Projector Web
Projector Web is our website based portal. It is used for pretty much everything within Projector except for certain limited administrative functions such as configuring the system. For those limited uses, users log into the Management Portal. Keep checking back here though, because more and more functionality is bring brought to the web.
Your internet browser must have JavaScript and cookies enabled in order to use Projector Web.
Projector Web is reached by pointing your browser to http://app.projectorpsa.com.
- My Profile — manage your skills, contact information, and notification settings
- Home — see an overview of all your assignments, time, expenses, utilization, and more
- Enter Time — enter time against a project
- Time Card Import — import time cards from CSV files, JIRA, and Zendesk
- Time Card Import (for multiple resources) — import time cards for multiple resources in CSV, QIF, QFX, OFX, QBO file format.
- Report Expenses — a summary of the expense areas
- List of Expense Reports — shows all of your current and past expense reports
- Expense Entry — enter expenses against a project
- Expense Import — import cost cards from other systems in csv, qfx, and other formats
- Time Off — configure time off, submit requests, and approve requests
- People — view resource schedules and edit/approve time off
- Resources — view resources in your organization, metadata about them, and scheduling information
- Scheduled Time Off — view time off requests and their approval status
- Projects & Planning — display metrics about your engagements, contracts, and projects
- Clients — create and manage clients that you do business with
- Engagements — view metadata about engagements, budget performance, and defined KPIs
- Engagement - Summary — view high level information about an engagement
- Engagement - Setup — configure an engagement
- Engagement - Setup Engagement — set engagement name, cost center, type, stage, and manager
- Engagement - Billing — set client billing address and invoice defaults
- Engagement - Invoice Distribution — configure email options for invoices
- Engagement - User Defined Fields — set user defined fields for engagement
- Engagement - Performance Analysis
- Engagement - Budgets — define engagement time budget and engagement cost budget
- Engagement - Invoicing Summary
- Contract Line Items — view metadata about projects, budget performance, and define KPIs
- Contract Line Item - Summary
- Contract Line Item - Setup — configure your contract line item
- Contract Line Item - Setup Contract Line Item — set contract name, code, and purchase order number
- Contract Line Item - Contract Terms — set contract terms on a contract line item
- Contract Line Item - Milestones — create billing milestones for this contract
- Contract Line Items - User Defined Fields
- Contract Line Item - Performance Analysis
- Contract Line Item - Invoicing Summary — view invoices associated with projects under a contract line item
- Revenue Recognition — Revenue Recognition - at the contract line item > revenue recognition landing page
- Deferred Revenue
- Projects — view metadata about projects, budget performance, and define KPIs
- Project - Summary — view high level engagement, contract, and project information
- Project - Setup — configure your project
- Project - Setup Project — configure name, managers, stage, and misc
- Project - Workflows — configure time rules, cost rules, scheduling, and project management features
- Project - Rates — set standard rate card, discounts, and rate types for this project
- Project - Task Types — specify the tasks on a project and how they map to rates
- Project - Accounting — map profit and loss to specific cost centers
- Project - Workspace — manage settings and access to web based project management tools
- Project - Dashboards — configure third party tools to embed content in a project workspace
- Project - User Defined Fields — set UDF values
- Project - Roles — create, delete, and edit roles on a project
- Project - Tasks
- Project - Schedule — review requested hours, booked hours, and resource schedules
- Project - Performance Analysis — view KPIs, budget information, and more about a project
- Project - Budgets
- Project - Invoicing Summary — show project-level invoices
- Project - Notes — view project and role notes
- Project - Project Workspaces
- Project - View Dashboards
- Roles — find and edit roles
- Role - Summary — view and edit high level role information
- Role - Resource Assignment — set the candidates, requested resource, and scheduled resource for a role
- Role - Schedule
- Role - Rates — set billing rate, RDC rate, and rate transfers for a role
- Role - User Defined Fields — view and edit user defined fields on a role
- Role - Notes — view role notes
- Role - History — view historical changes in requested hours, booked hours, and assigned resources
- Project Workspaces — provides an online area to facilitate collaboration within delivery teams
- Workspace Home — shows general information about a project
- Workspace Issues — assign and track project-level tickets
- Workspace Documents — track project documents
- Workspace Invoices — a portal for your clients to view their invoices, invoice history, and project messages
- Workspace Dashboards — view advanced analytics dashboards on a per project basis
- Issues — find project workspace issues
- Financials — manage time cards, cost cards, expense documents, payment vouchers, and invoices
- Time Cards — find time cards, approve them, reject them, make adjustments, and much more
- Find Time — learn how to find time cards
- Time Approvals — learn how to approve time from Projector Web
- Time Adjustments — make changes to time cards
- Import Time Cards
- Cost Cards — find cost cards, approve them, reject them, make adjustments, and much more
- Find Cost — learn how to find cost cards
- Cost Approvals — learn how to approve cost from Projector Web
- Cost Adjustments — make changes to time cards
- Financial Details Solve Order Configuration
- Expense Documents — group of expenses for a single resource, vendor, subcontractor, or soft costs
- Vendor Invoices — track invoices submitted to you from your vendors
- Expense Reports — resources track their company expenses for reimbursement and invoicing
- Soft Costs — a versatile tool for tracking expenses when other types don't apply
- Subcontractor Invoices — bill time for your subcontractors
- Payment Vouchers — manage payment vouchers
- Vendor Reconciliation — reconcile outstanding payment requests with unapproved expenses
- Invoices — find, create, edit, issue, and manage invoices
- Invoices - Invoice Summary — set name, payment terms, approvals, taxes, and review financial summary of an invoice
- Invoices - Billing Details — edit client information, invoice template/format, and email recipients
- Invoices - Time Cards — review, adjust, include, and exclude time cards from an invoice
- Invoices - Cost Cards — review, adjust, include, and exclude cost cards from an invoice
- Invoices - Milestones — review milestones, include milestones, and exclude milestones
- Invoices - Adjustment History — view included cards, excluded cards, financial adjustments to cards, and non-financial adjustments to cards
- Invoices - Invoice History — review create, issue, void, delete, and send history of an invoice
- Time Cards — find time cards, approve them, reject them, make adjustments, and much more
- Reporting — One of Projector's most powerful features, reporting allows you to view high level information or to drill deep down and analyze the smallest bits of detail.
- Reports — your starting point for creating, editing, running, and viewing reports
- Report Types — Each report type presents different kinds of information. Some reports will offer information about engagements, while others will offer information about resource utilization or project profitability
- Accounting Analysis Report — provides a detailed breakdown of the transactions that will be sent or have been sent to your accounting system
- Accounting Balances Report — generate periodic accounting balances in order get a better view of the financials and WIP remaining in accounts
- Audit Trail Report — track changes made to your installation
- Baseline Variance Report — compares performance of projects against baselines
- Client Report — extract data about your your clients in Projector
- Cost Card Report — takes each individual expense item and displays detailed information about it
- Deferred Revenue Adjustment Report — presents information about deferred revenue adjustments for contract line items
- Engagement Portfolio Report — high level report used to view all engagements that are active at a particular moment in time. Use this report to discover how all engagements are performing
- Engagement Report — One of the ways that you would drill into an engagement in more detail is by running an engagement report. The engagement report lets you gain detailed visibility into a particular engagement, regardless of when it started or ended (somewhat like the engagement portfolio report), but provides the additional detail available in the Ginsu report
- Forecast Accuracy Report — measure and improve your hours forecasting
- Ginsu Report — providing both high-level and detailed insight into staffing, revenue, profitability, resource borrowing and loaning for a specific time period.
- Invoice Milestone Report — provides a listing of all the billing milestones created on engagements as well as whether or not they have been invoiced
- Invoice Report — provides details about invoices in your installation
- Issue Report — gives you a quick look at all issues on projects
- Project List Report — shows budget, client, engagement, invoice and project settings.
- Project Portfolio Report
- Project Role Report — display data about roles on your projects
- Rate Card Report — shows information about a selected rate card, all rate cards, or all active rate cards
- RDC Rate Card Report — shows information about a selected RDC rate card, all RDC rate cards, or all active RDC rate cards
- Resource Report — find metadata about resources
- Resource Schedule Report — view bookings for a fixed number of weeks
- Session Listing Report
- Task Analysis Report — export task plan baselines in report format
- Time Card Report — shows information about specified time cards in the system
- Time Transfer Report — presents information about time transferred between projects or within a project
- Unbilled Time and Cost Aging Report — presents unbilled time and cost card amounts in user-defined time buckets
- User Report — review user types, assigned cost centers, and user permissions
- Utilization Report — focuses on resources and displays their utilization by percent, hours, whole resource profit, and missing time
- Variance Report — shows your historical actuals and projections in the past
- Report Wizard — create a report from scratch, modify a previously created report, or run a report
- Report Wizard Output Tab — specify how long report data should be available and the web service code
- Report Wizard Format Tab — determine whether you want a spreadsheet or a chart for your Microsoft Excel reports
- Report Wizard - Description Tab — add descriptions and tags to your reports
- Report Wizard Data Fields Tab — typically the "what" in a report
- Report Wizard Row Fields Tab — determine how report results will be triaged
- Report Wizard Column Fields Tab — time phase your report data
- Report Wizard Page Fields Tab — use to filter your report data from within Excel
- Report Wizard Filter Fields Tab — filters information from your report before the Excel spreadsheet is created
- Report Wizard Distribution Tab — email completed reports to users in your installation
- Report Wizard Schedule Tab — run reports on a set time interval
- Report Wizard Parameter Fields Tab — specify date ranges and optional report parameters
- Report Wizard Series Fields Tab — only appears for pivot reports formatted as charts
- Report Wizard Category Fields Tab — available for pivot table reports formatted as charts
- Saving and Sharing Reports — save report definitions for yourself, for everyone, or for specific people
- Report File Formats — output report data as Excel spreadsheets, Access databases, XML, JSON, and more
- Report Web Services — access your report data through a web address
- Excel - Import XML
- Excel - Import CSV — connect an Excel workbook to Projector data
- Power BI - Import CSV — connect Power BI to Projector data
- Google Sheets - Import CSV
- Google Sheets - Import XML
- Report Types — Each report type presents different kinds of information. Some reports will offer information about engagements, while others will offer information about resource utilization or project profitability
- Dashboards — view dashboards
- Reports — your starting point for creating, editing, running, and viewing reports
- Set-up — edit Projector settings
- Learn — access to Projector learning resources
- e3 — become part of the Projector learning community
- Support — get support from a real human being
- Documentation — this is here!
- Favorites — save, favorite, and share searches
Topics
Once logged into Projector Web, the Topics bar allows you to jump to different functional areas of Projector. Click on to view them all. Then choose the area you want to visit.
Personal
These are areas of Projector Web that are tied to yourself and your projects.
Area | Description |
|---|---|
The dashboard provides a high level view of your personal Projector account. Quickly access timesheets or expense reports requiring attention, view year-to-date time off, your schedule, and important announcements. | |
Where you enter expenses against a project | |
Where you enter time against a project | |
Workspaces let you see your team members, coordinate and prioritize issues related to project delivery, share documents, and view invoicing data |
Manage
These are areas of Projector that allow you to manage specific areas.
| Area | Description |
|---|---|
| Time | The time management area is where you are allowed to search for time cards. This area is accessible to all resources and any administrators who can browse projects, browse time, or approve time. Users with sufficient permissions can also approve, adjust, reject, and do more with time cards. |
More
Additional Resources.
Area | Description |
|---|---|
This is our legacy time, expense, and project workspaces area. Most people will never see this option. Clients who have not yet migrated to Projector Web can click here to access the 'old' way of doing things. | |
Where Projector administrative functions are typically performed. Click the link to launch or download the installer. Once installed, you can open Projector using your Start Menu. |
Favorites
The favorites menu is where you access items you have marked as important to you. The favorites menu contains two sections, Time Management and Workspaces. The time management area contains your favorite time searches. The workspaces area contains your favorite workspaces, sorted by client.
To manage your favorites, visit the appropriate area, Time Cards or Project Workspaces, and tick or untick the yellow stars.
Change Password
Click on change password in the top right.
Use the following dialog to update your password. If you use Projector's management portal then changing your password here will also change it there.