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:

General options

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

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

Reporting 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

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.

Billing options

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.

Default time sheet options

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.