track software -- track 6.1 and 6.2 highlights

Track SoftwareTrack 6.2 plus Track 6.1 Hotfix Enhancements

April 10, 2023

Track 6.1 Hotfix Enhancements

April 10, 2023 2

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

April 10, 2023 3

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

April 10, 2023 4

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

April 10, 2023 5

Track 6.2 Highlights

April 10, 2023 6

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

April 10, 2023 7

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

April 10, 2023 8

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

April 10, 2023 9

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

April 10, 2023 10

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

April 10, 2023 11

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

April 10, 2023 12

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

April 10, 2023 13

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

April 10, 2023 14

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

April 10, 2023 15

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

April 10, 2023 16

Track Software SAP/Track™ Integration Module

UPDATE: May 12, 2011

April 10, 2023 18

• Objectives for the proposed Track/SAP Integration Module• Improve connectivity between Track and SAP• Develop a plug and play solution• Offer an standard / commercially available product• Conform to SAP architecture and standards• Target new Track implementations … and upgrades

• Announced: June 14, 2010

SAP/Track™ Integration Module

April 10, 2023 19

SAP/Track™ Integration Module

April 10, 2023 20

SAP/Track™ Configuration Options

Web Server Configuration

Mail Server Configuration

April 10, 2023 21

SAP System/Client Configuration

Timesheet Posting Configuration

SAP/Track™ Configuration Options

April 10, 2023 22

Cost Object Configuration

April 10, 2023 23

SAP/Track™ Integration Module

• Progress Report• Architecture and initial design - COMPLETED

• Track/SAP Interface Program – 90% COMPLETED

• Custom SAP BAPI’s – 90% COMPLETED

• String & integration testing – IN PROGRESS

• Remaining development – CANCEL TIMESHEET

• Target v1.0 client delivery – May 31, 2011

• General product availability – September, 2011