3. Activity Codes Activity Codes – new functionality to allow additional sub-categorizing of allocations Tag hours by non-billable activity such as vacation, holidays, jury duty, etc. Tag hours by delay codes such as waiting for permits, material deliveries, etc. Activity Codes are not required for all allocations Activity Codes setup by location within the Enterprise May 10, 2011 3
4. Authorization Central Override Visibility New icon to indicate adjustments to calculated hours Single click on icon at the highest level to expand all data below Click icon or name at individual level to see details View info from Labor Details screen including all IN/OUT activity View history of overrides View all allocations for the date View skill and schedule assignment history May 10, 2011 4
5. Allocation Imports New Import functionality for Hours and Allocations Force Allocation – if Track net hours are less than imported hours, Track net hours will be used and allocations adjusted accordingly Reject Allocation – if Track net hours are less than imported hours, reject all allocations Override – hours or extra charges overrides can be applied with the appropriate allocations Allows for capture of Offsite Hours, Extra Charges, and allocations Add or override existing hours by specific type (ST/OT/DT) Override of extra charges must comply with Agreement terms May 10, 2011 5
7. Cost Object Levels 1-4 Field Expansion & Additional Data Elements Expansion of field length for Levels 1-4 Cost Object IDs (from 15 to 30 characters) Additional fields for specific ERP system data including: Breakout of PO and Line Item number (useful for reporting) Revised PO Limit ERP vendor code Requisitioner 5 Extra fields for each Cost Object for any miscellaneous data May 10, 2011 7
8. Voided Timesheet Comments New functionality option to require user to enter comments when voiding a timesheet Comments may be up to 250 characters Comments stored in database and can be used for reporting Improves audit trail Can be turned off if no desire for comments May 10, 2011 8
9. Additional Labor Rate Buckets New functionality for three additional rate types in addition to ST/OT/DT Rates 4, 5, & 6 are supported by additional Pay Types and Pay Formula Tokens Additional Pay Types are available for Labor Allocations May 10, 2011 9
10. Home Screen Alert Messages New functionality to alert Track User upon login Alerts for Administrators or Supervisors with override requests pending Alerts for allocations to authorize Alerts for Timekeepers with unallocated hours to allocate Alerts for Timekeepers with unaccepted allocations to accept Alerts for Other Cost Assignments within 3 days of expiration Alerts are configured per Track User from the Personal Information screen If user has access to multiple Area IDs or an Area ID Group, they can select a primary Area ID for unauthorized alerts and/or override request alerts May 10, 2011 10
11. Schedule & Skill Change Requests New functionality for Timekeepers to request schedule and/or skill changes – similar to override requests Useful for controlling schedule and skill changes when the desire is for a review and/or approval process prior to changes being made Schedule and Skill change request functionality managed by Track Security Profiles May 10, 2011 11
12. Block Allocations for Resources Lacking Skills and Rates New functionality to prevent allocating resources with no skill assignments or expired rates A red error message is displayed when attempting to allocate and the allocation will not be allowed Functionality is configured within the Track Application Settings screen May 10, 2011 12
13. Scheduled Reporting New functionality to schedule reports for delivery by email at a desired date and time Reports can be scheduled for Daily or Weekly delivery Email addresses stored on Personal Information screen User may select to enable email notifications on the Personal Information screen Reports with large amounts of data can be scheduled to execute outside of peak hours May 10, 2011 13
14. Quick Allocation Options New functionality to allow for quickly allocating resources in bulk – new screen in Track Quick Allocation – select entire company or specific group and enter cost objects once and then hours for each resource Quick Allocation by Resource – select specific resources from a list and then enter cost objects once and then hours Shortcut Keys – 18 Quick Allocation shortcut keys to speed the process May 10, 2011 14
15. Web-Enabled Online Help New functionality for online help for Track User can access help from within the application Maintains the consistency of the version information source User can search for keywords by using the Index or Search feature User can save Track help pages to their Internet Explorer Favorites directory for quick retrieval May 10, 2011 15
16. Ad-Hoc Reporting New functionality for reporting allowing Track users to create their own custom reports with provided data sets of information On-demand reporting and data analysis capabilities Lessens burden for custom report requirements May 10, 2011 16
17. Track Software SAP/Track™ Integration Module UPDATE: May 12, 2011
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19. Objectives for the proposed Track/SAP Integration Module
20. Improve connectivity between Track and SAP
21. Develop a plug and play solution
22. Offer an standard / commercially available product
23. Conform to SAP architecture and standards
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25. May 10, 2011 20 SAP/Track™ Configuration Options Web Server Configuration Mail Server Configuration
26. May 10, 2011 21 SAP/Track™ Configuration Options SAP System/Client Configuration Timesheet Posting Configuration