Palm Timesheets Windows Program

This is a fully featured MDI Windows program written in C++. Every part of the program has been designed to present all Palm Timesheets data in a natural, intuitive, and easy to understand manner. It has been designed so that all operator input is also accomplished in an natural, intuitive, and easy to understand manner. The number of mouse clicks and auxiliary windows required for any operation is deliberately kept to a minimum, and in sequence operator guidance is provided. In other words, this operator interface has been human engineered to the highest possible level. The operator always has the option of saving the changes he or she has made, or not saving them.

Main Window
This image shows the main Palm Timesheets window. This window shows one timesheet day for one worker.The time format selected here is military time which was selected by running the Customizing program. Conflicts are shown in Red, and mean that the worker was assigned to more than one job at once. Overtime is shown in Blue. Overtime may be set or cleared in by the foreman in the Palm Pilot, or by the Office accountant on this screen.

To Show Charges - Click on the 'Charges' button on the bottom right corner (not shown). This brings up a summary of the time and charges against the worker both for the day and the week to date.
To Resolve a Conflict - Click on the conflicted timeslot to be resolved. This brings up a modeless window which shows which other foremen have assigned this worker. Click in this window to select the resolution. Please see picture below.
To Set or Reset Overtime - Click on the first timeslot that you want to change. This brings up a window showing the Set or Reset overtime panel. Select Set or Reset. Then overtime will be set or reset on each timeslot that you click. Or right click on a timeslot to set or reset a whole column of timeslots. Please see picture below/
To Assign a Job - Click on the first timeslot that you want to change. This brings up a window containing the foreman list and the job list and showing the foreman and the job which are already assigned to the timeslot. To change, click on a foreman in the left list and a job in the right list. Then each timeslot that you point to and click will be updated. Or right click on a timeslot to change a whole column of timeslots. Please see picture below.
To Scroll the Timesheet Day - Click on the scroll bar, or click on the Day button in the tool bar to jump to another day. If you want, you can scroll back through previous timesheet weeks. Or you can go directly to any previous timesheet week using the WE button in the tool bar.
To Select a Worker Timesheet - Click on the Wkr button. This brings up the active worker list. Then double click on a worker's name.

Tool Bar Buttons

The Palm Timesheets tool bar buttons are designed to provide the most direct means for the operator to navigate through the Palm Timesheets database.

To Print a Report - Click on This brings up a window to select the report you want.

The timesheets report shows each worker in alphabetical order, followed by the jobs that were assigned, the assigning foreman, date, start time, end time, normal and overtime worked, and the charges.

The namelists are in alphabatical order and show the data associated with the names. For example the Export Data list shows an entry for each job, the total time charged by each worker on the job, and the account numbers associated with the job.

To Show the Foreman List - Click on . This brings up the Foreman List

On this list you can:

Inactivate Foremen- Select a foreman name and click on Inactivate.When inactivated, a foreman is moved to the inactive list.

Show Inactive Foremen -Click on the Show Inactive Foremen button. On the inactive list you can select foremen to be re-activated, or to be deleted from the Palm Timesheets database.

Show Foreman Report - DoubleClick on a foreman name. This brings up the report for that foreman which shows all of the job assignments that were made by the foreman.

Please see an example of a Foreman Report below.
Forman Report Example

To Show the Worker List - Click on .This will bring up the worker list.

On this list you can:
Change to a Timesheet - doubleclick on a worker to show the worker's timesheet.
Add Workers - add new worker names
Inactivate workers - transfer workers to the inactive list
Change Name - change the names of workers
Reassign Worker - reassign all of the jobs from one worker to another worker
Assign Categories - create category names and assign workers to the desired category, for example laborers, plumbers or electricians. Please see the example below.
Show Inactive Workers - bring up the list of inactive workers. On this list you can re-activate a worker or delete the worker from the Palm Timesheets database.
Show Worker ID - Show the identification number associated with the selected worker.
Set Worker ID - Set the identification number of the selected worker.
Press When Done - Exit the worker list and either save or abandon the changes.

Example of Assigning Categories

Worker assignment to categories is very simple in Palm Timesheets. Just click on the category button and select a category. Or create a new category. Then click on the category name. This brings up a pair of lists with all the unassigned workers in the left list and all workers currently assigned to the category in the right list. Click on a name in the left list to transfer it to right list, or click on a name in the right list to transfer it to the left list.

To Show the Job List - Click on .This will bring up the job list.

On this list you can:
Show the job report - doubleclick on a job name. This brings the job report window which shows all of the activity on that job.Please see the example below.
Add jobs - add new job names
Inactivate jobs - transfer jobs to the inactive list
Change Name - change the names of jobs
Reassign Jobs- reassign a job name from one name(the source) to another name(the destination). This is useful if a foreman makes a mistake in the new job name he or she has entered.
Assign Categories - create job category names and assign jobs to the desired category, for example change orders, drywall or painting. Please see worker's categories above for details.
Show Inactive Jobs - bring up the list of inactive jobs. On this list you can re-activate a job or delete the job from the Palm Timesheets database.
Show Job Data - Show the account numbers associated with the selected job. This data is used to prepare the Export file for exporting timesheet data to your company's accounting database. Please see the example below.
Press When Done - Exit the job list and either save or abandon the changes.
Example of Setting Account Data

Use the 'Show Job Data' feature to set up the accounting numbers associated with a job. These numbers are then used by the Export program to prepare an Ascii delimited file for exporting to your company's accounting database, for example Access.

Doubleclick on a job name to show this Job Report.

To Select a Timesheet Week - click on    . This will bring up the list of recent timesheet weeks

Click on the selected week. This loads the files and displays the timesheet data for the selected week. The week ending list is displayed in the reverse order of date, with the latest date on the top. The number of weeks that Palm Timesheets will save can be set in the Customizing program. The default is 8 weeks. After set number of weeks, the week ending directories are discarded. When you are scrolling timesheets, you can scroll backwards and forwards through these timesheet weeks.

To Jump to any Timesheet Day - click on     . This will bring up the list of days.

Click on any day to load and display the timesheets for that day.

To Show the List of Conflicts - click on   . This will bring up the list of conflicts.

On this list you can click any line. This will bring up the timesheet day for the selected conflict, where the timeslot entry will be shown in Red. There you can resolve the conflict. Please see below for a typical conflict resolution.

To correct a conflict, just select the foreman in the left list and the job in the right list and click on 'Press to Change'.

To Display or Change the Rate for a Worker - Click on . This brings up the rates list.

Using this list you can change the compensation rate for any worker. The rates that you choose are reflected in the various job reports.
To Create and Export Timesheet Data to your Company's accounting database - Click on . This causes an Ascii delimited file to be created which contains all of the job assignments for the selected Week Ending date. This file contains the date of every job assignment, job name, worker ID, the amount of time charged, the amount of overtime charged, and all the associated account numbers.
For verification, the file can be printed.
Your accounting database program can then transfer the charge data to the appropriate accounts.

To Assign Jobs or Overtime to Workers - Click on the timeslot that you want to change. This brings up a window such as that shown below.

This image shows how easy and convenient it is for the Office accountant to assign jobs or correct timesheets. Just click in the left list to select a foreman, and click in the right list to select a job. Then wherever you click on the timesheet that foreman and job will be assigned. To assign the same foreman and job to an entire column of timeslots, right click on the bottom of the column. The same with overtime. To set or clear overtime, click on the appropriate button. Then wherever you click on the timesheet, overtime is set or cleared.

Printed Reports

Each printed report is designed to present the timesheet data in a concise and clear manner. All printed reports are invoked by clicking on the tool. The report that is printed depends on which screen is active when the print button is clicked. See Tool Buttons above and the section 'To Print a Report'.

TimeSheet Reports

Job Assignments - Click the button when on a timesheet screen. This brings up a print panel from which you can select any combination of one or all workers or one or all weekdays. If you choose all workers then you can select either one worker per sheet of paper, or multiple workers per timesheet. In either case only those workers which have jobs assigned to them are printed. In the case of multiple workers, as many as will fit on a page are printed on each page.
The Timesheet report starts with the worker name and report title on the first line. Next there is an entry for each day giving the day of the week and the date. Next there is one entry for each job that was assigned, giving the job name, foreman name, start and stop hour, normal or overtime, and the time charge based on the worker rate. The job names are given in alphabetical order.

Job Report - Click the button when showing the job report. To show the job report, double click on a job name in the job list. This report shows all of the workers that have been assigned to the selected job name. The worker name entries are in alphabetical order. Each entry gives the day of week, date, worker name, foreman name, start hour, end hour, hours charged, and the total in dollars. There are as many entries are there are assignments to the selected job.

Foreman Report - Click the button when showing the foreman report. To show the foreman report, double click on a foreman name in the foreman list. This report shows all of the assignments made by the selected foreman. There is one entry for every assignment. Each entry shows the day of week, date, worker name, job name, start hour, end hour, hours worked, and the charge in dollars. The worker names are given in alphabetical order and also arranged in the order of the day of the week.

Print Name Lists

Foreman List - Click on the button when showing the Timesheet screen. Select 'Print Name Lists' and 'Foreman List'. This prints out the foreman names in alphabetical order and their status.

Worker List - Click on the button when showing the Timesheet screen. Select 'Print Name Lists' and 'Worker List'. This prints out the worker names in alphabetical order, their status, and their worker ID number.

Job List - Click on the button when showing the Timesheet screen. Select 'Print Name Lists' and 'Job List'. This prints out the job names in alphabetical order, their status, their job ID number, and the various accounting numbers associated with each job.

Export Data File - Click on the button when showing the Timesheet screen. Select 'Print Name Lists' and 'Export Data'. This report is provided for verification of the contents of the export data file. The printout gives the week ending date, job name, company number, division number, account number, job ID number, change order number, worker ID number, time worked, overtime or normal time flag, and worker name. There is one line for each record in the export data file. The printout is arranged in job alphabetical order.

Other Functions

Correcting Job Assignments

This feature provides the Office accountant with a convenient means to correct job assignments. The main purpose is to correct field data from a Palm Pilot if the foreman has created an incorrect job name in his or her Palm Pilot and then assigned the job to workers. To use this feature click on to bring up the job list. Click on the incorrect job name(the source) and then click on the proper job name(the destination). The source name is shown in the 'From' window and the destination name is shown in the 'To' window. Then click the 'Reassign' button. This will change the incorrect(source) job ID to the desired(destination) job ID in all of the timesheets for the week.
The feature then asks the Office accountant if he or she wants to delete the incorrect job name from the Palm Timesheets database.

Correcting Worker Assignments

This feature provides the Office accountant with a convenient means to correct worker assignments. The main purpose is to correct field data from a Palm Pilot if the foreman has created an incorrect worker name in his or her Palm Pilot and then assigned some jobs to the worker. To use this feature click on to bring up the worker list. Click on the incorrect worker name(the source) and then click on the proper worker name(the destination). The source worker name is shown in the 'From' window and the destination worker name is shown in the 'To' window. Then click the 'Reassign' button. This will transfer all of the jobs assigned to the incorrect worker name to the destination worker name in all of the timesheets for the week.
The feature then asks the Office accountant if he or she wants to delete the incorrect worker name from the Palm Timesheets database.

Export Data Function

Click on to select the timesheet week that you wish to export, and click on the button. This prepares a file which is used to transfer job charges directly from the Palm Timesheets database to to your Company's accounting database. It avoids the tedious and time consuming job of keying in all this data to the accounting database.
This file has one Ascii delimited record for every job assigned to every worker during the selected timesheet week. The record gives the week ending date, job name, company number, division number, account number, job ID number, change order number, worker ID number, time worked, and overtime or normal time flag.