Get started with Project and TimeSag

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Welcome to Project/Time tag setup

Before Project/Time tag can be used, it must be enabled under: Company/Maintenance/Turn features on/off. Read more here. Before commissioning, the following must be considered:
  1. Should "Work in Progress" be used in Finance?
  2. Should "Aconto invoicing" be used?
  3. Should you use "Zero invoice"
  4. How should Project Types be set up?
  5. Do I need to use time registration via "Weekly draft" with "Vacation/Flex time" and approval of weekly drafts?
  6. Should "Maple species" be used?
  7. Should "Material consumption" be used?
  8. Should the "Uniconta Employee" app be used for time tracking?
  9. Should you use Standard times and calendars?
  10. Do time registrations need to be approved by others?
 

Re 1) Should Work in Progress be used in Finance?

If Yes:
  • Financial accounts must be set up in the chart of accounts. Read more here.
  • Set up project teams with Finance Integration. Read more here
Example of Required financial accounts:  
Account number Account name Account type Calculation expression Value added tax
1002 IGA Project Revenue U25
1003 Project Invoiced Revenue U25
1004 Project regulation Revenue U25
5010 PROJECT Project title
5012 IGA Status
5014 Cash on delivery Status
5099 PROJECT TOTAL Total 5010..5098
  If No:
  • Project teams need to be set up without Finance integration. Read more here.
 

Re 2) Should I use invoicing on account?

If Yes:
  • Financial accounts must be set up in the chart of accounts. Read more here.
  • A product group for Aconto must be set up under product groups. Read more here.
Example of product group:  
Group Group name Default Sales account (Domestic) Sales tax (Domestic)
Pro-Fact Project invoicing Unchecked 5014 U25
  An Aconto payment must be added to the inventory. Read more here. Example of an Acontovare:
Item Item name Product type Cost price Sale price Device Group of products Project type
Pro-Account Item for invoicing on account Performance Pro-Fact 81
If No:
  • Do nothing

Re 3) Should Zero Invoice be used?

It often only makes sense to use Zero Invoice if invoicing on account is used If Yes:
  • Financial accounts follow the setups under other Project groups, Adjustment and Invoice adjustment. Read more here.
  • A product group for Zero Invoice must be set up under product groups (Create own setup without account setup). Read more here.
  • The number series need to be set up. Read more here.
  • Using zero invoice. Read more here.
  A Zero Invoice service must be set up on the inventory. Read more here. Example of a Zero invoice service: "OBS". Project type must be of type regulation. See ad 4
Item Item name Product type Cost price Sale price Device Group of products Project type
ZeroFak Performance for Zero Invoice Performance Pro-Fact 991
If No:
  • Do nothing
 

Re 4) How should Project Types be set up?

Project types are necessary for Project/TimeSag to work. It is the system's chart of accounts. Read more here.  
Species Name Type of Sum Item number for invoicing
05 Timer*** Heading
10 Consulting services Wages and salaries
11 Advice wage type Labor salary
40 Project management Labor costs
45 Summing Timer Sum 10..40
60 Items*** Heading
65 Goods Materials
79 Total goods in total Totals 60..78
80 Invoicing*** Heading
81 Invoicing on account Invoicing on account Pro-Aconto
85 Invoicing Miscellaneous Revenues
99 Summing up Sum 80..98
991 Regulation Regulation
9991 Internal hours Labor wages
9992 Internal hours Labor wages
9993 Internal hours Labor wages
9999 Total summation in total Total 10..999
  NOTE: Do I need to use Aconto? (See above) If yes, you need to create a Project type with the type "Invoicing on account". See #81 above. NOTE: Should you use Adjustment (Up and down), Zero invoice and or carry forward? If yes, then a Regulation type with the type "Regulation" must be created. See #991 above.  

Re 5) Do I need to use time registration via Weekly Draft with Vacation/Flextime and approval of weekly drafts?

If Yes:
  • Then "Time" must be enabled under Company/Maintenance/"Turn features on/off". Read more here.
  • See Setup no. 9991 to 9993 under project types (internal Timer.)
  • In addition, Salary types must be set up, as this is where Hours are registered. Read more here.
If No:
  • Then "Time" must be turned off under Company/Maintenance/"Turn features on/off". Read more here.
 

Re 6) Do you need to use Material Consumption?

If Yes:
  • Then you need to create items under Inventory. Read more here.
If No:
  • Do nothing
 

Re 7) Should you use Adjustment (up and down) and or carry forward?

If Yes:
  • Then a control type must be set up under Project/Maintenance/Project types. Read more here.
If No:
  • Do nothing
 

Re 8) Should the Uniconta Employee App be used for time tracking?

If Yes:
  • Then you need to set up Uniconta and the app. Read more here.
If No:
  • Do nothing.
 

Re 9) Should Standard times and calendars be used?

If Yes:
  • It's time to set up Uniconta calendars. Read more here.
If No:
  • Do nothing.

Re 10) Do Time registrations need to be approved by others?

If Yes:
  • Then you need to set up authentication. Read more here and here.
If No:
  • Do nothing.
Project/TimeSag is ready for launch You can now create Employees, Salary types and then Projects to register hours and more.