Overview of Setting Up the System
19
5. Create projects for users to enter time and expenses against, if using the Project & Billing Edition.
Chapters 5 through 13 provide details on each of these steps. These chapters are arranged in the order you
should complete them, as many items are dependent on others. For example, before setting timesheet pe-
riods, you should define departments. Therefore, if you choose to create timesheet periods based on depart-
ments, all of the departments will be available for selection when defining the timesheet periods.
Working with the Pre-Defined Data
In order to help you get Web TimeSheet up and running as quickly as possible, a number of pre-defined
values have been created for administrative items such as employee types, permission profiles, and approv-
er types.
If these pre-defined options meet your needs, you can skip configuring those items. Otherwise, you can cus-
tomize the existing values to meet your requirements by editing, deleting, or adding to them.
Adding Large Amounts of Data
Depending on your requirements, you may need to add large amounts of data to Web TimeSheet. There are
a number of features available to help you add data quickly:
•
An import utility, which requires you to enter the data in Comma-Separated Value (CSV) files and
then import those files (see the Web TimeSheet Data Import Utility User Guide)
•
A “Quick Add” feature, which a
llows you to add a number of users at once, using a grid-format for
entering their details (see Adding Multiple Users at Once on page 74)
•
A “Based On” feature, which provides you theoption to base new user, permission profiles, and
projects on existing ones (see Adding Projects using a Template on page 81)
Once the System is Ready
After you complete the set up process, you can train your users so they can begin entering data.
Once Web TimeSheet is in use, you may need to complete the following tasks:
•
Administer timesheets, time off bookings, and expenses
•
Run reports to check project costs, billing amounts, and payroll totals
•
Export data to other systems for payroll, project management, or billing purposes
•
Add new license seats
•
Perform regular back ups
•
Upgrade Web TimeSheet when new features or bug fixes become available
These tasks are covered in chapters 14 through 16.
More setup help...
An overview of the steps required to set up Web TimeSheet is given under Web TimeSheet Setup -
Flow Chart on page 20.
To help you keep track of which tasks you have completed, a Web TimeSheet Administrator’s Check-
list is provided at www.replicon.com/products/product-documentation.aspx.
