If you are using ictime the first time, here you can find some basic information on the first steps recommended before you start using ictime. These steps should help you to understand some concepts of ictime, but of course everything described here does not need to be done in this order and could be done or modified at any time later. In addition, there are a couple of topics (like approval, planning etc.) not covered here.
1. Add-on Configuration
As a first step, you should review the general settings for ictime and decide if the default configuration is okay for you. Navigate to the Add-ons section in the JIRA administration:
Go to "Manage add-ons"
select ictime in the list and click on the "Configure" button:
The following screen displays:
Make the changes you need and save.
Read the detailed documentation here: Global Add-on Configuration
2. Check Permissions
ictime permissions are configured based on JIRA groups. ictime ships with a default permission setup that grants members of the jira-administrators group (JIRA ships with this group) full access to all ictime features (especially all configuration options) and gives members of the jira-developers group access to a few features like timesheets etc. You should review this configuration and change it according to your needs. You find the permissions in the ictime navigation menu:
And what if the JIRA group "jira-administrators" does not exist in your individual JIRA installation or if you are not member of this group? You maybe won't even see the ictime menu! No problem, just proceed like described here:
Read the detailed documentation here: ictime Permissions
3. Activity Types
Read the detailed documentation here: Configure Activity Types and Project Activity Types.
4. Rounding Rules
Read the detailed documentation here: Configure Rounding Rules and Project Rounding Rule.
5. Global Teams & Price Lists
Read the detailed documentation here: Configure Global Teams & Price Lists.
6. Configure Projects
Read the detailed documentation here: Project Configuration
7. Do you need time tracking on other screens?
Read the detailed documentation here: Custom Log Work Field.
8. Log Work
Once you have configured ictime and your projects according to your needs, users can start to log work. Usually, ictime offers a couple of places where you can log work:
- Via the JIRA issue screen:
(on this screen, in fact there are multiple places where you can log work) - Via the JIRA navigation:
- Via your timesheet:
Read the detailed documentation here: Log Work (Issue Screen)
9. My Timesheet
Once you have started to log work, your timesheet is a central place to manage your existing work logs. You just get there via the ictime navigation:
Read the detailed documentation here: My Timesheet
10. Reporting & Accounting
Once you have started to use ictime for logging work, administrative users can manage work logs of all users via the reporting options of ictime, from running reports, editing or moving work logs to approval, exporting data, charging work logs etc. You just get there via the ictime navigation:
Read the detailed documentation here: Reporting and Accounting.