Getting Started
This section describes initial data setup up to the point when you are ready
to start registering work time with actiTIME.
Please note that this section does not describe the installation procedure.
There is an Administration Guide dedicated for this. It is assumed that you have just installed actiTIME.
Initial data setup consists of the following steps:
- Configure general system settings
- Create billing types (optionally)
- Create leave types (optionally)
- Create tasks
- Create user accounts
After completion of these steps you and your colleagues will be ready to start entering time-track.
1. Configure General System Settings
It is recommended to start with configuring general system settings:
- Name levels of the time-track hierarchy
- Configure date and number formats
- Configure calendar layout
- Turn on/off optional features
- Review the system defaults
You can skip this step and configure general setting later.
However it would be a good idea to spend a minute and at least review the default configuration.
To configure general system settings follow the instructions listed in the section:
2. Create Billing Types (optionally)
If you are going to classify tasks using billing types,
create the necessary billing types and specify billing rates.
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 new billing types.
To create billing types follow the instructions listed in the section:
3. Create Leave Types (optionally)
actiTIME supports tracking of leave time using custom leave types.
By default there are three predefined leave types named 'Time Off', 'Sick Leave', and 'Vacation'.
You can re-name the predefined leave types and create unlimited number of new ones.
You can skip this step and return to creation of leave types later.
In this case actiTIME users will be able to enter leave time only for the predefined leave types.
You can disable leave time tracking in General System Settings.
To create leave types follow the instructions listed in the section:
4. Create Tasks
actiTIME collects time expenses for tasks associated with particular projects and customers.
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 will be able to change task project and project customer later.
By changing the task project, you can move
the selected task between registered projects.
By changing the project customer, you can move
the selected project between registered customers.
5. Create User Accounts
Create accounts for your colleagues and grant them access rights necessary for their everyday work.
For the security purposes change the default password of the pre-configured system administrator before creating user accounts.
To change password follow the instructions listed in the section Modify Own Information and/or Password.
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, depends 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 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.
If you are going to analyze project costs, specify hourly user rates.
To add new users, follow the instructions listed in the following sections:
Now you can start collecting time expenses for the added tasks.
For description of how to enter time-track see the following sections: