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Dovico Timesheetversion 13USER’S GUIDE
Dovico Timesheet User’s GuideNOTICECopyright 1989-2018 Dovico Software Inc. All rights reserved.Dovico, Dovico Planning & Timesheet, Dovico Timesheet and their logos are trademarks ofDovico Software Inc.This User Guide is supplied for informational purposes only, is subject to change without notice, and doesnot represent a commitment on the part of Dovico Software. Dovico Software has made every effort toensure the accuracy of this material and assumes no responsibility or liability for errors, omissions orinaccuracies that may appear in this guide. No part of this document may be reproduced ortransmitted without prior written permission of Dovico Software.Other company and product names mentioned may be trademarks of their respective companies.Any references to individuals or company names are for demonstration purposes only.Document no. DT Hosted version13 January2018Dovico CORPORATE HEAD OFFICE236 St George Street, Suite 210Moncton, NB, CanadaE1C 1W1US/Canada Sales toll free: 1-800-618-8463International Sales toll free: 00 800 4618 8463Web site: www.dovico.com
Table of ContentsDOVICO PRODUCTS . 4Welcome to Dovico Timesheet . 4What's New . 4PART I - GETTING STARTED . 5Dovico Timesheet Overview . 5Information Hierarchy . 6System Requirements . 7Using the Help system . 7Login . 8Licenses . 8PART 2 - ADMINISTRATIVE FUNCTIONS . 10Assignments .11Clients . 12Projects . 14Tasks . 18Task Groups . 23Employees . 25Teams . 31Assignments . 33Advanced assignment functionality . 37‘More' button for Rates . 45Quick Assign . 47Project Groups . 48Approvals .49Workflows . 50Sheet-based approval workflows . 51Project-based Approval Workflows . 53Alternate Approvals . 57Time & Expense Approval . 60Time Calendar . 66Time Lockout . 68System Lockout . 69Employee lockout . 70Lockout Exceptions . 72Reports .77Run a report . 78Report Filters . 79Public, Private and Favorites . 81Making small changes to a report . 82Creating a new report . 84Advanced Functionality . 93Budgeting and Costing .101Budgeted Time & Costs . 102Actual Time & Costs . 109Currencies . 113Overtime Rates . 122Budgeted Expenses . 124Automated E-mail Notifications and Reports .125E-mail Notifications and Alerts - Overview . 126Time and Expenses Awaiting Approval Notifications . 127Assignment Notifications . 128Employee Incomplete Timesheet Notifications . 130Manager Incomplete Timesheet Notifications . 132Time Lockout Period Notification . 134Project Alerts . 136Custom E-mail Notifications . 139Automatic Reporting . 140Changing E-Mail/Notification Text . 141Billing .142Billing . 143Regions . 146Expenses .147Approved Expenses . 148page 1
Expense Categories . 152Time and Attendance .154Leave/Absences Rules . 155Accrual Rule From date . 158Adjustment to an Accrual Rule . 159Customizing and Options .160Custom Field Templates . 161Options . 164Timesheet Options . 166Database Options . 169Bulk Workload tools .177Holiday Time Entry . 178Bulk Time Move . 179Update Employee Properties . 181Job Scheduler . 182Security .183Functional Overview - Security . 184Security Groups . 185Pre-Defined Security Groups . 187Limited Access . 189Which way to configure Limited Access? . 190Limited Access - Manager-level mode . 191Limited Access - Hierarchy-based mode . 197Locked Users . 216Backup Audit Trail . 217General Hints and Tips . 218Notes and Risks, Phone Numbers and Addresses tabs . 218Filters . 219Deleting/Unassign . 220Flag for Archive . 221PART 3 - INTEGRATION . 222Integration . 222Microsoft Project .223Microsoft Project Link . 224Sending time to Microsoft Project . 228Data transferred using Microsoft Project . 230QuickBooks .232Active Directory .233Active Directory and Microsoft Project . 235Import/Export .237PART 4 - TIME AND EXPENSE ENTRY . 238Time Entry .239Adding Assignments to the Timesheet grid . 241Entering time in Bulk . 243Track time while working . 246Entering time using Start/End times . 248Time Entry Details . 250Submitting Time . 252Edit Rejected time . 254Review approval paths and status of submitted sheet . 255Time Entry Options . 256Other functions . 258Favorites . 258Moving to a different week . 259Starting a new week . 259ETC . 260Find . 262Expense Entry .263Enter Expenses .
Welcome to Dovico Timesheet Dovico Timesheet is a proven 100% web-based project time and cost savings solution. This software improves overall business efficiency and gives you complete control of project budget vs. actual information with real-time reporting. This new product from Dovico So
