Contents
|
Index
|
Search
Web User Guide
Introduction
Using the Help System
Timemaster Web Additional Modules
Customising and filtering Grids
Filter Button
Filter Button Advanced
Wild Card Selections
Starting Timemaster Web
Starting Timemaster Web
Forgotten Password
Home Menu
Home Page
Sending Messages to Other Users
Changing Your Details
How to Change your Password
Options
Timesheet Options
Expense Options
Message Options
Diary Options
Adding & Removing Projects in your Favourites
Forgotten Password
Diaries
Overview
My Diary
My Diary
Setting a reminder
Editing a reminder
Deleting a reminder
Team Diary
Team Diary
Calendar Subscriptions
Outlook
Android
iOS
Windows Phone
Timesheets
Timesheet Options_2
Entering Timesheets
Weekly timesheets
Adding / Editing Timesheet Lines
Copying Timesheet Lines
Deleting Timesheet Line(s)
Using the Timer
Timesheet / Expense Entry Warning Flags
Approving & Finalising
Timesheet Control
Approving Timesheet Lines
Approving Timesheets
Timesheet Errors
Finalise Timesheets
Email Missing Timesheets
Schedule Missing Timesheets Email
Utilities
Factoring Time Worked
Flexi-Time & Absence Recording
The Timecard
Flexi Timecard
Changing Timecard Status
Who's In
Flexi Period View
Entering Attendance
Entering Attendance
Home Working
Making Corrections
Flexi Corrections
Editing Attendance Correction
Creating a New Attendance Correction
Creating a Lump Sum Attendance Adjustment
Creating a New Absence Correction
Recovering Clipped Hours
Overtime
Overtime - Overview
Overtime Entry
Entering Absence
Absence Requests
Smoking Breaks and Other Deductions
Absence Chart
Approving Attendance and Absence
Approving Timesheets and Timecards
Approving Timecards
Approving Flexi Corrections
Approving Absence Requests
Delegate_Approvals
Absence Chart
New Year Procedures
Creating Global/Bank Holidays
Changing Leave Year Dates
Troubleshooting and FAQs
Unusual Working Patterns
Working on a Non-Working Day
Overtime on Non-Working Day
How annual leave hours are calculated
TOIL
TOIL Overview
TOIL Bank Requests
Approving TOIL Requests
Approvals
Approving Timesheets
Approving Timesheet Lines
Approving Expenses
Approving Timecards
Approving Flexi Corrections
Approving Absence Requests
Approving TOIL Requests
Approving Overtime
Delegate_Approvals
Staff Expenses
Expense Options_2
The Expense Lifecylce
Entering Expenses
New Expense Claim
New Mileage Claim
Approving Expenses
Checking Expenses
Paying Expenses
Flagged and Queried Expenses
Timesheet / Expense Entry Warning Flags
Preventing Expense Claims
Projects
Project Listing
Project Profitability View
Project Targeting View
Project Limit View
How Income and Cost Profiles are Calculated
Creating Projects
Create Project
Editing Projects
Edit Project Details
Edit Project Fee Bid Details
Edit Project Staff Restrictions
Edit Project Settings
Edit Project Charging Parameters
Edit Project Invoicing Parameters
Edit Project Values
Edit Project Services
Edit Project Notes
Edit Project User Fields
Manage Project User Favourites
Deleting Projects
Open Project Folder
Project Management
Project Fees
Edit Service Fee
Fee Schedules
Percentage Completions
Project Targets
Task Dates View
Project Planning (Tasks)
Creating Tasks
Copying Tasks
Task Date Baselines
Integrating with Microsoft Project
Side Menu Button
Edit Task Definition
Edit Task Fees
Edit Task Staff Restrictions
Edit Task Dates
Edit Task Percentage Completions
Delete Task
Move Task
Task Dates Configuration
Task Dates Entry Options
Multi-Discipline Task Dates
Setting Alerts
Project Estimates
Project Estimates Overview
Approve Project Estimate
Project Estimating Assign Resources
Project Estimating Export Report
Project Reports
Profitability Bar-Chart
Profitability Timeline Graph
Profitability Schedule
Profitability Detail
Target vs Actuals Graph
Task Targets Enquiry
Write-Off Summary
Write-Off Detail
Project Purchases and Expenses
Project Purchases and Expenses Overview
Purchase Orders
Project Expenses
Resource Planning
Resourcing Overview
Staff Resource Plans
Project Resource Plans
Project Resource Planning
Office Workload
Resource Planner
Resource Availability
Resource Allocations
Task Resources
Changing to a Different Resource
WIP & Invoicing
Invoicing Overview
Work in Progress
WIP List
Editing WIP
Editing Time-charged WIP
Write-Off Summary
Write-Off Detail
Create Draft Invoice
Invoices
Invoice List
Edit Invoice_Header
Timesheet Amendments
Multi Currency
Multi Currency Overview
Reports
OData Feed Web Service
Overview
Installation
Connectivity
SQL Views
Connectivity
SQL Views Overview
vw_timecharges
vw_staff
vw_project_list
vw_project_financials
vw_task_list
Crystal Reports
Filtering Lists
Adding Custom Reports
Project Reports
Project Time Analysis
Project Fee Bid Tracking Report
Fee Income Analysis Report
Project Monthly Income Report
Project Profitability By Month
Write-Off Summary
Write-Off Detail
Staff Reports
Staff Productivity Enquiry
Staff Fee Earning Performance Report
Staff Time Analysis
Staff Chargeable Hours Report
Absence Summary Report
Annual Leave Summary Report
Timesheet Reports
Timesheet Enquiry
Timesheet Analysis
Expense Costs Enquiry
Expense Analysis
Reports Trouble Shooting
Troubleshooting
Executing SQL Scripts
Workflow Module
Introduction to Workflow
Workflow Project Checklist
Workflow Document Index
Project Folder
Installing Send to and Outlook Functions
Attaching Emails
Adding Actions
Adding New Actions
Adding a Quick Action
Adding a Standard Action
Delete Action
Creating Documents
Creating and Editing Documents
Deleting Documents
Assign a Document to an Action
Attachments
Book Out a Document
Undo a Document Bookout
Book a Document Back In
Workflow Guidance Notes
Processing an Action Related to a Tender or Contract
Editing & Manipulating Actions
Edit Action
Attachments
Add/Change Comment for an Action
Mark Action as Not Required
Change Action Due Date
Change Action Responsibility
Change Action Service
Change Action Status
Send Notification for an Action
View Action Audit Trail
Setups
Staff Records
Staff List and Editing
Staff Details
Staff Employment Details
Staff Timesheet Preferences
Staff Attendance Parameters
Staff Salary
Staff Hourly Rates
Updating Staff Hourly Rates
Staff Roles
Staff Skills
Staff Messages
Staff User Fields
Deleting Staff Records
Staff Related Codes
Service Codes
Resource Groups
Department Codes
Overhead Groups
Timecharge Rate Tables List
Staff Grades
Staff Roles
Skill Codes
Skill Codes
Skill Class List
Skill Level List
Activity & Expense Codes
Activity Codes
Expense Codes
Project Related Codes
Clients
Suppliers
Budget Codes
Classification Codes
Project Status Codes
Priority Codes
Task Types
Ward & Parish Codes
System Administration
User Fields
Absence Codes
Absence Codes
Login Records
Login Groups
Login Users
Restricting Access To Records
Login Groups
Details
Access Rights
Testing access rights
Group Membership
Messages
Web Enquiry Pages
Web Enquiry Fields
Troubleshooting and FAQs
Forgotten Password
Resetting User Passwords
Email Configuration
Web Customisation
Language and Regional Settings
Filtering Lists
Pop-up Window has Disappeared
Entering Time
Reducing the number of Projects Listed
Timesheet Options
Missing Columns on My Timesheet
Timesheet/Timecard Overtime
Overtime on Non-Working Day
Working on a Non-Working Day
Workflow
Can't See Workflow Option
Workflow on Browsers Other than IE
Internet Security Settings
User Guides
Getting Started
Cost to Complete (explained)
Other Income (explained)
Time and Expense Costs to Date (explained)
© 2023 Equisys Timemaster Ltd