- A -

Absence Summary Report

Absences

Absence Chart

Absence Summary Report

Annual Leave Summary Report

Approving (via Absence Chart)

Approving (via Absence Requests list)

Approving absence requests

Creating (via Absence Chart)

Creating (via Absence Requests list)

Deleting

Editing (via Absence Chart)

Editing (via Absence Requests list)

Recalling

Rejecting (via Absence Chart)

Rejecting (via Absence Requests list)

Smoking deductions

Time off in lieu

Activities

Lookup

Selecting

Annual Leave Summary Report

Approving

Absences (via Absence Chart)

Absences (via Absence Requests list)

Approving absence requests

Approving expenses

Approving overtime

Approving timecards

Approving TOIL requests

Checking expenses

Delegating approvals

Timesheets

Attendance

Changing Leave Year Dates

Correcting Attendance

Creating Global/Bank Holidays

Entering attendance

Flexi period view

Recovering Clipped Hours

Smoking deductions

Timecard

Timecard overview

Unusual Working Patterns

Working on a non working day

- B -

Bank Holidays - Creating

- C -

Calculating

Overheads

Productivity

Staff Hourly Rates

Calendar

My Calendar

Options

Overview

Reminder - Adding

Reminders - Deleting

Reminders - Editing

Subscription - Android

Subscription - iOS

Subscription - Outlook

Subscription - Windows Phone

Team Calendar

Changing

Attendance

Password

Timesheet status

Your details

Code Files

Budget Codes

Classification Codes

Department Codes

Grade Codes

Overhead Groups

Priority Codes

Resource Groups

Service Codes

Staff Roles

Ward & Parish Codes

Completing

Timesheet or Timecard

Workflow Action

Copying Timesheet lines

Creating

Absences (via Absence Chart)

Absences (via Absence Requests list)

Baselines

Expense Claim

Mileage Claim

Project Tasks

Projects

TOIL Requests

Workflow Actions

Workflow Documents

Customising

Customising grids

Date Settings

Language Settings

Timesheet columns

Workflow project checklist

- D -

Deleting

Projects

Staff

Tasks

Timesheet lines

Workflow actions

Workflow Documents

Diary

Adding a Reminder

Deleting a Reminder

Editing a Reminder

My Diary

Options

Overview

Subscription - Android

Subscription - iOS

Subscription - Outlook

Subscription - Windows Phone

Team Diary

Diary Options

Download Files

problems

- E -

Edit Invoice Header

Edit Project Charging Parameters

Edit Project Details

Edit Project Fee Bid Details

Edit Project Invoicing Parameters

Edit Project Notes

Edit Project Settings

Edit Project Staff Restrictions

Edit Project User Fields

Editing

Absence (via Absence Chart)

Absence (via Absence Requests list)

Client records

Projects

Staff records

Supplier records

WIP

Emails

Scheduling T/S reminders

T/S reminders

Entering

Entering Attendance

Entering Expenses

Entering Mileage claims

Entering your Timesheet

Error

Automation server error

Expeneses

Expense Costs Enquiry

Expense Analysis

Expense Costs Enquiry

Expense Options

Expense Reports

Expense Analysis

Expense Costs Enquiry

Expenses

Approving expenses

Charges

Checking expenses

Costs

Entering expense claims

Entering mileage claims

Expense life cycle

Expense overview

Expenses Analysis

Flagged Expenses

Preventing if T/S is not up-to-date

Reports

Viewing your expenses

- F -

Factoring Hours

Fee Bid

Edit Project Fee Bid Details

Fee Income Analysis Report

Fees

Outsourced Fees

Project Fees

Flexi-time

Timecard

Whos In

Working from home

- I -

Internet Settings

Security settings

Invoicing

Edit Invoice Header

Edit Project Charging Parameters

Edit Project User Fields

Project Parameters

Invoicing Overview

- L -

Login and Security

Changing Your Details

Forgotten Password

Login Groups

Login Screen

Login Users

- M -

Message Options

Mobile

Setting up a user

Multi Currency

Overview

- O -

OData

Options

Diary

Expenses

Messages

Timesheet

Overheads

Calculating

Overtime

Approving overtime

Overtime on Non-Working Day

- P -

Passwords

Changing passwords

Forgotten passwords

Resetting users passwords

Pop ups

Productivity

Calculating

Project Checklist

Adding actions

Adding comments

Change action due date

Change action status

Change responsibility

Change service involvement

Change title

Completing an action

Delete an action

Edit action

Mark action as not required

Processing an Action Related to a Tender or Contract

Send notification

The checklist

View audit trail

Project Expenses

Overview

Project Expense Costs

Purchase Orders

Project Fee Bid Tracking Report

Project Monthly Income Report

Project Profitability By Month

Project Reports

Fee Income Analysis Report

Project Fee Bid Tracking Report

Project Monthly Income Report

Project Profitability By Month

Project Time Analysis

Write-Off Detail

Write-Off Summary

Project Time Analysis

Project Values

Projects

Creating projects

Deleting

Edit Project Charging Parameters

Edit Project Fee Bid Details

Edit Project Invoicing Parameters

Edit Project Notes

Edit Project Settings

Edit Project Staff Restrictions

Edit Project User Fields

Editing projects

Invoicing

Invoicing (charge values)

Lookup

Managing favourite projects

Project Fee Bid Tracking Report

Project Folder

Project listing

Project Profitability View

Project Targeting View

Project Time Analysis Report

ProjectLimit View

Selecting

Values

- R -

Rejecting

Absence (via Absence Chart)

Absence (via Absence Requests list)

Reports

Troubleshooting

Resource Planning

Changing Resource Assignments

Entering Resources

Office Workload

Overview

Resource Allocations

Resource Availability

- S -

Scheduling emails

Selecting Activities

Selecting Projects

Selecting Tasks

Sending emails

Staff

Absence Summary Report

Annual Leave Summary Report

Changing Leave Year Dates

Copying

Creating

Deleting

Editing

Hourly Rates

Restricting To Projects

Staff Chargeable Hours Summary

Staff Details

Staff Employment Details

Staff Fee Earning Performance Report

Staff Productivity Enquiry

Staff Time Analysis

Staff Chargeable Hours Summary

Staff Details

Staff Employment Details

Staff Expenses

Staff Fee Earning Performance Report

Staff Productivity Enquiry

Staff Reports

Absence Summary Report

Annual Leave Summary Report

Staff Chargeable Hours Summary

Staff Fee Earning Performance Report

Staff Productivity Enquiry

Staff Time Analysis

Staff Time Analysis

- T -

Target Hours

Task Targets

Tasks

Lookup

Selecting

Task Baselines

Task Dates

Task Resources

Task Targets

Task Types

Time off in lieu

Approving TOIL requests

Creating TOIL Requests

Taking TOIL

Timecharge Rate Tables

Time-charged WIP by Staff

Timer

Using the timer

Timer Entry

Timesheet Amendments

Timesheet Analysis

Timesheet Enquiries

Timesheet enquiry

Timesheet Enquiry

Timesheet Options

Timesheet Reports

Timesheet Analysis

Timesheet Enquiry

Timesheets

Adding new timesheet lines

Approving

Approving Individual Lines

Approving overtime

Change Status

Changing status

Charges

Control / Overview

Copying lines

Costs

Creating Expenses From

Customising

Deleting a timesheet line

Editing timesheet lines

Emailing Reminders

Entering attendance

Entering your Timesheet

Finalise Timesheets

Finalising

Options

Overtime

Re-opening (after finalising)

Reports

Scheduling Emailing Reminders

Timesheet Analysis

Timesheet Enquiry

Timesheet Entry

Timesheet Entry Warning Flags

Timesheet Errors

Using the timer

TOIL

Approving TOIL requests

Creating TOIL Requests

Taking TOIL

Troubleshooting

Can t See Workflow Option

Email Configuration

Reports

- W -

WIP

Editing WIP

WIP List

Write-Off Detail

Write-Off Summary

WIP Detail

WIP List

Workflow Documents

Assign an existing document

Book a document in

Booking out

Creating and editing

Deleting documents

Guidance notes

Send a document from windows

Undo a booked out document

Working at home

Workflow Module

Adding actions to the checklist

Attaching emails

Attaching files

Can t See Workflow Option

Copying Actions

Creating and editing documents

Delete an action

Deleting documents

Guidance notes

Importing a document

Introduction

Project Checklist

Workflow Document Index