StarProjects ‘Maintenance’ Training

StarProjects ‘Maintenance’ Training
November 18 StarProjects ‘Maintenance’ Training Day One November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Copyright © 1998 - 2001 Star System Solutions Pty Ltd
November 18 Course outline 1. Course Introduction StarProjects Introduction Setup maintenance screens 3. System Maintenance screens Module Manager Review November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Who is this course designed for ?
November 18 Who is this course designed for ? New users of StarProjects If you previously used StarProjects you may need to use this training session as revision. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

What knowledge will I require?
November 18 What knowledge will I require? Basic key board & mouse skills Basic project costing and invoicing concepts and terminology. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

If you are uncertain of any point..
November 18 If you are uncertain of any point.. EITHER: Stop and ask the trainer Watch the person beside you November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Course Aims The aim of this course is for each user to learn the Maintenance features of the StarProjects application. At the end of this session each user should be able to understand the following: Move around the StarProjects menus & screens Create edit and delete masterfiles Use Module Manager November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Introduction TimeRecorder is a electronic time capture system, which works best when used in conjunction with a central invoicing system such as Star System Solutions Pty Ltd's “StarProjects,” however it can be used stand alone. StarProjects is a computerised project costing & billing system which can integrate both with TimeRecorder and an external accounting system in order to provide business’ with the complete time capture / Project billing and accounting tool. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

External Accounting System
November 18 Integration Masterfiles Synchronised out to central location And reference codes created in GL StarProjects Masterfiles synchronised into TimeRecorder. Timesheets submitted to central location. Expenses submitted to central location. TimeRecorder StarProjects Timesheets imported - Invoices Prepared. Expenses imported - Invoices Prepared. Unposted AR Invoices & Credit Notes created when PA invoices are Posted. AP & IN disbursements created in PA journal entry screen. PO commitment Reports in PA External Accounting System November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 StarProjects - Log in Within the Log in screen the user must define the Server to accessed, the database to be opened and the user name and corresponding password to be used prior to gaining access to the StarProjects system. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Product Registration Until a version of StarProjects using Trial or Extension registration is fully registered as a Production version, StarProjects will prompt the user each time it is opened to ‘Register Now’ or ‘Register Later.’ When the 90-day Trial or 30-day Extension period has expired the StarProjects system will prompt the user to ‘Register Now.’ If this option is not accepted StarProjects will close, preventing any further usage of the system until official Production registration codes are entered and saved. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Product Registration The user is able to decide when to register the product anytime during the 90 day trial period. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Product Registration When registering StarProjects as a ‘Production’ version, the user must quote the registration serial key to the product distribution Vendor and enter and save the Registration Code that is provided. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Product Registration StarProjects will indicate if the product is registered as any version other than the full Production version. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 StarProjects - Log in Within the Log in screen the user must define the Server to accessed, the database to be opened and the user name and corresponding password to be used prior to gaining access to the StarProjects system. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Product Registration Until a version of StarProjects using Trial or Extension registration is fully registered as a Production version, StarProjects will prompt the user each time it is opened to ‘Register Now’ or ‘Register Later.’ When the 90-day Trial or 30-day Extension period has expired the StarProjects system will prompt the user to ‘Register Now.’ If this option is not accepted StarProjects will close, preventing any further usage of the system until official Production registration codes are entered and saved. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Moving Around The user can use the Tab or Enter button to move forward from one field to the next. The Shift button in conjunction with the Tab button can be used to move backward from one field to the previous one. Some function keys can be used to access functions within StarProjects. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Moving Around The Ctrl and Alt buttons can be used in conjunction with other keys in order to access more functions within StarProjects. The arrow keys, alpha or numeric keys can be used to navigate down a drop down list. The space bar can be used to select or unselect any checkbox. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Toolbar Icons The first five Icons allow the user to Insert a record Create a New record Save changes made to a record Close a record Delete a record. These functions are also accessed from the‘File’ menu or using the ‘Ctrl’ in conjunction with selected alpha keys. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Toolbar Icons The next three icons allow the user to Cut Copy Paste records. These functions can also be accessed by using the ‘Edit’ drop down menu or using the ‘Ctrl’ button in conjunction with select alpha keys. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Toolbar Icons The next group of four icons are the scroll buttons allowing the user to move forward or backwards through records or jump to the First or Last record. These functions can also be accessed by using the ‘File’ drop down menu or using the function keys F6; F7; F8; F9. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Toolbar Icons The next three icons allow the user to Insert, Append or Delete a record. These functions can also be accessed by using the ‘Edit’ drop down menu or using the ‘Ctrl’ button in conjunction with select alpha keys. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Toolbar Icons The last group of three icons allow the user to move from page to page and utilise the find function within StarProjects. The last icon is the What's this Help icon button that gives the user access to location sensitive help. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Drop Down Menus The drop down menus also allow the user to carry out each function covered by the StarProjects Icons. They also allow the user access to the three main functions within StarProjects: Maintenance Processing Reports November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Zoom - Lookup Screens A Pink field indicates that a Zoom lookup Key Field search list can be accessed by double clicking in the field or that the user can use the scroll buttons to move through the available masterfiles. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Zoom - Lookup Screens A Blue field indicates that a Zoom lookup is linked to another listing. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Zoom - Lookup Screens Search characters within the lookup screen can be changed by: Selecting the heading Dragging the heading to the far left column position. Selecting the relevant Search By field from the list at the bottom of the look up screen. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Help !!! F1 Key will also invoke online help This is sensitive to the particular screen you are in. You can also use the help links to move immediately to related topics or use the help contents to view search for help on another issue or area. REMEMBER if in doubt press F1 first and read the text - It can also be printed November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 On line Help !!! The green text indicates that a hyperlink exists to the related on line help text. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Lets take a look…. We have seen how to: Move around the drop down menu items. Access and use the zoom look up screens. Use of the Icons along the tool bar. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Using an Explorer There are a number of explorers within StarProjects.
November 18 Using an Explorer There are a number of explorers within StarProjects. Options Explorer (Maintenance | Setup | Options Explorer) Project Explorer (Maintenance | Explorer) Rates Explorer (Maintenance | System | Rates / Rates Explorer) Scales Explorer (Maintenance | System | Rates / Scales Explorer) The Explorers work like Windows Explorer. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Using an Explorer…. If you have experience using a Microsoft windows explorer you will find that you use the StarProjects explorers in exactly the same manner. To navigate your way around an explorer, select the ‘+’ and ‘-’ and the folders within the explorer to navigate to the required location. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Lets take a look…. We have seen how to how to navigate our way around an explorer within StarProjects and gain access to specific records from the explorer. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 System Configuration StarProjects consists of the following functions that are configured to customise StarProjects to suit your company’s requirements. Name and options Companies GL Accounts Posting codes Automatic numbering Fiscal Calendars Project Ledgers Client Types Resource Types Activity Types Staff Types Transaction Types Budget Types Analysis Codes Budget Codes Expense Codes Location Codes Divisions Method Of Payment Codes November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 System Configuration No Charge Codes Project Status Codes Tax Codes Terms Codes Workgroups Write Off Codes Resource classes Invoice cycles Sections / Departments Task templates WBS Codes Report Tree Resource Delegates Expense Rules Timesheet Rules Currencies Options Explorer November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Name and Options The Name and Options configuration screen allows the definition of a Default company; a Host system and the modules that StarProjects is to interface with. The blue default company screen allows the user to double click into the field to access the company lookup screen. The Host system displays the accounting system that StarProjects is to integrate with. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Company Maintenance The Company maintenance screen contains all company masterfile details. The General and contact information are used by the system to print on all invoices generated by StarProjects. The Host system integration and Invoice settings control the external accounting system database that each company is to integrate with and the creation of invoice numbers. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Lets take a look…. We have seen how to: Create, edit and delete a new company masterfile. And how to define a default company within the Name and Options menu item. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

GL Accounts & Posting Codes
November 18 GL Accounts & Posting Codes The GL Accounts maintenance screen allows the entry and maintenance of an internal General ledger accounts for reporting purposes when integration does not exist The Posting Accounts are duplications of the Debtor posting codes that exist within the external accounting system, and are used to control the posting of AR invoices to the correct posting code during integration. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Lets take a look…. We have seen how to: Create, edit and delete new GL accounts and Create, edit and delete posting codes within StarProjects. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Automatic Numbering The Automatic Numbering screen is the location for the various internal numbers that are maintained by the system within StarProjects. The description number and Mask are all fully definable. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Cost and Revenue Fiscal Calendars
November 18 Cost and Revenue Fiscal Calendars StarProjects contains two different types of fiscal calendars: Cost & Revenue. Each fiscal calendar is created by a wizard and maintained within the masterfile screens. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Cost and Revenue Fiscal Calendars By selecting the wizard button and the user is able to created the start and end dates of the new fiscal calendar that is to be created. Select the next button when that dates are edited as required. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Cost and Revenue Fiscal Calendars The second screen of the wizard allows the user to select the period type and the description that each period segment will be given. Select the Finish button to complete the wizard and create the period calendar. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Lets take a look…. We have seen how to create a new Cost and Revenue calendar within StarProjects. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Client Types The Client types are user definable masterfiles that are assigned within the client masterfiles. Client types are used for reporting purposes as well as used through integration with TimeRecorder to calculate Productive / Non-productive hours and charge ratios. Productive & Billable Productive but not billable Non-Productive November 18 Copyright © Star System Solutions Pty Ltd

November 18 Resource Types The Resource Types masterfile is used to define differing resource types that are associated with resource masterfiles for tracking and reporting purposes within StarProjects. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Activity Types The Activity types are the first level of a two level tracking, reporting and costing method that Activity Types and Activities provide to the user within StarProjects. Rates and scales can both be created at the activity type level. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Staff Types The Staff Types masterfile is used to define differing staff types that are associated with resource masterfiles for tracking and reporting purposes within StarProjects and TimeRecorder. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Analysis Codes Not available in the TimeRecorder system yet. Designed for additional analysis of transactions flowing from the host accounting system. They can be attached to transactions through the journal screen as well within PA . November 18 Copyright © Star System Solutions Pty Ltd

November 18 Expense Codes The expense code maintenance screen allows the user to define the expense code masterfiles that are used by the TimeRecorder system during the entry of Expense lines. Each Expense code masterfile is passed to TimeRecorder during the ‘Synchronise’ process, and control the manner in which the TimeRecorder Expense line grid operates for each individual expense line type. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

No Charge Codes Designed to synchronise down into TimeRecorder These allow the user to input a ‘code’ to explain why timesheet / expense lines are not being charged. November 18 Copyright © Star System Solutions Pty Ltd

Tax Codes Maintain tax codes (previously hard coded) If integrating with a host accounting system – these tax codes should mirror the tax codes maintained within your host system. November 18 Copyright © Star System Solutions Pty Ltd

November 18 Resource Classes The resource class masterfile allows the user to create definable records that are utilised within each resource masterfile for the purposes of scale and budget creation and reporting purposes. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Resource Classes – Cost Rates
Cost Rates button provides the ability to maintain cost Rates at the Resource Class Level. November 18 Copyright © Star System Solutions Pty Ltd

Resource Classes – Charge Rates
Charge Rates Button - Displays all Charge rates that exist within the StarProjects Rates Explorer for the selected Resource Class and provides the functionality to maintain / add / deleted these Charge Rates from this screen. November 18 Copyright © Star System Solutions Pty Ltd

November 18 Invoice Cycles The Invoice Cycle masterfile allows user definable records to be created. Each client project is assigned to an invoice cycle. The user can then prepare invoices by invoice cycle and can also review all invoices within a specified invoice cycle. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Sections & Departments
November 18 Sections & Departments Sections and Departments are user definable records that allow departmental groupings of resources used for tracking and reporting purposes within StarProjects. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Sections & Departments
Cost Rates button provides the ability to maintain cost Rates at the Section or Department Level November 18 Copyright © Star System Solutions Pty Ltd

Task Templates Create templates of Tasks that can then be used to create actual Tasks that are allocated against Projects, Phases and Resources. Task Templates can be Viewed / Inserted / Edited and deleted within this screen. November 18 Copyright © Star System Solutions Pty Ltd

Resource Delegates Allows the user to view, and maintain delegation records for resources within the system without having to go into the individual Resource masterfiles. November 18 Copyright © Star System Solutions Pty Ltd

November 18 Reporting Trees Reporting tree nodes allow the user to create a user definable hierarchy of reporting levels that can be used as delineation for reporting purposes using an external report writer such as Microsoft Access or Crystal report writer. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Reporting Trees Select the report tree level required to insert the new reporting node. Right click in the code / description area and select ‘New’. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Timesheet – Apply Rules
Pass / Fail criteria so that timesheet can be auto-approved / Auto failed if they meet the criteria. November 18 Copyright © Star System Solutions Pty Ltd

November 18 Currencies The currency maintenance screen allows the user to define the currency masterfiles that are used by the TimeRecorder system during the entry of Expense lines. Each Currency masterfile is passed to TimeRecorder during the ‘Synchronise’ process, and are then available for selection from the expense line grid during entry of an expense line. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Options Explorer The Options Explorer displays internal configuration parameters and settings that define tables used by StarProjects. The Options Explorer setting control the manner in which StarProjects looks and functions. November 18 Copyright © Star System Solutions Pty Ltd

November 18 Options Explorer In order to edit or change a option setting the user should right click on the relevant option and select modify in order to gain access to the edit screen. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Options Explorer Configuration -Maintains the bulk of the options parameters. These setting allow the user to configure the manner in which StarProjects is to function. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Options Explorer Interfaces -Maintains any interface parameters that StarProjects requires in order to be able to interface with any other module. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Options Explorer Invoices -Maintains all parameters regarding invoices within StarProjects such as invoice Preparation & Print. . November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Options Explorer Reports - Maintains the report setting used by StarProjects to enable crystal reports to be printed displaying StarProjects data November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Options Explorer Synchronise -Maintains the synchronise parameters for all StarProjects masterfiles and controls the manner in which the details of each record is synchronised for use within the TimeRecorder system. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Options Explorer Validation Rules -Maintains validation rules for expenses / journals and timesheets. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Options Explorer Visible fields -Maintains the fields that can be made visible within the various StarProjects screens. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Lets take a look…. We have looked at all of the Maintenance / Setup menu items within StarProjects and discussed their functions and implications. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Clients The Client masterfile allows the user to create each client, and define all relevant details. Once the client is created, project masterfiles can then be defined. Access to the project masterfile can be obtained by selecting the projects button or through the maintenance drop down menu. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Clients Each individual client must be defined within a StarProjects Client masterfile. Each masterfile must have a unique client code. The client is the first tier in StarProjects’s three-tier structure that allows timesheet lines to be combined on an invoice addressed to the client. Reports can also be printed at the client level. The user must synchronise in order to update the StarProjects Master data files with new client, project, resource and activity masterfile details. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Clients The Client Type field controls both the ‘Billable’ & ‘Productive’ status that the client assumes within the system. The Debtor code assists in controlling the integration of invoices for a client within the external accounting system. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Clients The closed checkbox prevents the client information and ALL project information relating to that client from being synchronised to TimeRecorder. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Clients The Tasks button accesses the Task Maintenance screen allowing the user to view, insert edit or delete tasks. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Clients The Charge Rates button access the Rates Maintenance screen allowing the user to view / Insert / edit and delete charges rates. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Clients The More button allows configuration user defined extra fields to appear within the client masterfile. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Projects The Project masterfile is the area where the majority of parameters are set. Projects are the second tier in StarProjects’s three-tier structure. The project allows invoices addressed to the client to be separated into definable sections. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Projects If the project window is maximised the placement of the tabs within the project screen may appear on one level. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Projects The General tab contains the unique Project Code and description along with other general settings. The ‘Completed’ checkbox prevents the project information from being synchronised to TimeRecorder. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Projects The Copy Project Button allows the user to copy this project when creating a new project. The Project Activity Button allows the user to access the enquiry screen. The Tasks button allows the user to access the Task Maintenance screen. The Charge Rates button allows the user to access the Rates Maintenance screen. The More button allows user defined fields to be added to the project masterfile. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Projects Note: You can also use stored procedures in the system to create user definable procedures when Inserting / editing / deleting Projects & Phases. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Projects The Project Markups button allows the user to maintain % markups for either Vendor or Resource based transactions for the selected project from the Accounts Payable module of the host system accounting package. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 New project wizard The Project wizard allows the user to create a new project masterfile for the selected client, the user should then enter all relevant details into the project masterfile tabs. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Host System Integration
November 18 Host System Integration If integration is active, the creation / alteration of the FIRST project within the StarProjects system, will cause both a General Ledger ‘Reference Type’ called ‘Projects,’ as well as creation of a GL ‘Reference’ record with the client/project code within that ‘Projects’ Reference Type, to be created in the external Accounting system such as in Platinum ERA by Epicor. Each new project after this time, will only cause the creation of the relevant GL ‘Reference’ record. The reference key format set within the Name & Options screen will control the information that will make up each reference created within the ‘Projects’ Reference Type of the external accounting system. The ‘Reference Type,’ ‘Projects’ must also be linked within the GL of the external accounting system to individual accounts, or masks of accounts, within the General Ledger ‘Account Reference’ screen in order to facilitate integration. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Host System Integration Within the external Accounting system such as in Platinum ERA by Epicor, integration with PA causes a GL ‘Reference Type’ called ‘Projects,’ and a GL ‘Reference’ record within that ‘Projects’ Reference Type, to be created. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Host System Integration Within the external Accounting system such as in Platinum ERA by Epicor, the ‘Reference Type,’ ‘Projects’ must also be linked with either individual accounts, or masks of accounts, within the GL ‘Account Reference’ screen in order to facilitate integration. Can use wildcards November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Resources Tab The Resources tab allows the user to control the Resources who are Allowed or specifically Disallowed to assign work against this project. Restrictions can be made by the following categories: Resources / Workgroups / Managers / Sections & Departments / Companies. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Modify Resources To define the Allowed & Dis-Allowed Resources, select the ‘Assign Resources’ button and assign each Resource with either a tick a cross or leave it blank. Tick – Specifically Allowed Cross – Specifically Dis-Allowed Blank – Treat as per the global setting. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Global Resources The Global checkbox on the Resource masterfile and the Allow Global Resources Checkbox on the resources tab of the Project masterfile both work in conjunction to control the resource restrictions for the projects. Use Global Resources Checkbox selected If the project masterfile is set to Use Global Resources then any NON Global resources that are specifically Allowed within the Resources Tab of the project will NOT actually be able to log time to the project within TimeRecorder. Non Global Global Resources whose restriction within the project are left blank (undetermined) will also not be able to enter a timesheet / expense for the selected project. Any Global Resources that are specifically Allowed within the Resources Tab of the project will be able to log time to the project within TimeRecorder, as will any Global Resources whose restriction within the project masterfile is left blank, (undetermined) November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Global Resources Use Global Resources Checkbox NOT selected If the project masterfile is set to NOT Use Global Resources then any Global resources that are specifically Allowed within the Resources Tab of the project will NOT actually be able to log time to the project within TimeRecorder. Global Global Resources whose restriction within the project are left blank (undetermined) will also not be able to enter a timesheet / expense for the selected project. Any Non Global Resources that are specifically Allowed within the Resources Tab of the project will however be able to log time to the project within TimeRecorder, as will any Non Global Resources whose restriction within the project masterfile is left blank. (undetermined) November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Activities tab The Activities tab allows the user to define the activities that are Allowed or Disallowed to be assigned to this project. The Default Activity controls the Activity that will automatically appear when this project is selected within in a ‘TimeRecorder’ timesheet line. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Modify Activities To define the Activities as either Allowed or Dis-Allowed for the selected project - Press the modify button and assign each Activity to the status. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Phases tab The Phases tab allows differing phases to be created for each project. Phases are the third tier in StarProjects’s three-tier structure. Phases allow work relating to the same project to be further separated into differing sections for invoicing and reporting purposes. November 18 Copyright © Star System Solutions Pty Ltd

Phases tab Double click on a grid line to access the Phase Maintenance screen in order to define general / reporting and invoice information regarding each phase. November 18 Copyright © Star System Solutions Pty Ltd

November 18 Budgets tab The Budget tab allows budgets to be created and maintained for any existing budget code. New budgets are created by the means of a wizard. Budget Budget / Actual / Variance reports can be run within the system. The project activity button fast tracks the user to the activity enquiry screen to view an actual vs budget report for the selected budget. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Budgets tab To view existing budgets double click in the budget field and select the relevant budget code. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Budgets tab New budgets are created by selecting the new Icon when the budget field is highlighted. Select the existing budget relevant for the new budget and follow the wizard. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Budgets tab After the budget header is created the user must enter any budget lines required. The Transaction Types Setup maintenance screen controls the Transactions types that can be budgeted. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Budgets tab The Line Rate & All Rate buttons allow the user to prompt the system to retrieve the relevant rate for one or all budget lines and apply those rates to the relevant budget lines. If an Allocation is set up within a rate retrieved, the system will also automatically add an allocation budget line at this time. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Budgets tab The copy budget button allows the user to define the exact information within the existing budget that is to be copied to a new budget. The user can define the field details to copy to the new budget. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Budgets tab The user is able to define the budget information that is to be deleted within the selected budget. The user should still use the delete icon in order to delete a whole budget line or an entire budget. Administrator users can Lock and Unlock Budgets. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Budgets tab The Project Activity button fast tracks the user to the Activity report. The client, project and budget filters will be automatically applied and the relevant figures displayed. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Budget Entry Budget lines can be entered for a number of transaction types, such as: Timesheets (labor) Disbursements (project operating expenses) Invoices (Normal & Progress) Internal Revenue Journals The permitted budget Transaction types are defined within the Transaction Types Setup Maintenance menu item. Lines for allocations and overheads can also be automatically generated, based on budgeted timesheet entries by selecting either the ‘Line Rate’ or ‘All Rates’ buttons. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Budget Entry Budget line information may include fields such as : Transaction type - (e.g timesheet) Period / Dates - optional Phase - Optional Resource / Resource Class - Resource required for Timesheet type lines Activity / Activity Type - Optional Qty - Required for Timesheet lines (and optionally for disbursements) Rate - Optional for disbursements - can be automatically filled by rate buttons. Please Note: The Options explorer allows the user to define the visible fields within this budget entry screen. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Budgets tab Interface with MS Project to transfer Budget information between a specified plan within MS Project and StarProjects. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Reporting tab The reporting tab allows the user to select the existing reporting tree nodes that are to apply to a selected project. The user can also optionally apply a % allocation to the various report tree nodes. The reporting trees when set up allows the user to create reports using an external report writer such as Microsoft Access, or the Crystal report writer, accessing the StarProjects data. The added percentages for each report sector tab should not exceed 100%. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Please Note If Microsoft Access is used, the user would need to grant READ ONLY rights to the StarProjects tables to the particular user. The % is designed to allow the user to set up their reporting allocation for a project whereby the project is shared between / broken down between a number of reporting nodes. For Example: If you created a report node called ‘Industry’ then created two sub report nodes of this Industry node calling them ‘Wholesale’ and ‘Retail’. Within each project you could then use the Wholesale and Retail nodes in the Project Reporting tab and allocate the relevant % to each of them. Then using the external report writer the user can generate a report showing how much work has been done in the ‘Retail’ ‘Industry’. (In the report the user would take the % figure and multiply it by the invoiced total to get invoices for that Report node.) November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Invoicing tab The Invoicing tab sets the default settings to be observed by the system when an invoice is created and printed for this client project. Along with such information as the Project Contact detail defaults from the client masterfile. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Invoice text tab The Invoice text tab allows the maintenance of standard invoice text to be maintained. Any text maintained within this field will default to print on every invoice generated for the client / project. Rich Text capabilities are available to the user when the invoice text is edited. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Recurring Invoices tab
November 18 Recurring Invoices tab The Recurring Invoices tab will allow the user to set the parameters which will control when an invoice will recur within StarProjects. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Invoice Schedule tab The Invoice Schedule tab allows the user to set and maintain a schedule for invoices to be prepared / generated for this project. Scheduled invoices can be progressive / or Non Progressive. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Notes tab The Notes tab allows the entry of free form text to be entered against the project. The notes within this tab are able to be used for informational purposes. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Tasks tab The Tasks tab allows Tasks to be maintained for the project. Double click on the grid to access the Task Maintenance screen. Completed tasks are displayed in Red. Tasks can be Manually entered into this screen / Copied from templates or Imported from MS project. Interface with MS Project to transfer Task information between a specified plan within MS Project and StarProjects. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Activities The Activities masterfile allows user definable records to be created which are used within StarProjects for tracking and reporting and billing purposes. There are four resource types to choose from: Allocation; Disbursement Person & Revenue. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Activities - GL Links The GL link button allows the user to enter one or more General Ledger codes / masks against an activity. This is then used when the accounting system posts an AP voucher StarProjects recognises the GL mask and uses this link to assign an activity against the disbursement that is created. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Activities – Charge Rates
November 18 Activities – Charge Rates The Charge Rates button provides access the Rates Maintenance screen allowing the user to view / insert / edit and delete charge rates. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Activities – More The More button allows the user to configure user defines special processes related to Activities within StarProjects. This screen provides the hook for user defined stored procedures. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Resources The Resources masterfile allows the user to create each resource, and define all relevant details. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Resources Each individual resource must be defined within a StarProjects Resource masterfile. Each masterfile must have a unique Resource code. Some reports and enquiries can also be printed at the resource level. Rates and Scales can be created at the Resource level. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Resources The Payables & Inventory link button allows the user to enter one or more Vendor / IN category & Item records against a resource. This is then used when the accounting system posts an AP voucher StarProjects recognises the vendor and uses this link to assign a resource against the disbursement that is created. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Resources The Delegates button allow the selected resource to delegate their reviewer authority to another resource for a specified period of time. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Resources The Cost Rates button allows user to access the existing cost rates for the selected resources. Records can be viewed / inserted / edited or deleted. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Resources The Tasks button allows user to access the task maintenance screen where tasks can be viewed / inserted / edited or deleted. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Resources The Charge Rates button allows user to access the Rates Maintenance screen where rates can be viewed / inserted / edited or deleted. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Resources The More button allows the user to configure user defines special processes related to Resources within StarProjects. This screen provides the hook for user defined stored procedures. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Tasks The Task masterfile allows the user to create each Task, and define all relevant details Filters can be set to control the Tasks that are displayed within the grid. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Tasks Select the Insert Button to create a new task – double click on a task within the grid or select the Edit button to change an existing task November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Tasks Tasks can be entered in three ways 1: Manually entered within this screen. Type = (K) 2: Copied from the Task Templates that exist within the database. Type = (T) 3: Imported from MS Project. Type = (P) November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Rates Maintenance The Rates Maintenance screen provides a grid view of the rates that exist within the database. The user can set filters to control the rates that are displayed. Rates can be viewed / Inserted / edited and deleted within this screen. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Rates Maintenance Select the insert button to create a new rate. To access an existing rate select the rate in the grid and either double click or select the Edit button. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Rates A rate can be created to apply to just one Client project,phase for that client or for work conducted by one resource class,resource activity type or activity. It can also be used to apply to criteria set within a scale masterfile. A rate should not apply to both a Resource class and Resource or an Activity Type and Activity. If a scale is to apply the charge rate field should be left blank. Notes help to explaining the rate. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Rates The allocation tab allows the user to define any relevant allocation rate and % amounts and assign the allocation to a specific resource reference. These details allow for an automatic allocation budget line to be entered into a project budget when the Line Rate or All Rate buttons are depressed. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Rates Maintenance The Check Rate button prompts the system to display the Rate Checker screen which can check which rtes are going to be used by the system for a selected filter criteria. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Rates The rates explorer displays visually the hierarchy of rates that exist within StarProjects. Rates are used within StarProjects during invoice preparation to cost timesheet lines. A rate can be created to be utilised as specifically or as generally as is required. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Rates By using the mouse to navigate to the required location of a rate and then Right Click the user will be able to Explore, Create, Delete or Edit and view properties of rates within the rates explorer. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Scales Scales are the second level of StarProjects costing functionality. The Scales Explorer allows scales to be created and maintained. The scales explorer displays visually the hierarchy of scales that can be created within StarProjects. Scales are used within StarProjects during invoice preparation to cost timesheet lines. A scale can be created to be utilised as specifically or as generally as is required. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Scales A scale can be created to apply to just one Client project,phase for that client or for work conducted by one resource class, A scale should not apply to both a Resource class and Resource or an Activity Type and Activity. Notes help to explaining the scale. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Scales The allocation tab allows the user to define any relevant allocation rate and % amounts and assign the allocation to a specific resource reference. These details allow for an automatic allocation budget line to be entered into a project budget when the Line Rate or All Rate buttons are depressed. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Lets take a look… We have seen how to navigate around the Rate and Scale explorer. How to create, edit and delete a new Scale. And how to create, edit and delete a new Rate. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Synchronisation The user must synchronise in order to update the StarProjects Master data files with new client, project, resource and activity masterfile details. The user can synchronise for selected masterfiles or for all masterfiles as often as required whenever required. The Masters data files will be over written each time a synchronise occurs ensuring that the newest masterfile details are maintained. When the synchronise process takes place, StarProjects will create *.LSV files that contain the up to date masterfile data maintained within StarProjects. These *.LSV files can then be distributed to users via - collected by Individual users from a network location during the synchronise process within TimeRecorder or synchronised via a Wide Area Network (WAN). November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Synchronise The synchronise process ensures that the saved masterfile details are updated to the StarProjects Masters datafile locations set within the options explorer. This controls the masterfile details that are updated into TimeRecorder and an accounting system such as Platinum ERA by Epicor. Synchronisation can occur via network connectivity / via or via WAN one at a time or all at once. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Project Explorer The Project Explorer displays all the Clients, Projects, Activities and Phases that exist within StarProjects allowing the user to view all codes and descriptions. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Project Explorer By Right clicking with the mouse the user us able to access a number of functions within the project explorer. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Project Explorer The ‘Find’ option allows the user to locate a required client and project at any level of the explorer. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Project Explorer The ‘Project Activity’ option allows the user to fast track to the project activity enquiry screen with all filters and parameters set to the explorer level selected. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Project Explorer The ‘Properties’ option allows the user to fast track to a read only copy of the relevant client / project screen relevant to the users selected location within the project explorer at the time. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Module Manager Within the Module Manager Log in screen the user must define the Server to accessed, the database to be opened and the user name and corresponding password to be used prior to gaining access to the system. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Module Manager The Module Manager controls the security, system parameters, screen tables and user definable reports for Star System Solutions Pty Ltd’s programs. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Module Manager There are five valid security levels available for each function within Project Activity. These valid security levels are as follows: Not Set Access not set – No Access Allowed No Access No access allowed Browse Read access only Normal Read / write access -No delete Advanced Read, write and delete access Administrator Full access to all functionality. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Module Manager The Module Manager controls the security, Parameters, screen tables and reports within StarProjects and other Star System Solutions Pty Ltd programs. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Module Manager The Module Manager manages the security for the StarProjects system through a four level matrix. Functions Roles User Profiles User Roles November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Module Manager There are five valid security levels available for each function within Project Activity. (A function is a screen or button within StarProjects.) 2. Roles are set up within the StarProjects Module Manager to reflect each function and related security level within StarProjects. 3. User profiles are set up for each user who is to access StarProjects. 4. Each user profile is then assigned a user role which controls that users security access to StarProjects. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Module Manager - Roles Roles are set set up within the Module Manager relating to StarProjects. The Role is defined, and a security level assigned to each function within the StarProjects system. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Module Manager - Roles Use your mouse to: Right click on the Module Manager screen to access the options to create a new record, delete the highlighted record or to view & edit the properties of the highlighted record. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Module Manager - Roles Roles are set set up within the Module Manager relating to StarProjects. The first role that is set up should be made an Administrative role in order for StarProjects to be accessed and each screen opened to load the function and then be able to create further roles and assign security to each function for each role. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Module Manager - Roles The five security levels which can be applied to each function include: No Access Browse Normal Advanced Administrator November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Module Manager - User profiles
November 18 Module Manager - User profiles User Profiles are then defined within the Module Manager for each user to be allowed access to StarProjects. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Module Manager - User profiles
November 18 Module Manager - User profiles These records can once again be created, deleted and edited. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Module Manager - User Roles
November 18 Module Manager - User Roles User Roles are then defined linking the user profile to the relevant role within the Module Manager. This then controls that users security access within StarProjects. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Module Manager - User Roles
November 18 Module Manager - User Roles Each user can have one user role set up for each program that is being controlled by Module Manager. Once created the user role records can also be deleted or edited. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Module Manager - Parameters
November 18 Module Manager - Parameters Parameters are a duplication of the control files within the StarProjects Options Explorer that displays the internal configuration parameters and settings used by StarProjects. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Module Manager - Parameters
November 18 Module Manager - Parameters Parameter properties can also be edited. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Module Manager - Tables
November 18 Module Manager - Tables Tables are screens within the StarProjects system. The user is able to define new screens or access existing screens within the system. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Module Manager - Selections
November 18 Module Manager - Selections The Selections screen allows the user to define individual Selection criteria which are then linked to the user definable reports within Module Manager. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

Module Manager - Reports
November 18 Module Manager - Reports The reports screen allows the user to define the individual reports to be accessed within StarProjects. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Module Manager Once the Roles, User profiles and User Roles are defined within the Module Manager the user is able to log into StarProjects and this login will control the users access to the relevant Functions within the system. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Review Setup maintenance screens – configuration System Maintenance screens – Synchronise masterfiles Host system Integration Synchronise Process Module Manager November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

November 18 Thank you !!! That completes the first day of our StarProjects ‘Maintenance’ training session. If you have any questions - Please feel free to ask them. I do hope that this training session has left you with a insight into the functionality and usage of Star System Solutions Pty Ltd’s StarProjects system. Thank you so much for your attendance today. November 18 Copyright © Star System Solutions Pty Ltd Copyright © Star System Solutions Pty Ltd

StarProjects ‘Maintenance’ Training

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