With TimeCard SharePoint events are tagged with

information that converts them into time sheets. This

way users can report time and expenses from their

SharePoint calendars. When they also plan their time in

SharePoint there will be no double entries.

The tagged appointments will be reported to a

SharePoint list. At reporting the users can also export

each time report to an Excel datasheet.

Reported time can be analysed in Excel statistics reports.

In the first part of the presentation, I will show you how

users can work with TimeCard.

After that we will take a look at the TimeCard settings

and then finally study the TimeCard statistics.

  

Welcome to the show!

Peter Kalmström

CEO and Systems Designer

kalmstrom.com Business Solutions

Introduction

www.kalmstrom.com TimeCard works with all types of SharePoint 2010 and above

TimeCard is fully integrated in SharePoint

The TimeCard buttons for Settings, Time reporting and Statistics.

This is from an admin installation, so the Global Settings and Manage

Users buttons are shown too. Other users only have three buttons.

www.kalmstrom.com TimeCard works with all types of SharePoint 2010 and above

Users work with the events as they normally would, but they also select one, two or three TimeCard tag values.

All event info will be included in the reporting.

Tag events with time reporting data

Tag each event by selecting a value from the dropdown.

The administrator can easily change the default tags into other parameters.

www.kalmstrom.com TimeCard works with all types of SharePoint 2010 and above

The Expenses feature must be enabled by the administrator in the TimeCard Global Settings. In the Global Settings the admin

can also decide what labels should be used in the Add/Edit Expenses dialog.

Add expenses to events

Press the Expenses button to add

expenses to the event. These will be included when the event is reported.

www.kalmstrom.com TimeCard works with all types of SharePoint 2010 and above

Select period for the report.

Report time from your SharePoint Calendar

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Select how to show graphs for the

period.

Review the events data

before you post your report. Mistakes are

easily corrected, and all changes

are reflected back to the calendar.

TimeCard works with all types of SharePoint 2010 and above

The grid view lets users enter time

directly in the reporting screen

Add a new event

Save the new event to the calendar

Report time from your SharePoint Calendar – Grid

www.kalmstrom.com TimeCard works with all types of SharePoint 2010 and above

Export to an editable

Excel sheet

Report data may be exported to an editable Excel sheet. This is useful

when a manager must approve of the report before reporting.

Hours are grouped by one of the tasks and summarized.

When the Expenses feature is

enabled, the expenses are summarized too.

Export the time report to Excel

www.kalmstrom.com TimeCard works with all types of SharePoint 2010 and above

Administrators can reach the Global Settings by the Global

Settings button in the TimeCard ribbon group.

The TimeCard Global Settings have one main screen and

three other screens for different kinds of settings.   

Let’s continue!

Global Settings

www.kalmstrom.com TimeCard works with all types of SharePoint 2010 and above

Check this box if you want a possibility to hide tag values from the users. Then users cannot select this value anymore

and not report on it, but you will still see it in the statistics.

Tags settings with example data

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Define1-3 parameters to tag events with.

Define what tag values users should be able to select from

in the events.

TimeCard works with all types of SharePoint 2010 and above

Tags settings with example data hierarchy

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The type and category values are not shown in the events, but they

are useful in the statistics.

TimeCard works with all types of SharePoint 2010 and above

Use Tag Type and Tag Category

when you want to gather more data.

The hierarchy is displayed here

Select what tag to calculate costs by. If the admin has entered other tags than

the default ones, they will be shown here instead.

Costs may also be calculated by Person, and then the rate may be given by the

administrator or by each user

Costs and Rates settings

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The tag values specified in the Tags screen will show up here, and the admin just have to enter the rate. The currency

will be the one of the admin system.

TimeCard works with all types of SharePoint 2010 and above

Set TimeCard to use certain tag values if users have left fields

empty in the event.

General settings

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Check the Expenses box if you want to users to be able to report

expenses with the events.

It is possible to use five different fields for the expenses.

TimeCard works with all types of SharePoint 2010 and above

Ask for department at first

reporting

In the TimeCard Personal Settings each user

decides what tag values should be displayed in

the TimeCard event dropdowns, what events

should be included in reports and more.

Let’s have a look at the Personal Settings!

Personal Settings

www.kalmstrom.com TimeCard works with all types of SharePoint 2010 and above

Tags and tag values specified by the TimeCard administrator will be

displayed here. The values this user select, will be shown in his/her event

dropdowns.This way users only have to choose

among values they really need.

Personal Settings, Tags screen

www.kalmstrom.com TimeCard works with all types of SharePoint 2010 and above

Check this box to have tag values added to the event subject

Setting for the Excel export that is possible at each reporting period

Personal Settings, General Settings screen

www.kalmstrom.com TimeCard works with all types of SharePoint 2010 and above

Users can filter out events from the

reporting, so that they can use the TimeCard calendar for various

purposes.

When users have reported for some time

the data can be studied in statistics

reports. Each user may see his/her own

statistics, and the administrator can see

statistics for all users.

The statistics are shown in an Excel file,

and all the standard Excel features can be

used with the TimeCard statistics.

The TimeCard statistics have three reports

per tag. When the Expenses feature has

been enabled there will be one additional

expenses report per tag.

Let’s look at the last part!

Statistics

www.kalmstrom.com TimeCard works with all types of SharePoint 2010 and above

When you click on the Statistics button the reports are generated.

Generate and download statistics reports

www.kalmstrom.com TimeCard works with all types of SharePoint 2010 and above

Statistics reports, Home

Each of the statistics reports has a pivot and a graphic representation.

www.kalmstrom.com TimeCard works with all types of SharePoint 2010 and above

Pivot representation, Hours per Customer

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Add or remove fields here

TimeCard works with all types of SharePoint 2010 and above

Graphic Representation, Costs per Task

Use the Excel tools to create any presentations you wish

www.kalmstrom.com TimeCard works with all types of SharePoint 2010 and above

Thank you for watching this slide

show!

You will find more information

about TimeCard at

www.kalmstrom.com. There you

can download the full version of

the solution and evaluate it for 30

days before you decide if you

want to subscribe to it.

On the website you can also find

a detailed manual, video

demonstrations of TimeCard and

information about subscription

levels and support.

Peter Kalmström

CEO, kalmstrom.com Business

Solutions

More info

www.kalmstrom.com TimeCard works with all types of SharePoint 2010 and above