Copyright: © Ian Needs


Help Contents

System Access


System Access

Altering License Details

Logging into the System

Changing Passwords

Monitoring System Logins

Setting up System Defaults

Altering Screen Labels


Altering License Details

Projections Licenses

This field displays your current license for Atlantic Projections.

Timesheet Expert Licenses

This field displays your current license for Timesheet Expert.

Timesheet Expert Web Licenses

This field displays your current license for Timesheet Expert Web.

New License File

You can update your license using the New License File facility.  Either, type in the location of your new license file or use the button to help you locate the file.

Once you have specified the location of the new license file click Alter to change the details.


Logging into the System

Note:

You will only be able to log into the system if you have a valid login code and password.

To log into the system type in your login code and password then click OK.


Changing Passwords

The Change Password option is available under the View, Preferences Menu.  This option enables the current user to change their login password.  In order to maintain security, a password should be set for the SUPERVISOR login.

Type the current password, the new password and then confirm the new password.


Monitoring System Logins

Sort By

At the top of the dialog there is a series of options by which you can sort the current logins. Options are available to sort by Login Time, Login Code and Product. Simply select the option button for the sort order you require.

Remove

Clicking the remove button will cause the selected login to be logged out of the listed product.

Note:

Only Logins with User Setup Privileges will be permitted to log other users out of the system.

Related Topics:

Login templates

Permissions


Setting up System Defaults

The system defaults dialog is what is referred to as a tabbed panel, the different panels offer a number of option for defining how the system will appear to the user.

Related Topics

Screen Labels Tab

General Tab

Restrictions Tab


Screen Labels Tab

Screen labels are used to define the names which describe the different reference tables and other settings throughout the system. Depending on what terminology your organisation uses, you may wish to change the default screen labels.  The Screen Labels Tab in the System Defaults dialog allows you to specify what screen labels will be assigned to new logins when they are created.

Default Screen labels

To change one of the default labels, click in the relevant text box and type your new label.  You should repeat this to define both the singular and plural of the word.

Customisable Fields

As well as defining your default screen labels you can also define a series of default customisable fields.  Customisable fields allow users to cross reference information for filtering and reporting purposes in both Atlantic Projections and Timesheet Expert Server.

Time Entry Format

These option buttons are used to define whether the default time entry value for new logins will be Hours and Minutes or Decimal.

Decimal

Select this option button if new logins will be entering time in decimal format.  For example, 1 hour and 15 minutes would be entered as 1.25.

Hours & Minutes

Select this option button if new logins are expected to enter time in hours and minutes.  In this case 1 hour and 15 minutes would be entered as 1:15.

Report Display Format

These option buttons are used to define whether reports will display time in hours and minutes, days or as a decimal value for new users.

Decimal

Select this option button if you wish reports to output time as a decimal by default for new users.

Hours & Minutes

Select this option button if you wish reports to output time in hours and minutes by default for new logins.

Days

Select this option button if you require reports to be output in days by default for new logins.


General Tab

The General Tab is used to define the general setting which are used by the system by default.

Day Length

The first setting you can specify on the general tab is the day length.  Day lengths are used in Atlantic Projections for calculating a resources utilisation levels and in Timesheet Expert Server for defining time entered in hours to days.

Scheduled Day Length

Type in the length in hours of a standard day against which you will schedule resources in Atlantic Projections

Timesheet Day Length

Enter the Standard Day length to be used in Timesheet Expert Server and Timesheet Expert Web.

Automatic-Approval

These options allow you to specify whether Timesheets and Expenses will automatically be approved when they are been entered into Timesheet Expert Server and whether once they have been approved they can be edited.

Auto-Approve Timesheets

Select this option if you would like Timesheets automatically approved when they are entered into Timesheet Expert Server and Timesheet Expert Web.  This option should be chosen if you do not wish to take advantage of the timesheet approval facility.  If this option is not checked, timesheets will have to be explicitly approved by a user with the appropriate privileges.

Auto-Approve Expenses

Select this option if you would like expense entries automatically approved when they are entered into Timesheet Expert Server and Timesheet Expert Web.

Edit Approved Timesheets

Check this option if you would like users to be able to edit timesheets once they have been approved.  If auto approve timesheets is checked, this option should also be checked, otherwise a user would not be permitted to edit or delete a timesheet entry once created.  Similarly, if auto approve timesheets is not checked this option should not be checked either, since once a timesheet has been approved by a supervisor or manager, the user should not be permitted to change it.

Edit Approved Expenses

Select this option if you would like users to be able to edit expense entries once they have been approved.

Schedule Bar Colours

When you are using Atlantic Projections, different time blocks in the project plan and resource plan views will appear in different colours, depending on their state.  You can use these options to specify the default colour of each different type of time block state.

Standard Bar Colour

Use the drop down palette to select the colour that Standard Time Blocks will appear – any change in colour will not take effect until your next session.  Standard Time Blocks are those which are not selected, not expanded or assigned to a selected time block.

Selected Bar Colour

Use the drop down palette to select which colour selected time blocks will appear to the user – any changes will not take effect until your next session.

Assigned Bar Colour

Use the drop down palette to select the colour of assigned time blocks – any changes will not take effect until your next session.  Assigned Time Blocks appear in the lower grid of the Allocation Manager when their parent time block is selected in the upper grid.

Expanded Bar Colour

Use the drop down palette to select which colour expanded time blocks will appear to the user – any changes will not take effect until the next session.  The time blocks for a particular project or resource may be expanded to show each individual time block in the colour selected.

Non Working Day Bar Colour

Use the drop down palette to select the colour of non working days, non working days are specified using the system calendar.

Weekend Day Bar Colour

Use the drop down palette to select the colour you wish for weekend days to appear in the project and resource grid views.

Invoices

Use these options to define default settings for your invoices in Timesheet Expert Server.

Invoice No Prefix

Type the prefix you wish to appear before your invoice numbers.  This may be left blank if no prefix is required.

Invoice Start Number

Type the number that you wish invoices to start from.  For example if you are going to use the invoicing facility in Timesheet Expert Server as a replacement for an existing system in which you have issued 200 invoices. By placing 201 in this field you can continue issuing invoices from where you left off using the replaced system.

VAT

Type the default VAT rate that you wish to be applied when creating new clients and entering expenses in Timesheet Expert.

Payment Terms

Type the default payment terms to be used when creating new clients.  The payment terms for a client appear on the invoices generated for that client.


Restrictions Tab

The restrictions tab allows you to specify the restrictions defaults that will be used when a new reference table item is entered.  Any reference table restrictions that are defined will be enforced in Timesheet Expert Server, however, they will only be used as a guide in Projections, not enforced.  If you plan to use any of the reference table restrictions, it is advisable to un-check the no-restrictions check boxes for each reference table entry.  For example, if you plan to use the Project-Activity restrictions, both the No Activity restrictions check box in the Project group and the No Project restrictions in the Activity Group should be unchecked.  This will force any user entering new projects or activities to define the project to activity restrictions.

Project

These options allow you to define your default restrictions for when a new Project is entered.

No Resource Restrictions

If the No Resource Restrictions check box is selected, any new projects that you create will be global for resources by default.  In other words the project will be valid for all resources.  If this is not checked, any new projects will have an invalid relationships with resources by default.

No Activity Restrictions

If the No Activity Restrictions check box is checked then all new projects entered will be global for activities.  If it is not checked then no valid activity relationships will exist when a new project is entered.  Activity restrictions will need to be assigned to each new project.

Resource

These options allow you to define your default restrictions for when a new Resource is entered.

No Project Restrictions

When this option is checked, all new Resources will be global for projects by default.  If the option is not checked, you will need to select which projects will have a valid relationship with the new resource.

No Activity Restrictions

When this option is checked, all new Resources will be global for activities by default.  If the option is not checked, you will need to select which activities will have a valid relationship with the new resource.

No Cost Restrictions

When this option is checked, all new Resources will be global for cost rates by default.  If this option is not checked you will need to select which cost rates will have a valid relationship with the new resource.

No Charge Restrictions

When this option is checked, all new Resources will be global for charge rates by default.  If this option is not checked, you will need to select which charge rates will have a valid relationship with the new resource.

Activity

These options allow you to define your default restrictions for when a new Activity is entered.

No Resource Restrictions

When this option is checked, all new activities will be global for resources by default.  If this option is not checked you will need to select which resources will have a valid relationship with the new activity.

No Project Restrictions

When this option is checked all new activities will be global for projects by default.  If this option is not checked you will need to select which projects will have a valid relationship with the new activity.

Cost

This option allows you to define your default restrictions for new cost rates.

No Resource Restrictions

When this option is checked, all new cost rates will be global for resources by default.  If this option is not checked, you will need to select which resources will have a valid relationship with the new cost rate.

Charge

This option allows you to define your default restrictions for new charge rates.

No Resource Restrictions

When this option is checked, all new charge rates will be global for resources by default.  If it is not checked, you will need to select which resources will have a valid relationship with the new charge rate.


Altering Screen Labels

Screen labels are accessed from the View, Preferences menu,  from here you have the option to specify All Screen Labels, your Own Screen labels and the Default Screen Labels (System Defaults).

Related Topics

Default Screen labels

Own Screen Labels

All Screen Labels


Default Screen labels

The Screen Labels Tab in the System Defaults dialog allows you to specify what screen labels will be assigned to new logins when they are created.

To change one of the default labels, click in the relevant text box and type your new label.  You should repeat this to define both the singular and plural of the word.

Customisable Fields

As well as defining your default screen labels you can also define a series of default customisable fields.  Customisable fields allow users to cross reference information for filtering and reporting purposes in both Atlantic Projections and Timesheet Expert Server.

Time Entry Format

These option buttons are used to define whether the default time entry value for new logins will be Hours and Minutes or Decimal.

Decimal

Select this option button if new logins will be entering time in decimal format.  For example, 1 hour and 15 minutes would be entered as 1.25.

Hours & Minutes

Select this option button if new logins are expected to enter time in hours and minutes.  In this case 1 hour and 15 minutes would be entered as 1:15.

Report Display Format

These option buttons are used to define whether reports will display time in hours and minutes, days or as a decimal value for new users.

Decimal

Select this option button if you wish reports to output time as a decimal by default for new users.

Hours & Minutes

Select this option button if you wish reports to output time in hours and minutes by default for new logins.

Days

Select this option button if you require reports to be output in days by default for new logins.


Own Screen Labels

Own Screen Labels are used to define the terminology that describes reference table information and settings for the current login.

Simply select the text box against the label you wish to change, then type the new description.

See Monitoring System Logins and Logging into the System


All Screen Labels

The All Screen Labels dialog, available under the View, Preferences Menu allows you to modify screen labels for all existing logins.

To change one of the default labels, click in the text box and type the new description.   You also have the opportunity to change the names of the customisable fields.  These fields are used for selecting data when filtering or reporting.