Welcome to primaERP!

 

To start with I would like to invite you to join us on our social network pages and blog: Twitter, Facebook and Blog. There we regularly post useful information on time tracking, time management and team management among other things.

Just so it is clear, the application is divided in three modules:

primaERP Time Tracking - where you can track the time invested by yourself or your team (if you have one) and create or manage your projects, tasks, activities plus edit and issue your reports.

primaERP Attendance - works as a punch clock to register time in, time out and pauses of your team.

primaERP Billing - the place for you to manage and edit pricing, account for extra expenses and, the most important part, issue
customized bills.

Also, please notice primaERP is also available for smartphones and tablets:

• For primaERP Time Tracking  for Android click here.
• For primaERP Time Tracking iOS click here.
• For primaERP Attendance for Android, click here.

Does the application meet your needs? Did you have any difficulty? What was your impression, so far? Do you miss any feature? Is there any feature you would like to see implemented? All sorts of comments are very welcome. We are permanently searching for new inspiration to improve our software. We are at your disposal. If you need help or would like to share ideas, you may write as a reply for this email or to support@primaerp.com

https://primaerp-cz.uservoice.com/knowledgebase/articles/240746   

What is primaERP


primaERP is a cloud application for monitoring the attendance, tracking time on projects and tasks as well as billing your clients. 
 Available on the web, tablet or smartphone, it consists of the following modules: 

primaERP Time Tracking - where you can track the time invested by yourself or your team (if you have one) and create or manage your projects, tasks, activities plus edit and issue your reports.

primaERP Attendance - works as a punch clock to register time in, time out and pauses of your team.

primaERP Billing - the place for you to manage and edit pricing, account for extra expenses and, the most important part, issue
customized bills.

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How to switch between modules?

Pokud chcete přepínat mezi moduly Time Tracking, Billing a Attendance,

In order to alternate netween the Time Tracking, Billing and Attendance modules, do the follows:


A)   
Click on the icon located on the upper left side of your screen




B)    Pick the desired module in the menu



Create a time record

primaERP offers multiple options how to create  a time record: Impulses, Calendar and Stopwatch

  


Stopwatch

Great for direct tracking how much time you spend working on each task.. You can control them easily with the Start, Pause and Stop buttons.  When the stopwatch is stopped, the timer record automatically appears in the Calendar.


Calendar

Time records are displayed in the calendar. You can also create a record by clicking in the calendar.


Use the mouse cursor to stretch the time record to adjust its duration.


You can drag and draw the time record somewhere else.

You can also edit the details by double clicking on the time record.

Impulses


In the left column next to calendar there are the impulses, which remind you on what you have worked recently. They come from various sources such as your projects, tasks, previous time records, Google Calendar and MS Outlook Calendar

When you click on an Impuls, you can Start Stopwatch or Create a record.


You can also start the time tracking by dragging and dropping the impulse to the stopwatch.



You can also easily create a time record by dragging the impulse into the calendar.


For more details see the article about Impulses

 
What do the items in time records mean

In primaERP you can work with various aspects of the time record. It is not necessary to fill in all details, consider what is beneficial to you.

 

Client


You can record which client you worked for. You can edit and view the details and contacts of individual customers via the Manage > Clients. Each client can assign any number of projects. Each client can be connected to several projects. 



Project

Projects are primaERP TIME TRACKING's basic unit and according to which the time tracking is done. It is possible to assign them to clients and divide them into tasks.

A project can be marked as Billable or Beneficial, you can estimate a time and financial plan. All project members can see details of the project including related time records. If you don't want anybody (including the admin) to see your project, mark is as Private

When you have finished a project, it is a good idea to mark, that thi is not Active any more. Too many active projects make your orientation in the system difficult and reduce application performance.

To see and edit details of the project click at Manage > Projects. 

For more details, see the article about Projects.

Tasks


Tasks are a specific part of the projects, which involve a series of actions that need to be performed in order to achieve the goals and thus be able to develop the projects. 
Each task is related to a single project. Tasks can have a owner, a financial and time plan.

For more details, see the article about Tasks.


Activities

Unlike tasks, activities are independent of projects. It is a more general type of activity, such as programming, accounting or graphic design. We can track the activities even without relation to any project or, on the other hand, we can track the same activity done on several projects. Activities can have defined Hourly rates

For more details, see the article about Activities

Hourly rates  

The hourly rate can either be connected to activity, or it is possible to specify individual prizes for selected customers, projects, tasks, or  according to which team member worked on the job. These parameters can be combined. 

If you are charging a flat rate to some customers, regardless of the hours worked, we recommend you to read the article Hourly versus fixed price.

Personalise your primaERP


Adjust your profile settings, choose your language, location, or frequency of notifications, upload your own signature, photo, or background image

Click on your avatar icon in the upper right corner, select My Profile and enter the section you want to edit.



For more details, see the article about User configuration.
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Do you need help? 

Many topics are described in detail in our Knowledgebase
If anything is still not clear to you, you can always ask for support. You can chat with us directly inside the primaERP app - just click the green button at the bottom right.
  

If you prefer emails, contact us at support@primaerp.com .

Feedback and Knowledge Base