Dovico Timesheet v12 ... Windows 7, Windows 8, Windows Server 2008, Windows Server 2008 R2, Windows...

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Transcript of Dovico Timesheet v12 ... Windows 7, Windows 8, Windows Server 2008, Windows Server 2008 R2, Windows...

  • Dovico Timesheet v12

    USER’S GUIDE

  • Dovico Timesheet User’s Guide

    NOTICE Copyright © 1989-2016 Dovico Software Inc. All rights reserved.

    Dovico, Dovico Planning & Timesheet, Dovico Timesheet and their logos are trademarks of Dovico Software Inc.

    This User Guide is supplied for informational purposes only, is subject to change without notice, and does not represent a commitment on the part of Dovico Software. Dovico Software has made every effort to ensure the accuracy of this material and assumes no responsibility or liability for errors, omissions or inaccuracies that may appear in this guide. No part of this document may be reproduced or transmitted without prior written permission of Dovico Software.

    Other company and product names mentioned may be trademarks of their respective companies. Any references to individuals or company names are for demonstration purposes only.

    Document no. DT_v12.3

    Dovico CORPORATE HEAD OFFICE P.O. Box 27058 Dieppe, NB CA, E1A 6V3 Phone: 1-506-855-4477 Fax: 1-506-384-0727

    Dovico United States 2020 Pennsylvania Ave NW, #459 Washington, DC 20006 USA Sales toll free: 1-800-618-8463 Fax: 1-506-384-0727

    Dovico Global Time Tracking Software 1 Silk House, Park Green, Suite #104 Macclesfield, Cheshire, UK SK11 7QJ International Sales toll free: 00 800 4618 8463 Fax: +44 (0) 1625 429888

    Dovico Canada 236 St George Street, Suite 210 Moncton, NB, Canada E1C 1W1 Sales toll free: 1-800-618-8463 Fax: 1-506-384-0727

    E-mail: [email protected] Web site: www.dovico.com

  • page 1

    Table of Contents

    DOVICO PRODUCTS ............................................................................................................. 4 Welcome to Dovico Timesheet ............................................................................................................................. 4 What's New ........................................................................................................................................................... 4

    PART I - GETTING STARTED ................................................................................................ 5 Dovico Timesheet Overview ................................................................................................................................. 5 Information Hierarchy ............................................................................................................................................ 6 Installation ............................................................................................................................................................. 6 System Requirements ........................................................................................................................................... 7 Using the Help system .......................................................................................................................................... 8 Creating an Administrator Account ....................................................................................................................... 9 Login ..................................................................................................................................................................... 9 Licenses ................................................................................................................................................................ 9 Registering Dovico Timesheet ............................................................................................................................ 10

    PART 2 - ADMINISTRATIVE FUNCTIONS .......................................................................... 11 Assignments .....................................................................................................................................12

    Clients ................................................................................................................................................................. 13 Projects ............................................................................................................................................................... 15 Tasks .................................................................................................................................................................. 19 Task Groups ....................................................................................................................................................... 24 Employees .......................................................................................................................................................... 26 Teams ................................................................................................................................................................. 33 Assignments ....................................................................................................................................................... 35 Advanced assignment functionality ..................................................................................................................... 39

    ‘More' button for Rates ................................................................................................................................ 47 Quick Assign ....................................................................................................................................................... 49 Project Groups .................................................................................................................................................... 50

    Approvals ..........................................................................................................................................51 Workflows ........................................................................................................................................................... 52

    Sheet-based approval workflows ................................................................................................................ 53 Project-based Approval Workflows ............................................................................................................. 55

    Alternate Approvals ............................................................................................................................................. 59 Time & Expense Approval .................................................................................................................................. 62 Time Calendar .................................................................................................................................................... 68 Time Lockout ...................................................................................................................................................... 70

    System Lockout .......................................................................................................................................... 71 Employee lockout ........................................................................................................................................ 72 Lockout Exceptions ..................................................................................................................................... 74

    Reports ..............................................................................................................................................79 Run a report ........................................................................................................................................................ 80 Report Filters ...................................................................................................................................................... 81 Public, Private and Favorites .............................................................................................................................. 83 Making small changes to a report ....................................................................................................................... 84 Creating a new report ......................................................................................................................................... 86 Advanced Functionality ....................................................................................................................................... 95

    Budgeting and Costing ..................................................................................................................103 Budgeted Time & Costs .................................................................................................................................... 104 Actual Time & Costs ......................................................................................................................................... 111 Currencies ......................................................................................................................................................... 115 Overtime Rates ................................................................................................................................................. 124 Budgeted Expenses .......................................................................................................................................... 126

    Automated E-mail Notifications and Reports ..............................................................................127 E-mail Notifications and Alerts - Overview ...................................