Exploring

You can instantly view utilization, progress and profitability at any level of detail with the Explore command in the Manager's section of the sidebar menu. Your view starts at your management position in the company. From there, you can drill down through sub-organizations, employees, project assignments – right down to time and expense line items.

Click the Explore Employees tool to explore organizations, employees, and their assignments.

Click the Explore Projects tool to explore organizations, projects, tasks, and the employees assigned.

Click the Explore Properties tool to define the categories of time and cost that are included in the summary totals displayed in the Explore window.

Rollup Activation. This checkbox determines if time and costs are automatically rolled-up when timesheets are saved or approved, and when projects or employees are deleted. The rollup process provides the summary totals displayed via the Explore feature, which are also used for budget monitoring, and various budget summary reports. The rollup process consumes additional resources, and may be deactivated in large installations, in which case the administrator can periodically use the Immediate Rollup option (below) to develop summary totals.

Immediate Rollup. Click this option to rollup and recalculate summary totals.

Rollup Data Selection. These checkboxes determine which categories of time and cost are included in the summary totals.

Click the Show Variances tool to show variances from budget.