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Overview of NoTime's functionalities

li-o edited this page Jun 14, 2012 · 1 revision

An overview of the functionalities. These functionalities are accessible to authenticated users only. Also, not every user is authorized to all these functionalities, it depends on the user's role. The roles, and their associated rights, are explained at the end of this overview.

Users

There is a feature to create accounts for users. To create an account a username and a password must be provided. The user can log into NoTime with his username and password.

A user has the ability to change his own password.

Customers

In NoTime all entered hours must be (indirectly) connected to a customer. So there is a feature to create customers. To create a customer a name and a code (abbreviation) must be provided. Optional is to add a description and to add users as customer manager to the customer.

Projects

All entered hours must also be (indirectly) connected to a project. So NoTime also has a feature to create projects. To create a project a name, a code (abbreviation), a customer and a project manager (a user) must be provided.

Assignments

A user can be assigned to a project, optionally only for a certain period. Users book their hours on these assignments. Because an assignment is connected to a project, hours are connected to a project too. And because a project is connected to a customer, hours are connected to a customer too.

To create an assignment a user and a project must be provided. Optionally a begin date and end date can be entered, which causes that the user is only able to enter hours on a dates between these begin and end date.

It is also possible to make a project a 'global project'. If a project is global, all users (existing and new) are automatically assigned to the project.

Deleting and inactivating

Under certain circumstances users, customers, projects and assignments can be deleted. An assignment is deletable when no hours are booked on the assignment. A project is deletable if its assignments are deletable. A customer is deletable if its projects are deletable. A user is deletable if his assignments are deletable and if he is not the project manager of any of the projects.

Enter hours

Users are able to enter hours on assignments. The most easy way to do this is by selecting a date in the menu's calendar. Then the user has to provide an assignment and the number of hours and minutes to create a hour entry. Optionally the user can add tags, tags are keywords with whom in this case a user can describe what he did (e.g. 'testing')

It is also possible to enter hours according a more standard way. Then the user has to provide, beside an assignment and the number of hours and minutes, a date too. This way the user is also able to add tags (optionally). When using this 'standard way', the user has the ability to submit multiple hour entries at once. This is possible because input form can be copied. So the user can for example submit hour entries on three different assignments at once.

A third way to enter hours is by using the week overview. This is a table which displays one week. The rows are the project and the columns the days. In this table all previously entered hours are displayed, so they can be edited easily. Also the totals per day, per project and per week are displayed, so the user immediately sees if he has entered enough hours. In every cell of the table the user can enter hours. He only has to provide the amount of hours and minutes. The project and date are already known from the row and column. Also in the week overview there is an option to add tags to a hour entry.

By default the week overview only displays the assignments on which the user already entered hours that week. There are two ways to add another assignment to the week overview. In the week overview the user has the possibility to select one of its assignments and to add it to the table, this is the first way. The other way is by marking an assignment as favorite. Assignments which the user has marked as favorite are always displayed in the week overview.

A user is able to edit and delete his hour entries.

The user can be forced to enter tags. When a project is created there is an option to add required tags. This forces the users who book hours on that project have to use at least one of the required tags.

Overview hours

There are three ways for a user to get an overview of its entered hours. The first way is through the week overview. The week overview contains the entered hours of that week. The second way is by selecting a date in menu's calendar. This displays the hours entered on that day, beside the ability to enter hours on that day. These entered hours can be selected and edited or deleted. The third way is by selecting the month overview. This displays all the entered hours for a month, per day, in a calendar. These entered hours can also be selected and edited or deleted.

The user can also check the total of its entered hours and the turnover per project, per month.

There is also a list of days on which the user hasn't entered eight hours. So the user can check on which days he hasn't entered enough hours.

Reports

NoTime has a functionality to generate reports from the entered hours. The content of the reports depends on the user's role. Currently NoTime can generate five types of reports. These reports contain information about the entered hours in a certain period, it is also possible to generate them with only hours entered on a certain customer or project.

Roles

There are four roles in NoTime: admin, customer manager, project manager and user. A user can have multiple roles.

An admin has the right to create users, customers, projects and assignments. Also is he authorized to edit or delete these. When creating a report, an admin sees all the entered hours.

A customer manager has the right to create projects for the customer he is manager of. He is also authorized to edit or delete these projects. A customer manager also has the rights to create, edit or delete assignments connected to the customer he is manager of. When creating a report, a customer manager only sees the hours which are connected to 'his' customer(s).

A project manager has the right to create assignments on the projects he is manager of. He is also authorized to edit or delete these assignments. Beside that the project manager is able to edit all hours which are connected to 'his' projects. They are able to set the rate of the hours (in %), so they can for example rate overtime of 150%. They have also the possibility to set hours non billable. When creating a report, a project manager only sees the hours that are connected to 'his' project(s).

A user has the right to enter hours on his assignments. He also has the right to change his password. When creating a report a user only sees the hours he entered himself.

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