actiTIME User Guide
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Getting Started
This section describes initial data setup up to the point when you are ready
to start registering working time with actiTIME.
Please note that this section does not describe the installation procedure.
There is an Installation Guide dedicated for this. It is assumed that you have just installed actiTIME.
Initial data setup consists of the following steps:
- Log in to the system
- Configure general system settings
- Create user accounts
- Register billing types (optionally)
- Add tasks
After completion of these steps you will be ready to enter time-track.
Log in to the system
Login as the pre-configured system administrator for initial data setup.
To log in provide username 'admin' and password 'manager'.
Configure general system settings
The general system settings include:
- Names of the time-track hierarchy levels
- Date format
- Calendar layout
- Overtime/Undertime collection mode
- Maximum number of hours that can be reported by a user for a day
- Field separator to be used when generating reports in CSV format
- Default workday duration
For description of how to configure general system settings see the following section:
Create user accounts
Add system users and grant them access rights necessary for their everyday work.
Each user can be granted one or more access rights. The role executed by a user, as well
as the category a user belongs to, depend on the access rights granted to the user.
There are no pre-defined user categories (or roles) in actiTIME. You just grant a user
those access rights that are necessary for his/her everyday work, and that is all.
If you are going to track overtime, enable overtime/undertime tracking when creating user accounts.
Otherwise it is recommended to keep overtime/undertime tracking disabled because this will
simplify interfaces for the time-track submission.
For description of how to add new users see the following sections:
Register billing types (optionally)
If you are going to classify tasks using billing types,
create the necessary billing types now.
You can skip this step and return to creation of billing types later.
In this case all created tasks will be associated with the default billing type.
If you decide to use non-default billing types, you will have to update
this association for all existing tasks after creation of the billing types.
To create billing types follow the instructions listed in the section:
Add tasks
actiTIME collects time expenses for tasks associated with particular project and customer.
So you should register at least one customer, one project, and one task.
New customers and projects can be registered along with adding new tasks.
To add new tasks follow the instructions listed in the section:
You can change project's customer later.
By changing the project's customer, you can move
the selected project between registered customers.
In contrary to moving projects between customers you cannot move registered tasks between projects.
So be careful when selecting a project to create a task for.
Now you can start collecting time expenses for the added tasks.
For description of how to enter time-track see the following sections:
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