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From Quartz

Contents 1 Getting Started 1.1 Connecting between machines 1.2 How to guides 2 Understanding User Input Controls 2.1 Data Grid 2.2 Tree List 3 Forms 3.1 User Management 3.2 Reception 3.3 Define Projects 3.4 Project Templates 3.5 Employment Periods 3.6 Time Manager 3.7 Reports 3.8 Current User Tasks 3.9 Overtime Detail 3.10 Billable Efficiency 3.11 Project Overview 3.12 Time Sheet Manager 3.13 Overtime Management 3.14 Markers 3.15 Domain Variables 3.16 Project Properties 3.17 Expense Manager 3.18 Users and Groups 3.19 Active Directory Synchronisation 3.20 Form Permissions Form 3.21 Tasks Permissions 4 Extending Via the API 5 FAQ 6 Trouble Shooting 6.1 Connection Issues

Getting Started

Quartz's intuitive interface makes it easy to dive straight in and start recording time within a few minutes of downloading it.

These three guides are all you should need to get Quartz installed and recording time:

• Installation
• How To Create Projects
• How To Record Time

Once you've recorded some time you will probably want to look at some of Quartz's other features such as the Time Manager and Reporting. This page should link you to all the resources you need to learn about the array of features available in Quartz.

Connecting between machines

A wide variety of scenarios are supported by Quartz. To put your mind at easy take a look at the following

Server and client connections

How to guides

This wiki includes several how-to guides which should answer your day-to-day questions on getting what you need from Quartz.

• List of how-to guides

Understanding User Input Controls

Quartz utilises advanced and user friendly Infragistics controls throughout. Once your are familiar with each control type you should be comfortable using each form even if you haven't used it before.

Data Grid

The data grid is an effective method of data management and is used in a number of places.

• Add Row
• Amend Row
• Delete Row
• Sort by Column
• Add Column Filter
• Remove Column Filter
• Multiple Row Select
• Row - Drag Drop
• Add Group by Column
• Remove Group by Column

Tree List

The Tree List is used for creating the structure of projects and tasks.

• Add List Item
• Rename List Item
• Delete List Item
• List Item - Drag Drop

Forms

Below is a list of forms used in Quartz

User Management

Each user must be defined in the database before they can use Quartz

User Management Form

Reception

The reception form is an information screen which details abstract information on time logged to date. If you are using the Standard Version or greater, information on overtime will also be displayed.

Reception Form

Define Projects

This form is where you create projects and their associated tasks against which you will be recording time. Some time must be taken to think about the required structure of your project-task menu. However, even if you make mistakes at this stage you may easily modify time entered in bulk via the search results-grid view.

Define Projects Form

Project Templates

This form is used create frequently used template structures to help speed up the process of project setup. It also helps to ensure that a standard structure is used for projects within your organisation.

Project Templates Form

Employment Periods

This form defines the users contractual hours using employment periods. Each employment period consists of a start date and end date and is associated with 1 custom contract. The contract determines the start and end times for each day of the week. This allows the application to compute overtime usage during these employment periods.

Employment Periods Form

Time Manager

This form is the main form for modifications to logged entries.

Time Manager Form

Reports

The main reports form is where most data analysis will occur. This form utilises an intuative method of entering search criteria which allows for complex queries to be execuded against the database, whilst maintaining a level of abstraction required for most users.

Reports Form

Current User Tasks

This form allows users to oversee the current status of all users connected to the database. It will list the user details such as name, job title, top-level project (as the project depth may consist of multiple levels to support [WBS]), project, task and duration on the task.

Current User Tasks Form

Overtime Detail

This form allows user to view a graph of the users overtime usage throughout their employment. This is calculated based on the defined Employment Periods in association with the actual time logged during that period.

Overtime Detail Form

Billable Efficiency

A reporting form that graphically displays information about billable efficiencies over defined periods by selected users or company averages.

Billable Efficiency From

Project Overview

The project overview form summarises the status of non-archived projects including a drill down feature to see which parts of a project have overrun.

Project Overview Form

Time Sheet Manager

The time sheet manager form summarises the time logged against employment periods. It is also used to approve or reject user submitted time entries.

Time Sheet Manager Form

Overtime Management

The overtime management form is used to manipulate a given user's overtime. e.g. reset to zero or reduce available overtime by a given amount

Overtime Management Form

Markers

The markers form allows for the creation of markers which may then be associated, in bulk, against time entries on the Reports Form

Markers Form

Domain Variables

The Domain variables form is used to set option values which affect users across the entire domain/server. e.g. Automatically approve time entries

Domain Variables Form

Project Properties

The project properties form supports extended properties associated with projects and sub-projects such as theexpected start and end times and duration in hours and minutes. This extended information is used in other areas of the application such as the Project Overview Form

Project Properties Form

Expense Manager

The expense manager form is used to view and approve outstanding expenses associated with time entries.

Expense Manager Form

Users and Groups

The users and groups form is used to manage groups and group membership. Groups are used for permissions such as form access (see Form Permissions Form) and restriction of available tasks (see Tasks Permissions Form)

Users and Groups Form

Active Directory Synchronisation

The active directory synchronisation form is used in order to automatically populate your users and user groups from your windows domain.

Active Directory Synchronisation Form

Form Permissions Form

The forms permissions form is used to configure form permissions throughout quartz. Permissions are set by groups (see Users and Groups Form).

Form Permissions Form

Tasks Permissions

The tasks permissions form is used to configure which tasks are available to which users. Permissions are set by groups (see Users and Groups Form).

Tasks Permissions Form

Extending Via the API

Quartz has been designed to support custom extensions both for custom forms and reports. It does this by reading the application configuration file quartz.exe.config. This file will supply the name of the .dll that contains the new forms or reports along with the full namespace of the form. Here is an example of a custom form load: -

<add key="TaskTrackerV2LiteContent.SmartData.TaskTrackerV2.ctrlMarkers" value="TaskTrackerV2LiteContent.dll" />

• Loading Custom Forms
• Loading Custom Reports

FAQ

If you are having trouble understanding how to get something done in Quartz, please make sure you have read thoroughly the relevant How-To guides.

If you are still having difficulty, try the Frequently Asked Questions page for answers to some common questions.

Trouble Shooting

Connection Issues

Connection Issues