft DAO x xx Object Library Microsoft VisualBasSic for Applications Extensibility If any of these are missing then there is a problem with your installation of Access Please scroll down the list and there may be other compatible libraries available ie Microsoft DAO Object Library can be replaced with MIcrosoft DAO
48. rt if Cut 2 Xlurge Start 10 20 0 Duplicate 72 j Edit Tasks End 1 Copy et End 12 40 pm OF H Edit Activities A Hours Paste Edit Override Rates tHent Select All 0 0 J View Invoices 1 Job Keyboard 1 Calc Hours H t Task Graffiti F Times List Week View Sort By Date Sort By Client Sort By Job Hours Client The menus shown above are from the main form Sub sets of these menus are available on other forms The functionality of each menu item 15 described later in this document IMPORTANT Each Times application requires a unique User ID in order to synchronise data with a PC When using multiple Palm devices with a single PC database the user ID also determines which records get transferred to the Palm YOU MUST SET THE USER ID BEFORE ENTERING ANY RECORDS THE TIMES USER ID IS INDEPENDENT OF YOUR HOTSYNC USER NAME AND REGISTRATION CODE To set the User ID click the Preferences menu item under the Options menu Set the User ID and click exit um Rec 3955 of S805 Date 1279702 Invoiced Nan aC bane Times Preferences User ID Serial Kev Auto Decimal Hrs Carter 25909 Invoiced Rec Prompt Interval E min When entering Times information on the PC please ensure you use the same User ID otherwise your data will not be transferred to the PDA If you select Auto New a new record will be created when
49. t perform a synch and ensure all records from your palm are correct on the PC Then update all Times records on the PC to the current Palm User ID either by manually modifying them or running the following query Update Times Set ID Enter Your User ID here between the quotes Then perform a Desktop overwrites Handheld This will copy all the PC records back to the Palm with the new User ID s where appropriate Your Palm and PC should now be in sync Other causes would be where you have manually modified the User ID or the on the after synching with the Palm This would effectively have the same effect as changing the Palm User ID and cause the records not to be copied to the Palm To fix follow the same procedure above 25 August 2004 Page 33 of 39 WHY ARE THERE MORE RECORDS ON MY PALM THAN MY PC 25 August 2004 User Documentation If you have manually modified the TimesCond table then you will most likely loose sync between the data on the Palm and PC Again the best way to fix this 15 to ensure the PC data is correct and perform a Desktop overwrites Handheld Finally if there is a problem with the Times Conduit this could cause loss or corruption of data Currently we are not aware of any such problems but you can review your Hotsync log to verify this If the conduit is working correctly you should see OK TimesCond in your log file Otherwise forward the log file to support comit com au a
50. them Jobs not active will not show up in the Times main form but will still be available when reporting and using the Times Summary screens Typically you would set a job as not active once it has been completed Next 15 the description field This field can store any job specific info you require and will be displayed on the main form against each entry Once you have entered your description press Save To edit a job description simply click on the particular job Jobs List form Please note that you cannot change the Client of a job You can however edit the Client name by clicking Edit next to the client If you create a Job with the incorrect Client simply delete the Job record and recreate it Page 17 of 39 ACTIVITY SELECTION TIP 25 August 2004 User Documentation SELECTING ACTIVITIES Times allows you to maintain a list of Activities which may be associated with each Times record Activities are independent of Jobs and Clients To associate a Times record to an activity simply click on the drop down list arrow next to Activity A list similar to the one below will be displayed Rec 3955 of S805 Date 1279702 Invoiced Start 10 30 am No Charge End 12 40pm CH O R Hours 2hidmt h m Client Job DPF E2 Enhancement Task Activity Fix date desc Training caring Travel If there are more Activities than
51. ware 15 ideal for professionals who run multiple projects for a range of clients and charge by the hour Page 4 of 39 Times User Documentation ARCHITECTURE The Times application has three components as shown below 1 Palm application 2 PC Access database 3 Synchronisation conduit CE7 1 Desktop System a 2 Time sheet entries can be made either on the Palm the PC or both When the Palm is synchronised using Hotsync manager the new or changed entries will be transferred between each system Times is designed to be multi user i e PC may be used to synchronise multiple Palm devices Alternatively many PC s can sync to the same Times database using a shared network drive This allows a number of users to enter time sheet data remotely on their Palms and synchronise to a central database Consolidated invoicing and reporting may then be performed from the centralised PC Access database 25 August 2004 Page 5 of 39 25 August 2004 PC PALM User Documentation SYSTEM REQUIREMENTS Times requires Windows 95 98 ME XP 2000 or NT In addition Microsoft Access 97 2000 or above is required to run the Times Access database Note If you do not have Access installed then you can extract the data in to Excel format See the FAQ section Hotsync manager must also be installed and configured Times is compatible with all devices running Palm O
52. would require the records in date order Alternatively to review what you have done for a particular client you would require the records in client order To facilitate this Times records can be sorted in three ways 1 Date order 2 Client Date order 3 Client Job Date order To sort the records use the sort menu commands under the Options menu on the Times main form and List form Whist the records are being sorted a message will appear on the screen as below umm Rec 3955 of S221 Date 12 9 02 invoiced Client ENS Activity Support ix date desc in reports anto Save J Cancell New 4b Note If you have a large number of records 1000 sorting may take a few seconds Once the sort is complete the first record will be displayed Use the GOTO button to navigate to the required entry 25 August 2004 Page 27 of 39 25 August 2004 GOTO User Documentation It is often necessary to navigate directly to a particular record or group of records One method is to use the List form to scroll to the required record and then display it The Goto button provides an alternative method The Goto button displays either a calendar or a list of clients depending on the current sort order If the sort order is by date then the calendar is displayed otherwise the client list is shown select Record Date Jan Feb Mar Mri Jul Rug Sep Oct Dec TW T F S i 2 9 5 6
53. your PDA Times is now installed Please check your data Note You may need to set up your Times User list on your PC after upgrading See the Times PC Database manual for more details Page 11 of 39 Times User Documentation STARTING TIMES Once Times is installed on your Palm a new Icon will appear as below 7 depending on your screen resolution Click on this icon to start Times on your Palm If after synchronising your Palm you cannot see the icon try selecting the All category from the top right hand side of the screen If the icon is still not displayed then the application has not been installed correctly Please repeat the Palm Install procedure again REGISTRATION Times is a licensed application To purchase please go to www palmgear com and type Times in the search field Once you have paid the small licence fee you will receive your serial key in your order confirmation email When registering you will be required to supply the registration code or name displayed in the middle of the form when you start the application This Emulator in the case below will be used to create your serial key If you do not supply this code then we can not create your serial key Note the registration code is case sensitive TRIAL You may use the Times application for a trial period to assess its performance Whilst in trial mode the application is fully functional though the number of entries and days h
Download Pdf Manuals
Related Search