Support:Time tracking tool
(Created page with "Every months, our partners receive a report showing the balance of their Support Bank hours. A negative value means that the account is in deficit. In such case we invite our ...") |
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| − | + | = Login<br> = | |
The login/password is the same as the license server access. For partners who do not have a login for the above site, please contact [mailto:support@telcobridges.com TelcoBridges TB Support]. | The login/password is the same as the license server access. For partners who do not have a login for the above site, please contact [mailto:support@telcobridges.com TelcoBridges TB Support]. | ||
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| − | + | = Export view<br> = | |
Once login, choose the Export tab. In this view, you will be able to see every period of time was withdraw from your support account. | Once login, choose the Export tab. In this view, you will be able to see every period of time was withdraw from your support account. | ||
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[[File:Kimai_export_tab.png]] | [[File:Kimai_export_tab.png]] | ||
| − | + | ==Columns definition<br>== | |
{| class="wikitable" | {| class="wikitable" | ||
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| '''Comment''' || Provide detail on the the nature of the task that was performed | | '''Comment''' || Provide detail on the the nature of the task that was performed | ||
|} | |} | ||
| + | |||
| + | ==Selecting the report date range<br>== | ||
| + | |||
| + | By default, when you login, the Date range will show the current month only. Select the report period by changing the start date. | ||
| + | |||
| + | [[File:Kimai_export_date_range.png]] | ||
<br> | <br> | ||
| − | == Export tab : | + | == Changing the report date format<br> == |
| + | |||
| + | By default, the report ''Dateformat'' is 'd.m.'. To change it and include the year: | ||
| + | # Click on the '''clock''' shape icon ((upper left, just below the Export tab) | ||
| + | # Set the "Dateformat" to 'D' to get the date in m/d/y format. | ||
| + | |||
| + | [File:Kimai_export_dateformat.png]] | ||
| + | |||
| + | <br> | ||
| + | |||
| + | == Changing the view filter<br> == | ||
| + | |||
| + | The view entries can be filtered by Project and by Tasks. You can also choose what type of entries would be seen. | ||
| + | '''Note''': 'expenses'' entries represent TB support bank hours unit that have been added to an account | ||
| + | # Click on the '''funnel''' shape icon (upper left, just below the Export tab) | ||
| + | # Select ''times and expenses'' to see all entries | ||
| + | |||
| + | [File:Kimai_export_date_range.png]] | ||
| + | |||
| + | <br> | ||
| + | |||
| + | == Exporting or printing<br> == | ||
| + | |||
| + | [File:Kimai_export_exporting_report.png]] | ||
| + | |||
| + | The view entries can be exported in a file or printed (see icons locate at the upper right). | ||
| + | |||
| + | <br> | ||
| + | |||
| + | == How to show my current balance of bank of hours ?<br> == | ||
| + | |||
| + | # Select the report date range with a start date that includes all the entries of your account since its creation | ||
| + | # Set view filter to show all the entries ('times and expenses'') | ||
| + | # Set view filter to either your 5-9 or 24-7 project (click on the funnel shape icon of the project name to filter) | ||
| + | # Export into a .xls or .csv | ||
| + | # Open in your favourite spreadsheet editor and perform a summation on all the entries of the ''Rate/Total'' column | ||
Revision as of 23:59, 2 September 2013
Every months, our partners receive a report showing the balance of their Support Bank hours. A negative value means that the account is in deficit. In such case we invite our Partners to promptly contact a sales representative to acquire new TBsupport hour banks.
To access the full information about a report, each partners can access the TB Support Time tracking tool:
https://support.telcobridges.com:2888
Contents |
Login
The login/password is the same as the license server access. For partners who do not have a login for the above site, please contact TelcoBridges TB Support.
Export view
Once login, choose the Export tab. In this view, you will be able to see every period of time was withdraw from your support account.
Columns definition
| Column Name | Definition |
|---|---|
| Date | Date of when the support have been provided |
| In | Start time (EST timezone) |
| Out | End time (EST timezone) |
| h'm | Duration in hours:minutes |
| Time | A chargeable task is rated at '-1' (per hour) and a non-chargeable task rated at '0' |
| Rate/Total | Number of bank unit withdrawn from support bank account |
| Customer | Customer name |
| Project | Support bank (9-5 or 24-7). See TB Support A la Carte for more information |
| Task | Task that was performed : Configuration, Installation, Troubleshooting, etc. |
| Comment | Provide detail on the the nature of the task that was performed |
Selecting the report date range
By default, when you login, the Date range will show the current month only. Select the report period by changing the start date.
Changing the report date format
By default, the report Dateformat is 'd.m.'. To change it and include the year:
- Click on the clock shape icon ((upper left, just below the Export tab)
- Set the "Dateformat" to 'D' to get the date in m/d/y format.
[File:Kimai_export_dateformat.png]]
Changing the view filter
The view entries can be filtered by Project and by Tasks. You can also choose what type of entries would be seen. Note: 'expenses entries represent TB support bank hours unit that have been added to an account
- Click on the funnel shape icon (upper left, just below the Export tab)
- Select times and expenses to see all entries
[File:Kimai_export_date_range.png]]
Exporting or printing
[File:Kimai_export_exporting_report.png]]
The view entries can be exported in a file or printed (see icons locate at the upper right).
How to show my current balance of bank of hours ?
- Select the report date range with a start date that includes all the entries of your account since its creation
- Set view filter to show all the entries ('times and expenses)
- Set view filter to either your 5-9 or 24-7 project (click on the funnel shape icon of the project name to filter)
- Export into a .xls or .csv
- Open in your favourite spreadsheet editor and perform a summation on all the entries of the Rate/Total column
