Helpful Tips
August 2002
How can I set the Expense Entry screen as the "start" screen for my users?
By modifying the underlying syntax of the default index.html page for the Journyx Timesheet application, you can establish a different start screen for your users. Navigate to the Program Files/Journyx (jtime in versions below 5.0) directory on the server on which Timesheet is installed (this location varies by installation). Once you have found that folder, the file to be modified will be found at the following location: /jwt/htdocs/index.html. Therefore, on a Windows machine where Timesheet has been installed on the top level of the C: drive, this file will be located in the following path: C:/Program Files/Journyx/jwt/htdocs/index.html (C:/jtime/jwt/htdocs/index.html for versions below 5.0).
Now that you have located the file, you will need to open it in a text editor. As always, when you are making changes "under the hood," please make a backup copy of index.html before you proceed.
Now you can change the default login page for all Users. For example, expense-only users could login directly to the Expense entry screen. To make this change, modify the redirect URL in this file from its default value of ../jtcgi/wte.pyc to the following: ../jtcgi/expense.pyc
This process may also be used for other target pages.
Please Note: Administrators and other non-expense-entry users will need to bookmark a page other than the default and/or have an expense entry screen assigned to them because this process will disable the normal function that forwards these users to their appropriate start page (i.e., Admins to the main Admin page and Reporters to the Reports page).
How can I create a Rate Report?
To use the Rate Reports feature of Timesheet, you must have a key for the optional module Journyx Rate Manager. If you see links for rules and policies under Business Adjustments on the main Admin screen, then you have the appropriate key. Click on the link for Rate Reports to start creating reports.
Each Rate Report is composed of:
- An Identifier composed of a name and description
The Name and Description of a Rate Report are used to identify the report. Please Note: Rules, Policies and Rate Reports cannot have duplicate names. If you attempt to name one of these items with a name already assigned to a different item, you will receive the following red text error message:A rule, policy, or rate report already exists with the same name. Please select a different name.
- A Date Range
The date range indicates a specific time frame to be covered by this report. - A Filter
The filter is used to determine which users, projects, tasks, pay types and bill types will be displayed by this report. - Groups for Subtotals
The groups specify the method in which data should be organized and subtotaled when this report is displayed. - Columns for Display
The columns specify which of the six potential data options are displayed by this report. - Additional Configuration Options
The additional options determine which day will be used as the first day of the week for this report as well as to indicate whether this report should include data from all timesheets or only from timesheets with a particular status (i.e., approved timesheets).
The process of creating Rate Reports is outlined below:
- Click the Create a Rate Report button on the Rate Report Management screen.
Timesheet will display the Rate Report Creation screen, which will be used for the remainder of this process. - Enter a Name for the new Rate Report
This name should be unique and help to identify the rate report. - Enter a Description for the new Rate Report
This field should be used to describe the rate report in more detail. Please Note: This field is limited to 252 characters. - Select the Date Range for this report
The possible date ranges for rate reports are:- Quick Pick
This option allows you to specify simple choices for the date range for this report. The possible Quick Pick options are:- this week
- last week
- this month
- last month
- Relative Dates
This option allows you to specify a date range that runs from the first day to the last day of certain current or previous time periods. The possible time periods are: year; quarter; month; week. - Fixed Dates
This option affords you the most control over this report by allowing you to indicate precise start and stop dates.
- Quick Pick
- Define the Filter for this report. CTRL-click to select multiple items in each list.
Please Note: Leaving any of the following options blank is the same as selecting *All*- Select the user(s) whose data will be displayed in this report
- Select the project(s) whose data will be displayed in this report
- Select the task(s) whose data will be displayed in this report
- Select the pay type(s) whose data will be displayed in this report
- Select the bill type(s) whose data will be displayed in this report
- Define the Groups for subtotals for this report
Select the primary, secondary and tertiary groupings for this report. The secondary and tertiary groupings are optional. The possible grouping options are:- User
- Project
- Task
- Pay Type
- Bill Type
- Year
- Month
- Week
- Day
- Rule
The Grouping Selections for Primary, Secondary, and Tertiary cannot be the same. Please change. Thanks!
- Define the Columns for this report
Select which data options are to be displayed in this report. The options available for display are:- Hour Totals
- Pay Totals
- Pay Rate
- Bill Rate 1 Totals
- Bill Rate 2 Totals
- Bill Rate 3 Totals
- Define the additional options for this report
- Select which day of the week should be used as the start day for this report
- Select the status of records that should be included in this report
- Click the Save button
Timesheet will return to the Rate Report Management screen and display a green text message confirming the creation of the new report.
