How To Video Guides

OnTrax Timesheets is an extremely flexible software application that integrates Time Tracking and project tracking functionality. With this flexibility comes both power and utility when configured they way your business operates. To increase user understanding, and to make sure each of our customers gets the most out of our products, below is a list of on-line user videos that demonstrate the basic configuration and concepts incorporated into the product. Please use them as often as you wish, and check back frequently for additional publications and/or demonstrations.

Guides - Please select the title of each topic to view the associated "How To" video

OnTrax Introduction/Overview - The perfect place to start to get a high level introduction to the product, how to log in, and some of the basic features a new user would want to know about.

Application Configuration - The application configuration screen is where the base configuration for your entire company is performed. Elements such as your fiscal calendar, work days, system messages etc. are configured here.

Customer Billing - Customer billing is an area of the application where data that is collected within the application for the purpose of Time & Billing can then be exported to external accounting systems. Data is automatically converted to the proper format for each target system supported by the application.

Project Overview - Project Tracking is at the heart of the application. This presentation describes the project area sub-menu, the elements within that sub-menu, and what to consider when setting up the project area of the application.

Create & Configure an Individual Project - A step by step guide on how to create and configure an individual project. Covers item assignment, user assignment, parameter setting and related items. All important when using the application for project tracking and/or time and billing functionality.

Project Planning & Task Tracking - Demonstrates how to set up and configure project plans that are Task based. OnTrax Timesheets allows for project planning and tracking at either an item level (higher 'category' level) or at the actual task level via a work breakdown structure. This video demonstrates how to set up a work breakdown structure and its applicable settings.

Reporting Overview - Formatted & OLAP - Within the application there are two areas of reporting. The first is formatted reporting, which is comprised of standard, pre-defined reports covering all areas of the application. The second is an OLAP area of reporting, where users can define their own reports, and navigate through the result set via drill down/across functionality. This video provides a high level overview of both.

Corporate Budgeting Overview - Within OnTrax Timesheets, planning is performed on the project level, and budgeting is used for planning or budgeting for a group of projects. Example: A budget is created for each individual cost center on a fiscal basis, while one unique cost center can undertake multiple projects and track them at the project task level. This video provides an overview of the budgeting functionality within the application, and how to configure and enter a budget.

User Log-in Overview - Demonstrates how to log into the application, and how to disable pop-up blockers etc. that may keep an individual user from access the OnTrax time tracking and project management system.

Workflow Overview - Demonstrates the use of workflow in order to accommodate multiple approval paths.