Famstack Users Guide

Solution:

1. Go to the login page
2. Click the "Forgot Password" link
3. Enter your username or email address
4. Click "Submit"
5. Check your email for password reset instructions
6. Click the reset link in the email (note: links expire after a certain time)
7. Enter your new password (must meet security requirements)
8. Confirm your new password
9. Click "Reset Password"

If the link expired: Request a new password reset from the login page.

If you don't receive the email: Check your spam folder, verify your email address is correct, or contact your system administrator.

Checklist:

1. Verify credentials: Ensure username and password are correct (check for caps lock)
2. Clear browser cache: Clear cookies and cache, then try again
3. Try different browser: Some browsers may have compatibility issues
4. Check internet connection: Ensure you have a stable connection
5. Check account status: Your account may be inactive or locked - contact administrator
6. Try incognito/private mode: Rules out browser extension issues
7. Check system status: The system may be under maintenance

If issues persist: Contact your system administrator with your username and a description of the error message (if any).

Explanation: Your session has expired due to inactivity. For security, sessions automatically expire after a period of no activity.

Solution:

1. Simply log in again
2. Your work is typically saved automatically (check if your changes were saved)
3. If you were filling a form, you may need to re-enter data

Prevention: Save your work frequently, especially when filling long forms. The system may auto-save, but it's best to manually save important changes.

If SSO is enabled for your organization:

1. Go to the login page
2. Click the "Sign in with Microsoft" button
3. You'll be redirected to Microsoft's login page
4. Enter your Microsoft account credentials
5. Grant permissions if prompted
6. You'll be automatically logged into the system

If you don't see the Microsoft login option: SSO may not be enabled for your organization. Use standard login instead.

If SSO fails: Try standard login, or contact your administrator if SSO is required.

Solution:

1. Look for the hamburger menu icon (☰) in the top left corner
2. Click it to show/hide the sidebar
3. On mobile devices, the sidebar may be hidden by default - tap the menu icon

If the menu icon is not visible:

• Refresh the page (F5 or Ctrl+R / Cmd+R)
• Check if JavaScript is enabled in your browser
• Try a different browser
• Clear browser cache

Solution:

1. Refresh the page: Press F5 or Ctrl+R (Cmd+R on Mac)
2. Hard refresh: Press Ctrl+Shift+R (Cmd+Shift+R on Mac) to clear cache and reload
3. Check browser console: Press F12, check for error messages in Console tab
4. Clear browser cache: Clear cookies and cached files
5. Try different browser: Test in Chrome, Firefox, or Edge
6. Check internet connection: Ensure stable connection
7. Disable browser extensions: Some extensions may interfere
8. Check JavaScript: Ensure JavaScript is enabled

If issue persists: Contact your system administrator with:

• Browser name and version
• Error messages from console (F12)
• Screenshot of the issue
• Steps to reproduce

Possible reasons:

1. No create permission: Your role doesn't have permission to create projects. Contact your administrator.
2. Module disabled: Project module may be disabled for your account.
3. Page not loaded: Refresh the page or navigate to Project List again.
4. Team assignment: You may need to be assigned to a team first.

Solution: Contact your system administrator or team lead to request create permission for projects.

Common reasons:

1. No edit permission: You may only have view permission
2. Project status: Some fields are locked when project is completed or archived
3. Purchase Order restriction: If project is linked to a PO, some fields may be locked
4. Date restrictions: Dates may be restricted by purchase order dates
5. System fields: Some fields (like Created Date, Created By) cannot be changed
6. Access control: Field-level permissions may restrict editing

Solution: Check with your administrator about field-level permissions. If the project is completed, you may need to change its status first.

How to duplicate:

1. Go to Project List
2. Find the project you want to duplicate
3. Click the dropdown menu (three dots)
4. Select "Duplicate"
5. Modify the project name (required - must be unique)
6. Update any other fields as needed
7. Click "Duplicate"

What gets copied:

• ✅ All project fields and information
• ✅ Team assignments
• ✅ Estimates
• ✅ Project configuration

What doesn't get copied:

• ❌ Tasks/Deliverables (you'll need to create new ones)
• ❌ Work items and time entries
• ❌ Project history and activities
• ❌ Files and documents
• ❌ Feedback

Troubleshooting steps:

1. Clear all filters: Reset status filter to "ALL"
2. Check team filter: Ensure correct team is selected (or select "All Teams")
3. Clear date range: Remove date restrictions
4. Check search spelling: Verify spelling of project name
5. Try partial search: Search for part of the project name
6. Check archived: Project may be archived - filter by "ARCHIVED"
7. Check team access: You may not have access to the project's team
8. Refresh page: Refresh to reload project list

If still not found: The project may have been deleted, or you may not have access to it. Contact your administrator.

Possible reasons:

1. No delete permission: Your role doesn't have delete permission
2. Project has dependencies: Project may have active tasks or work items
3. Project is locked: Project may be in a status that prevents deletion
4. Access restriction: You may not have access to delete projects from other teams

Solution:

• Check if you have delete permission (contact administrator)
• Try archiving instead of deleting (preserves data)
• Complete or close all tasks first
• Change project status if needed

Explanation: When a project is linked to a purchase order, the project dates must fall within the purchase order's date range. This ensures billing accuracy.

Solution:

1. Check the purchase order dates
2. Ensure project dates are within PO date range
3. If PO dates need to change, update the purchase order first
4. If project should not be restricted, unlink it from the PO (if you have permission)

Note: This restriction is controlled by the projectDatesRestrictedByPurchaseOrderDates access control setting.

Possible reasons:

1. No edit permission: enableServiceLineEstimateHourEditable or enableServiceLineEstimateCostEditable may be disabled
2. Project status: Estimates may be locked for completed projects
3. Purchase order restriction: If linked to PO, estimates may be locked
4. Field visibility: Estimates may not be visible if enableServiceLineEstimateHourVisible is disabled

Solution: Contact your administrator to check estimate editing permissions. You may need to change project status or unlink from PO first.

Possible reasons:

1. No create permission: Your role doesn't have task create permission
2. Project access: You may not have access to create tasks in this project
3. Project restriction: Project may have task access restrictions enabled
4. Team assignment: Assignee must be from the project's team
5. Date restrictions: Task dates may be outside allowed range

Solution:

• Verify you have create permission (contact administrator)
• Check project's task access restrictions
• Ensure assignee is from the correct team
• Verify task dates are within project date range

Possible reasons:

1. No status change permission: allowStatusChange may be disabled
2. Status not allowed: The target status may not be in changeableStatus list
3. Cannot go backwards: allowStatusLevelDown may be disabled, preventing backward status changes
4. Task locked: Task may be in a locked state
5. Not assigned: You may not be assigned to the task

Solution:

• Check with administrator about status change permissions
• Verify the status you're trying to change to is allowed
• If moving backwards, ensure allowStatusLevelDown is enabled
• Try from Task Board (drag and drop may work even if dropdown doesn't)

Troubleshooting:

1. Check browser: Ensure you're using a modern browser (Chrome, Firefox, Edge)
2. JavaScript enabled: Ensure JavaScript is enabled
3. Click and hold: Click on task card and hold mouse button before dragging
4. Touch devices: On tablets/phones, tap and hold, then drag
5. Permissions: Verify you have edit permission for tasks
6. Status change: Ensure status change is allowed (see previous FAQ)
7. Refresh page: Refresh to reload the board

Alternative: If drag and drop doesn't work, open the task and change status from the task details page.

Solution:

1. Open task for editing
2. Find the "Assignee" or "Assigned To" field
3. Click the dropdown
4. Select first team member
5. Click dropdown again and select additional team members
6. All selected members will be assigned
7. Save the task

Note: All assignees will receive notifications and can update the task status. Any assignee can log work items for the task.

If you can't select multiple: The system may be configured to allow only single assignment. Contact your administrator.

How to duplicate:

1. Open task details
2. Click dropdown menu
3. Select "Duplicate"
4. Modify task name (must be unique)
5. Adjust dates and other fields
6. Click "Duplicate"

What gets copied:

• ✅ Task name and description
• ✅ Dates
• ✅ Estimated hours
• ✅ Priority
• ✅ Task type

What doesn't get copied:

• ❌ Assignees (you'll need to reassign)
• ❌ Work items
• ❌ Checklist items
• ❌ Comments
• ❌ Attachments

Solution:

1. Open the task you want to set dependencies for
2. Edit the task
3. Find the "Dependencies" section
4. Click "Add Dependency" or similar
5. Select the task that must be completed first
6. Add multiple dependencies if needed
7. Save the task

Note: Dependencies help ensure tasks are completed in the right order. The system may prevent starting a task until its dependencies are complete.

If dependencies section is not visible: This feature may not be enabled for your organization or your role.

Possible reasons:

1. No entry permission: enableTimeSheetEntry may be disabled
2. Timesheet submitted: Submitted timesheets are locked and cannot be edited
3. Date restrictions: You may not be able to enter time for past/future dates
4. Hours limit exceeded: You may have reached the maximum hours allowed per day
5. Project not available: Project may not be in the dropdown due to team restrictions

Solution:

• Check with administrator about timesheet entry permissions
• If timesheet is submitted, request unlock from manager
• Verify date restrictions (check allowLeaveAndHolidayForPast and allowLeaveAndHolidayForFuture)
• Check if you've exceeded maxHoursAllowedToEnter
• Verify project is from your team (if listOnlyCurrentTeamProject is enabled)

Solution:

1. Contact your manager or timesheet approver
2. Request them to unlock your timesheet
3. Once unlocked, you can make corrections
4. Re-submit after corrections

Note: Once submitted, timesheets are typically locked to prevent changes. Only approvers or administrators can unlock them.

Prevention: Review your timesheet carefully before submitting. Use the "Review" option if available before final submission.

Explanation: There are restrictions on entering time for past dates to ensure data accuracy and prevent backdating.

Common restrictions:

• disableLastMonthAfterXDays: Cannot edit last month after X days into current month
• allowLeaveAndHolidayForPast: May be disabled, preventing past date entries
• disableProjectWorkItemCreateAfterXWorkingDays: Cannot create work items after X working days

Solution:

• Enter time before the restriction period expires
• Contact your manager if you need to enter past time
• Administrator may need to adjust date restrictions

Possible reasons:

1. Team restriction: Project is from a different team (if listOnlyCurrentTeamProject is enabled)
2. Project archived: Archived projects may not appear
3. Project status: Completed or closed projects may be filtered out
4. Skills restriction: If restrictedBySkillsEnabled is on, project may require specific skills
5. Date restriction: Project dates may be outside allowed range

Solution:

• Check if project is from your team
• Verify project is active (not archived)
• Check if you have required skills (if skills restriction is enabled)
• Contact administrator if project should be available

Solution:

1. Go to your Timesheet page
2. Navigate to the current week
3. Look for "Copy from Previous Week" button (usually near the top)
4. Click the button
5. Previous week's entries will be copied
6. Review and adjust the copied entries as needed
7. Save your timesheet

Note: This feature saves time when your weekly schedule is similar. Always review and adjust copied entries to match actual work.

If button is not visible: This feature may not be enabled for your organization.

If your organization uses external leave management:

1. Go to Timesheet page
2. Select the week you want to sync
3. Look for "Sync Leaves" button (usually near date selector)
4. Click the button
5. System fetches leave data from external system
6. Leave days are automatically marked in your timesheet

Requirements:

• Your employee profile must have extLeaveSyncEnabled enabled
• Your employee code must be configured
• External system integration must be set up

If sync fails: Contact your administrator to verify integration configuration and your employee settings.

Explanation: There's a limit on how many hours you can enter per day (controlled by maxHoursAllowedToEnter).

Common limits:

• 24 hours per day (standard limit)
• May be lower based on organization policy

Solution:

• Verify the hours you're entering are correct
• If you worked more than the limit, contact your manager
• Administrator may need to adjust the limit for special cases

Note: This limit prevents data entry errors and ensures timesheet accuracy.

Possible reasons:

1. No create permission: Your role doesn't have employee create permission
2. HRMS module disabled: HRMS module may not be enabled
3. Team assignment: You may need to be assigned to a team with HRMS access

Solution: Contact your system administrator to request employee creation permission. This is typically restricted to HR administrators.

To deactivate:

1. Go to Employees page
2. Find the employee
3. Click dropdown menu
4. Select "Deactivate"
5. Confirm the action

To activate:

1. Filter employees by "Inactive" status
2. Find the employee
3. Click dropdown menu
4. Select "Activate"

Note: Deactivated employees cannot log in but their data is preserved. Use this instead of deleting when an employee leaves temporarily.

Possible reasons:

1. No create permission: createEnabled may be disabled for attendance
2. Date restrictions: You may not be able to mark attendance for past/future dates
3. Team access: You may not have access to mark attendance for other employees

Solution: Contact your administrator about attendance marking permissions. Typically, employees can mark their own attendance, while managers can mark for their team.

Solution:

1. Go to HRMS → Invoices or Project → Invoices
2. Click "CREATE INVOICE"
3. Select the project
4. Select billing period (date range)
5. Review time entries and billable hours
6. Adjust rates if needed
7. Add any additional line items
8. Review total amount
9. Click "Create Invoice"

Note: Invoice creation requires appropriate permissions. Typically, only finance or project managers can create invoices.

If invoice button is not visible: You may not have invoice creation permission. Contact your administrator.

Solution:

1. Open the bid request details
2. Change bid status to "Won"
3. Click "Create Project" or "Convert to Project" button
4. Project creation form opens with bid information pre-filled
5. Review and adjust project details as needed
6. Complete any required fields
7. Click "Create" to create the project

Note: Converting a bid to a project ensures all bid information is transferred correctly, including client details, dates, and estimates.

Solution:

1. Open Purchase Order details
2. Click "Create Project" button
3. Project creation form opens with PO information pre-filled:
   • Account
   • Dates
   • Service line estimates
   • Team assignments
4. Complete remaining project fields
5. Click "Create"

Benefits: Creating projects from POs ensures billing and estimate information is correctly transferred, maintaining data integrity.

Possible reasons:

1. Project created: Once a project is created from the PO, some fields may be locked
2. No edit permission: You may not have edit permission for purchase orders
3. PO status: Completed or closed POs may be locked
4. Access control: enableProjectPurchaseOrderEditable may be disabled

Solution:

• If project is created, edit the project instead (if you have permission)
• Check with administrator about PO edit permissions
• Change PO status if needed

Possible reasons:

1. Report disabled: The report may be disabled for your role
2. No access permission: You may not have permission to view that report type
3. Module access: Report may require access to specific modules

Solution: Contact your administrator to request access to the report. Each report type has its own access control (e.g., employeeUtilizationReportEnabled).

Troubleshooting:

1. Check date range: Ensure date range includes the period you're looking for
2. Check filters: Clear or adjust filters (team, status, etc.)
3. Check team access: You may only see data from your team
4. Verify data exists: Ensure there's actually data for the selected criteria
5. Check permissions: You may not have access to view certain data

Solution: Adjust filters and date ranges. If data should be there, contact your administrator to verify access permissions.

Solution:

1. Generate the report (view it first)
2. Click the "Export" button (usually near the top of the report)
3. Select export format:
   • Excel (.xlsx): For data analysis
   • PDF: For sharing and printing
   • CSV: For importing into other systems
4. File downloads automatically

Note: Some reports may have additional export options like including/excluding specific columns or formatting options.

If scheduled reports are enabled:

1. Create a report configuration with your desired filters
2. Click "Schedule" option (if available)
3. Set schedule frequency (Daily, Weekly, Monthly)
4. Set recipients (email addresses)
5. Select report format (Excel, PDF)
6. Save the schedule

Note: Scheduled reports feature depends on your organization's configuration. Contact your administrator to enable this feature if it's not available.

Solution:

1. Generate a report with your desired filters and settings
2. Click "Save Configuration" or "Create Report Config"
3. Enter a name for the configuration
4. Save the configuration

To use saved configuration:

1. Go to Reports page
2. Select report type
3. Select saved configuration from dropdown
4. Filters are automatically applied
5. Generate report

Yes, likely a permission issue. Common scenarios:

• Module not enabled: Entire module (HRMS, Sales, Project) may be disabled
• Feature not enabled: Specific feature within module may be disabled
• Action not permitted: You may have view permission but not create/edit/delete
• Team restriction: Feature may only be available for certain teams

Solution:

1. Check the Access Controls documentation for details about permissions
2. Contact your system administrator or team lead
3. Provide specific details:
   • What feature you're trying to access
   • What action you're trying to perform
   • Your role and team assignment

Explanation: This is controlled by team-based access restrictions.

Possible restrictions:

• listOnlyCurrentTeamProject: Only shows your team's projects
• allowAccessToOtherUserTeamProjects: May be disabled
• switchUserTeamsEnabled: May be disabled, preventing team switching

Solution:

• If switchUserTeamsEnabled is enabled, use the team filter dropdown to switch teams
• If you need cross-team access, contact your administrator to update allowAccessToOtherUserTeamProjects
• Some roles are intentionally restricted to their own team for data security

Explanation: You have view permission but not edit permission. This is common for certain roles.

Solution:

• Contact your administrator to request edit permission
• Provide justification for why you need edit access
• Your role may be intentionally read-only for data protection

Note: View-only access is often granted to prevent accidental changes and maintain data integrity.

Possible reasons:

• Status change permission disabled: The allowStatusChange setting may be disabled for your role
• Status restrictions: The changeableStatus setting may restrict which statuses you can change to
• Backward movement disabled: If trying to move backwards, allowStatusLevelDown may be disabled
• Workflow restrictions: Some statuses require approval or specific conditions

Solution:

1. Check if you're trying to move to a restricted status
2. Verify if backward movement is allowed (if moving to previous status)
3. Contact your administrator if you need status change permissions
4. Some status changes may require approval from a manager

Timesheet permissions explained:

• Enable Timesheet Entry: Required to log time entries
• Enable Timesheet Editing: Required to modify existing entries
• Enable Timesheet Approval: Required to approve team members' timesheets (typically for managers)

Common issues:

• If you can't enter time: enableTimeSheetEntry may be disabled
• If you can't edit entries: enableTimeSheetEdit may be disabled, or entries may be approved/locked
• If you can't approve: enableTimeSheetApproval may be disabled (this is typically for managers only)

Solution: Contact your administrator to verify and enable the required timesheet permissions for your role.

Date restrictions explained:

• Past date restrictions: You may not be able to create work items for dates more than X working days in the past
• Future date restrictions: You may not be able to create work items for dates more than X working days in the future
• Delete time limits: Work items can only be deleted until a certain time (e.g., 10 AM next day)
• Hours restrictions: If you've already logged X hours for a date, you may not be able to add more work items

Solution:

1. Check the date restrictions configured for your role
2. For past dates: Contact your administrator if you need to log time for older dates
3. For future dates: Plan time entries closer to the actual work date
4. For deletions: Delete work items promptly if corrections are needed

Note: These restrictions are in place to maintain data accuracy and prevent errors.

Report access controls:

• Each report type has its own access control setting (e.g., employeeUtilizationReportEnabled)
• If a report is disabled, it won't appear in your reports dropdown
• Some reports require specific module access (e.g., HRMS reports require HRMS module access)
• Team switching may be required to see cross-team reports

Common report permissions:

• Personal reports: Usually available to all users (e.g., My Utilization, My Timesheet Data)
• Team reports: Available to team members and managers
• Organization reports: Typically restricted to managers and administrators

Solution: Contact your administrator to request access to specific reports. Provide justification for why you need the report.

Employee management permissions:

• Create Employees: Required to add new employees (typically HR administrators)
• Edit Employee Information: Required to modify employee details
• Delete Employees: Required to mark employees as deleted
• Permanently Remove Employees: Required to permanently delete (typically administrators only)
• Archive/Unarchive Employees: Required to archive inactive employees

Solution: Employee management permissions are typically restricted to HR administrators and managers. Contact your HR team or administrator if you need these permissions.

Skill-based restrictions:

• The restrictedBySkillsEnabled setting restricts project/work item assignment based on employee skills
• Projects require specific skills, and you can only be assigned if you have matching skills
• This ensures proper skill matching and prevents assignment of unqualified resources

Solution:

1. Check your employee profile to see which skills are assigned to you
2. Contact your administrator or HR to add the required skills to your profile
3. If skill restrictions should not apply, contact your administrator to adjust the configuration

Explanation: Dropdown values are configured at the organization level by administrators.

Possible reasons:

• Value not configured: The option may not be added to the organization's configuration
• Hidden configuration: The configuration may be hidden for your role or team
• Locked configuration: The value may be locked at a parent level
• Team-specific values: Some values may only be available for specific teams

Solution:

1. Contact your system administrator to add the missing option
2. Provide the specific dropdown field and the value you need
3. Administrators can add values to configuration settings like Employee Bands, Project Categories, Skills, etc.

Explanation: This is controlled by the Enable Single Service Line Selection configuration.

Configuration options:

• Single Service Line: Projects can have only one service line selected
• Multiple Service Lines: Projects can have multiple service lines with individual estimates

Why the difference:

• Different teams or roles may have different configurations
• Your organization may use different settings for different project types
• Configuration can be set at organization, team, or role level

Solution: This is an organization-level setting. If you need multiple service lines, discuss with your administrator whether this configuration should be enabled for your role or team.

Explanation: The Purchase Order Mandatory for Project configuration requires all projects to have an associated purchase order.

Purpose:

• Ensures all projects have proper authorization and billing setup
• Maintains financial compliance and contract tracking
• Prevents creation of unauthorized projects

What to do:

1. Create or select a purchase order before creating the project
2. If you don't have a purchase order, contact your sales or finance team
3. For internal projects, discuss with your administrator if PO requirement should be waived

Note: If this setting is disabled for your organization, projects can be created without purchase orders.

Default notification emails:

• Project notifications: Sent to addresses configured in Default Project Notification Emails
• Purchase Order notifications: Sent to addresses in Default Purchase Order Notification Emails
• Finance team notifications: Separate emails sent to finance team addresses
• PII notifications: Sent to data compliance team for projects involving personally identifiable information

Additional recipients:

• You can add specific recipients when creating projects or purchase orders
• Team members assigned to the project may also receive notifications
• Project managers and stakeholders are typically included

Note: Default notification emails are configured by administrators. Contact your administrator if notifications are not being received or if you need to add recipients.

Configuration values:

• Employee Bands: Configured in HRMS module configuration (e.g., Band A, Band B, Band C)
• Employee Grades: Configured within bands (e.g., A 1, A 2, B 1, B 2)
• Skills: Configured in HRMS module (e.g., Java developer, Data Analyst, Business analyst)

Solution:

1. Contact your HR administrator or system administrator
2. Provide the specific value you need (e.g., "Band E" or "Python Developer")
3. Administrators can add values to the organization's configuration
4. Once added, the value will appear in dropdown lists for all users

Note: Configuration changes affect the entire organization, so administrators may need to verify the value is appropriate before adding it.

Three-level hierarchy explained:

1. Level 3 - Service Line: Top-level service categories (e.g., Coding, Analysis, Data Processing, Project Management)
2. Level 2 - Delivery Category: Sub-categories within service lines (e.g., QC, General, Programming, Adverse Event)
3. Level 1 - Task Category: Specific task types (e.g., Coding - OE, Review - OE, Overview - OE)

How to use:

• When creating tasks or work items, select from this hierarchy
• Start by selecting the Service Line
• Then select the Delivery Category
• Finally, select the Task Category

Purpose: This hierarchy enables detailed categorization of work for accurate tracking, billing, and reporting by service area and task type.

Note: The hierarchy is configured by administrators. If you need additional categories, contact your administrator.

Explanation: Some non-billable categories are configured to exclude additional detail fields to simplify time entry.

Categories that exclude additional fields:

• Leave
• Holiday
• Internal Team Meeting and Admin Work
• Snacks / Lunch / Dinner
• Knowledge Development and Training
• Imparting Trainings
• Technical Downtime / IT issues

Purpose: These categories don't require detailed project or task information, so additional fields are hidden to streamline time entry.

Solution: This is intentional configuration. For these categories, you only need to select the category and enter hours. For other non-billable categories, you'll see additional fields for projects, descriptions, etc.

Practice Configuration explained:

• Primary Practice: Top-level practice area (e.g., Primary Practice, Primary Practice 1)
• Secondary Practice: Sub-practice within a primary practice (e.g., Secondary Practice, Secondary Practice 1, Secondary Practice 2)

How it works:

• Employees and projects can be assigned to both a primary practice and one or more secondary practices
• This allows for flexible categorization and cross-practice collaboration
• Practices are organized in a hierarchical structure

Usage:

• Assigned to employees to indicate their practice areas
• Assigned to projects to categorize by practice
• Used for practice-based reporting and resource allocation

Note: Practice configuration is managed by administrators. Contact your administrator if you need to be assigned to a practice or if practices need to be updated.

Project configuration options:

• Survey Types: Defines survey methodologies (Online, CATI, CAPI, Mobile, IDI, FGD, etc.) - used for survey-based projects
• Timezone Configuration: Defines project timezone (AU, SG, IST, GMT, EST, PST, CST) - ensures proper scheduling and deadlines
• Currency Configuration: Defines billing currency (USD, EUR, GBP, SGD, AUD, INR) - affects cost estimates and invoicing
• Sample Configuration: Defines sample source (Client, Internal) - tracks whether samples are provided by clients or generated internally

When to use:

• These are assigned to projects during creation or editing
• Help categorize and configure projects appropriately
• Used for reporting, planning, and financial tracking

Note: These configurations are set by administrators. If you need additional options, contact your administrator.

Configuration states explained:

• Locked: The configuration cannot be modified at the current level. It inherits its value from a parent level (organization, team, etc.). You must modify it at the parent level if changes are needed.
• Hidden: The configuration is not visible in the user interface, even though it may have a value. Users cannot see or interact with it.
• Overridden: The configuration has been customized at the current level, overriding the parent value. This allows for level-specific customization.

Configuration hierarchy:

1. Organization Level: Default values that apply to the entire organization
2. Team Level: Values that can override organization defaults for specific teams
3. User Level: Personal preferences that can override team or organization defaults

Solution: If you need to change a locked configuration, contact your administrator. They can unlock it or modify it at the appropriate level.

Quick fixes:

1. Reduce date range: Narrow the date range in filters
2. Limit items: Reduce number of items displayed
3. Clear filters: Remove unnecessary filters
4. Close other tabs: Close other browser tabs/applications
5. Clear browser cache: Clear cached files
6. Check internet: Verify internet connection speed
7. Refresh page: Refresh to reload fresh data

If consistently slow:

• Contact your IT department - there may be server issues
• Check if others are experiencing the same issue
• Try during off-peak hours

Recommended browsers:

• Google Chrome: Latest version (recommended)
• Mozilla Firefox: Latest version
• Microsoft Edge: Latest version
• Safari: Latest version (Mac)

Requirements:

• JavaScript must be enabled
• Cookies must be enabled
• Modern browser (not Internet Explorer)

If experiencing issues: Try a different browser or update your current browser to the latest version.

When reporting errors, include:

1. Error message: Exact text of the error
2. Steps to reproduce: What you were doing when error occurred
3. Browser information: Browser name and version
4. Screenshot: Screenshot of the error
5. Console errors: Press F12, go to Console tab, copy any red error messages
6. Date and time: When the error occurred

How to access console:

• Press F12 (or right-click → Inspect)
• Go to "Console" tab
• Look for red error messages
• Right-click error → Copy

Report to: Your system administrator or IT support team with all the above information.

Yes, the system is responsive and works on mobile devices:

• Tablets: Full functionality, optimized layout
• Smartphones: Core functionality available, some features may be simplified

Mobile tips:

• Use landscape orientation for better viewing
• Tap menu icon (☰) to access sidebar
• Some features work better on desktop (reports, complex forms)
• Ensure stable internet connection

Best for mobile: Viewing tasks, entering timesheet, checking notifications

Better on desktop: Creating projects, generating reports, complex data entry

Troubleshooting:

1. Check filters: Clear all filters - you may have filtered out the data
2. Check date range: Ensure date range includes the period you're looking for
3. Check status: Item may be archived - filter by "Archived"
4. Check team: Verify correct team is selected
5. Check access: You may not have access to view that data
6. Refresh page: Refresh to reload data
7. Check search: Clear search box if you used search

If data should be there:

• Contact your administrator
• Verify you have access to the team/project
• Check if data was deleted or archived

If you see duplicates:

1. Verify they're actually duplicates: Check details to ensure they're not similar but different items
2. Check if you can delete: If you have delete permission, delete the duplicate
3. Contact administrator: If you cannot delete, report duplicates to administrator

Prevention:

• Wait for "Create" button to complete before clicking again
• Don't refresh page while creating items
• Check if item was already created before creating again

Note: Duplicates can occur if you click "Create" multiple times or if there's a network issue during creation.

Import capabilities depend on your organization's configuration:

• Bulk import: May be available for employees, projects, or other data
• Timesheet import: Some organizations allow importing timesheet data
• API access: Technical users may use API for bulk imports

To import data:

1. Contact your system administrator
2. Request import template (usually Excel format)
3. Fill template with data following format requirements
4. Submit to administrator for import

Note: Bulk imports are typically handled by administrators to ensure data integrity and validation.

Data backup:

• System backups are handled automatically by administrators
• You can export reports to keep local copies
• Download important documents/files

Data restore:

• Contact your system administrator
• Provide details about what needs to be restored
• Specify date/time when data was correct

Note: Individual users typically cannot restore data. This is an administrative function to prevent data loss and maintain integrity.