Changing Configuration Options
Project
Clock may be customized to a certain extent by modifying the many
configuration options. The configuration options are changed in the
configuration screen. To change Project Clock Web
configuration
options click the Configuration link at the top of the page. The
following screen will appear:
The
options are split up into six different sections: General Options,
Working Day Options, Report Options, Term Options and Billing Options.
Program
Options
IDs in pull-downs
If the IDs in Pull-downs option is checked, all pull-down lists will show the ID field instead of the description.
Allow manual time edits
If the
Allow Manual Time Edits option is checked, users may manually enter
times in the In and Out fields on the main screen.
Allow
date change
If the Allow Date Change option is checked, users
will be able to change the date field at the top of the main screen.
Show all tasks if unassigned
If the Show All Tasks if Unassigned option is checked, all tasks will be seen in pull-downs if none are assigned to projects.
Viewable pull-down lists
The
Viewable Pull-down List section is used to configure which pull down
lists are seen on the main screen. To hide a pull-down list, simply
uncheck the box next to the pull-down list's name. Note that these
options will only take effect after the software is restarted.
Security Options
The security section allows the setting security options.
Limit Use to Workgroup
If
this box is checked, only those users listed in the Workgroups table are
able to use the program. Use the Data Manager to add users to the
Workgroups table.
Set Data Read Only
If this option is checked, users will have to login as administrator in order to edit table data.
Users can view Reports
If checked, users will be able to access the Reports screen.
Working
Day Options
These times relate to your ordinary working day. They are used for the day punch and break for lunch features.
Day Start
The time your working day usually starts. This is used for the day punch{linkID=100} feature.
Lunch Start
The time your lunch usually starts. This is used for the day punch{linkID=100} and break for lunch{linkID=110} features.
Lunch End
The time your lunch usually ends. This is used for the day punch{linkID=100} and break for lunch{linkID=110} features.
Day End
The time your working day usually ends. This is used for the day punch{linkID=100} feature.
Day Hours
This
is the number of hours you bill for statutory holidays and sick days.
The Day Hours setting is used for the holiday punch and sick day punch
features.
Week Start
Indicates on which day the week starts. Used in the reports screen{linkID=1290} to default to first day of the week.
Include Lunch In Day Punch
If set lunch times will be added when using Day Punch feature.
Report Options
Below you will find
a description of each item in this section.
Round report totals
Use to round time sheet report totals either up or down. If you don't want to do rounding, choose None.
Allow record edits after print
If not checked, users cannot edit records whose time has already been billed.
Archive
after invoice
If checked, time records will be
automatically moved to the Archive table after the Invoice report is
printed.
Default to previous week
If
checked the dates on the reporting screen default to the previous week.
Round Time By
This number indicates how time totals should be
rounded on reports that use the FracRound function. For example, a
round time of 0.25 rounds all totals to the nearest quarter hour. A
round time of 0.001 will not affect the totals at all.
Invoice Prefix
The
optional invoice prefix is a one to six character value that is
appended to every six-digit invoice number. This value is used for
invoice reports. When you change this value, you must ensure that new
invoices will always sort alphabetically at the bottom of the Invoices
table. Enter yyyy to have the current date prefix every invoice.
Report Interval
The number in this
box indicates the length in days that the report interval will be.
Sales
tax
The number in this box will show up on the invoice report
as the sales tax field.
% Interest After X Days
These
fields are used to charge late clients interest on invoice reports.
Enter the percent interest to charge in the first field. Enter the
number of late days to wait before charging interest.
Term Options
Project
Clock uses the following Project terms: Project, Task and Client. These
terms are used throughout the program to breakup individual projects.
If you would rather use different terms than these, you can use this
section to change the names to anything you desire.
Rank
You
can set the rank for each term to change where the corresponding
pull-down lists are displayed. To restore the original term defaults
just click the Defaults button.
Billing
Options
The Billing options section is used to configure
options related to time billing.
Punch Out on New Project
If
this option is checked, the current project will be automatically
punched out when another project is selected from the Project pull-down
list.
Punch Out on New Task
If this option is checked, the
current project will be automatically punched out when another task is
selected from the Task pull-down box.
Punch Out on Program Close
If this option is checked, the current project will be automatically punched out when Project Clock is closed down.
Punch In on Start
If this option is checked, the last project used will be automatically punched in when the software is started.
Allow multiple
punch ins
If this option is checked, you will be able to
punch in to a project several times without having to punch out first.
Change project after punch in
If this option is checked, you will be able to change the project after you have punched in to another project.
Simultaneous
billing
If
this option is checked, you will not have to punch out of a project
before starting billing on another project. In other words, you can
bill to multiple projects at the same time. If both the Punch Out on
New Project and Simultaneous billing options have been unset, after you
punch in the project pull-down list on the main screen will be
disabled. In this scenario you cannot change the project after you have
punched in.
Force Project
If this option
is checked, you must enter a Project before you can punch in.
Force
Task
If this option is checked, you must enter a Task before
you can punch in.
Force Client
If this
option is checked, you must enter a client name before you can punch in.
Force Comments
If this option is checked, you must enter a Comment before you can punch out.
Clear fields on new Project
If this option is checked, all pull-down fields on the main screen will be cleared when a new project is chosen.
Clear fields on punch out
If this option is checked, all pull-down fields on the main screen will be cleared when you punch out.Minimum
Billing Increment
The
value in this box indicates the minimum amount of time in hours that
should be charged. For example, a minimum billing increment of 0.50
would mean you could not bill less than half an hour to a project. If
the minimum billing increment is 0 or less, minimum billing will be
disabled.
Project total update interval
The
value in this box indicates how long in seconds the Time Spent and Day
Total fields at the bottom of the main form will be refreshed.
Punch out after X hours
The
value in this box indicates how long Project Clock will wait until it
automatically punches out. Leave this value at 0 to never punch out
automatically.
When
you have finished changing the options to suit your needs press the OK button at the bottom of the page to save your
changes.
Timesheet Options
The
time sheet options tab is used to configure a default time sheet to be
used when entering a new time sheet in the Timesheet Entry Screen.
To
create a default timesheet template, simply enter a list of Clients,
Projects, Tasks and Comments. When you next go to enter a new
timesheet, this list will automatically be shown allowing you to simply
enter your times.
You can add additional rows if needed, by pressing the down arrow key on the last row in the Comments column.