My Webvantage How to Setup blue

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1 My Webvantage Hw t Setup blue THE WORKSPACE Webvantage is the brwser-based prtal that rganizes yur wrk, cnnects everyne in yur cmpany, and prvides the infrmatin yu need t make imprtant and time-sensitive decisins. Cmmunicatins, dcuments, and tasks are islated. Infrmatin n every aspect f yur wrk is readily available. See where ther team members are in the prcess. Webvantage has the unique ability t display multiple windws within the brwser, allwing yu t multitask like never befre. We use the latest technlgies s yu can wrk n the latest devices nw, and int the future. WORKSPACES FOR EVERY ROLE Create Wrkspaces fr every rle. Keep it simple with rm t grw!

2 CUSTOMIZE THE WORKSPACE Custmize yur wrkspace by selecting a theme, wallpaper, style, and widget cntrl. Frm the blue Menu n the tl bar, click n My Settings. Select the Sign-In Lg. This is really a matter f clr preference and what wrks best with the wallpaper yu have selected. Select the Backgrund. Chse frm wallpaper r slid clr. Yes, yu can even uplad yur wn agency wallpaper and create yur wn lk and feel. Shw yur selectin n the Sign-In Page? If yu check this ptin, the wallpaper appears when yu sign in t Webvantage blue. Select a Theme t match yur wallpaper r clr scheme. Chse frm a list f ptins designed t match the wallpaper selectins available. See yur selectin in the windw befre yu save. Select Wrkspace Optins. Flat - this ptin allws yu t cntrl the placement and size f all the bjects n yur wrkspace. If yu dn t flat yur bjects, they will be dcked n the wrkspace. If yu use the flat ptin, favrite applicatins can als be added t the wrkspace (and pen autmatically) and adjusted in size. Chse the Shrt menu r Full Menu. The Shrt Menu keeps the menu small and cmpact, great fr mbile use. The Full Menu shws all main menu items withut clicking t reveal them.

3 CREATE WORKSPACES An empty wrkspace might wrk well when yu want t pen and wrk with varius applicatins such as the Calendar, Prject Schedule, r Jb Jacket. But yu may als want t create wrkspaces that prvide instant access t the infrmatin yu need mst. Yu can add any number f wrkspaces that can cntain applicable widgets (bjects). Yur favrite applicatins are als assigned t wrkspaces, and can pen autmatically when yu lgin. Belw is an example f a single wrkspace (using the flat ptin), cntaining tw wrkspace bjects (Task List and Prject Viewpint) and ne applicatin (Calendar) that all pen autmatically when the wrkspace is selected. CREATE YOUR OWN WORKSPACE Frm the Wrkspace Menu n the tlbar (Huse icn), click n Manage Wrkspaces.

4 Click n Add, frm the Wrkspaces tlbar. In the Current Wrkspace sectin, enter a descriptin t describe the wrkspace. Dn t wrry; yu can change it later if yu want t. Nw the hard part, selecting the bjects yu need The Wrkspace Objects are listed by Menu categry: Emplyee Finance / Accunting General Miscellaneus Prject Management Depending n yur rle, yu ll chse bjects frm any categry, but based n yur security rights, yur list may be limited.

5 Available bjects in each categry include the nes listed belw. When yu see MY as part f the bject name, that indicates that the recrds are filtered t include recrds based n certain criteria such as an Accunt Executive. Emplyee Alerts Billable Hurs Gal Emplyee Indirect Time Emplyee Indirect Time (All) In/Out Bard In/Out Bard (All) My Emplyee Time Frecast Timesheet Weekly Time Graph Finance / Accunting Agency Gals Agency Gals Graph AR Cash Frecast AR Cash Frecast Prduct Billing Trends Cash Balance Client Aging Current Rati Current Rati Graph Direct Expense Alert MY AR Cash Frecast My Client Aging My Direct Expense Alert General Agency Links Executive Links Miscellaneus Current Cnditins Current Time News Reader Qute f the Day Wrd f the Day Prject Management All Prjects My Prjects My QvA My Tasks Prject Statistics Prject Statistics Graph Prject Viewpint QvA Task List

6 Drag the bjects int ne f the wrkspace panes. If yu dn t flat yur bjects, they will be dcked. If dcked, yu ll need t arrange the wrkspace bjects int the tw panes prvided. If yu d flat, yu can place all the wrkspace bjects int any pane. Remember, flating allws yu t adjust the bjects and place them anywhere yu like n the wrkspace. We recmmend adding n mre than 4 r 5 bjects t each wrkspace, simply because t much data can be difficult t use. Hwever, with the ptins available fr sizing the bjects, yu may be able t fit additinal small bjects nt the wrkspace. Last, yu can add favrites t yur wrkspace. Favrites allw yu t place yur mst used applicatins n the wrkspace under the Favrites (Star) icn. If yu flat yur bjects, favrite applicatins are autmatically pened when the wrkspace is selected. Fr example, yu may want the Calendar t pen autmatically when yu lg int Webvantage. If yu flat yur bjects and make the Calendar a favrite, it will pen autmatically when yu access the wrkspace. Yu can adjust the size f the applicatin, and blue will retain these settings. Once yur wrkspaces are created, yu can rename them, change the rder, and delete them. As yu make changes, the wrkspaces refresh s that yu can see the results instantly. Yur wrkspace can als be saved as a Template, if yu have the rights t create templates. Templates can be applied t ther users r grups f users in Security. EASY ACCESS Accessing the infrmatin yu need is easy frm the wrkspace. Prject Viewpint is an example f a wrkspace bject that prvides access t jb jackets, estimates, purchase rders, schedules, time, csts, alerts, and dcuments fr all the prjects yu are assciated with. Yu ll find quick links t everything yu need. If yu wrk with prjects, this is a must have bject. Mst f the bjects include this type f interactivity and functinality.

7 Standard ptins n many wrkspaces bjects include things that allw yu t further custmize yur wrkspace: Filter Lk fr the Filter pane r Search (binculars ) icn. Clumn Optins Select the clumn icn t see a list f check clumns that yu can hide r shw n each bject. Print r Exprt All standard bjects include the ptin t print r exprt the data int a readable frmat. GO MOBILE Stay cnnected and infrmed thrugh applicatins that are ptimized fr mbile use, and with special features that keep wrking even when yu re nt. All Webvantage applicatins can be accessed frm yur tablet r ther hand-held devices that can access the Internet including ipad and Drid. Mbile applicatins designed specifically fr Smartphnes are available fr Time Sheets, Expense Reprts, Alerts, and Tasks. The Listener even mnitr s yur respnses sent thrugh and recrds them n the prject autmatically. Practive alerts keep yu infrmed f upcming tasks, prject budget status, missing time, and mre.

8 ADVANTAGE SERVICES Yur IT department can setup additinal cmmunicatin autmatin s that yu can receive pr-active alerts and cmmunicate thrugh alerts frm yur mbile device. Decide which tls are useful fr yu. The results will be shwn in yur and n the Alerts wrkspace bject and in the Alerts applicatin. Missing Time (fr emplyees and supervisrs) Qute vs. Actual Updates Upcming Tasks Past Due Tasks