In the Abtrac Home page, we have a small number of dashboard items called ‘widgets’, which you can control for each user group in your office.
Your home page looks like this by default, with the widgets open.
Closing the widgets will highlight the widget buttons as below.
Read on for a discussion of each of the home page widgets, and details on how to control them from Administration >> Employees >> User Group Management.
A summary of the Home page Widgets
There are eight widgets in total.
Widget 1: Date and Time
Contains the time and the calendar combined into one widget.
Widget 3: My Timesheets And Schedule
Shows the last four timesheet period ending dates and the total hours in each. Clicking on the date takes you straight to the relevant timesheet.
It also shows your scheduled items looking up to four weeks ahead with the total hours scheduled for each week. As above, clicking on the date takes you to the relevant period.
This widget shows the total chargeable, total non-chargeable and time yet to be entered i.e. if the timesheet is incomplete. The ‘Incomplete’ value uses the Units per Timesheet in the Employee maintenance page, minus time already entered for the period.
Shows the same values as above based on five timesheet periods, being the current and four earlier timesheets.
As you can see, this is a chart showing the total hours per timesheets period, split into chargeable and non-chargeable time.
Widget 7: Project Management
Contains information on Project Management. You can click on a ‘Project Code’ to go into the ‘Project details’ from this widget.
Widget 8: Project Progress
You can straightaway view ‘Job Progress’ and ‘Job Hours Analysis’ from this widget.
Managing the Widgets at the Administrative Level
Anyone with full ‘Admin’ privileges will see the widgets as of right, in the same way as they can go anywhere and do anything else within Abtrac.
Lower level user groups can be granted access to the widgets according to the settings, set by an administrator.
The menu path is Administration >> Employees >> User Group Management. There is a column with buttons enabling you to control the widgets visible for each user group.
Each widget is presented to the administrator and the decision is made with a tick to allow users in that group to see that widget.
On the Home page, the widgets can be shown by clicking on the relevant button.
The widgets can be moved around the home page, interchanged or closed, by clicking on the X at the top right of each widget. The Dashboard Layout ‘Apply’ button will save your widget positions, and the Dashboard Layout ‘Reset’ button will reset the positioning.
Abtrac KB# 2088