Support:Time tracking tool: Difference between revisions
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{{DISPLAYTITLE:TelcoBridges Support Time Tracking Tool}} | |||
Every month, TelcoBridges partners receive a report showing the balance of their Support Bank hours. A negative value means that the account is in deficit. In such a case, we invite our Partners to promptly contact a sales representative to acquire new TB support hour banks. | |||
<br> | |||
To consult their TB Support activities, our partners can access TelcoBridges [https://timetracking.telcobridges.com TB Support Time tracking tool] | |||
<br> | <br> | ||
= Login<br> = | |||
The login/password is | The login/password is created when our customers purchase 9/5 or 24/7 professional services hours. Please contact [mailto:support@telcobridges.com TelcoBridges TB Support] to get this login information. | ||
<br> | <br> | ||
= Export view<br> = | |||
Once | Once you are logged in, choose the Export tab. This view shows the professional services hour units withdrawn from your account and also the units deposited to your account. | ||
[[File:Kimai_export_tab.png]] | [[File:Kimai_export_tab.png|1024px]] | ||
==Columns definition<br>== | |||
{| class="wikitable" | {| class="wikitable" | ||
| Line 25: | Line 28: | ||
! Column Name !! Definition | ! Column Name !! Definition | ||
|- | |- | ||
| '''Date''' || Date | | '''Date''' || Date when support was provided | ||
|- | |- | ||
| '''In''' || Start time (EST timezone) | | '''In''' || Start time (EST timezone) | ||
| Line 33: | Line 36: | ||
| '''h'm''' || Duration in hours:minutes | | '''h'm''' || Duration in hours:minutes | ||
|- | |- | ||
| '''Time''' || A chargeable task is rated at '-1' (per hour) and a non-chargeable task rated at '0' | | '''Time''' || A chargeable task is rated at '-1' (per hour) and a non-chargeable task is rated at '0' | ||
|- | |- | ||
| '''Rate/Total''' || Number of bank | | '''Rate/Total''' || Number of bank units withdrawn from the support bank account | ||
|- | |- | ||
| '''Customer''' || Customer name | | '''Customer''' || Customer name | ||
| Line 41: | Line 44: | ||
| '''Project''' || Support bank (9-5 or 24-7). See [[TB_Support_A_la_Carte|TB Support A la Carte]] for more information | | '''Project''' || Support bank (9-5 or 24-7). See [[TB_Support_A_la_Carte|TB Support A la Carte]] for more information | ||
|- | |- | ||
| '''Task''' || Task that was performed : Configuration, Installation, Troubleshooting, | | '''Task''' || Task that was performed : Configuration, Installation, Troubleshooting, and more. | ||
|- | |- | ||
| '''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 log in, the Date range will show the current month only. Select the report period by changing the start date. | |||
[[File:Kimai_export_date_range.png|1024px]] | |||
<br> | |||
== Changing the report date format<br> == | |||
By default, the report ''Dateformat'' is 'd.m.'. To change it and include the year: | |||
# Click the '''clock''' icon ((upper left, just below the Export tab) | |||
# Set the date format to 'D' (m/d/y). | |||
[[File:Kimai_export_dateformat.png|1024px]] | |||
<br> | <br> | ||
== Export tab : | == Changing the view filter<br> == | ||
The view entries can be filtered by Project and by Tasks. You can also choose what type of entries to view. <br> | |||
'''Note''': '''Expenses''' entries represent the professional services hours that have been added to your support account | |||
# Click the '''funnel''' shaped icon (upper left, just below the Export tab) | |||
# Select ''times and expenses'' to view all entries | |||
[[File:Kimai_export_filter.png|1024px]] | |||
<br> | |||
== Exporting or printing<br> == | |||
The view entries can be exported to a file or printed (see icons locate at the upper right). | |||
The supported export files are : PDF, XLS and CSV | |||
[[File:Kimai_export_exporting_report.png]] | |||
<br> | |||
== Suggested export options <br> == | |||
Make sure to use below options on export to get the full report | |||
[[File:Kimai_export_exporting_options.png|400px]] | |||
<br> | |||
= Current balance of hours<br> = | |||
# Select the '''report date range with a start date that includes all the entries of your account since its creation''' | |||
# Set the view filter to show all the entries ('times and expenses'') | |||
# Set the view filter to either your 5-9 or 24-7 project (click the funnel shapes icon of the project name to filter) | |||
# Export into a .xls or .csv | |||
# Open the file in your favourite spreadsheet editor and perform a summation on all the entries of the ''Rate/Total'' column | |||
# The summation should match your support account balance | |||
Latest revision as of 10:20, 11 January 2023
Every month, TelcoBridges partners receive a report showing the balance of their Support Bank hours. A negative value means that the account is in deficit. In such a case, we invite our Partners to promptly contact a sales representative to acquire new TB support hour banks.
To consult their TB Support activities, our partners can access TelcoBridges TB Support Time tracking tool
Login
The login/password is created when our customers purchase 9/5 or 24/7 professional services hours. Please contact TelcoBridges TB Support to get this login information.
Export view
Once you are logged in, choose the Export tab. This view shows the professional services hour units withdrawn from your account and also the units deposited to your account.
Columns definition
| Column Name | Definition |
|---|---|
| Date | Date when support was 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 is rated at '0' |
| Rate/Total | Number of bank units withdrawn from the 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, and more. |
| Comment | Provide detail on the the nature of the task that was performed |
Selecting the report date range
By default, when you log in, 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 the clock icon ((upper left, just below the Export tab)
- Set the date format to 'D' (m/d/y).
Changing the view filter
The view entries can be filtered by Project and by Tasks. You can also choose what type of entries to view.
Note: Expenses entries represent the professional services hours that have been added to your support account
- Click the funnel shaped icon (upper left, just below the Export tab)
- Select times and expenses to view all entries
Exporting or printing
The view entries can be exported to a file or printed (see icons locate at the upper right).
The supported export files are : PDF, XLS and CSV
Suggested export options
Make sure to use below options on export to get the full report
Current balance of hours
- Select the report date range with a start date that includes all the entries of your account since its creation
- Set the view filter to show all the entries ('times and expenses)
- Set the view filter to either your 5-9 or 24-7 project (click the funnel shapes icon of the project name to filter)
- Export into a .xls or .csv
- Open the file in your favourite spreadsheet editor and perform a summation on all the entries of the Rate/Total column
- The summation should match your support account balance