Www.kalmstrom.com Introduction With TimeCard appointments are tagged with information that converts them into time sheets. This way you can report time.

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Presentation transcript:

www.kalmstrom.com Introduction With TimeCard appointments are tagged with information that converts them into time sheets. This way you can report time and expenses from inside your Outlook Calendar. No more double entries! The data you report will be available in an Access database created by TimeCard on the machine where you have TimeCard installed.    You can also send each time report to an Excel datasheet. When you have reported some time, you can study all your reported time in Excel statistics reports. In the first part of the presentation, I will show you how you 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 www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

TimeCard is fully integrated in Outlook The TimeCard buttons for Settings, Time reporting and Statistics www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

www.kalmstrom.com Tag your appointments Tag each appointment by selecting a value from the dropdown. By default the TimeCard tags are Customer and Task, but you can easily change them into other parameters. Work with the appointment as you normally would, but also select one, two or three TimeCard tags. When you report your time all info in the appointment will be transferred to an Access database created by TimeCard. www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

Add expenses to your appointments Press the Expenses button to add expenses to the appointment. These will be entered into the database when the appointment is reported. In the TimeCard settings you can decide what labels to use in the Expenses dialog – and if you want to use the Expenses feature at all. www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

Report your time from the Outlook Calendar Select period for the report. Review the appointments before you post your report. Mistakes are easily corrected, and all changes are reflected back to the calendar. Select how you want to show graphs for the period. Export to an editable Excel sheet www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

Report your time from the Outlook Calendar – Grid The grid view lets you enter time directly in the reporting screen Add a new appointment Save the new appointment to the calendar www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

Export the report to Excel You may export your report data to an Excel sheet that you can edit after your needs. Create a chart from your data or manage it in any other way given by Excel. www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

www.kalmstrom.com Settings The TimeCard settings is where you define how you want to tag your appointments, how you want to calculate costs, what appointments should be included in reports and much more. The TimeCard settings dialog is shown when the installation is finished. You can also reach the settings by clicking the Configure button in the TimeCard toolbar in Outlook. The TimeCard settings have one main screen and four other screens for different kinds of settings.    Let’s continue! www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

www.kalmstrom.com Settings – Main screen This screen is displayed after installation and when you press the Configure button. www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

Tags settings, example www.kalmstrom.com Define1-3 parameters that you want to tag your appointments with Define what tag values to select in the appointments. Write in the values, or copy and paste them. Use Type and Category if you want to group the tag values in the statistics. A tree shows the hierarchy when you use Type and Category www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

Costs and Rates settings The tag values you specified in the Tags screen will show up here, and you just have to enter the rate. The currency will be the one of your system Select what tag to calculate costs by. If you have entered other tags than Customer and Task they will be shown here instead. www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

General settings www.kalmstrom.com Check the Expenses box if you want to report your expenses. It is possible to use five different fields for the expenses. Set TimeCard to use certain tag values if you have left fields empty in the appointment. www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

In the Other Settings dialog you can customize TimeCard further www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

www.kalmstrom.com Statistics When you have reported some time you can look at your data in statistics reports that show everything in your database – not just what you reported at a single occasion. 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 default reports per tag. If you have enabled the Expenses feature, you will have one additional expenses report per tag. You can also create your own reports from the data in the TimeCard database. Let’s look at the last part! www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

www.kalmstrom.com Statistics Home Each of the statistics reports has a pivot and a graphic representation. www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

Drill into the data to see more details by clicking the + signs Pivot representation Drill into the data to see more details by clicking the + signs www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

Graphic representation By default the charts are plain, but you can use the Excel tools to create more elegant presentations www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

www.kalmstrom.com More info 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 software 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 and support. Peter Kalmström CEO, kalmstrom.com Business Solutions www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above