Manage Expense Types Background The process below describes how to manage multiple expense types (Masters) and their detail data. A company may require multiple expense types to manage various EBA (Enterprise Bargaining Agreements) or in country requirements such as USA vs Australia for each user recording time or expense data. Process 1) Click Time Material Read More …
Category: User Manual by Module
Time Sheet Detail Report – By Project
Export Time Sheet Detail Data – By Project Background The process below describes how to export time sheet data for a single project. The export includes all time entries recorded against the project regardless of the profit centre that time entry users are associated with. Process 1) Click Time Material Equipment 2) Under Time Reports Read More …
Time Sheet Detail Report – By Profit Center
Export Time Sheet Detail Data – By Profit Center Background The process below describes how to export time sheet data by profit centre. The export includes all profit centre time entries the user has security access to, this includes multiple profit centres in the one export. The report includes the profit centre of the user Read More …
Work Orders
Create and Manage Work Orders Background The process below describes how to manage the work order register for a project and link them to a CBS (Cost Breakdown Structure) control account. Process 1) Click Time Material Equipment 2) Under Work Orders click Work Orders Click on picture to enlarge This will display the work orders Read More …
Time Sheet Review By CBS Manager – Approve / Reject
CBS Manager Review (Approve / Reject) of Weekly Time Sheet Entries Background The process below describes how a manager assigned to a control account in a cost breakdown structure (CBS) reviews (Approves/Rejects) time sheet data for users billing their control account (also known as cost centre). To determine which CBS control accounts are reporting to Read More …
Time Sheet Review By Supervisor – Approve / Reject
Supervisor Review (Approve / Reject) of Weekly Time Sheet Entries Background The process below describes how a Supervisor reviews (Approves/Rejects) time sheet data from their reporting users. To determine which users are reporting to a supervisor 1) Click Settings 2) Under Members click Users and then filter on the supervisor field. Process 1) Click Time Read More …
My Weekly Timesheet
Create and Manage My Weekly Timesheets Background The process below describes how to manage a users weekly timesheets register and entry form. Process 1) Click Time Material Equipment 2) Under My Time Sheet click Weekly Click on picture to enlarge This will display the users time sheet register below. Click on picture to enlarge Field Read More …
Contact List
Create and Manage Internal and External Company Contacts Background The process below describes how to manage internal and external contacts within the system Process 1) Click ORG 2) Under “Member” Contacts or External Contacts click Contact List Note – If you choose the “Member” Contact list menu item instead of external the company drop down Read More …
Profit Centre
Create and Manage Member Company Profit Centres Background The process below describes how to manage your member company profit centre (PC). PC’s are linked to projects and also users. Allowing managers to run full reports for a profit centre’s assigned users such as timesheets or revenues by associated projects. Definition – a profit center is Read More …
Positions
Create and Manage Company Positions Background The process below describes how to manage company positions. Noting that positions are not the same as a billing classifications. Example, an employee may have a position as a Regional Manager of the Northern Territories, but classified as a Senior Project Manager for the purpose of billing. Process 1) Read More …