ConcourseConnect

Open Source Initiative (OSI) PostgreSQL Java

Walkthrough of Accounts, Projects and Timesheets

A typical walkthrough when using accounts, projects and timesheets:

  1. Invite new users into the Concursive Documentation project.
  2. After new users login be sure to administratively assign them badges on their user profile, and review the new users User credentials in the Admin/User Search area, and make sure the users have access to add accounts and projects.
  3. Have the user enter an Account and always configure the Team Roles and Rates on the Account before creating Projects.
  4. Create a project. In the project, invite some users. The employee database will be imported when HGS approves this step.
  5. When a new project is first created, go to the Project's Timesheets tab and choose the 'Configuration' link to define any Job Descriptions. This isn't necessary, but it's a good time to do it. You do not normally edit the Roles and Rates for a Project. They inherit the Account ones.
  6. Create some Timeheets for the project.
  7. Review the Account rollup.

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