Time Tracking Software For Personal or Business Use

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Transcription:

Time Tracking Software For Personal or Business Use User Guide Version 1.5.1

Table of Contents Table of Contents... 2 Overview... 3 Getting Started... 4 The Time Entry Screen... 5 Adding a New Time Entry... 5 Deleting a Time Entry... 5 Editing a Time Entry... 5 The Timesheet Summary Screen... 6 Viewing a Range of Time Entries... 6 Editing a Time Entry from the Timesheet Summary Screen... 6 Exporting Filtered Time Entries... 7 The Settings Screen... 7 Adding a Client... 7 Deleting a Client... 7 Editing a Client... 8 Adding a Project... 8 Deleting a Project... 8 Editing a Project... 8 Data Backup... 8 Time Entry Screen Reference... 9 Timesheet Summary Screen Reference... 9 Settings Screen Reference... 9 2009 loopspin Inc. User Guide Version 1.5.1 Page 2

Overview Congratulations on your purchase of mitimesheet time tracking software. We recommend that you take some time to read through the user guide to get the most out of mitimesheet. The mitimesheet software is time tracking software designed to help you track your time against projects and/or clients. 2009 loopspin Inc. User Guide Version 1.5.1 Page 3

Getting Started We recommend the following usage sequence: To get started, when you first enter the application you should enter all the projects and clients that you currently will be tracking time against, if these are known to you. Start entering time entries. Export time entries via email as required. The mitimesheet software stores all data locally on your Blackberry and does not need access to the network, except when exporting data. Future versions of the mitimesheet software will include localized captions, prompts, and error messages. 2009 loopspin Inc. User Guide Version 1.5.1 Page 4

The Time Entry Screen The time entry screen is where all adding, deleting, and editing of time entries is performed. Adding a New Time Entry To add new time entries select the New menu options from the Blackberry menu. Once all data required is entered for the current entry select the Save menu option from the Blackberry menu. Deleting a Time Entry Using either the summary list or the navigation buttons, select the time entry you wish to delete. Once selected, on the Blackberry menu select the Delete menu option. Editing a Time Entry Using either the summary list or the navigation buttons, select the time entry you wish to edit. Once selected, modify the data required. After the required changes have been completed, from the Blackberry menu select the Save option. 2009 loopspin Inc. User Guide Version 1.5.1 Page 5

The Timesheet Summary Screen The Timesheet Summary screen is a multipurpose screen. From this screen you can filter time entries for a given date range and send the list via email in a Microsoft Excel format. Also the screen will allow you to select one of the entries within the filtered list and edit the entry. Viewing a Range of Time Entries The mitimesheet software allows for viewing a filtered list of time entries that fall within a selected starting and ending date. To view a filtered list, from the Time Entry Screen select View Timesheet on the Blackberry menu. Select the desired From and To dates on the Time Entry List Screen for which you wish to view time entries. Once you have chosen the desired dates, from the Blackberry menu select the Filter menu options. Editing a Time Entry from the Timesheet Summary Screen To edit a time entry, filter the time entry list then select the item you wish to edit. To initiate an edit select either the green arrow on the far right of the selected entry, or from the Blackberry menu select the Edit menu option. The Time Entry screen will now be displayed with the selected time entry data displayed. 2009 loopspin Inc. User Guide Version 1.5.1 Page 6

Exporting Filtered Time Entries On the Timesheet Summary Screen select the range of time entries you wish to export. Once filtered, from the Blackberry menu select the Email Filtered List menu option. You will be prompted to select an email address to which you would like to send the exported file. The Settings Screen The settings screen is used for managing the lists of clients and projects with the mitimesheet software. Adding a Client On the Settings Screen select the Clients toolbar button. From the Blackberry menu select the Add Client menu option. After entering the client information press the Enter key to accept the changes. Deleting a Client On the Settings Screen select the Clients toolbar button. Select the client you wish to delete from the clients list. From the Blackberry menu select the Delete menu option. Note: Once a client is deleted all time entries with reference to that client will have the Client field set to blank. 2009 loopspin Inc. User Guide Version 1.5.1 Page 7

Editing a Client On the Settings Screen select the Clients toolbar button. Select the client you wish to edit from the clients list. From the Blackberry menu select the Edit menu option. Make the required changes and press the Enter key to accept the changes. Adding a Project On the Settings Screen select the Projects toolbar button. From the Blackberry menu select the Add Project menu option. After entering the project information press the Enter key to accept the changes. Deleting a Project On the Settings Screen select the Projects toolbar button. Select the project you wish to delete from the projects list. From the Blackberry menu select the Delete menu option. Note: Once a project is deleted all time entries with reference to that project will have the Project field set to blank. Editing a Project On the Settings Screen select the Projects toolbar button. Select the project you wish to edit from the projects list. From the Blackberry menu select the Edit menu option. Make the required changes and press the Enter key to accept the changes. Data Backup Currently this version of mitimesheet only supports backing up data buy exporting into the CSV file format using the Timesheet Summary Screen. View the topic Exporting Filtered Time Entries for help on exporting data. 2009 loopspin Inc. User Guide Version 1.5.1 Page 8

Time Entry Screen Reference Timesheet Summary Screen Reference Settings Screen Reference 2009 loopspin Inc. User Guide Version 1.5.1 Page 9