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Journyx Timesheet is installed with a 'Quickstart guide' which basically guides you through the set-up steps. This guide is available from the main administrator menu, but is started automatically when you log on for the first time. It basically comes down to the following steps (starting from the main menu):
- Create your desired period for the entry screen (default is a weekly period which starts on Sunday). Main menu: Configuration, Periods.
- Define the number of columns on the entry screen. Main menu: Configuration, Time Entry Screens; Select your newly created period and choose the columns you want to display on the entry screen.
- Change the column names of the columns you are going to use. Main menu: Configuration, Entry Sheets.
- Change the format of date fields and currency symbol. Main menu: Configuration, Screen Appearance.
- Create any custom fields for users or for the columns you are using. Main menu: Configuration, Custom Fields.
- Define your users. Main menu: Management, User management.
- Create your projects. Main menu: Management, Project management (this link may have a different name, depending on how you have named the 1st column).
- Create the values for the other columns. Main menu: Management, Field values.
- Create the groups (who has access to which projects and tasks) you are going to use. Main menu: Management, Groups.
- Create any field value dependencies for the projects. Main menu: Management, Project management, Select a project, click on the link Modify Field Value Dependencies.
This tutorial guides you through the Quickstart. It shows you how to change the period, the number of columns and the column names of the time entry screen. It also demonstrates how to enter projects, tasks and groups.
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