Introduction With TimeCard users can tag SharePoint events with information that converts them into...

Introduction

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With TimeCard users can tag SharePoint events with

information that converts them into time sheets. This

way they can report time and expenses from their

SharePoint calendars. When they also plan their time in

SharePoint there will be no double entries.

The tagged events will be reported to a SharePoint list. At

reporting the users can also export each time report to

an Excel datasheet.

Reported time can be analyzed in Excel statistics reports.

In the first part of the presentation, I will show you how

users can work with TimeCard.

After that we will take a look at the TimeCard settings

and then finally study the TimeCard statistics.

Welcome to the show!

Peter Kalmström

CEO and Systems Designer

kalmstrom.com Business Solutions

TimeCard works with all editions of SharePoint 2010 and above

http://www.kalmstrom.com/



http://www.kalmstrom.com/products/Outlook/TimeCard/

TimeCard is fully integrated in SharePoint

The TimeCard buttons for Settings, Time reporting and Statistics.

This is from an admin installation, so the Global Settings and Manage

Users buttons are shown too. Other users only have three buttons.

www.kalmstrom.com TimeCard works with all editions of SharePoint 2010 and above




Users work with the events as they normally would, but they also select one, two or three TimeCard tag values.

All event info will be included in the reporting.

Tag events with time reporting data

Tag each event by selecting a value from the dropdown.

The administrator can easily change the default tags into other parameters.





The Expenses feature must be enabled by the administrator in the TimeCard Global Settings. In the Global Settings the admin

can also decide what labels should be used in the Add/Edit Expenses dialog.

Add expenses to events

Press the Expenses button to add

expenses to the event. These will be included when the event is reported.





Select period for the report.

Report time from your SharePoint Calendar

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Select how to show graphs for the

period.

Review the events data

before you post your report. Mistakes are

easily corrected, and all changes

are reflected back to the calendar.





The grid view lets users enter time

directly in the reporting screen

Add a new event

Save the new event to the calendar

Report time from your SharePoint Calendar – Grid

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Export to an editable

Excel sheet





Report data may be exported to an editable Excel sheet. This is useful

when a manager must approve of the report before reporting.

Hours are grouped by one of the tasks and summarized.

When the Expenses feature is

enabled, the expenses are summarized too.

Export the time report to Excel





Administrators can reach the Global Settings by the Global

Settings button in the TimeCard ribbon group.

The TimeCard Global Settings have one main screen and

three other screens for different kinds of settings.

Let’s continue!

Global Settings





Check this box if you want a possibility to hide tag values from the users. Then users cannot select this value anymore

and not report on it, but you will still see it in the statistics.

Tags settings with example data

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Define1-3 parameters to tag events with.

Define what tag values users should be able to select from

in the events.





Tags settings with example data ‒ hierarchy

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The type and category values are not shown in the events, but they

are useful in the statistics.

Use Tag Type and Tag Category

when you want to gather more data.

The hierarchy is displayed here





Select what tag to calculate costs by. If the admin has entered other tags than

the default ones, they will be shown here instead.

Costs may also be calculated by Person, and then the rate may be given by the

administrator or by each user

Costs and Rates settings

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The tag values specified in the Tags screen will show up here, and the admin just have to enter the rate. The currency

will be the one of the admin system.





Set TimeCard to use certain tag values if users have left fields

empty in the event.

General settings

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Check the Expenses box if you want to users to be able to report

expenses with the events.

It is possible to use five different fields for the expenses.

Ask for department at first

reporting





In the TimeCard Personal Settings each user

decides what tag values should be displayed in

the TimeCard event dropdowns, what events

should be included in reports and more.

Let’s have a look at the Personal Settings!

Personal Settings





Tags and tag values specified by the TimeCard administrator will be

displayed here. The values this user select, will be shown in his/her event

dropdowns.This way users only have to choose

among values they really need.

Personal Settings, Tags screen

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Check this box to have tag values added to the event subject





Setting for the Excel export that is possible at each reporting period

Personal Settings, General Settings screen

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Users can filter out events from the

reporting, so that they can use the TimeCard calendar for various

purposes.





When users have reported for some time

the data can be studied in statistics

reports. Each user may see his/her own

statistics, and the administrator can see

statistics for all users.

The statistics are shown in an Excel file,

and all the standard Excel features can be

used with the TimeCard statistics.

The TimeCard statistics have three reports

per tag. When the Expenses feature has

been enabled there will be one additional

expenses report per tag.

Let’s look at the last part!

Statistics





http://www.kalmstrom.com/products/Excel/OLAPReporting/

When you click on the Statistics button the reports are generated.

Generate and download statistics reports





Statistics reports, Home

Each of the statistics reports has a pivot and a graphic representation.





Pivot representation, Hours per Customer

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Add or remove fields here





Graphic Representation, Costs per Task

Use the Excel tools to create any presentations you wish





The TimeCard Summary Web Part

The TimeCard Summary Web Part gives an overview of recently reported and

future events. The TimeCard Summary can be inserted

in any page on the TimeCard site.





TimeCard Mobile

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TimeCard for SharePoint Mobile takes

the information from the TimeCard for

SharePoint calendar and displays it in a

mobile friendly user interface.

TimeCard Mobile lets you create, edit

and tag events with time reporting data

while on the run. All settings are fetched

from the SharePoint installation.

TimeCard for SharePoint Mobile is free

for TimeCard for SharePoint subscribers.

The app can be downloaded from an

app store to Windows Phone, Android

and iOS smart devices.

The current version of TimeCard Mobile

only works with Office 365 SharePoint.





TimeCard Mobile ‒ New Event

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Add a new event to the calendar in two

steps: first select tag values and then

enter additional information.





TimeCard Mobile ‒ Views


Edit or delete eventFour different views

Select month




Thank you for watching this slide

show!

You will find more information

about TimeCard at

www.kalmstrom.com. There you

can download the full version of

the solution and evaluate it for 30

days before you decide if you

want to subscribe to it.

On the website you can also find

a detailed manual, video

demonstrations of TimeCard and

information about subscription

levels and support.

Peter Kalmström

CEO, kalmstrom.com Business

Solutions

More info






http://www.kalmstrom.com/products/Outlook/TimeCard/

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