Intervals - All Discussions Thu, 19 Jul 2018 10:55:37 -0700 https://www.myintervals.com/forum/ Intervals Community & Support 1800 Intervals Roadmap https://www.myintervals.com/forum/discussion/265/intervals-roadmap/ https://www.myintervals.com/forum/discussion/265/intervals-roadmap/ Wed, 17 Sep 2008 14:47:43 -0700 Michael -------------------------------------------------------------------------------------------------
Please view the official and current Intervals Roadmap on our help site.
-------------------------------------------------------------------------------------------------

Since Intervals is typically updated every four to six weeks it would be a bit involved to list everything in the works, but our goal is to communicate openly about some of the bigger items we have under development that should be completed in the near future. If you ever have any specific questions about the status of a feature request please feel free to shoot an email to support@myintervals.com.

Q1 2014:
  • Home page - events that span the calendar (multi day notes)
  • Mobile experience overhauled
  • Home page - ability to show tasks span the calendar based on their start and end date
  • Speed and Infrastructure Improvements

Thanks again for all of the great suggestions on how to make Intervals the best time, task and project management service for small business.]]>
Welcome to the API Discussion Forum https://www.myintervals.com/forum/discussion/463/welcome-to-the-api-discussion-forum/ https://www.myintervals.com/forum/discussion/463/welcome-to-the-api-discussion-forum/ Thu, 20 Aug 2009 10:31:27 -0700 jreeve
The API documentation can be found here:
API Documentation for Intervals Web-based Project Management Software

If you have any questions or bugs to report, please contact the API support staff at:
api@myintervals.com]]>
Using the email request queue https://www.myintervals.com/forum/discussion/301/using-the-email-request-queue/ https://www.myintervals.com/forum/discussion/301/using-the-email-request-queue/ Fri, 31 Oct 2008 16:54:30 -0700 Michael > Request queue. This method requires users to login and physically submit a task queue request. If you have clients submitting work requests it can be challenging getting them to login and submit a work request. This is where using the email request queue can be very useful.

If you navigate to Tasks >> Request queue there is an option on the left for the email queue:
Email Queue for Work Requests

If you click on Email Queue Settings you can have Intervals check an email account on your behalf and jump start work requests via email. The Email Queue will check the email account that you have specified every 10 minutes and if there is a new request it creates a header alert and emails members of your team that you have selected to receive alerts of new requests.

Here is what the header alert looks like:



Here is a screenshot of he configuration page:

Configure Email Queue

Attachments in the email will be attached to the request/task as documents. On the Pelago side of our business we have all of our maintenance customers submit requests to a special work request email. Instead of emailing their project manager directly they can email the request to this email address and any member of our team can assign the request to jump start it. It helps streamline the flow quite a bit and allows us to give a hi level of customer service.]]>
QuickBooks integration using QBTimer https://www.myintervals.com/forum/discussion/442/quickbooks-integration-using-qbtimer/ https://www.myintervals.com/forum/discussion/442/quickbooks-integration-using-qbtimer/ Mon, 20 Jul 2009 15:02:26 -0700 jreeve appear to administrator level users on the following pages:
  • Timesheet
  • Edit Time
  • Summary Report
  • Project Activity Report
How do I set up QuickBooks?First, you will need to make sure that you have QBTimer installed in QuickBooks (it is not installed by default). If you don’t, follow these steps to install it and get QuickBooks set up for importing time from IIF files.
  1. Load the QuickBooks CD on the computer
  2. Browse to the CD and open the QBTimer folder
  3. Run the install.exe file
  4. Follow the onscreen instructions
How do I set up Intervals?Now that you’ve set up QuickBooks, follow these steps to extract the COMPANYCREATETIME variable from QuickBooks (Intervals will need this value to properly export time data into QuickBooks).
  1. Enable the QuickBooks functionality by clicking on the "Enable QuickBooks" button on the left
  2. Open QuickBooks and go to File > Utilities > Export > Timer Lists
  3. Save the IIF file and open it in Excel or your favorite text editor
  4. Look for the value listed under COMPANYCREATETIME. It will appear at the end of the line beginning with TIMERHDR. COMPANYCREATETIME
  5. Copy and paste the COMPANYCREATETIME into the "Company Create Time" value on the above left and click update
Notes:
  1. QuickBooks time export only works with the QuickBooks Windows edition.
  2. The COMPANYCREATETIME and COMPANYNAME variables must match exactly between QuickBooks and Intervals.
  3. Once you have enabled QuickBooks and entered the COMPANYCREATETIME value in the site settings section, the QuickBooks time export icon will appear on the above-mentioned pages with exportable time data.
  4. QuickBooks Mac does not allow time activity imports.
How does Intervals map exported time data to QuickBooks?…and which fields are required?It is essential that data between QuickBooks and Intervals matches, otherwise, QuickBooks will error out when trying to import the time data. For example, Quickbooks will give an error if a customer name you are trying to import matches a vendor name. The spelling and spacing of all items must match exactly for the fields in bold.If there QuickBooks does not find a match, it will treat the data as a new client, project, etc without warning you. It's difficult reverse the data once imported (i.e. all data entries must be deleted one by one) so it's best to make sure the fields match beforehandIntervalsQuickBooks
ClientCustomer
ProjectJob
PersonEmployee
WorktypeItem
ModulePayroll Item
Task & DescriptionNote
Support for mapping work types to QuickBooks sub itemsAre you a QuickBooks power user? If so, we’ve updated the QuickBooks functionality for exporting time tracking data to IIF formatted files to support mapping work types to sub items. When creating your work types, use a colon to format the work type as an item/sub-item. For example, creating a work type labeled as “Web Design:HTML” will translate to QuickBooks with “Web Design” being the item and “HTML” being the sub-item. While this feature doesn’t add the ability to create sub work types, it does allow QuickBooks power users to take advantage of the items/sub-items feature within QuickBooks.Importing Intervals time data into QuickBooksAfter you have downloaded and saved an IIF file from Intervals, follow these instructions to import the file into QuickBooks.
COMPANYCREATETIME
  1. We strongly recommend backing up your QuickBooks data before doing your first import.
  2. Open QuickBooks and go to File -> Utilities -> Import -> Timer Activities
  3. Find the saved IIF file on your computer and select it for import.
  4. If QuickBooks warns you that the import file was created with an older version, click OK (Intervals can’t guess which version of QuickBooks you are running).
  5. A small timer window will open showing the results of the import. Click “View Report” to verify your time data was imported correctly.
  6. Close the status window and you are done!
]]>
Search Improvements, Syntax and Tips https://www.myintervals.com/forum/discussion/788/search-improvements-syntax-and-tips/ https://www.myintervals.com/forum/discussion/788/search-improvements-syntax-and-tips/ Fri, 13 Jan 2012 12:24:46 -0800 jprado
Search syntax

All searches contain support for boolean operators AND, OR and NOT. For example you can search for:

dashboard AND screenshot AND png

If you plan on using multiple operators, make sure you set a correct order of operations so the search groups your query correctly:

screenshot AND (dashboard OR homepage) AND (png OR psd)

To narrow down a search to only one specific field, use one of the field names below the "what's indexed" section and format your search in the form field:{fieldvalue}. For example, to search for documents with the title screenshot:

title:screenshot

Or to retrieve only documents containing screenshot in any of the indexed fields and is also a photoshop document (the asterisk character enables partial word matching.):

screenshot AND filename:*.psd

To search an exact phrase (finding words in a specific order), wrap the search in double quotes. For example:

"status hilight"

Advanced search page

When searching tasks, the advanced search page auto formats your query when you specify these options:


  • Match any keywords - auto inserts OR in between all your search keywords

  • Match all keywords - auto inserts AND in between all your search keywords

  • Match exact phrase - wraps all your keywords in double quotes; for example, mod pdf becomes "mod pdf"

  • Wildcard search - wraps each keyword in asterisks and inserts OR between them; for example, mod pdf Q1 is turned into *mod* OR *pdf* OR *Q1*



Stemming

Task searches will take search terms and use the "stem" of the term as the search term, like screenshot from screenshots or walk from walks, walking, walked. Also note that the addition of wildcard automatically disables stemming. Stemming and wildcard search cannot be performed at the same time.

A note on sorting. By default, sorting is based on relevancy when searching from the footer. When searching from the task list filter on the sidebar, it is based on the last sort column you clicked. When using the advanced search, the sorting is based on what you select for the sort dropdown.

What's indexed
Each resource type has different fields that can be searched on. Below are each of the supported fields per resource:
Clients

  • name:{client name}

  • description:{client description}

  • localid:{client localid}

  • email:{client email}


Projects

  • name:{client name}

  • client:{client description}

  • localid:{client localid}

  • description:{client email} - searchable only by managers and administrators


Tasks

  • title:{task title}

  • summary:{task summary}

  • queuetitle:{request queue title} - the request queue item title that originated the task

  • queuedescription:{request queue description} - the request queue item description that originated the task

  • tasknotes:{task comment} - searches public and private task comments; executive users cannot search this field

  • tasknotespublic:{private task comment} - only searches comments marked as public


Milestones

  • title:{milestone title}

  • description:{milestone description}

  • localid:{milestone localid}

  • milestonenotes:{milestone comment} - searches public and private milestone comments; executive users cannot search this field

  • milestonenotespublic:{private milestone comment} - only searches comments marked as public


Project Invoices

  • title:{invoice title}

  • description:{invoice description}

  • localid:{invoice localid}

  • addressfrom:{address}

  • addressto:{address}

  • purchaseorder:{po number}

  • invoicenotes:{invoice comment} - searchable only by managers and administrators


Person

  • firstname:{first name}

  • lastname:{last name}

  • client:{client}

  • personcontact:{contact info}

  • notes:{person note} - searchable only by managers and administrators

  • username:{user name} - searchable only by managers and administrators


Document

  • title:{document title}

  • notes:{document note}

  • notesversions:{document notes for previous versions}

  • filename:{document file name}

  • filenameversions:{document file name for previous versions}

  • tags:{tag name}


Project Note

  • title:{note title}

  • note:{project note} - encrypted notes cannot be searched

]]>
How do I import data into Intervals? Is there any help on running the imports? https://www.myintervals.com/forum/discussion/764/how-do-i-import-data-into-intervals-is-there-any-help-on-running-the-imports/ https://www.myintervals.com/forum/discussion/764/how-do-i-import-data-into-intervals-is-there-any-help-on-running-the-imports/ Fri, 30 Sep 2011 09:43:32 -0700 jprado
Each import has required fields and must not be left blank. Here for example, date, amount, project and type show as highlighted in orange to signify that they are required.

Note: The following tutorial requires that your account have access the Settings & Defaults section. If you don't have access to this area you need to contact your intervals administrator (or whoever setup your account) and have them give you access.



You can also grab sample CSV template files by navigating to Settings & Defaults >> Import Data and clicking on the links on the sidebar.

After the mapping step, you will be displayed one or two groups of items. If there are items that are valid for importing, they will display in the top table. Bolded values suggest the item has been found within the account and will correctly be associated with the item being imported.

If there are items that are not available for importing, they will display on the bottom table. The bottom table displays individual errors for each of the column values. They will display in red and will be italicized.

Both the tables will display up to 50 items. Be prepared to go back and forth between the mapping and preview step if your data needs any massaging or if you have a great deal of items to import (such as importing time entries ). We recommend splitting the import into multiple files if that is the case.



You can undo an import by going to Options >> Settings & Defaults >> Import Data and clicking Import history link on the left side bar. After an import is deleted all items associated with the import are deleted permanently.]]>
How do I submit a bug or feature request or get help? https://www.myintervals.com/forum/discussion/661/how-do-i-submit-a-bug-or-feature-request-or-get-help/ https://www.myintervals.com/forum/discussion/661/how-do-i-submit-a-bug-or-feature-request-or-get-help/ Tue, 19 Oct 2010 11:26:06 -0700 Michael
Find a Bug and Feature Request

The find a bug link gives our support team additional diagnostics about your web browser, the current user and computer that greatly help our troubleshooting efforts. There is an option to attach a file as well. When encountering a bug a screenshot of the error page is always appreciated so we can see exactly what you are seeing. Sending an email to support@myintervals.com is always an option as well.]]>
What is the purpose of this forum? https://www.myintervals.com/forum/discussion/467/what-is-the-purpose-of-this-forum/ https://www.myintervals.com/forum/discussion/467/what-is-the-purpose-of-this-forum/ Thu, 03 Sep 2009 11:00:04 -0700 Michael support@myintervals.com.

It might be helpful to describe how we prioritize features. It is the general nature of hosted software that adding any new feature affects all users. We have to be certain the benefits outweigh any potential negatives or unnecessary complexity in the interface. If a feature adds value for most without adding too much complexity we typically move forward with it. We categorize feature requests into the following groups:

1. ruled out
2. being contemplated
3. on the development plan
4. active / under development

During a typical week we receive several hundred feature requests which translates into a healthy amount of items in the #2 camp. Some of these requests are incorporated into our regular Intervals updates occurring every three to four weeks. For larger features, the roadmap page is a good place to keep an eye on planned development and launch times.

Thanks again for your feedback and participation in making Intervals the best time, task, and project management service for small businesses. If you ever have any questions or concerns please feel free to shoot an email to support@myintervals.com and we will do our best to get back to you quickly.]]>
Checkable To-Do List https://www.myintervals.com/forum/discussion/860/checkable-todo-list/ https://www.myintervals.com/forum/discussion/860/checkable-todo-list/ Tue, 09 Apr 2013 18:01:35 -0700 vrsioffice Task Juggling - how do others manage task priorities? https://www.myintervals.com/forum/discussion/900/task-juggling-how-do-others-manage-task-priorities/ https://www.myintervals.com/forum/discussion/900/task-juggling-how-do-others-manage-task-priorities/ Tue, 04 Mar 2014 04:42:34 -0800 ducati996guy
First let me set the landscape. We have in our main office a team 4 who manage the clients and the tasks coming in, we call them 'owners'. It is unusual for all 4 to be in the office at the same time. Mostly we bump into each other a couple of times a week and the rest of the time are Skype or mobile calls, so not much sit down time.

We have a team of 8 remote 'resources' who do the actual work, one of whom is the team leader and traffic manager.

At any one time we will have between 30-100 tasks that are either in progress or awaiting a resource to complete the task.

Our main problem is trying to make sure the tasks get done in the best possible order. At times tasks can get ignored, because we only look at task priority.

Early on we realised we have multiple conflicting priories. Any of the 4 people can add tasks and they assign to the resource team leader and with only 3 priorities there was plenty of opportunities for conflict. Set the priority and of course everything is always urgent, cause if I dont set it as urgent, the task wont get to the top of the queue. The resource team leader can move things around between the resources and gets final sign off prior to assigning back to the owner.

To stop the priority conflict we set a large number of priorities (16) with the idea being we speak every few days and assign the priorities between us. This way the remote resource manager can easily see what the main office team think is the most important and have resources allocated to the right tasks.

Now we are finding the priority isn't really enough. For example if I have a medium task an set it in the task list, it may never been seen by the resources as they work on the high priority tasks. Even though the medium priority task is sitting there, other tasks are assigned as high and take priority. So the medium task never gets to the top of the queue.

We also have situations where some tasks might take 5 minutes and some are 2 days. So the resource team leader will occasionally grab a heap of 5 minute tasks and allocate them. So the order of tasks can sometimes get messed around by estimate. Of course there is also Due Date which is when things are really required by. Ummmm lets just say we are not very good at guessing this. *blush*

Now we have priority, estimate and due date that all come into looking at which task should be worked on today. If we add Billable takes precedence over non billable, it is another layer. It feels like we can never win and the resource is never working on what we think is the most important task.

So I am sure I am not the only person on the planet with this issue. We are all a bit close to the problem and don't really have an answer, so I decided to throw it out to the wider audience and see what happens.

I welcome all comments and suggestions including "I cant believe how stupid you people are just do blah!"

Many Thanks!]]>
resource allocation https://www.myintervals.com/forum/discussion/54/resource-allocation/ https://www.myintervals.com/forum/discussion/54/resource-allocation/ Mon, 04 Dec 2006 12:47:19 -0800 Michael UPDATE:

Intervals now includes a resource allocation report. For more details on this feature, please see the following post:
Intervals project management software resource allocation report

--------------------------------------------------------------------

We recently received the following Feature Request:
"I am just fiddling around with Intervals for my first time today. So perhaps this feature exists and I just haven't found it yet. I am curious if there is a way to predict workload. It appears that you can track what's already happened, but can you predict someone's workload for the next few months? For example, I have an employee who only works 21 hours a week. I want to be able to predict out whether if I assign her say these four tasks, I will have gone over her 21 hour a week limit. If this already exists, just let me know. Otherwise it would be mightly helpful."

We are contemplating this feature and we'd love to get thoughts on what others would like to see.

Other project management software often has very laborious and complicated ways of pulling off resource allocation. It can include any of the following:
1. setting up a users maximum weekly hours
2. "resource leveling" - the ability to shuffle due dates based on availability
3. requesting time off
4. not assigning tasks to someone if they are not available or overtaxed with hours

We want to do it in a very simplistic way because this one feature can add a lot of complexity. In it's simplest form we may just add the "maximum weekly hours" to a user, then have a report where you can:

- select the user
- start & end date
- see how much work they are currently assigned

Thoughts?]]>
How to i find budget to actuals (hours and $$) via the API? https://www.myintervals.com/forum/discussion/823/how-to-i-find-budget-to-actuals-hours-and-via-the-api/ https://www.myintervals.com/forum/discussion/823/how-to-i-find-budget-to-actuals-hours-and-via-the-api/ Mon, 30 Jul 2012 11:58:30 -0700 kmgillen
I'd like to have the ability to pull this so I can create a list that shows me up-to-date information for say 10 projects with the soonest due date so I can quickly see how we're doing without having to open each project specifically.

What am I missing?]]>
Disabling a Worktype for all Projects https://www.myintervals.com/forum/discussion/899/disabling-a-worktype-for-all-projects/ https://www.myintervals.com/forum/discussion/899/disabling-a-worktype-for-all-projects/ Sun, 23 Feb 2014 21:44:58 -0800 sherin Infrastructure Improvements Scheduled - Saturday, February 22, 2014 https://www.myintervals.com/forum/discussion/897/infrastructure-improvements-scheduled-saturday-february-22-2014/ https://www.myintervals.com/forum/discussion/897/infrastructure-improvements-scheduled-saturday-february-22-2014/ Wed, 19 Feb 2014 14:24:58 -0800 Michael Saturday, February 22nd during an off peak four hour window of 8:00 AM - 12:00 PM (PST) | 4:00 PM - 8:00 PM (GMT). We do expect approximately two hours of down time during the upgrade. If you have any questions please contact our support team at support@myintervals.com.]]> GET time - one vs many https://www.myintervals.com/forum/discussion/898/get-time-one-vs-many/ https://www.myintervals.com/forum/discussion/898/get-time-one-vs-many/ Fri, 21 Feb 2014 06:36:42 -0800 tsmith339 I have found that when I get a single time ("/time/22123734/") vs getting all the time for a person ("/time/?personid=128649") the returned object is different. I am trying to find out why, and secondly, how to handle this in C#.

Here are examples
Returning a single time
{
"personid":128649,
"status":"OK",
"code":200,
"time":{
"id":"22123734",
"projectid":"71347",
"moduleid":"81795",
"taskid":null,
"worktypeid":"129310",
"personid":"99233",
"date":"2014-03-18",
"datemodified":"2014-01-28 13:23:14",
"time":"8",
"description":"Out of Office - Travel --sdr",
"billable":"f",
"worktype":"General Work"
}
}


And here is the return when requesting multiple times
{
"personid":128649,
"status":"OK",
"code":200,
"listcount":1338,
"time":[
{
"id":"xxxxx",
"projectid":"xxxxx",
"moduleid":"xxxxx",
"taskid":"xxxxx",
"worktypeid":"xxxxx",
"personid":"xxxxx",
"date":"06\/20\/2013",
"time":"0.25",
"description":"Updated xxxxx Parallel to 12.2.0.16",
"billable":"f",
"datemodified":"2013-06-20 13:32:28",
"dateiso":"2013-06-20",
"module":"Setup",
"project":"xxxxxx Personnel",
"worktype":"*Support - Offsite",
"tasklocalid":"34673",
"task":"Upgrade xxxxx Parallel",
"firstname":"Tim",
"lastname":"xxxxx",
"active":"t",
"person":"Tim xxxxx",
"clientid":"xxxxx",
"client":"xxxxxx Personnel",
"clientactive":"f",
"statusid":"1"
},
{......}]
}


The amount of fields that come back when multiple times are returned is much higher.
Can anybody explain why this is?

Also, I am working on a C# project serializing/deserializing using DataContractJsonSerializer. I have constructed a time model class based on the second example using DataContract and DataMember attributes.
My problem is when I request a single time like the first example, it doesn't serialize because of the data contract.

Is there a better way to go about this? Does another library like Newtonsoft JSON handle this better?

Thank you!

Tim]]>
Closed Projects verses Inactive Projects https://www.myintervals.com/forum/discussion/896/closed-projects-verses-inactive-projects/ https://www.myintervals.com/forum/discussion/896/closed-projects-verses-inactive-projects/ Sun, 16 Feb 2014 08:06:50 -0800 jimfrith
We need a way of getting a list of all projects for a client whether they are currently being worked on or not. However, from a task management viewpoint, we only want to see tasks for projects that are currently being worked on. (ie. "Active" in our terminology)

We tried setting the projects to In-active, but that does not seem to allow us to separate completed projects from ones that are not currently being worked on.

Another way of putting this would be that we separate future projects, (ie. those that have not yet been started or have been temporarily put on hold) , from projects that we are actively working on, but we need the ability to produce a report excluding just the completed projects, not the inactive ones.

IS there some way that we can easily accomplish this on Intervals?

Thanks]]>
Created people login https://www.myintervals.com/forum/discussion/895/created-people-login/ https://www.myintervals.com/forum/discussion/895/created-people-login/ Sun, 02 Feb 2014 10:45:26 -0800 appdev thanks]]> Monthly Time Summary? https://www.myintervals.com/forum/discussion/694/monthly-time-summary/ https://www.myintervals.com/forum/discussion/694/monthly-time-summary/ Fri, 28 Jan 2011 14:38:13 -0800 mkeesling
Employee Name
Total Hours
Client 1 - Total Hours
Client 1 - Project 1 - Total Hours
Client 1 - Project 1 - entries
Client 1 - Project 2 - Total Hours
Client 1 - Project 2 - entries
Client 2 - Total Hours
etc]]>
Contacts https://www.myintervals.com/forum/discussion/894/contacts/ https://www.myintervals.com/forum/discussion/894/contacts/ Thu, 30 Jan 2014 09:21:33 -0800 sallye PayPal Integration https://www.myintervals.com/forum/discussion/828/paypal-integration/ https://www.myintervals.com/forum/discussion/828/paypal-integration/ Sun, 02 Sep 2012 07:38:04 -0700 MondayMorningVA
Can you tell me if this is something that will ever be developed? If not, is there a reason? I'd really like an all-in-one solution. Would it help if I said pretty please with a cherry on top?]]>
Recurring Tasks https://www.myintervals.com/forum/discussion/51/recurring-tasks/ https://www.myintervals.com/forum/discussion/51/recurring-tasks/ Tue, 07 Nov 2006 16:54:59 -0800 Michael
At present Intervals does not have true "re-occurring" tasks but there is a quasi way to do it. What we do is track the time, make updates, notes, etc. and then use the "copy task" link on the left hand side of the task detail page. So we close out the task for the given month, then spawn it's twin for the next month. We actually tinkered with true "re-occurring" tasks, but found that it created too many tasks and created overload so we decided to focus on one task at a time. "Copy" task creates a new task # but with the same summary, project, module, etc. then we schedule it for the next month. In fact, we often "copy" a task for a given project to a new project.]]>
Add Payment Type to Drowdown List https://www.myintervals.com/forum/discussion/892/add-payment-type-to-drowdown-list/ https://www.myintervals.com/forum/discussion/892/add-payment-type-to-drowdown-list/ Tue, 10 Dec 2013 09:27:11 -0800 vrsioffice
Julie
VRSI]]>
Add "Add Payment" Dropdown to Client, Project, or Invoice Main Tab https://www.myintervals.com/forum/discussion/891/add-add-payment-dropdown-to-client-project-or-invoice-main-tab/ https://www.myintervals.com/forum/discussion/891/add-add-payment-dropdown-to-client-project-or-invoice-main-tab/ Tue, 10 Dec 2013 08:29:04 -0800 vrsioffice
I know currently you have to be in a certain client or project to view the payments (hence the /#/ at the end of the sample urls). But it would be SOOOO convenient if the payment entry had their own url home page then you selected the client or project range from the dropdown (like on the project/payments url). (Example: https://xxx.projectaccount.com/payments.)

Sames goes for adding or viewing a Expense entry.

Julie
VRSI]]>
mini-milestones (Milestones for Tasks) https://www.myintervals.com/forum/discussion/883/minimilestones-milestones-for-tasks/ https://www.myintervals.com/forum/discussion/883/minimilestones-milestones-for-tasks/ Tue, 15 Oct 2013 11:52:15 -0700 mwilkie
Example: I have a final report task that is due on Friday , but on Wednesday I need to submit a draft. It's vital to keep the deadline date, but the draft date is important too.

Currently I just keep shuffling the Start date, but that's ugly, and a lie, because work actually started yesterday.

Regular Milestones are too big for things like this (too much extra fiddling for just one more piece of information). An argument could be made that Draft should be one task, Final Report another, but that only works if "Project: Write Floomux Report" exists. It doesn't, and won't, because the overhead for creating A Project for only 2 to 4 small tasks is too much. Being able to set an interim date, or a mini milestone, would alleviate this with minimal fuss for the user, and only a small interface change.]]>
Maintenance Notification - Thursday, November 21st https://www.myintervals.com/forum/discussion/889/maintenance-notification-thursday-november-21st/ https://www.myintervals.com/forum/discussion/889/maintenance-notification-thursday-november-21st/ Wed, 20 Nov 2013 10:29:36 -0800 Michael two hour window of 2:30 PM - 4:30 PM (PST) | 10:30 PM - 12:30 AM (GMT). If you have any questions please contact our support team at support@myintervals.com.]]> Easily relate tasks https://www.myintervals.com/forum/discussion/890/easily-relate-tasks/ https://www.myintervals.com/forum/discussion/890/easily-relate-tasks/ Thu, 21 Nov 2013 11:20:04 -0800 mwilkie "task A is related to task B". Today's use case:

"Hi Matt, Ugh I realized there was a mistake in the sampling sites I sent. One of the sites was mislabeled, and one of the UTMs was wrong. Here’s the corrected file. Please remake the maps (and sorry for the extra work!"


True, I could just re-open the closed task this is a follow up to, and add more time. Why that's not desired:

-- loses the date history --

This update request has different request and due dates from the original. If I change the due date of the old task to the new task it will make it look like the task took weeks longer than it actually did. This has big consequences as time-from-request-to-delivery is one of the metrics used when evaluating a person's performance.

--- breaks the task estimate vs actual effort hours relationship ---

What I actually want to be able to do is say "this new unforeseen change means an estimated extra 2 hours work", and then follow up doing the work and "...but turned out to actually be 2.5hrs". I can't do that by adding to an existing task. It _already_ has an estimated vs actual ratio in place (4hrs : 2.5hrs). If I fudge those numbers now, I lose the ability to use the data to refine future estimates.

--- Imagined implementation ---

Daily Use side: typing "task:123" (or task#123 or similar convention) in any standard field creates a hyperlink to https://my-domain.intervalsonline.com/tasks/view/123/. Would be especially useful in Time Description and Task Title.

Analysis side:

- Viewing tasks allows "group related tasks together"
- Reporting on time use allows "roll up related task totals"

There's other reasons to want to link tasks without the overhead of a project, but I don't have time to document now. I need to get on with fixing those sample sites!]]>
Server Maintenance Notification - Saturday, November 16th https://www.myintervals.com/forum/discussion/887/server-maintenance-notification-saturday-november-16th/ https://www.myintervals.com/forum/discussion/887/server-maintenance-notification-saturday-november-16th/ Tue, 12 Nov 2013 10:47:49 -0800 Michael Saturday, November 16th during a three hour window of 7:00 AM - 10:00 AM (PST) | 3:00 PM - 6:00 PM (GMT). We anticipate approximately 20 minutes of down time during the maintenance window. If you have any questions about the maintenance please contact our support team at support@myintervals.com.]]> Token and Email to Login https://www.myintervals.com/forum/discussion/888/token-and-email-to-login/ https://www.myintervals.com/forum/discussion/888/token-and-email-to-login/ Fri, 15 Nov 2013 10:02:04 -0800 luisantruiz Why should I use default modules and work types? https://www.myintervals.com/forum/discussion/22/why-should-i-use-default-modules-and-work-types/ https://www.myintervals.com/forum/discussion/22/why-should-i-use-default-modules-and-work-types/ Sun, 12 Mar 2006 14:43:49 -0800 jennifer
Modules/work types that are created as a custom module/work type at the project level are considered separate entities, even if they have the same name. When you run a report across all projects for a particular module/work type, you’ll see two with the same name. They may appear to be the same, but they really are different. This can get very confusing.

To avoid this situation, create the module/work type as a default, then pull it into the projects you want. New module/work types created will NOT automatically be pushed to already existing projects, they will however be used in any new projects created. To attach the new module/work type to a project you have to edit the project, click ‘add another module’ or ‘add another work type’ and it will show up as a new option.]]>
How to get at a client's People? https://www.myintervals.com/forum/discussion/884/how-to-get-at-a-clients-people/ https://www.myintervals.com/forum/discussion/884/how-to-get-at-a-clients-people/ Wed, 16 Oct 2013 11:43:25 -0700 mwilkie
How do we see at a glance all the projects we have for "Information Management", and who the contact for that project is? How do we filter so we see all the projects for Rob at Information Management, but don't see Betty's?

Example:


Project/Task Client Contact Progress ...etc
---------------------------------------------------------------------
Asset Report Info Mgmt Betty 80%
Inventory Info Mgmt Rob 60%
Upgrade Workstations Finance Sheila 100%
]]>
Add Task Comments Via Email https://www.myintervals.com/forum/discussion/882/add-task-comments-via-email/ https://www.myintervals.com/forum/discussion/882/add-task-comments-via-email/ Mon, 30 Sep 2013 09:07:00 -0700 TWA-Chris Intervals CRM website integration https://www.myintervals.com/forum/discussion/298/intervals-crm-website-integration/ https://www.myintervals.com/forum/discussion/298/intervals-crm-website-integration/ Thu, 30 Oct 2008 19:08:20 -0700 pixolut
I have just finished a CRM integration solution for Intervals which can be bolted in to any website so that leads can go in to the Intervals system (under the request queue). The idea is that we created a 'Leads' project in which tasks as prospective customers.

The idea is that all interactions with a lead are tracked in the task as comments - just like a regular CRM system. If a customer lead turns in to a real client we move the tasks associated with that lead to a dedicated customer project to understand the true time/cost in acquisition of the client.

Is anyone else interested in this kind of functionality? I can package up the code as a DLL to be shared with everyone. Right now it is written in C#...

You can see how it looks from the consumer perspective at http://www.saasmentor.com.au/join.aspx

Not sure how hard this would be to port to PHP. I am guessing Ruby would be simple enough and I know its easy in Java - practically the same as the C# code.

Regards
Joe
[ www.pixolut.com ]]]>
CRM Integration? https://www.myintervals.com/forum/discussion/719/crm-integration/ https://www.myintervals.com/forum/discussion/719/crm-integration/ Wed, 27 Apr 2011 08:16:09 -0700 dangolden
Will any of these types of features ever be built into intervals?
Are there any CRM systems that integrate well with Intervals?
Any that you recommend? What about client helpdesks?

We've played with Zoho/Salesforce but ideally hoping for something that integrates well and plays nice with intervals and google apps.]]>
recurring invoices https://www.myintervals.com/forum/discussion/347/recurring-invoices/ https://www.myintervals.com/forum/discussion/347/recurring-invoices/ Fri, 02 Jan 2009 09:28:08 -0800 yourmanstan Set statusid of time object https://www.myintervals.com/forum/discussion/878/set-statusid-of-time-object/ https://www.myintervals.com/forum/discussion/878/set-statusid-of-time-object/ Thu, 22 Aug 2013 10:42:57 -0700 lcordero
I need to know how to set the statusid of time object; what I'm doing is trying to approve a timesheet via API, but in the documentation doesn't explain how can I do that; I don't know if I could do that using the objects "task" or "time" or if is other that I need use...

Regards,

lcordero]]>
Intervals Time - Mobile App for the iPhone https://www.myintervals.com/forum/discussion/868/intervals-time-mobile-app-for-the-iphone/ https://www.myintervals.com/forum/discussion/868/intervals-time-mobile-app-for-the-iphone/ Fri, 14 Jun 2013 22:43:04 -0700 icvanee ## This is from a third party provider and is not officially from Intervals ##

We have made a big change in the UI to our iPhone App 'Intervals Time' added some new features and are now heading forward for new features and an iPad version too. We have sent the new App (version 2.0) to Apple for Review and hope it will be accepted next week.

http://wordpress.ravelin.nl/wp-content/uploads/2013/06/iOS-Simulator-Screen-shot-15-jun.-2013-07.20.10-200x300.png

http://wordpress.ravelin.nl/wp-content/uploads/2013/06/iOS-Simulator-Screen-shot-14-jun.-2013-13.10.46-200x300.png

With Intervals Time you can manage your Requests, Time, Tasks, Timers and Projects right from your mobile device. Never forget the Time for Tasks you are working on anymore. Add a Timer directly when you start working on a Task. Even when you are at your client working on it.

If you are a user of our App (which is completely based on the My Intervals Project Management) you may also register in one of our projects where you can Add Requests for features/Bugs.

More information about the App can be found at http://www.ravelin.nl/index.php/products/mobile-applications/intervals-time/.

Intervals Time can be downloaded from the Apple Store (current version in AppStore is 1.2): https://itunes.apple.com/nl/app/intervals-time/id501326046?l=en&mt=8]]>
Maintenance & Minor Updates Notification - September 4th , 3 PM (Pacific) https://www.myintervals.com/forum/discussion/879/maintenance-minor-updates-notification-september-4th-3-pm-pacific/ https://www.myintervals.com/forum/discussion/879/maintenance-minor-updates-notification-september-4th-3-pm-pacific/ Tue, 03 Sep 2013 14:41:56 -0700 Michael We do not anticipate any down time but service may be intermittent for a few minutes during the maintenance window. The maintenance will be performed Wednesday, September 4th during a two hour window of 3:00 PM - 5:00 PM (PDT) | 10:00 PM -12:00 AM (GMT). If you have questions please contact our support team at support@myintervals.com.]]> Manager level access https://www.myintervals.com/forum/discussion/880/manager-level-access/ https://www.myintervals.com/forum/discussion/880/manager-level-access/ Tue, 03 Sep 2013 23:04:06 -0700 Gaurav
Currently the Manager level users do not have the rights to approve the timesheets for their team.
We have different managers for different projects but currently they cannot approve the timesheet for their team.
If i give them the administrator access, the will be able to access other projects too which is not what we want.

is there way to solve this issue. also can we have our My intervals account customized to have approving rights for the manager level users.

Thanks for your response.]]>
One Click mark Invoice as paid/Bulk mark Invoices as paid https://www.myintervals.com/forum/discussion/698/one-click-mark-invoice-as-paidbulk-mark-invoices-as-paid/ https://www.myintervals.com/forum/discussion/698/one-click-mark-invoice-as-paidbulk-mark-invoices-as-paid/ Thu, 03 Feb 2011 03:41:20 -0800 dkopp
it would be nice if you can add an simple Button to mark a Invoice as paid without add a payment to it.
Also it would be nice to bulk mark Invoices as paid.

Thanks.]]>
Invoice all projects per client https://www.myintervals.com/forum/discussion/687/invoice-all-projects-per-client/ https://www.myintervals.com/forum/discussion/687/invoice-all-projects-per-client/ Tue, 18 Jan 2011 02:13:29 -0800 lvt
At the moment, it looks to me like you can only include 1 project for each invoice... However, we have clients that works with us on multiple project and every month we need to put all the projects billable into 1 invoice for that client.

We really don't want to use free form and input manually as that's error prone. And if we filter all the relevant invoice and export the report to PDF, that looks horrible as it doesn't have any formatting like a normal invoice.

Could this be done please?

Thanks]]>
Adding notes to clients https://www.myintervals.com/forum/discussion/876/adding-notes-to-clients/ https://www.myintervals.com/forum/discussion/876/adding-notes-to-clients/ Tue, 20 Aug 2013 13:43:46 -0700 ecrutcher Difference between owner and assignee https://www.myintervals.com/forum/discussion/877/difference-between-owner-and-assignee/ https://www.myintervals.com/forum/discussion/877/difference-between-owner-and-assignee/ Thu, 22 Aug 2013 10:27:45 -0700 luciep
Right now, on every task we create, we make the owner and the assignee the same person, as we don't see other use for it.]]>
Can't access data even when in admin role from "/time/{id}" https://www.myintervals.com/forum/discussion/875/cant-access-data-even-when-in-admin-role-from-timeid/ https://www.myintervals.com/forum/discussion/875/cant-access-data-even-when-in-admin-role-from-timeid/ Tue, 06 Aug 2013 12:10:40 -0700 Dennis Martinez Progress Bar https://www.myintervals.com/forum/discussion/874/progress-bar/ https://www.myintervals.com/forum/discussion/874/progress-bar/ Thu, 25 Jul 2013 07:37:43 -0700 reldridge
Created a quick project with one task, and completed that at .5 time, instead of the 1 hr projected. The progress bar now shows 50%, and the task is completed and closed. I would think that the progress would be 100% as of now.

Thanks
Ryan.]]>
Advanced Theme Editor Tips & Tricks https://www.myintervals.com/forum/discussion/668/advanced-theme-editor-tips-tricks/ https://www.myintervals.com/forum/discussion/668/advanced-theme-editor-tips-tricks/ Fri, 12 Nov 2010 12:34:16 -0800 cameron
To access this part of the application, you'll need administrator-level access. It can be found by clicking on Options > Settings & Defaults > Try the Advanced Theme Editor (this is found in the center column, below the chosen theme.

I'd like to use this thread to discuss some neat things you can do with CSS to customize your company's interface, and hopefully some of you will join in with your own tips and tricks. Also, if there's something that you're trying to accomplish in your interface, and don't know how to do it, feel free to ask here and we'll show you how to do it.

I'm going to start off with some easy examples and eventually add more complicated examples.

Make the home page dashboard show only week days

The following code will get rid of Saturday and Sunday on the homepage dashboard, and works in most modern browsers (Firefox 3.6+, Chrome, Safari, Opera):


#calendarTable tr th:nth-last-child(-n+2),
#calendarTable tr td:nth-last-child(-n+2) { display: none; }


Get rid of a particular tab

Don't use a part of the Intervals and want to hide a particular tab? The following code will get rid of a tab (we use Milestones as an example here, but you can change it to whatever you want). (Note: this will only hide the tab; people will access to a particular area of the site can still access it if they know the URL.)


div#navCell ul li a[href='/milestones/'] { display: none; }
]]>
Routine Maintenance & Minor Updates - July 18th, 3 PM (Pacific) https://www.myintervals.com/forum/discussion/873/routine-maintenance-minor-updates-july-18th-3-pm-pacific/ https://www.myintervals.com/forum/discussion/873/routine-maintenance-minor-updates-july-18th-3-pm-pacific/ Tue, 16 Jul 2013 16:01:03 -0700 Michael We do not anticipate any down time but service may be intermittent for a few minutes during the maintenance window. The maintenance will be performed Thursday, July 18th during a two hour window of 3:00 PM - 5:00 PM (PDT) | 9:00 PM -11:00 PM (GMT). If you have questions please contact our support team at support@myintervals.com.]]> Accounting for PreBill Information https://www.myintervals.com/forum/discussion/872/accounting-for-prebill-information/ https://www.myintervals.com/forum/discussion/872/accounting-for-prebill-information/ Wed, 03 Jul 2013 15:02:58 -0700 dfoskey
Example $1000 credit for 10 hours
User X works 8 hours = 800
Client still has 2 hours available to use.]]>
Bad Request when trying to add records https://www.myintervals.com/forum/discussion/869/bad-request-when-trying-to-add-records/ https://www.myintervals.com/forum/discussion/869/bad-request-when-trying-to-add-records/ Mon, 24 Jun 2013 16:06:46 -0700 agledstone
Here is the code.

string xml = @"<?xml version=""1.0"" encoding=""UTF-8""?><tasknote><taskid>11089</taskid><note>Test note</note></tasknote>";

System.Net.HttpWebRequest req = (System.Net.HttpWebRequest) System.Net.WebRequest.Create(URI);
req.Accept = "application/xml";
req.ContentType = "application/xml";
req.Headers.Add("Authorization", "Basic " + Convert.ToBase64String(Encoding.ASCII.GetBytes(auth)));
req.Method = "POST";

// Add parameters to post
byte[] data = System.Text.Encoding.UTF8.GetBytes(xml);
req.ContentLength = data.Length;
System.IO.Stream os = req.GetRequestStream();
os.Write(data, 0, data.Length);
os.Close();

// Do the post and get the response.
System.Net.WebResponse resp = req.GetResponse();
if (resp == null) return null;
System.IO.StreamReader sr = new System.IO.StreamReader(resp.GetResponseStream());
return sr.ReadToEnd().Trim();
]]>
Sorting and filtering https://www.myintervals.com/forum/discussion/870/sorting-and-filtering/ https://www.myintervals.com/forum/discussion/870/sorting-and-filtering/ Wed, 26 Jun 2013 18:11:24 -0700 jeisinger Bug Tracking https://www.myintervals.com/forum/discussion/104/bug-tracking/ https://www.myintervals.com/forum/discussion/104/bug-tracking/ Tue, 18 Sep 2007 16:40:42 -0700 Michael Pelago. In fact, we use Intervals to manage Intervals bugs...are we allowed to admit that?

Depending on your work flow you can add a module for bugs, a project for bugs, or just treat bugs like a normal task. That is what we do. We typically attach a screenshot to the task with the steps used to create the bug and the expected outcome.

In regards to who can submit a bug, we encourage all of our team to submit bugs. The Work Request Queue can be used to submit a potential bug and then the Project Manager can review it, prioritize it, and decide whether or not to assign it.]]>
Restrict Unapprove privilege https://www.myintervals.com/forum/discussion/867/restrict-unapprove-privilege/ https://www.myintervals.com/forum/discussion/867/restrict-unapprove-privilege/ Mon, 03 Jun 2013 04:12:27 -0700 chetanshah Seperately Track what We bill clients and What we pay freelancers? https://www.myintervals.com/forum/discussion/269/seperately-track-what-we-bill-clients-and-what-we-pay-freelancers/ https://www.myintervals.com/forum/discussion/269/seperately-track-what-we-bill-clients-and-what-we-pay-freelancers/ Thu, 25 Sep 2008 11:22:15 -0700 alatona
Also, we pay some freelancers different rates based on each project, making time sheets even more complicated. If that was another option, it would be fantastic.

So far, this is the only thing my company needs that I can't find in this software. It's otherwise amazing.

Thanks!]]>
Modules over Task Types https://www.myintervals.com/forum/discussion/866/modules-over-task-types/ https://www.myintervals.com/forum/discussion/866/modules-over-task-types/ Tue, 14 May 2013 10:54:19 -0700 atait
We are and internal design/marketing department and therefor have no billing and no time tracking. We do however, want to be able to report back to each of our internal clients (we're a university), what types of work we are doing for them. So, we are considering using Modules in a "work type" scenario. IE, ad, web updates, collateral, signage etc.

Can you see any problems with this? So far i think this will work well, but i don't want to get six months in and discover that reports aren't accurate.

thanks]]>
Get list of task with nu assignees gives error https://www.myintervals.com/forum/discussion/865/get-list-of-task-with-nu-assignees-gives-error/ https://www.myintervals.com/forum/discussion/865/get-list-of-task-with-nu-assignees-gives-error/ Fri, 10 May 2013 02:38:19 -0700 icvanee Also tried only -1 as a parameter, but that also does not work.

GET /task/?assigneeid=-1

And according to the API documentation (https://www.myintervals.com/api/resource.php?r=task) I should be able to give -1 as a parameter.

Any idea if I am doing something wrong, or is it at your side?

"error": {
"code": 18,
"message": "Validation error has occurred (missing required field/parameter, or bad field/parameter)",
"verbose": [
"Validation failed for the value (-1,116288) passed to the following field: assigneeid",
"This field expects a numeric value. If you are trying to pass multiple values to this field, they should be in CSV format, and should contain only integers and commas (ie. spaces are not permitted).",
"Please consult the API documentation at http://myintervals.com/api for more information or email API support at api@myintervals.com for help."
]"]]>
Can only site administrator import tasks? https://www.myintervals.com/forum/discussion/864/can-only-site-administrator-import-tasks/ https://www.myintervals.com/forum/discussion/864/can-only-site-administrator-import-tasks/ Thu, 09 May 2013 13:42:41 -0700 cvonnieda I built a task import template and I wanted to have someone from my team import tasks for new projects but even as an Administrator they do not have access to the import tasks feature. Is there a switch I need to flip somewhere for that or am I the only user that can import tasks?]]> Intervals and Quickbooks: customer job address https://www.myintervals.com/forum/discussion/863/intervals-and-quickbooks-customer-job-address/ https://www.myintervals.com/forum/discussion/863/intervals-and-quickbooks-customer-job-address/ Fri, 26 Apr 2013 14:39:21 -0700 mb Server Maintenance & Minor Updates - April 25, 2013 https://www.myintervals.com/forum/discussion/862/server-maintenance-minor-updates-april-25-2013/ https://www.myintervals.com/forum/discussion/862/server-maintenance-minor-updates-april-25-2013/ Wed, 24 Apr 2013 10:51:45 -0700 Michael two hour window of 4:00 PM - 6:00 PM (PDT) | 11:00 PM - 1:00 AM (GMT). If you have questions please contact our support team at support@myintervals.com.]]> Incorrect MIME type https://www.myintervals.com/forum/discussion/861/incorrect-mime-type/ https://www.myintervals.com/forum/discussion/861/incorrect-mime-type/ Mon, 15 Apr 2013 03:35:59 -0700 icvanee Maintenance Notification - March 23rd, 2013 https://www.myintervals.com/forum/discussion/859/maintenance-notification-march-23rd-2013/ https://www.myintervals.com/forum/discussion/859/maintenance-notification-march-23rd-2013/ Wed, 20 Mar 2013 09:09:44 -0700 Michael two hour window of 7:00 AM - 9:00 AM (PDT) | 2:00 PM - 4:00 PM (GMT). If you have questions please contact our support team at support@myintervals.com.]]> Server Maintenance Notification - March 2, 2013 https://www.myintervals.com/forum/discussion/858/server-maintenance-notification-march-2-2013/ https://www.myintervals.com/forum/discussion/858/server-maintenance-notification-march-2-2013/ Wed, 27 Feb 2013 08:49:48 -0800 Michael two hour window of 7:00 AM - 9:00 AM (PST) | 3:00 PM - 5:00 PM (GMT). If you have any questions please contact our support team at support@myintervals.com.]]> Roadmap: iCal integration https://www.myintervals.com/forum/discussion/491/roadmap-ical-integration/ https://www.myintervals.com/forum/discussion/491/roadmap-ical-integration/ Wed, 07 Oct 2009 08:00:34 -0700 bbruck Change styling of new alert bar? https://www.myintervals.com/forum/discussion/857/change-styling-of-new-alert-bar/ https://www.myintervals.com/forum/discussion/857/change-styling-of-new-alert-bar/ Tue, 19 Feb 2013 07:20:51 -0800 spoulos Routine Maintenance & Feature Launch - February 7th https://www.myintervals.com/forum/discussion/856/routine-maintenance-feature-launch-february-7th/ https://www.myintervals.com/forum/discussion/856/routine-maintenance-feature-launch-february-7th/ Wed, 06 Feb 2013 11:31:58 -0800 Michael service may be intermittent during the maintenance window. The maintenance will be performed Thursday, February 7th during a two hour window of 2:00 PM - 4:00 PM (PST) | 9:00 PM - 11:00 PM (GMT). We will post a link in the header of each account after the launch and maintenance is complete. If you have any questions please contact our support team at support@myintervals.com.]]> How to disable overdue timesheet reminders https://www.myintervals.com/forum/discussion/257/how-to-disable-overdue-timesheet-reminders/ https://www.myintervals.com/forum/discussion/257/how-to-disable-overdue-timesheet-reminders/ Wed, 13 Aug 2008 09:26:17 -0700 gscottwalker Change group of tasks to a project https://www.myintervals.com/forum/discussion/849/change-group-of-tasks-to-a-project/ https://www.myintervals.com/forum/discussion/849/change-group-of-tasks-to-a-project/ Mon, 17 Dec 2012 13:28:06 -0800 rebtay
It would help if, on the tasks tab, one of the choices at the bottom in the With Selected.... dropbox was "Change Projects".]]>
Problem while using the intervals api https://www.myintervals.com/forum/discussion/855/problem-while-using-the-intervals-api/ https://www.myintervals.com/forum/discussion/855/problem-while-using-the-intervals-api/ Tue, 15 Jan 2013 23:48:39 -0800 poonamc But i am getting the following error:

HTTP/1.1 400 Bad Request
Server: nginx
Date: Wed, 16 Jan 2013 07:27:08 GMT
Content-Type: application/json
Content-Length: 221
Connection: close
Vary: Accept-Encoding
PelagoLB: 10.8.229.199
P3P: CP="OTI DSP COR CUR ADMo TAIo PSAo CONi OUR PUBi IND NAV ONL PUR
PRE", policyref="/w3c/p3p.xml"

{"personid":"*******","status":"Bad
Request","code":400,"error":{"code":17,"message":"Parameter not
recognized","verbose":["Unable to parse PUT\/POST input. Please check
your XML\/JSON for validity and well-formedness."]}}


For single record in json file code works perfectly fine but for
multiple entries i am getting the above error.I checked that my json
file is well formedPlease assist me
on this issue asap ,i really stuck here.

Regards,
Poonam Chaudhari]]>
statusid property on the time object https://www.myintervals.com/forum/discussion/848/statusid-property-on-the-time-object/ https://www.myintervals.com/forum/discussion/848/statusid-property-on-the-time-object/ Mon, 17 Dec 2012 09:10:49 -0800 graver Questions around fix cost items vs. hours https://www.myintervals.com/forum/discussion/852/questions-around-fix-cost-items-vs-hours/ https://www.myintervals.com/forum/discussion/852/questions-around-fix-cost-items-vs-hours/ Sat, 05 Jan 2013 12:11:57 -0800 RyanM We use some subs for fixed cost things - like copywriting blogs or infographics or things like that. These come out of the budget of the project, but I haven't found a way to budget for those cost items. I guess I could figure out what the hourly equivalent of the work would be, but since we fixed cost it, it would be nice to have someone to budget in additional costs beside time.
Does anyone else have this challenge?]]>
Questions around videos https://www.myintervals.com/forum/discussion/853/questions-around-videos/ https://www.myintervals.com/forum/discussion/853/questions-around-videos/ Sat, 05 Jan 2013 12:12:09 -0800 RyanM
Appreciate it in advance. We're struggling to get a project up and running as a test.]]>
Getting Started - LOts of questions around retainers https://www.myintervals.com/forum/discussion/851/getting-started-lots-of-questions-around-retainers/ https://www.myintervals.com/forum/discussion/851/getting-started-lots-of-questions-around-retainers/ Sat, 05 Jan 2013 10:18:39 -0800 RyanM
We're considering moving over from TeamWork, which is a great program for task management and time tracking, but it doesn't do a great job and measure agency profitability, etc. So we are running a few projects in parallel and I have a couple of questions:

1. Retainers
A good majority of our work is retainer based - a fixed amount of $ for a fixed set of deliverables each month. Ideally, we'd like to know each month whether or not we've gone over in budget for the retainer. If I create a project for each month, I know at the month level whether or not I went over on hours. If i create the project for the duration of the retainer - which is usually 6 months or a year, I could go over on each month and not really have a great understanding of that until too far down the road. Also, tasking the SOW would be difficult for a year at a time I would image. Maybe milestones? My question: Does anyone else use intervals for this type of work? Can you share with me how you're handling it? It's really hindering me from playing with the software and there are a lot of "best practices" info around.]]>
Questions around fix cost items vs. hours https://www.myintervals.com/forum/discussion/854/questions-around-fix-cost-items-vs-hours/ https://www.myintervals.com/forum/discussion/854/questions-around-fix-cost-items-vs-hours/ Sat, 05 Jan 2013 12:14:34 -0800 RyanM We use some subs for fixed cost things - like copywriting blogs or infographics or things like that. These come out of the budget of the project, but I haven't found a way to budget for those cost items. I guess I could figure out what the hourly equivalent of the work would be, but since we fixed cost it, it would be nice to have someone to budget in additional costs beside time.

I tried putting them under expenses but they don't seem to contribute to the profitability of the project and don't show up under any of the budget reports that I could find.

Does anyone else have this challenge?]]>
Fixed time tasks and flexible time tasks - how to differentiate https://www.myintervals.com/forum/discussion/850/fixed-time-tasks-and-flexible-time-tasks-how-to-differentiate/ https://www.myintervals.com/forum/discussion/850/fixed-time-tasks-and-flexible-time-tasks-how-to-differentiate/ Wed, 02 Jan 2013 15:38:01 -0800 anna I am new to Intervals and finding my way about. One thing I would like to do is allocate and track time in these two ways:
1. Client 1 - has been given an estimate and is happy if it runs over a bit. For this client I put the time estimate in the project task and let one of the team get working. If it runs over a bit it is fine, the client still pays happily.
2. Client 2 - creates a PO order number and will not pay for a second over this time.

Is there a good way to distinguish between these two types of clients using My Intervals? I can put it in the task details description but would prefer it to be really big, bold and obvious to the team. This needs to be done at a task level and not at a project level.

In addition is there a way that I can create an invoice for one client that brings toether multiple projects.
thanks
Anna]]>
Email Hopper/Queue - Project/Task Addresses https://www.myintervals.com/forum/discussion/844/email-hopperqueue-projecttask-addresses/ https://www.myintervals.com/forum/discussion/844/email-hopperqueue-projecttask-addresses/ Tue, 20 Nov 2012 10:42:40 -0800 dkenzik
Some of our automation on our servers will send a notification out to an email alias. That alias is managed by Google (apps for business) via their "groups" settings in email. We would typically have the group expand to: joe.foo@company.com, bob.bar@company.com and task+1@company.timetask.com. Then those assigned as responsible for Task 1 would get tickled and go handle whatever it is the automation reported -- and it would all be logged for posterity in that task.

However now we are a bit stymied. Recently, it seems that the El' Goog will no longer allow the "+" character in an email address -- so we can not create any more of these proxy email addresses.

Obviously I can hard-code the task-X addresses, as well as additional destinations, into my processes, but that's not terribly extendible.

Any thoughts here, aside from asking the wonderful Timetask folks to allow the use of a different email delimiter - such as a "-", which is allowed?]]>
Tips & Tricks: Bypassing browser cache on AJAX calls https://www.myintervals.com/forum/discussion/847/tips-tricks-bypassing-browser-cache-on-ajax-calls/ https://www.myintervals.com/forum/discussion/847/tips-tricks-bypassing-browser-cache-on-ajax-calls/ Thu, 06 Dec 2012 16:12:12 -0800 cameron
Developers usually get around this by appending a random param key/value pair to their request URI, such that

https://api.myintervals.com/task/

becomes

https://api.myintervals.com/task/?time=123456789

Unfortunately, this strategy doesn't work with the Intervals API, as it will ordinarily reject any request param not explicitly listed in the resource's documentation. A trick to getting around this is to add a parameter called rnd (and you can use any number as the value). This will trick the browser into making a new request, and the API will strip it out and not parse it as a list filter. To use it, your requests should look like this:

https://api.myintervals.com/task/?rnd=12334789]]>
Running reports on closed tasks and projects https://www.myintervals.com/forum/discussion/659/running-reports-on-closed-tasks-and-projects/ https://www.myintervals.com/forum/discussion/659/running-reports-on-closed-tasks-and-projects/ Fri, 08 Oct 2010 12:26:10 -0700 jpflasterer Is there a way to find out when a task was closed? https://www.myintervals.com/forum/discussion/846/is-there-a-way-to-find-out-when-a-task-was-closed/ https://www.myintervals.com/forum/discussion/846/is-there-a-way-to-find-out-when-a-task-was-closed/ Thu, 06 Dec 2012 14:30:08 -0800 Michael
To search for closed tasks based on a date range first click on the advanced search link in the footer dock:

Footer Advanced Search

Then, select "Closed" and a date range from the date selection options in addition to any keywords, the client, project, task assignee, etc.:

Closed Task Search

The results will show each closed task and a column for when the task was closed. This column can be clicked on to show the tasks in ascending or descending order:

Closed Tasks]]>
Importing Delimited data into Intervals using API https://www.myintervals.com/forum/discussion/845/importing-delimited-data-into-intervals-using-api/ https://www.myintervals.com/forum/discussion/845/importing-delimited-data-into-intervals-using-api/ Wed, 05 Dec 2012 07:30:55 -0800 anmolk
I have a delimited file containing time related data.
I am new at API usage. Can anyone guide me on how to import this delimited data into my intervals account using the intervals API.

Thank you
Any help will be much appreciated. :)]]>
Client-based notes and documents? https://www.myintervals.com/forum/discussion/551/clientbased-notes-and-documents/ https://www.myintervals.com/forum/discussion/551/clientbased-notes-and-documents/ Fri, 29 Jan 2010 08:08:25 -0800 alandrum
Is this in the roadmap or is there another suggestion to store notes and documents by client instead of per project?]]>
email integration roadmap https://www.myintervals.com/forum/discussion/737/email-integration-roadmap/ https://www.myintervals.com/forum/discussion/737/email-integration-roadmap/ Thu, 30 Jun 2011 15:10:40 -0700 yourmanstan https://www.myintervals.com/forum/discussion/426/critical-features/#Item_4

then it was supposed to happen 2010
then it was on the roadmap for Q2 2011.
then it was scheduled for late Q2 / early Q3
now it is scheduled for Q3.


i understand that things get shifted around slightly, but this is really getting absurd.... and i feel really misled/abused here.

will it ever happen? is Q3 FOR REAL?]]>
Forecasting and Workflow Management Feature https://www.myintervals.com/forum/discussion/715/forecasting-and-workflow-management-feature/ https://www.myintervals.com/forum/discussion/715/forecasting-and-workflow-management-feature/ Tue, 12 Apr 2011 12:15:45 -0700 jmplaut
Thanks for your consideration!]]>
Forward planning and development scheduling https://www.myintervals.com/forum/discussion/568/forward-planning-and-development-scheduling/ https://www.myintervals.com/forum/discussion/568/forward-planning-and-development-scheduling/ Thu, 18 Mar 2010 13:06:01 -0700 Robd-London
We have 3 planning horizons:-
(1) 0->04 weeks out where we are setting stuff into diaries to get the tasks done
(2) 04->12 weeks where we are trying to estimate and plan our projects quite precisely, but will mainly be looking at checking that people are not overloaded on a week by week basis
(3) 12-52 weeks where we are doing a really rough cut of what projects will take what % of people's time over the weeks

Can Intervals help us directly (e.g. allow us to view under/over capacity for each person/week)
or indirectly (e.g. output something to a CSV so we can monkey around with Access or Excel)

Thanks, and regards from London]]>
API returns HTML formatted text instead of UTF-8 https://www.myintervals.com/forum/discussion/843/api-returns-html-formatted-text-instead-of-utf8/ https://www.myintervals.com/forum/discussion/843/api-returns-html-formatted-text-instead-of-utf8/ Thu, 15 Nov 2012 02:33:52 -0800 robbe
As far as I can see, when the API is returning text that contains international characters (such as René), it does this by returning the HTML formatteded version - Ren&eacute; - which is then formatted for XML, so the raw text sent over HTTP is Ren&amp;eacute;

Using UTF-8 - as the header suggests - the encoding for é should be made using UTF-8.

Is this something that will be fixed, or do I need to manually HTML-decode all returned values?

Thanks.]]>
Where to find "Details of Work Performed" for an invoice through the API? https://www.myintervals.com/forum/discussion/841/where-to-find-details-of-work-performed-for-an-invoice-through-the-api/ https://www.myintervals.com/forum/discussion/841/where-to-find-details-of-work-performed-for-an-invoice-through-the-api/ Tue, 13 Nov 2012 09:25:29 -0800 robbe
How do I find the actual lines (person, module, task, date, work type, description, quantity, rate and amount) that is being displayed on the invoice?

I am able to get the two first levels using "invoice" and "invoiceitem", but what should I use to gather the exact time lines?

Thanks!]]>
Is there any way to email reports on a schedule? https://www.myintervals.com/forum/discussion/842/is-there-any-way-to-email-reports-on-a-schedule/ https://www.myintervals.com/forum/discussion/842/is-there-any-way-to-email-reports-on-a-schedule/ Wed, 14 Nov 2012 15:30:12 -0800 bbruck
If not in the feature set, could it be done via APIs?]]>
Product Documentation https://www.myintervals.com/forum/discussion/840/product-documentation/ https://www.myintervals.com/forum/discussion/840/product-documentation/ Fri, 09 Nov 2012 17:47:51 -0800 dchavous Feature Launch & Routine Maintenance Notification (November 8th) https://www.myintervals.com/forum/discussion/839/feature-launch-routine-maintenance-notification-november-8th/ https://www.myintervals.com/forum/discussion/839/feature-launch-routine-maintenance-notification-november-8th/ Tue, 06 Nov 2012 15:43:21 -0800 Michael Thursday, November 8th during a two hour window of 3:00 PM - 5:00 PM (PST) | 11:00 PM - 1:00 AM (GMT). We will post a link to an overview of the new features after the launch is complete. If you have any questions please contact our support team at support@myintervals.com.]]> How to change yellow highlight color? https://www.myintervals.com/forum/discussion/838/how-to-change-yellow-highlight-color/ https://www.myintervals.com/forum/discussion/838/how-to-change-yellow-highlight-color/ Mon, 29 Oct 2012 14:24:28 -0700 spoulos Recommended system for project management, scheduling and resource planning https://www.myintervals.com/forum/discussion/837/recommended-system-for-project-management-scheduling-and-resource-planning/ https://www.myintervals.com/forum/discussion/837/recommended-system-for-project-management-scheduling-and-resource-planning/ Fri, 26 Oct 2012 07:30:25 -0700 trends
I run a consultancy business undertaking research projects for clients. The contractual arrangements we always have in place are for the delivery of a project for a fixed fee. It is NEVER the case that they put us on a retainer and we simply bill them for time spent on a project.

All of the systems we have reviewed so far assume that the total value of the project will vary. I.e. the total value of a project is a product of the amount of time worked and a fixed billing (fee) rate, either by day or hour.

We need to find one where the total amount billed to the client does not change, but the hourly (or daily) fee earned does change depending on how long it takes to deliver the project.

For example, if we take on a project for £5000, which we estimate should take 10 days each of our days is worth £500. The client will pay us £5000 regardless of how long it takes. If we deliver it in 5 days, then each day has actually been worth £1,000 for this project. If we deliver it in 15 days, then each day has been worth around £333.

Does anyone have any idea which systems do this, whilst also allowing for resource allocation and time recording (real time, not post hoc). We are looking for a relatively low cost solution - not SAP!]]>
Billable Flag at task level https://www.myintervals.com/forum/discussion/317/billable-flag-at-task-level/ https://www.myintervals.com/forum/discussion/317/billable-flag-at-task-level/ Mon, 17 Nov 2008 12:47:58 -0800 mholtzman One request I have is related to how the billable flag is set. It appears that the flag is only set at the time entry level by the person submitting the time entry.

In certain cases this doesn't feel right. Really the PM for a project should decide if the task is billable or not, in many cases the developer will have no idea if the task is billable or not.
Therefore, it would be great if the PM (or person who creates the task) can set billable to true or false. Then any time that is entered against that task will have the billable flag set automatically set and not be changed by the person submitting the time.]]>
Import MS Project https://www.myintervals.com/forum/discussion/836/import-ms-project/ https://www.myintervals.com/forum/discussion/836/import-ms-project/ Mon, 15 Oct 2012 17:11:23 -0700 jonmfish We have a large project that has been tracked using MS project, we are currently in mid project. As a project manager I recently had an executive come on board who wants us to start using intervals.

My problem is that I have a project with several hundred tasks, already baselined in MS Project. Is there any way that I can import all the MS project tasks, assigned resources, start and end dates into intervals without the awkward csv import function? I'm looking for maybe a list of how to export FROM MS project to Intervals or a script file that could do this for me. I don't want to spend days editing a csv file in Excel

Thanks]]>
Problem while etracting the data from intervals https://www.myintervals.com/forum/discussion/835/problem-while-etracting-the-data-from-intervals/ https://www.myintervals.com/forum/discussion/835/problem-while-etracting-the-data-from-intervals/ Wed, 10 Oct 2012 23:05:55 -0700 poonamc In intervals if i goto summary and generate the report for some specific date the xml data which i am getting does match with the summary.I have attached the sample code which i am using for your reference. Please reply asap,it is very urgent for us.

Code sample:

package com;
import org.apache.commons.codec.binary.Base64;
import java.net.*;
import java.io.*;
import javax.net.ssl.HttpsURLConnection;

import java.text.SimpleDateFormat;
import java.util.*;


public class urlConnection{
public static void main(String args[]) throws Exception {

String token= API_TOKEN + ":";
SimpleDateFormat sdf = new SimpleDateFormat("yyyy-MM-dd");
Date datebegin = sdf.parse("2012-10-11");
Date dateend = sdf.parse("2012-10-11");
String encoded = new String(Base64.encodeBase64(token.getBytes()));
URL url = new URL("https://api.myintervals.com/time/datebegin=datebegin&dateend=dateend&limit=1000");
//System.setProperty("java.net.useSystemProxies", "true");
HttpsURLConnection httpsCon = (HttpsURLConnection) url.openConnection();
httpsCon.setDoOutput(true);
httpsCon.setRequestMethod("GET");
httpsCon.addRequestProperty("Host", "api.myintervals.com");
httpsCon.addRequestProperty("Accept", "application/xml");
httpsCon.addRequestProperty("Authorization","Basic "+encoded);


InputStream inStrm = httpsCon.getInputStream();

int ch;
String strFilePath = "C://Summary.xml";
FileOutputStream fos = new FileOutputStream(strFilePath);
while (((ch = inStrm.read()) != -1)){
System.out.print((char) ch);
fos.write((char)ch);
// inStrm.close();
}
// System.out.println(encoded);
//System.out.println("Response Message is " + httpsCon.getResponseCode());





}
}


its expected to return following data
Client # Project Person Module Work type Task Description Date Time Billable
Nikhil Talwar F00428
P&G 170 P&G Account Activities Nikhil Talwar F00428 Misc Holiday 10/11/2012 8 No
Total for Nikhil Talwar F00428 8
Dev Markandey F00577
Chartis 255 Chartis - LAD Research Dev Markandey F00577 Research, Study & Review Analyst (Offsite) #5333: Review 10/11/2012 7 Yes
Total for Dev Markandey F00577 7
Nikhil Yogesh Sheth F00669
Chartis 192 Chartis - Consumer - Auto Ratemaking Model Validation Nikhil Yogesh Sheth F00669 Modeling Analyst (Offsite) #1468: Model validation "Model Sanity Check and
Creating Model Validation Template" 10/11/2012 8 Yes
Total for Nikhil Yogesh Sheth F00669 8
TOTAL 23

which contains 3 records,

but it returns 10 records

<?xml version="1.0" encoding="UTF-8" ?>
- <intervals personid="131050" status="OK" code="200" listcount="24330">
- <time>
- <item>
<id>12994559</id>
<projectid>317186</projectid>
<moduleid>209967</moduleid>
<taskid />
<worktypeid>323620</worktypeid>
<personid>131056</personid>
<date>10/26/2012</date>
<time>8.5</time>
<description />
<billable>f</billable>
<datemodified>2012-10-01 04:31:19</datemodified>
<dateiso>2012-10-26</dateiso>
<module>Misc</module>
<project>P&amp;G Account Activities</project>
<worktype>Internal meetings</worktype>
<tasklocalid />
<task />
<firstname>Saurabh Mehta</firstname>
<lastname>F00236</lastname>
<active>t</active>
<person>Saurabh Mehta F00236</person>
<clientid>128266</clientid>
<client>P&amp;G</client>
<clientactive>t</clientactive>
<statusid />
</item>
- <item>
<id>12994141</id>
<projectid>316790</projectid>
<moduleid>204542</moduleid>
<taskid>2646282</taskid>
<worktypeid>323645</worktypeid>
<personid>131081</personid>
<date>10/26/2012</date>
<time>2</time>
<description>To Chandralekha on design changes and documentation</description>
<billable>t</billable>
<datemodified>2012-10-01 03:34:11</datemodified>
<dateiso>2012-10-26</dateiso>
<module>Design</module>
<project>P &amp; G - G4 Business Sufficiency</project>
<worktype>Knowledge Transition</worktype>
<tasklocalid>94</tasklocalid>
<task>Country</task>
<firstname>Saurabh Jain</firstname>
<lastname>F00360</lastname>
<active>t</active>
<person>Saurabh Jain F00360</person>
<clientid>128266</clientid>
<client>P&amp;G</client>
<clientactive>t</clientactive>
<statusid />
</item>
- <item>
<id>13112185</id>
<projectid>317186</projectid>
<moduleid>209967</moduleid>
<taskid />
<worktypeid>326730</worktypeid>
<personid>131100</personid>
<date>10/12/2012</date>
<time>8</time>
<description />
<billable>f</billable>
<datemodified>2012-10-06 15:13:37</datemodified>
<dateiso>2012-10-12</dateiso>
<module>Misc</module>
<project>P&amp;G Account Activities</project>
<worktype>Holiday</worktype>
<tasklocalid />
<task />
<firstname>Nikhil Talwar</firstname>
<lastname>F00428</lastname>
<active>t</active>
<person>Nikhil Talwar F00428</person>
<clientid>128266</clientid>
<client>P&amp;G</client>
<clientactive>t</clientactive>
<statusid />
</item>
- <item>
<id>13111094</id>
<projectid>328429</projectid>
<moduleid>215560</moduleid>
<taskid>2789914</taskid>
<worktypeid>320912</worktypeid>
<personid>135052</personid>
<date>10/12/2012</date>
<time>8</time>
<description>Model Sanity Check and Creating Model Validation Template</description>
<billable>t</billable>
<datemodified>2012-10-06 04:02:57</datemodified>
<dateiso>2012-10-12</dateiso>
<module>Modeling</module>
<project>Chartis - Consumer - Auto Ratemaking Model Validation</project>
<worktype>Analyst (Offsite)</worktype>
<tasklocalid>1468</tasklocalid>
<task>Model validation</task>
<firstname>Nikhil Yogesh Sheth</firstname>
<lastname>F00669</lastname>
<active>t</active>
<person>Nikhil Yogesh Sheth F00669</person>
<clientid>137305</clientid>
<client>Chartis</client>
<clientactive>t</clientactive>
<statusid />
</item>
- <item>
<id>13185523</id>
<projectid>335788</projectid>
<moduleid>215564</moduleid>
<taskid>2860738</taskid>
<worktypeid>320912</worktypeid>
<personid>135037</personid>
<date>10/11/2012</date>
<time>7</time>
<description />
<billable>t</billable>
<datemodified>2012-10-11 05:59:36</datemodified>
<dateiso>2012-10-11</dateiso>
<module>Research, Study &amp; Review</module>
<project>Chartis - LAD Research</project>
<worktype>Analyst (Offsite)</worktype>
<tasklocalid>5333</tasklocalid>
<task>Review</task>
<firstname>Dev Markandey</firstname>
<lastname>F00577</lastname>
<active>t</active>
<person>Dev Markandey F00577</person>
<clientid>137305</clientid>
<client>Chartis</client>
<clientactive>t</clientactive>
<statusid />
</item>
- <item>
<id>13112184</id>
<projectid>317186</projectid>
<moduleid>209967</moduleid>
<taskid />
<worktypeid>326730</worktypeid>
<personid>131100</personid>
<date>10/11/2012</date>
<time>8</time>
<description />
<billable>f</billable>
<datemodified>2012-10-06 15:13:36</datemodified>
<dateiso>2012-10-11</dateiso>
<module>Misc</module>
<project>P&amp;G Account Activities</project>
<worktype>Holiday</worktype>
<tasklocalid />
<task />
<firstname>Nikhil Talwar</firstname>
<lastname>F00428</lastname>
<active>t</active>
<person>Nikhil Talwar F00428</person>
<clientid>128266</clientid>
<client>P&amp;G</client>
<clientactive>t</clientactive>
<statusid />
</item>
- <item>
<id>13111093</id>
<projectid>328429</projectid>
<moduleid>215560</moduleid>
<taskid>2789914</taskid>
<worktypeid>320912</worktypeid>
<personid>135052</personid>
<date>10/11/2012</date>
<time>8</time>
<description>Model Sanity Check and Creating Model Validation Template</description>
<billable>t</billable>
<datemodified>2012-10-06 04:03:06</datemodified>
<dateiso>2012-10-11</dateiso>
<module>Modeling</module>
<project>Chartis - Consumer - Auto Ratemaking Model Validation</project>
<worktype>Analyst (Offsite)</worktype>
<tasklocalid>1468</tasklocalid>
<task>Model validation</task>
<firstname>Nikhil Yogesh Sheth</firstname>
<lastname>F00669</lastname>
<active>t</active>
<person>Nikhil Yogesh Sheth F00669</person>
<clientid>137305</clientid>
<client>Chartis</client>
<clientactive>t</clientactive>
<statusid />
</item>
- <item>
<id>13185543</id>
<projectid>316813</projectid>
<moduleid>209831</moduleid>
<taskid>2661059</taskid>
<worktypeid>323668</worktypeid>
<personid>131149</personid>
<date>10/10/2012</date>
<time>1</time>
<description />
<billable>t</billable>
<datemodified>2012-10-11 06:04:20</datemodified>
<dateiso>2012-10-10</dateiso>
<module>Operations</module>
<project>P &amp; G - HHC Global Home Care</project>
<worktype>Develop model/template</worktype>
<tasklocalid>280</tasklocalid>
<task>SOI - US</task>
<firstname>Apoorv Singhal</firstname>
<lastname>F00539</lastname>
<active>t</active>
<person>Apoorv Singhal F00539</person>
<clientid>128266</clientid>
<client>P&amp;G</client>
<clientactive>t</clientactive>
<statusid />
</item>
- <item>
<id>13185542</id>
<projectid>336901</projectid>
<moduleid>209831</moduleid>
<taskid>2874672</taskid>
<worktypeid>323668</worktypeid>
<personid>131149</personid>
<date>10/10/2012</date>
<time>4</time>
<description />
<billable>t</billable>
<datemodified>2012-10-11 06:04:20</datemodified>
<dateiso>2012-10-10</dateiso>
<module>Operations</module>
<project>P &amp; G - NA Market Diagnostic Project</project>
<worktype>Develop model/template</worktype>
<tasklocalid>5388</tasklocalid>
<task>Market Diagnostic Report</task>
<firstname>Apoorv Singhal</firstname>
<lastname>F00539</lastname>
<active>t</active>
<person>Apoorv Singhal F00539</person>
<clientid>128266</clientid>
<client>P&amp;G</client>
<clientactive>t</clientactive>
<statusid />
</item>
- <item>
<id>13185541</id>
<projectid>336901</projectid>
<moduleid>209831</moduleid>
<taskid>2874672</taskid>
<worktypeid>323632</worktypeid>
<personid>131149</personid>
<date>10/10/2012</date>
<time>2</time>
<description />
<billable>t</billable>
<datemodified>2012-10-11 06:04:20</datemodified>
<dateiso>2012-10-10</dateiso>
<module>Operations</module>
<project>P &amp; G - NA Market Diagnostic Project</project>
<worktype>Data Pull</worktype>
<tasklocalid>5388</tasklocalid>
<task>Market Diagnostic Report</task>
<firstname>Apoorv Singhal</firstname>
<lastname>F00539</lastname>
<active>t</active>
<person>Apoorv Singhal F00539</person>
<clientid>128266</clientid>
<client>P&amp;G</client>
<clientactive>t</clientactive>
<statusid />
</item>
</time>
</intervals>]]>
How to Add your Project RSS Feed to FeedReader https://www.myintervals.com/forum/discussion/833/how-to-add-your-project-rss-feed-to-feedreader/ https://www.myintervals.com/forum/discussion/833/how-to-add-your-project-rss-feed-to-feedreader/ Tue, 09 Oct 2012 10:27:43 -0700 jreeve
The following instructions apply specifically to FeedReader, which we recommend using for Intervals, but most RSS Readers should follow a similar setup. Other RSS readers known to work with Intervals authenticated RSS feeds are Internet Explorer and NetVibes

  1. Log in to your Intervals account, go to your project feed, and right-click on the RSS iconLog in to your Intervals account and navigate to the project you want to subscribe to and click on the Feed link in the left column. This will bring up recent project activity.

  2. Right-click on the RSS icon and select "Copy link address"Right-click on the RSS icon in the upper right corner and select "Copy link address" (or "Copy Shortcut," depending on your Web browser).

  3. Open up FeedReader and click the "New" button to add a new feed. The URL should auto-populate from the system clipboard. If it doesn't, paste the Intervals URL for your project RSS feed into the text field and press enter.Open up FeedReader and click the "New" button to add a new feed

  4. Enter your Intervals login credentials when promptedRSS feeds from your Intervals account are secure and will prompt FeedReader to ask for a username and password. Enter your Intervals login credentials in the popup window that appears.

  5. Press the "Ok" and FeedReader will take care of the rest. You should now see your subscribed feed, which should looking something like this:
    Authenticated RSS Project Feed in FeedReader


That's it! Use your RSS feeds from Intervals to stay up-to-date or get caught up on any of your projects.

 

 

 ]]>
The Missing Timesheets Tool https://www.myintervals.com/forum/discussion/834/the-missing-timesheets-tool/ https://www.myintervals.com/forum/discussion/834/the-missing-timesheets-tool/ Tue, 09 Oct 2012 13:21:58 -0700 jreeve One of Intervals' core features is time tracking. When each person logs in and uses Intervals to track their time, the time entries are aggregated into a weekly timesheet. In addition, Intervals provides a workflow for approving timesheets to ensure that time data appearing on the reports is accurate. When putting detailed time reports in front of clients it's nice to know the data won't change after the fact.

What about people who don't get their time reported on time? or not at all? The Missing Timesheets Tool will tell you which people have NOT filled in their weekly timesheet, for any week of the year. Perhaps a new employee is still learning the ropes and hasn't had time to log in to Intervals. Or, a subcontractor has yet to submit their time entries for the previous week, putting your hopes of billing the client on hold. You might even have some employees who just need a nudge toward logging in and and adding their time.

The Missing Timesheets tool, pictured below, is a great way to send email reminders to your team asking them to log in and fill out their timesheet. Check the boxes next to the people to notify, or notify one person at a time using the notify button, and tailor a message to be included in the email. That's it!

The Missing Timesheets Tool is useful for sending email reminders to your team

 

The Missing Timesheets tool is available under the Time tab.To access the report, go to the Time tab and click on the Missing Timesheets link. The filters in the left column will help you drill down into the missing timesheets by date, person, and user level. For example, you may want to list all of the timesheets missing from last week for resource level users.

A few notes: Intervals will list a person's timesheet as missing for any week, since their account was created, that they have not entered any time. The list will not include the current week. This feature is only available to administrator level users.

## Update ##
More information about the missing timesheets report is available here https://help.myintervals.com/time-tracking-faqs/way-see-someone-tracked-time-week/

 
]]>
Expense Report https://www.myintervals.com/forum/discussion/207/expense-report/ https://www.myintervals.com/forum/discussion/207/expense-report/ Fri, 14 Mar 2008 08:50:01 -0700 Michael RSS for tasks https://www.myintervals.com/forum/discussion/108/rss-for-tasks/ https://www.myintervals.com/forum/discussion/108/rss-for-tasks/ Tue, 18 Sep 2007 17:13:18 -0700 Michael Intervals API for us. We thought that a lot of our users would clamor for an API and RSS but much to our surprise neither has not been a highly requested feature. If I had to estimate the request for Invoices vs. RSS is probably 50 - 1.

We have RSS on our long-term road map, but it would be great to get additional feedback.]]>
Feature Launch & Routine Maintenance Notification (October 4th) https://www.myintervals.com/forum/discussion/831/feature-launch-routine-maintenance-notification-october-4th/ https://www.myintervals.com/forum/discussion/831/feature-launch-routine-maintenance-notification-october-4th/ Tue, 02 Oct 2012 11:24:08 -0700 Michael Thursday, October 4th during a two hour window of 3:00 PM - 5:00 PM (PDT) | 10:00 PM - 12:00 AM (GMT). We will post a link to an overview of the new features after the launch is complete. If you have any questions please contact our support team at support@myintervals.com.]]> Accessing intervals api through java but getting 401 error https://www.myintervals.com/forum/discussion/832/accessing-intervals-api-through-java-but-getting-401-error/ https://www.myintervals.com/forum/discussion/832/accessing-intervals-api-through-java-but-getting-401-error/ Wed, 03 Oct 2012 02:35:33 -0700 poonamc Editor's note: As this is a public forum, we have redacted this user's API token.


Code i am using for accessing is as below

import org.apache.commons.codec.binary.Base64;
import java.net.*;
import javax.net.ssl.HttpsURLConnection;


public class urlConnection{
public static void main(String args[]) throws Exception {

String token= API_TOKEN;
String encoded = new String(Base64.encodeBase64(token.getBytes()));
URL url = new URL("https://api.myintervals.com/task/");
System.setProperty("java.net.useSystemProxies", "true");
HttpsURLConnection httpsCon = (HttpsURLConnection) url.openConnection();
httpsCon.setDoOutput(true);
httpsCon.setRequestMethod("GET");
httpsCon.addRequestProperty("Host", "api.myintervals.com");
httpsCon.addRequestProperty("Accept", "application/xml");
httpsCon.addRequestProperty("Authorization","Basic "+encoded);


/*InputStream inStrm = httpsCon.getInputStream();
System.out.println("nContent at " + url);
int ch;
while (((ch = inStrm.read()) != -1)){
System.out.print((char) ch);
inStrm.close();
}*/
System.out.println(encoded);
System.out.println("Response Message is " + httpsCon.getResponseCode());

}
}

What is wrong in authentication?]]>
Relationship of Projects to Clients https://www.myintervals.com/forum/discussion/264/relationship-of-projects-to-clients/ https://www.myintervals.com/forum/discussion/264/relationship-of-projects-to-clients/ Mon, 15 Sep 2008 12:14:50 -0700 teddiep1
My question is - does EACH Client Need a Project assigned OR can we track time against multiple clients by using tasks and worktypes only? We are too small to have multiple projects.]]>
Favorite or Custom Task Lists https://www.myintervals.com/forum/discussion/825/favorite-or-custom-task-lists/ https://www.myintervals.com/forum/discussion/825/favorite-or-custom-task-lists/ Thu, 09 Aug 2012 03:31:01 -0700 cwaite We have several open ended tasks, which basically are running all the time, that we need to add time to on a regular basis (such as update/maintain Intervals - always interesting to see how much time goes into that).
As these tasks don't have an end date, and have a start date way in the past, they don't appear in the weekly/monthly view, so we always have to search for them or hope they are still on our recent tasks list, or pick them out from the tasks with no due date list at the bottom of the homepage.
Is there a way to mark a task as being a favourite, or sticky ... or something similar which would mean it always appears somewhere on the home page.
Ideally, i would like to be able to customise the categories of task that are displayed at the bottom of the home page (where currently we see "overdue tasks", "overdue milestones") and add custom collections such as "favorite tasks" or "admin tasks".
Is anything like this possible at the moment?

Regards
Cathy]]>
Task Timer - Pomodoro Technique https://www.myintervals.com/forum/discussion/761/task-timer-pomodoro-technique/ https://www.myintervals.com/forum/discussion/761/task-timer-pomodoro-technique/ Wed, 21 Sep 2011 09:43:52 -0700 pspeth The last I heard is that it is off the table, and the suggested path would be for a pinned mobile version.
I have always been challenged with finding a way to accurately stay on top of my Task/Time documentation and I am pretty sure that is a very common challenge for companies and employees.

I have been interested lately with the Pomodoro time management technique.
Pomodoro - Site

I downloaded an free Adobe Air app that (has some limitations but) is very nicely implemented.
It allows you to setup tasks, and track productive time as well as take managed breaks.

Here is the app site link.

This app provides what would be an absolutely killer feature addition to intervals.
I users could:

  • Morning Process to select the Days Tasks to show in the timer. (or display all)

  • Have the timer docked to their - Desktop, or mobile

  • Once started the Timer would poll them periodically to select the appropriate task/break/interruption

  • A great mobile feature would be to have a location service option that would log with the task

  • At the end of the day There could be a review process to review/correct the poms allocations, and even set things up for the next day.



In the end Intervals is about capturing and being paid for our time. This feature could drastically improve this process. For this reason I hope you will seriously consider this suggestion.]]>
Task customization: status colors and images https://www.myintervals.com/forum/discussion/830/task-customization-status-colors-and-images/ https://www.myintervals.com/forum/discussion/830/task-customization-status-colors-and-images/ Fri, 28 Sep 2012 10:35:02 -0700 tinatsu
It would be helpful to me if I could add a cell to each task where I can have an image from that shot. I know that I can embed an image in the summary and have that show up in the task list, but the image would appear under the task in the task list and not in-line with it, which is what I want. Is there a way I can customize the interface to do this?

Also, it would be great if the color of the Task Status cell could change color depending on the Status. (Or else, since I don't use the Task Priority, if I could instead tie the Task Status to the color of that cell.) Is there a way to do that?]]>
A more useful and faster home page https://www.myintervals.com/forum/discussion/829/a-more-useful-and-faster-home-page/ https://www.myintervals.com/forum/discussion/829/a-more-useful-and-faster-home-page/ Wed, 26 Sep 2012 07:08:20 -0700 mcampello I have some points that i think could fasten our work at the home page:

01 - The calendar on the right could be used to define a time frame to exibit in the mais calendar. I think its under used when hidden below the filters and could be more useful.

02 - The saved search filters are hidden on a menu below the filters, they should populate the top menu, being useful as they are.

03 - It would be good if we had some more view options in the "custom" tab. "Four week frame" or "two week frame" would be nice, so we would not need to setup the custom date everytime :)

Thankx]]>
Clear filters bookmarklet https://www.myintervals.com/forum/discussion/760/clear-filters-bookmarklet/ https://www.myintervals.com/forum/discussion/760/clear-filters-bookmarklet/ Fri, 16 Sep 2011 03:06:02 -0700 thelem
Note that it won't trigger the Ajax calls, which means any filters that have a shorter list because of other filters that were set will keep that shorter list. If you need to use a filter and the value you want doesn't show, then just change the client filter and all other filters will be corrected.

Bookmark this link

If you've not heard of bookmarklets see the wikipedia article]]>
Currency Setting per Project https://www.myintervals.com/forum/discussion/148/currency-setting-per-project/ https://www.myintervals.com/forum/discussion/148/currency-setting-per-project/ Tue, 06 Nov 2007 09:40:57 -0800 Michael

Is there a way to have different currencies associated with different projects. This is important to us as we have clients from different locations.


Presently with Intervals the Locale extends across the entire Intervals account. The date format and currency are tied into the locale. This request would break the Locale setting into only date / time formatting while currency could be manipulated at the Project level. A sort of "currency setting for this project". It could get tricky pretty quick with billable rates, expenses, invoicing, etc. I am curious to get thoughts from others on this one.]]>
iCal task lists via API and Ruby https://www.myintervals.com/forum/discussion/595/ical-task-lists-via-api-and-ruby/ https://www.myintervals.com/forum/discussion/595/ical-task-lists-via-api-and-ruby/ Thu, 13 May 2010 10:40:19 -0700 rowan_clickwt
I was keen to have my Intervals tasks show up without having to log into the web interface, and already use Thunderbird+Lightning for my appointments, so I've put together a quick iCal task export using the API and a simple Ruby script.

It will output events and/or tasks for each task assigned to you, according to options in the URL you use. Just build up the URL with your API token and preferences, and add it as a "remote" calendar in Thunderbird/Outlook/Google etc.

For some reason I can't actually access closed tasks through the API, which is a bit odd, so I haven't been able to test those properly, although the iCal returned should work in Lightning, at least. (Maybe it's because of my access level, which is "resource"? although quite why the restrictions would be different on the API than the site I'm note sure...)

Full details of public copy, plus source code, on my website: http://rwec.co.uk/x/ical/

Let me know if you have any questions, requests, feedback, bug reports, etc!

Regards,
Rowan Collins]]>
Adding a new module https://www.myintervals.com/forum/discussion/452/adding-a-new-module/ https://www.myintervals.com/forum/discussion/452/adding-a-new-module/ Tue, 11 Aug 2009 08:27:15 -0700 kaniz1 I wanted to know whether i can add a new module and then add hourly rate to the module?]]> Server Maintenance & Feature Launch - August 25th, 2012 (8:00 AM Pacific) https://www.myintervals.com/forum/discussion/827/server-maintenance-feature-launch-august-25th-2012-800-am-pacific/ https://www.myintervals.com/forum/discussion/827/server-maintenance-feature-launch-august-25th-2012-800-am-pacific/ Wed, 22 Aug 2012 09:09:52 -0700 Michael service may be intermittent during the maintenance window. The maintenance will be performed Saturday, August 25th during a three hour window of 8:00 PM - 11:00 AM (PST) | 3:00 PM - 6:00 PM (GMT). If you have any questions please contact our support team at support@myintervals.com.]]> Building a Mobile App in Tiggzi. Need help with REST call https://www.myintervals.com/forum/discussion/826/building-a-mobile-app-in-tiggzi-need-help-with-rest-call/ https://www.myintervals.com/forum/discussion/826/building-a-mobile-app-in-tiggzi-need-help-with-rest-call/ Sun, 12 Aug 2012 19:52:40 -0700 cvonnieda
I'm playing around with the mobile app development service Tiggzi: http://www.tiggzi.com

In it they have the ability to connect to a REST service to populate your app. To set up the REST connection I am presented with the following fields:
URL: which is https://api.myintervals.com
Method: (I am using GET)
Data type: options are json,jsonp,XML (which is best?)

Simple enough. Then I have the option to include Request Parameters and I can add any number of parameters and their values and there is a "Header" check box.

In this environment how do I include my token or handle authorization?

Thanks in advance

- Chris]]>
Maintenance Notification - August 11, 2012 (8:00 AM | Pacific Daylight Time) https://www.myintervals.com/forum/discussion/824/maintenance-notification-august-11-2012-800-am-pacific-daylight-time/ https://www.myintervals.com/forum/discussion/824/maintenance-notification-august-11-2012-800-am-pacific-daylight-time/ Tue, 07 Aug 2012 16:58:26 -0700 Michael We anticipate approximately 30 minutes of down time during the maintenance window. The maintenance will be performed Saturday, August 11th during a two hour window of 8:00 AM - 10:00 AM (Pacific) | 3:00 PM - 5:00 PM (GMT). If you have any questions please contact our support team at support@myintervals.com.]]> Can I search for tasks by their start or due date? https://www.myintervals.com/forum/discussion/822/can-i-search-for-tasks-by-their-start-or-due-date/ https://www.myintervals.com/forum/discussion/822/can-i-search-for-tasks-by-their-start-or-due-date/ Mon, 30 Jul 2012 10:55:19 -0700 Michael
Advanced Task Search]]>
limit -> nolimit https://www.myintervals.com/forum/discussion/798/limit-nolimit/ https://www.myintervals.com/forum/discussion/798/limit-nolimit/ Thu, 01 Mar 2012 04:33:54 -0800 icvanee Or do I have to set an extreme high number in the limit value?]]> bulk delete via API calls https://www.myintervals.com/forum/discussion/814/bulk-delete-via-api-calls/ https://www.myintervals.com/forum/discussion/814/bulk-delete-via-api-calls/ Tue, 19 Jun 2012 18:31:45 -0700 t. sonuyi
thanks
-T]]>
Configuring Postini via the System Administration console to whitelist the Intervals IP https://www.myintervals.com/forum/discussion/820/configuring-postini-via-the-system-administration-console-to-whitelist-the-intervals-ip/ https://www.myintervals.com/forum/discussion/820/configuring-postini-via-the-system-administration-console-to-whitelist-the-intervals-ip/ Wed, 11 Jul 2012 13:07:51 -0700 jreeve
Postini, however, tends to quarantine Intervals emails without acknowledging the Sender header. And, to our knowledge, there is not a way to add our IP to the Postini SPF records. To effectively whitelist emails coming from the Intervals mail server IP, the solution is to use a combination of Postini's IP Pass and IP Lock features:

Using a combination of IP pass-through in Connection Manager and using IP Lock, will allow for your domain to be delivered as an approved sender. When using these features, make sure you add all IP's, that will send in behalf of your domain, including your direct mail server and any mailing list-servs being used. Using the IP lock in the RPF section may be easier to use, for some admins.


More information on how to configure Postini to whitelist the Intervals mail server IP can be found here:
Whitelisting an IP thru the Postini System Administration console
Message Security Administration Guide > IP Ranges and Security > RPF: Tools to Help Prevent Spoofing
Message Security Administration Guide > IP Ranges and Security > Setting Up IP Lock with Batch Commands
Message Security Administration Guide > Connection Manager > Pass Throughs]]>
not able to update projectworktype https://www.myintervals.com/forum/discussion/816/not-able-to-update-projectworktype/ https://www.myintervals.com/forum/discussion/816/not-able-to-update-projectworktype/ Wed, 20 Jun 2012 15:59:08 -0700 t. sonuyi
<?xml version="1.0" encoding="UTF-8"?>
<projectworktype>
<esttime>22</esttime>
</projectworktype>]]>
Mark items read https://www.myintervals.com/forum/discussion/819/mark-items-read/ https://www.myintervals.com/forum/discussion/819/mark-items-read/ Fri, 29 Jun 2012 06:43:12 -0700 LorenzoB I just integrated Intarvals API with Microsoft NAV 2009, i have successfully received all the data (Time) and then i insert them in a table of Nav.
I'd like to know: Is possible can mark items that i read/downloaded?
Because if in future I will make another request, I would not read&download data already in the table.
Is possible create a new item xml: <read> yes or no </ read> in the structure XML received from Interval?
Did you have some suggestion?

Thanks for your attention.
Lorenzo]]>
using POST to create a client https://www.myintervals.com/forum/discussion/818/using-post-to-create-a-client/ https://www.myintervals.com/forum/discussion/818/using-post-to-create-a-client/ Sun, 24 Jun 2012 01:00:04 -0700 t. sonuyi posted to: https://api.myintervals.com/client/

<?xml version="1.0" encoding="UTF-8"?>
<client>
<name>104 IEP</name>
<datecreated>2012-06-24</datecreated>
<active>t</active>
<description>Client Since: 7/25/2005</description>
<email></email>
<website></website>
<phone>9495556380</phone>
<fax>9495557517</fax>
<address>P.O. Box XXXX
Irvine CA 92623-9575 USA</address>
</client>]]>
pulling date-specific data https://www.myintervals.com/forum/discussion/817/pulling-datespecific-data/ https://www.myintervals.com/forum/discussion/817/pulling-datespecific-data/ Thu, 21 Jun 2012 13:56:11 -0700 kmgillen
The question is, how do I do that with a string like this:
https://api.myintervals.com/time/?

Can i put in a variable for the dates (and if so, what are they) so that they will be constantly updating and I won't have to go in and change them all of the time.

Thanks!]]>
Executive Change Status https://www.myintervals.com/forum/discussion/815/executive-change-status/ https://www.myintervals.com/forum/discussion/815/executive-change-status/ Wed, 20 Jun 2012 01:06:49 -0700 icvanee Milestones and Modules https://www.myintervals.com/forum/discussion/812/milestones-and-modules/ https://www.myintervals.com/forum/discussion/812/milestones-and-modules/ Fri, 08 Jun 2012 01:14:08 -0700 lynn Timer starttime https://www.myintervals.com/forum/discussion/811/timer-starttime/ https://www.myintervals.com/forum/discussion/811/timer-starttime/ Wed, 06 Jun 2012 09:55:45 -0700 PierrePaul
The documentation says : Timers rely on two fields: time (number of seconds) and starttime (timestamp).

But when I send a timestamp made from utc time, I get : This field expects a date. The date must be valid and in ISO 8601 format. Please see the documentation for more information.

Well okay then, I send it in the format : %Y-%m-%dT%H:%M:%SZ == '2012-06-06T16:54:10Z'

But then when I go the Web interface, it says the timer has started 4hours ago. I feel bad doing a delta -4 hours on the current time without really knowing what is happening.

Do you have any idea? ISO 8601 could mean many things. Is there a way we could add an exemple to the API docs?

Thanks!]]>
filtering values on time and task https://www.myintervals.com/forum/discussion/810/filtering-values-on-time-and-task/ https://www.myintervals.com/forum/discussion/810/filtering-values-on-time-and-task/ Fri, 01 Jun 2012 00:21:06 -0700 tamukad Here is part of my sample C# code:

DateTime targetDate = DateTime.Now.AddDays(-3);
HttpWebRequest request = WebRequest.Create("https://api.myintervals.com/task/?dateopen=targetDate") as HttpWebRequest;
Please anyone assist.]]>
Estimate hours https://www.myintervals.com/forum/discussion/809/estimate-hours/ https://www.myintervals.com/forum/discussion/809/estimate-hours/ Wed, 30 May 2012 01:58:12 -0700 Alia Elkilany Good day, i want to ask you about the ability of the resource to change the estimate hours in the tasks... could we stop this privilege????
Thanks for your cooperation in advance]]>
Email notices on imported tasks? https://www.myintervals.com/forum/discussion/808/email-notices-on-imported-tasks/ https://www.myintervals.com/forum/discussion/808/email-notices-on-imported-tasks/ Thu, 24 May 2012 12:59:08 -0700 kmgillen
1. No email notices were sent out to the people assigned to the tasks

2. The "summary" fields were not included for 50% + of the items imported.

Is there a reason why the assigned employee didn't have emails sent to them? What types of things would cause the summary field to import for some records but not for others?]]>
Assign person to task https://www.myintervals.com/forum/discussion/807/assign-person-to-task/ https://www.myintervals.com/forum/discussion/807/assign-person-to-task/ Fri, 04 May 2012 03:00:39 -0700 igor.s Maintenance Notification - April 28th (7:00 AM Pacific Time) https://www.myintervals.com/forum/discussion/806/maintenance-notification-april-28th-700-am-pacific-time/ https://www.myintervals.com/forum/discussion/806/maintenance-notification-april-28th-700-am-pacific-time/ Wed, 25 Apr 2012 09:04:45 -0700 Michael We anticipate approximately 20 to 30 minutes of down time during the maintenance window. The maintenance will be performed Saturday, April 28th during a three hour window of 7:00 AM - 10:00 AM (PDT) | 2:00 PM - 5:00 PM (GMT). If you have any questions please contact our support team at support@myintervals.com.]]> Act.Time View in Calendar https://www.myintervals.com/forum/discussion/805/acttime-view-in-calendar/ https://www.myintervals.com/forum/discussion/805/acttime-view-in-calendar/ Mon, 23 Apr 2012 09:12:17 -0700 Andreas Bollongino This would be a great feature for those which are working not so task oriented and are adding time by day - like us consultants.
A sum of time in relation to the filter would be OK]]>
Freshbooks? Anyone done an API/Integration with FB? https://www.myintervals.com/forum/discussion/724/freshbooks-anyone-done-an-apiintegration-with-fb/ https://www.myintervals.com/forum/discussion/724/freshbooks-anyone-done-an-apiintegration-with-fb/ Tue, 10 May 2011 16:04:01 -0700 Hitch
I admit I'm a bit at the end of my rope, here. I wanted to use QB--but QB does not have a native Paypal integration, which I find mind-boggling in this day and age. So I migrated to Freshbooks (which does), for my accounting. However, it does not have an integration with Intervals (although it does with Basecamp, Deskaway and ClientSpot). So now, in addition to the double-entry I was doing before, using Intervals, now I'm doing triple-entry; in order to correlate the data, from the time I receive a RFQ, I have to:

  1. Create an estimate in FB, and send another via email, because I can't attach a form I need from the client in EITHER Intervals or FB;

  2. When the estimate is accepted, create the project in Intervals

  3. Set the deliverable as an expense in Intervals, because Intervals doesn't have deliverables, so I:

  4. Create the deliverable with my cost as the cost and my charge as the Fee (which is the price quoted in the Freshbooks quote)

  5. THEN, when the project is done, I have to:

  6. generate the invoice from Freshbooks, and

  7. Enter the expense side from Intervals manually into FB, so I can get a P&L report and other info for taxes at year end, and

  8. from the Freshbooks side, get a report of who's paid, which I then

  9. have to manually enter into Intervals as Payments, so the same clients don't show up in my Outstanding balances report.


There seems to be NO way to import the expense information from Intervals into FB, nor to even use a CSV file, because I have no way to correlate the client name/info from one to the other, nor can I export the payment info from FB to use in Intervals, to eliminate ANY of this endlessly repetitive data entry.

So: has anyone done an Intervals-Freshbooks API integration they'd be willing to share or sell? Or, for that matter, anyone here use FB that found a way to make any of this easier? I realize that this mayn't sound very onerous, but when you're doing over a hundred projects every single month, doing this a hundred+ times really is beyond onerous, and it's sucking up very valuable time to do it. And I can't NOT put the data in Intervals, because then I have no way whatsoever to be sure that each project is invoiced--and the only way to do that is to use the Outstanding Balances report (which I get to compare manually to my FB reports), as I don't/can't use Intervals invoicing, which again, sans integration with live-checkout partners, is useless to me.

Alternatively, any chance that Intervals is looking at an integration with any other accounting or invoicing program that resides in this century? I was absolutely gobsmacked that QB doesn't have any PP integration, nor Google Checkout--it's amazing to me.

Thanks,
Hitch]]>
how to easily bill by project not task, such as Project Status https://www.myintervals.com/forum/discussion/785/how-to-easily-bill-by-project-not-task-such-as-project-status/ https://www.myintervals.com/forum/discussion/785/how-to-easily-bill-by-project-not-task-such-as-project-status/ Wed, 04 Jan 2012 22:06:22 -0800 ben
Any help is greatly appreciated.]]>
Import projects from basecamp https://www.myintervals.com/forum/discussion/437/import-projects-from-basecamp/ https://www.myintervals.com/forum/discussion/437/import-projects-from-basecamp/ Tue, 14 Jul 2009 09:42:57 -0700 ryanjsalva getting times that have been submitted https://www.myintervals.com/forum/discussion/804/getting-times-that-have-been-submitted/ https://www.myintervals.com/forum/discussion/804/getting-times-that-have-been-submitted/ Tue, 10 Apr 2012 14:11:50 -0700 t. sonuyi
Thanks,
-T]]>
How to "submit for approval" ? https://www.myintervals.com/forum/discussion/716/how-to-submit-for-approval-/ https://www.myintervals.com/forum/discussion/716/how-to-submit-for-approval-/ Wed, 13 Apr 2011 14:42:01 -0700 francois
I would like to simulate the "Submit for approval" button in my command line script.
How to do that via the API? I didn't find any documentation on this point, except the 'approved'
parameter here: https://www.myintervals.com/api/resource.php?r=time

François]]>
Recurring Tasks https://www.myintervals.com/forum/discussion/803/recurring-tasks/ https://www.myintervals.com/forum/discussion/803/recurring-tasks/ Wed, 04 Apr 2012 07:36:35 -0700 MondayMorningVA
If it's not possible - is it on the road map for future updates?

Thanks,
Dawn]]>
New person added https://www.myintervals.com/forum/discussion/802/new-person-added/ https://www.myintervals.com/forum/discussion/802/new-person-added/ Thu, 29 Mar 2012 03:58:11 -0700 Alia Elkilany Import Projects Creates Duplicates ? https://www.myintervals.com/forum/discussion/801/import-projects-creates-duplicates-/ https://www.myintervals.com/forum/discussion/801/import-projects-creates-duplicates-/ Mon, 26 Mar 2012 12:09:42 -0700 joe.salas.rp Then I've imported into a development instance of intervals.
I've noticed there are duplicate projects every time I re-import projects.
I was under the impression the new import project title (and data) would overwrite the current project (record) .

Should I import projects one time only?


I've noticed and corrected some project and client titles contained a comma within the name example "company x, inc."
Comma characters break the CSV export and made reimporting into MS Access difficult.
I've imported 'time' correctly without any duplicates.

In Summary
Should I import project titles one time only?
How do I remove the multiple duplicates?]]>
Server Maintenance Notification - March 24th, 2012 https://www.myintervals.com/forum/discussion/800/server-maintenance-notification-march-24th-2012/ https://www.myintervals.com/forum/discussion/800/server-maintenance-notification-march-24th-2012/ Wed, 21 Mar 2012 14:27:48 -0700 Michael We do anticipate approximately 20 to 30 minutes of down time during the maintenance window. The maintenance will be performed Saturday, March 24th during a three hour window of 7:00 AM - 10:00 AM (PST) | 2:00 PM - 5:00 PM (GMT). If you have any questions please contact our support team at support@myintervals.com.]]> How to modify whois contact details? https://www.myintervals.com/forum/discussion/799/how-to-modify-whois-contact-details/ https://www.myintervals.com/forum/discussion/799/how-to-modify-whois-contact-details/ Wed, 14 Mar 2012 05:57:59 -0700 jeybala {
$mcontact = file_get_contents( "https://test.httpapi.com/api/contacts/modify.json?auth-userid=$uid&auth-password=$pass&contact-id=$cid&name=$name &company=$company&email=$email&address-line-1=$street&city=$city&country=$country&zipcode=$pincode&phone-cc=$countryCodeList[$phc]&phone=$phone" );

$mdetails = json_decode( $mcontact, true );

return $mdetails;
}



function modify(.......)
{
$mcontact = file_get_contents( "https://test.httpapi.com/api/contacts/modify.json?auth-userid=$uid&auth-password=$pass&contact-id=$cid&name=$name &company=$company&email=$email&address-line-1=$street&city=$city&country=$country&zipcode=$pincode&phone-cc=$countryCodeList[$phc]&phone=$phone" );

$mdetails = json_decode( $mcontact, true );

return $mdetails;
}

using this modify function, displays warning mesage

Warning: file_get_contents(https://...@hihfg.com&address-line-1=3,dfgdf,fgdf&city=dfgfd&country=India&zipcode=641005&phone-cc=91&phone=756657)
[function.file-get-contents]: failed to open stream: HTTP request failed!
HTTP/1.0 400 Bad request in /home/gfdgfd/public_html/new_one/customer/account/class.whois.php
on line 49

Please help me, modify contact details..]]>
Reports with descriptions and rate https://www.myintervals.com/forum/discussion/787/reports-with-descriptions-and-rate/ https://www.myintervals.com/forum/discussion/787/reports-with-descriptions-and-rate/ Wed, 11 Jan 2012 06:59:51 -0800 lgates Automate Creating Milestones for new projects https://www.myintervals.com/forum/discussion/797/automate-creating-milestones-for-new-projects/ https://www.myintervals.com/forum/discussion/797/automate-creating-milestones-for-new-projects/ Thu, 23 Feb 2012 12:17:19 -0800 joe.salas.rp
Is there a way to automate the creation of milestones for each project?

If the answer is "NO", is there a way to create milestones using special API code within a project details field?
Example:
1. create milestones within milestone tab.
2. go to project >details field and enter the following:
Description Field: %[Milestone one] + [Milestone two + [MIlestone three]%

Thanks for your help!]]>
Updating Tasks via Email https://www.myintervals.com/forum/discussion/182/updating-tasks-via-email/ https://www.myintervals.com/forum/discussion/182/updating-tasks-via-email/ Wed, 16 Jan 2008 09:13:07 -0800 jreeve Email Integration:
I'm finding that a lot of the task updates are coming by way of copy/paste from email correspondence to customers, vendors, executives, etc. So, Give each task an email account, so that email correspondence can show up in the task comments. Something like: tasknumber@customerurl.timetask.com. The task's email address would be included in the notification email sent to assignee / owner.

Interesting idea; one worth more consideration as we further define integrating email into Intervals. How would you like to see emails handled in Intervals? Let us know what you think...]]>
POP3 Polling and/or Email Integration https://www.myintervals.com/forum/discussion/107/pop3-polling-andor-email-integration/ https://www.myintervals.com/forum/discussion/107/pop3-polling-andor-email-integration/ Tue, 18 Sep 2007 17:08:17 -0700 Michael
It would be great if Intervals had a POP3 polling feature for Work Requests (and possibly other functions). So a client could e-mail a specific address (requests@domain.com) and Intervals would poll that mail account every 5-10 minutes for new messages. If there’s one that matches certain criteria (or all for that matter), a new work request would be generated. Intervals would look up the user by their e-mail address. Then all I’d have to do is assign it to a project.


On our long range development plan we have plans to do email integration to handle this exact scenario. When you create your Intervals URL we are planning on associating a work request email with it. For example, requests@intervals.projectaccount.com. Then, if that address gets an email it would automatically pull it into the Work Request Queue...including attachments.

We currently have our Clients either:
a. log into Intervals as executive users to submit work requests
or
b. have them send an email to a generic email account that we check periodically throughout the day and then copy and paste the email as a task.

It would be great to get others thoughts on email integration in general, automating work requests, and ways to use email to streamline work flow.

We have wrestled with this issue over the years because we feel like email is a terrible productivity tool. That is why we try to get all of our work done inside of Intervals and a lot of the emails push you back into Intervals. If you track time, this is essential. However, we are not naive enough to try and shut out email altogether, but we are wrestling with the best integration that is easy to use, makes sense, and enhances work flows.

If you have any thoughts, please feel free to sound off...]]>
X-Intervals-Send-Notifications not working https://www.myintervals.com/forum/discussion/796/xintervalssendnotifications-not-working/ https://www.myintervals.com/forum/discussion/796/xintervalssendnotifications-not-working/ Tue, 21 Feb 2012 14:10:09 -0800 tgardner
Is this intended to not trigger that notification, or does this only apply to when you edit a task itself etc? which I thought was handled by:
X-Intervals-Disable-Action-Notes: t]]>
Retroactively adding hours https://www.myintervals.com/forum/discussion/713/retroactively-adding-hours/ https://www.myintervals.com/forum/discussion/713/retroactively-adding-hours/ Tue, 05 Apr 2011 09:29:38 -0700 rspritchard Bill estimated time not actuals (fixed cost) https://www.myintervals.com/forum/discussion/795/bill-estimated-time-not-actuals-fixed-cost/ https://www.myintervals.com/forum/discussion/795/bill-estimated-time-not-actuals-fixed-cost/ Fri, 17 Feb 2012 07:33:30 -0800 ondrejd
if i look now i will have to manually pull the time time down to check this. lickewise if the time estimate was 10 hours, and the actuals was 15, i only want to bill the client for 10.]]>
timesheet overview https://www.myintervals.com/forum/discussion/794/timesheet-overview/ https://www.myintervals.com/forum/discussion/794/timesheet-overview/ Mon, 13 Feb 2012 01:07:46 -0800 icvanee time object https://www.myintervals.com/forum/discussion/793/time-object/ https://www.myintervals.com/forum/discussion/793/time-object/ Wed, 08 Feb 2012 07:37:07 -0800 icvanee What I'd like to have is (also) the clientid. Is that possible, or am I wrong?

Second question is a request. Is it possible to have a property hastimer in the task object?
I'd like to show a color bar in our new (iPhone) application. If the task has a timer running i'd like to show the user a special color.]]>
Activity reporting https://www.myintervals.com/forum/discussion/792/activity-reporting/ https://www.myintervals.com/forum/discussion/792/activity-reporting/ Tue, 31 Jan 2012 09:44:52 -0800 thelem
What can I do if I want to report on things like:
* Number of tasks opened per month
* Number of open tasks by month (e.g. 50 open tasks at end of Jan, 70 open tasks at end of Feb, etc)
* Number of comments added
* Number of requests logged

These are metrics that are particularly useful in the later stages on a project, when you're coming up against a deadline but the client is still raising issues. I need to estimate if we'll be able to complete the project on time, even though I don't have the complete list of tasks.]]>
"person" resource: filter by email returns error https://www.myintervals.com/forum/discussion/791/person-resource-filter-by-email-returns-error/ https://www.myintervals.com/forum/discussion/791/person-resource-filter-by-email-returns-error/ Sun, 29 Jan 2012 14:46:59 -0800 cs
I'm trying to filter person resource by email, but got 500 error instead:

{"personid":"xxx","status":"Internal Server Error","code":500,"error":{"code":1,"message":"General (unknown) error","verbose":["An error has occurred and the Intervals support team has been notified."]}]]>
Mass change of owners or assignees for a list of Tasks https://www.myintervals.com/forum/discussion/790/mass-change-of-owners-or-assignees-for-a-list-of-tasks/ https://www.myintervals.com/forum/discussion/790/mass-change-of-owners-or-assignees-for-a-list-of-tasks/ Tue, 24 Jan 2012 12:15:53 -0800 jeffldumont
I can't seem to figure out if it's possible to check multiple tasks and do a mass re-assign of the Owner or Assignees?

Thanks in advance.]]>
List a person's tasks on the "people" tab section. https://www.myintervals.com/forum/discussion/789/list-a-persons-tasks-on-the-people-tab-section/ https://www.myintervals.com/forum/discussion/789/list-a-persons-tasks-on-the-people-tab-section/ Mon, 23 Jan 2012 13:09:31 -0800 erikas.savvy
I would love to be able to click on one of my employees and see, not only their personal info and picture & so forth, but also I'd love to be able to scroll down on their page and see all of the tasks that I've assigned to that person.

Please let me know if this is planned in the future.

Thanks,
Erika Ward]]>
Should resource users be restricted to only view their own tasks? https://www.myintervals.com/forum/discussion/299/should-resource-users-be-restricted-to-only-view-their-own-tasks/ https://www.myintervals.com/forum/discussion/299/should-resource-users-be-restricted-to-only-view-their-own-tasks/ Fri, 31 Oct 2008 09:22:36 -0700 Michael assign a task to multiple people. This made the open project permissions more advantageous, but now that tasks can be assigned to multiple people we are contemplating locking down resource level users so that they can only see their own tasks. This would not impact managers or administrator level users.

If you feel strongly one way or the other, please feel free to weigh in. It would be great to get some feedback.]]>
Monthly time https://www.myintervals.com/forum/discussion/786/monthly-time/ https://www.myintervals.com/forum/discussion/786/monthly-time/ Tue, 10 Jan 2012 14:13:00 -0800 Boni Lidderdale Offset and limit params on /project/ endpoint https://www.myintervals.com/forum/discussion/784/offset-and-limit-params-on-project-endpoint/ https://www.myintervals.com/forum/discussion/784/offset-and-limit-params-on-project-endpoint/ Mon, 19 Dec 2011 08:47:36 -0800 francois
It seems that offset and limit params on /project/ endpoint doesn't works.

I tried different values without any effects.

Are you aware of this issue ?]]>
Pay Invoice Via PayPal https://www.myintervals.com/forum/discussion/294/pay-invoice-via-paypal/ https://www.myintervals.com/forum/discussion/294/pay-invoice-via-paypal/ Tue, 28 Oct 2008 14:24:22 -0700 gscottwalker Anyone have a workaround for periscope report not sorting? https://www.myintervals.com/forum/discussion/770/anyone-have-a-workaround-for-periscope-report-not-sorting/ https://www.myintervals.com/forum/discussion/770/anyone-have-a-workaround-for-periscope-report-not-sorting/ Fri, 14 Oct 2011 04:39:02 -0700 bbruck
The result is a mishmash that we are a little embarrassed to show to customers, with what appears to be a Ganntt-like chart but with the milestones all over the place vertically. The first milestone is halfway down the page, the second is at the top, the third is at the bottom - even though they are progressing correctly from right to left.

Has anyone found a work around for the inability to sort milestones by start date, end date, or title so that you can show them (and intervals) to customers with confidence? Or are we doing something stupid and don't know about some obvious commands?]]>
Server Maintenance Notification - Saturday, December 10th https://www.myintervals.com/forum/discussion/783/server-maintenance-notification-saturday-december-10th/ https://www.myintervals.com/forum/discussion/783/server-maintenance-notification-saturday-december-10th/ Thu, 08 Dec 2011 11:07:20 -0800 Michael two hour window of 8:00 AM - 10:00 AM (PST) | 4:00 PM - 6:00 PM (GMT) on Saturday, December 10th. During the maintenance window users may experience slow loading pages or sluggishness for a few minutes and we do anticipate approximately 10 - 20 minutes of down time. If you have any questions please contact our support team by emailing support@myintervals.com]]> Have actual start and end times for Tasks and draw time line on the calendar https://www.myintervals.com/forum/discussion/364/have-actual-start-and-end-times-for-tasks-and-draw-time-line-on-the-calendar/ https://www.myintervals.com/forum/discussion/364/have-actual-start-and-end-times-for-tasks-and-draw-time-line-on-the-calendar/ Wed, 28 Jan 2009 10:15:03 -0800 Craigburleigh Every year I keep asking for the same thing - this has been going on for three years - is this impossible programatically? I don't think so. Come on Intervals - this would be a huge improvement to the program.

Happy New Year! One thing that I really wish could be added, especially in light of the new calendar and Milestones would be for each task scheduled for the future to be added to the calendar automatically in various color coded options - very similar to the Google calendar - also as a new task timer is started it automatically added the start time to the calendar and draws a color coded line for the time span when the timer is stopped.
Basically I want each aspect of Intervals not just to record the AMOUNT of time but the ACTUAL time span on the calendar that the task was performed in. The actual start and end time for each task should not be a big deal to add as I'm sure the data is already somewhere in the program.
Hope this is something you can do very soon!
Thanks. Craig.]]>
Special actions reference? https://www.myintervals.com/forum/discussion/782/special-actions-reference/ https://www.myintervals.com/forum/discussion/782/special-actions-reference/ Thu, 01 Dec 2011 10:26:55 -0800 jblauer
The API docs mention special actions, and how they are called, but I can't seem to find any reference to which actions are available for which resources.

Am I missing something?

thanks,
Joe]]>
Is is possible to add people to a project team via the API? https://www.myintervals.com/forum/discussion/778/is-is-possible-to-add-people-to-a-project-team-via-the-api/ https://www.myintervals.com/forum/discussion/778/is-is-possible-to-add-people-to-a-project-team-via-the-api/ Tue, 15 Nov 2011 15:33:54 -0800 rhatfield
Thanks.]]>
Estimates & change order quotes sent to customers https://www.myintervals.com/forum/discussion/147/estimates-change-order-quotes-sent-to-customers/ https://www.myintervals.com/forum/discussion/147/estimates-change-order-quotes-sent-to-customers/ Wed, 31 Oct 2007 13:31:44 -0700 wlevins
Perhaps it's asking a lot, but you've built such a nice system...I just want it to do everything.]]>
Team view of active timers and work https://www.myintervals.com/forum/discussion/780/team-view-of-active-timers-and-work/ https://www.myintervals.com/forum/discussion/780/team-view-of-active-timers-and-work/ Mon, 21 Nov 2011 13:37:08 -0800 ben
Is this possible and if so how do I see this?

Thanks

Ben.]]>
Email Hopper Whitelist Error https://www.myintervals.com/forum/discussion/779/email-hopper-whitelist-error/ https://www.myintervals.com/forum/discussion/779/email-hopper-whitelist-error/ Mon, 21 Nov 2011 12:20:13 -0800 yourmanstan
The server is temporarily unavailable. Please try again in a few moments.

this has been happening for a week now and doesn't matter what we put in the field]]>
Private Documents - kind of like how private project notes work https://www.myintervals.com/forum/discussion/195/private-documents-kind-of-like-how-private-project-notes-work/ https://www.myintervals.com/forum/discussion/195/private-documents-kind-of-like-how-private-project-notes-work/ Tue, 19 Feb 2008 16:11:28 -0800 Michael
We attach a lot of money sensitive documents to the project such as estimates and wrap sheets and I think it would be best to keep those to the administrative viewing only. It would be nice to have a key lock on documents as well more than just the notes because we would like to keep the numbers to ourselves.

I am curious to get thoughts from others on this feature. Would you use it?

We have a very similar need, but we use project level access to control this. For example, we have a "Pelago Bookkeeping" project and only three people have access to that project since it contains very sensitive information.]]>
API PHP Code Sample: Update a Person https://www.myintervals.com/forum/discussion/601/api-php-code-sample-update-a-person/ https://www.myintervals.com/forum/discussion/601/api-php-code-sample-update-a-person/ Fri, 21 May 2010 12:34:31 -0700 jreeve
The API documentation for the person resource can be found at:
https://www.myintervals.com/api/resource.php?r=person


//initialize variable values
$apiToken = ""; //your api token value
$personId = 80212; //the id of the person you are updating

//create the xml file to PUT
$putString = "<?xml version=\"1.0\" encoding=\"UTF-8\"?>\n";
$putString .= "<person>\n";
$putString .= "<firstname>John</firstname>\n";
$putString .= "<lastname>Reeve</lastname>\n";
$putString .= "</person>\n";

//write the put string to a temp file, since curl PUT has to read from a file
$putData = tmpfile();
fwrite($putData, $putString);
fseek($putData, 0);

//intialize and send the curl request
$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, "https://{$api_url}/person/$personId");
curl_setopt($ch, CURLOPT_PUT, true);
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_USERPWD, $apiToken . ":");
curl_setopt($ch, CURLOPT_HTTPHEADER, array("Accept: application/xml", "Content-type: application/xml"));
curl_setopt($ch, CURLOPT_INFILE, $putData);
curl_setopt($ch, CURLOPT_INFILESIZE, strlen($putString));
$response = curl_exec($ch);
curl_close($ch);

//close out the temp file
fclose($putData);


]]>
Invoice Level Discounts https://www.myintervals.com/forum/discussion/744/invoice-level-discounts/ https://www.myintervals.com/forum/discussion/744/invoice-level-discounts/ Mon, 01 Aug 2011 14:13:43 -0700 vrsioffice
The problem with utilizing the adding a new line with a negative amount method is that when a client logs in and looks at the Project Overview / Budget Overview, the amount of the manual discounts entered shows up as an uninvoiced amount. This makes the client think that this amount is due for the current (in progress) billing cycle, when in fact it will never be due from the client. I would REALLY like the ability to add a discount without messing up the Budget Overview.

I know you can add a discount to an entire client profile, but this does not work for me. My discounts vary from invoice to invoice based on the amount of hours billed each billing cycle. Therefore I need a method to apply discounts at the invoice level.]]>
Need assistance with WIP and billing https://www.myintervals.com/forum/discussion/773/need-assistance-with-wip-and-billing/ https://www.myintervals.com/forum/discussion/773/need-assistance-with-wip-and-billing/ Sun, 16 Oct 2011 12:07:06 -0700 ducati996guy
We switched to intervals about 12 months ago now and it was a big jump on the way we used to track time. We do however have some issues which we haven't yet raised in regards to how we use intervals. It is possible we are too close to our own stuff to see the issue is not really the software but how we use it, so any assistance greatly appreciated.

1. We quote projects to clients at a fixed price. We then track hours against the tasks. Intervals expects us to invoice the hours we work, not the hours quoted. So if we go over or under on a project, intervals says we have accrued

N hours @ $ rate = revenue of Y

But in reality the revenue will be what we quoted, not the time taken which is what intervals thinks it should be. This is throwing out the reporting of our WIP for each consultant and project. Of course we could log billable hours up to the quoted amount and then switch to logging non billable, but this would likely end up a mess as different people try to remember what is the project up to and how much was quoted.

2. We need to be able to see actual revenue earned per person on a daily basis. At the moment we log time as billable and non billable in intervals. We have an estimate/quote for a project or task. We then log hours against it which is fine for estimate vs actual, but as noted above does nothing for how are we tracking from an output or revenue earned point of view. If we just look at billable hours for a person, they may be working on a project that is over or under time already. So we get a false number on our WIP.

3. We need a way of quickly prioritising tasks and schedules. The way Pivotal Tracker does this looks quite good with the ability to view the work week by individual(s) and then drag work estimates around on a calendar to get the desired results in terms of deliveries and available resources. I cant see anything like this drag and drop for task scheduling in Intervals.

Thanks

David]]>
CNAME intervals support https://www.myintervals.com/forum/discussion/777/cname-intervals-support/ https://www.myintervals.com/forum/discussion/777/cname-intervals-support/ Thu, 03 Nov 2011 09:06:57 -0700 uare As far as I can tell you don't have, nor plan on having support for custom CNAME DNS support. My question is why not. I've seen some answers in the forums, but I don't see the actual problem. Let me explain how I think it could work, and you tell me why it would be really hard/difficult.
My example of how it could be done will be in PHP, but you could do it in whatever language you use.....

$calling_url = $_SERVER['SERVER_NAME'];
if(strpos($calling_url, ".timetask.com") === FALSE)
{
// might check a cache here otherwise:
$dns_records = dns_get_record($calling_url, DNS_CNAME);
if($dns_records !== FALSE && !empty($dns_records))
{
$dns_record = reset($dns_records);
if(isset($dns_record['target']) && !empty($dns_record['target'])
{
$calling_url = $dns_record['target'];
//might cache this value to skip constant lookups
}
}
}
// Do what you would normally do with $calling_url to determine the client id, etc.

Not sure why that would be too hard, then there is 0 configuration except for a CNAME entry in the DNS table to the correct subdomain as you currently already have it.
Thoughts?]]>
Modules vs Work Types https://www.myintervals.com/forum/discussion/776/modules-vs-work-types/ https://www.myintervals.com/forum/discussion/776/modules-vs-work-types/ Thu, 03 Nov 2011 07:18:48 -0700 rbd
We are relatively new to Intervals but are using it with our agency in London.

We currently have the default modules and worktypes configured in our account. Our Project Managers own the projects with the developers and designers being resources. However, some tasks within a project are billable and some are not.

An example would be a project for a specific client that is "support" tasks or bugs. We have an agreed number of hours pre-paid by the client per month and anything over that is chargeable. In addition, some work may be billable and some not.

To get around this, we've added modules for non-billable design and development against tasks. This however contradicts what modules are used for and I think we are meant to use time information for this. However, the developers have no idea what is billable or not and therefore cannot make that decision.

Another way to solve this would be worktype but that again is linked to time not the task itself and therefore forces the decision back to the developers.

So, my question is, does anyone have a good way of solving this other than using modules ??]]>
Server Maintenance Notification - Wednesday, November 2nd https://www.myintervals.com/forum/discussion/775/server-maintenance-notification-wednesday-november-2nd/ https://www.myintervals.com/forum/discussion/775/server-maintenance-notification-wednesday-november-2nd/ Tue, 01 Nov 2011 16:45:18 -0700 Michael 4:00 PM - 6:00 PM (PDT) | 11:00 PM - 1:00 AM (GMT) on Wednesday, November 2nd. During the maintenance window users may experience slow page loads but we do not anticipate any down time. If you have any questions please contact our support team by emailing support@myintervals.com.]]> Strategies for tracking INTERNAL PROJECTS https://www.myintervals.com/forum/discussion/774/strategies-for-tracking-internal-projects/ https://www.myintervals.com/forum/discussion/774/strategies-for-tracking-internal-projects/ Thu, 27 Oct 2011 16:19:22 -0700 ValerieS
Option 1: Multiple internal clients
Using this strategy we would set up each dept/work area as a client. NSI Mktg, NSI Finance, NSI HR, NSI Sales, etc. (NSI = our company)
.....BENEFITS: projects, modules, tasks all still available
.....DRAWBACK: I'm thinking no single report would easily capture all the internal work we're doing.

Option 2: Single Internal Clients, use MODULES for departments/work areas.
Using this strategy I would select NSI Internal as client, then for a marketing project I would always select the module NSI MKTG.
.....BENEFITS: With only one internal client it would be easy to get reports on how much internal work is done; using modules it seems we could also get reports by department or work area via the modules.
.....DRAWBACK: "modules" not available for projects. For a lot of projects this isn't likely to be an issue, but for something as massive as the rollout of intervals to staff, contractors, etc., I've already conceptualized the project in modules.

THOUGHTS ??? If you use modules on interal projects, how much would you miss them? If you use multiple internal clients, is it a pain to pull together full-company numbers for reports? etc - any thoughts helpful!!]]>
Include invoice number and project title or other parameters in invoice filename https://www.myintervals.com/forum/discussion/768/include-invoice-number-and-project-title-or-other-parameters-in-invoice-filename/ https://www.myintervals.com/forum/discussion/768/include-invoice-number-and-project-title-or-other-parameters-in-invoice-filename/ Thu, 06 Oct 2011 00:23:11 -0700 artd
Current the exported pdf has the name invoice.pdf. It would be nice that it would be possible to include some paratmers like number, projectname, creationdate etc. in the filename, so it makes sence.

check billings pro how they did. There it possible to incliude stuff like that.

%clientName%_%Y%_%invNum%

thx
Raphael from artd webdesign]]>
More granular control over user levels https://www.myintervals.com/forum/discussion/215/more-granular-control-over-user-levels/ https://www.myintervals.com/forum/discussion/215/more-granular-control-over-user-levels/ Tue, 01 Apr 2008 16:46:49 -0700 Michael
I’d like my Managers to be able to setup a project or client without having to come to the admin (me) to do it for them. I don’t have a complete open book policy to our finances so it would be great if there was more customization on the features users have access to.

User levels are always challenging. We have wrestled with this and have gone with broad user levels because it makes it easier for most Intervals users to administer and support. You don't run into the problem of user 1 can do this, user 2 can do this, etc. With our client work on the Pelago side of our business we have created very granular user permissions for some of our customers and the complexity has caused problems. With one client we created a series of check boxes for just about every piece of functionality and those could be saved and grouped. Unfortunately our client constantly struggled with certain pieces of functionality being there for some users but not others. I have seen this done in a more simplistic fashion where each tab (global link) could be turned on and off per user, but Intervals has so much cross referenced information that this approach isn't super clean.

It would be great to get feedback on the current user levels. Are they working for your needs? Are you in favor of broad user levels for simplicity or very granular user levels?]]>
API PHP Code Sample: JSON Parsing https://www.myintervals.com/forum/discussion/772/api-php-code-sample-json-parsing/ https://www.myintervals.com/forum/discussion/772/api-php-code-sample-json-parsing/ Fri, 14 Oct 2011 12:51:36 -0700 cameron
JSON

JSON support in PHP is extremely straightforward, with just one common library to handle conversion of JSON data to and from PHP arrays and objects. JSON is rapidly gaining in popularity because of its readability, portability and its ability to be used within web browsers without any additional libraries. If you're wary of XML, JSON is probably your best route. With XML, it's usually best to work with your data directly within the XML parser you are using; with JSON, you can immediately convert your data into a PHP object or array and work with it using familiar PHP data structures, functions, and control flow structures.

So to start out, here's a simple request to get information about my account:

GET https://api.myintervals.com/me


The response from the server looks something like this (some information has been removed and replaced with '****', but most has been left intact):

{"personid":"9999","status":"OK","code":200,"me":[{"id":"9999","localid":"13","clientid":"****","title":"","firstname":"Cameron","lastname":"Brooks","primaryaccount":"f","notes":"","allprojects":"f","private":"t","username":"cameron","groupid":"2","group":"Administrator","client":"Pelago","numlogins":"2070","lastlogin":"2011-10-12 11:46:44","clientlocalid":"****"}],"listcount":1}


Now, the first thing your application ought to do is check to see if the error code you got back is what you expected. For a simple GET request, your error code should be 200 if the request was successful (more information on error codes can be found here). To get the status code using json_decode(), you can use something like this (where $return represents the content returned from the API request):

$json = json_decode($return, true);
$code = $json['code'];


For the above request, $code would be set to 200. The second argument in json_decode() tells the function to return the result as an associative array (rather than an object). I'm doing it this way because I assume more PHP programmers are familiar with working with associative arrays than objects. An even better way to check for an error would be to do the following:

$json = json_decode($return, true);
$error = isset($json['error']);


It's very important that your code be set up to handle and account for all errors properly. Even if your request is perfectly formed, there is still a chance that you may receive an error code when you make a request. For the moment though, let's assume that the request goes through and I get the JSON result I posted above. To get my first name, all I would have to do is the following:

$first_name = $json['me'][0]['firstname'];


Now let's say you want to do something a bit more complicated. Say you want to get the names of all the projects that belong to a particular client. It's simply a matter of iterating over an associative array, which you should be quite familiar with:

$json = json_decode($return, true);
$project_names = array();
foreach ($json['project'] as $project) {
$project_names[] = $project['name'];
}


I hope that gives you guys enough to get going. If I left anything out, please let me know. If you would like to contribute an example in a language other than PHP, please don't hesitate to do so. And as always, if you have any questions on how to parse the the response from the API or questions about the API in general, please don't hesitate to use this forum to do so.]]>
API PHP Code Sample: XML Parsing https://www.myintervals.com/forum/discussion/771/api-php-code-sample-xml-parsing/ https://www.myintervals.com/forum/discussion/771/api-php-code-sample-xml-parsing/ Fri, 14 Oct 2011 12:10:03 -0700 cameron
Note: XML parsing can be a bit tricky if you've never done it before. If after reading this you're not sure whether XML parsing is right for you, be sure to check out our post on how to parse API output using JSON.

PHP really gives you so many options on how to parse XML that it can at times be a bit daunting. There are no less than 15 libraries within PHP for dealing with XML manipulation. This post is going to focus on SimpleXML, which is probably the most versatile of the PHP XML libraries.

SimpleXML

SimpleXML is probably the easiest, fastest way to parse XML in PHP, and its inclusion of XPath means that's it's also robust enough to handle almost any parsing issue you throw at it. Here's a simple request to get information about my account:

GET https://api.myintervals.com/me


The response from the server looks something like this (some information has been removed and replaced with '****', but most has been left intact):

<?xml version="1.0" encoding="UTF-8"?>
<intervals personid="9999" status="OK" code="200" listcount="1"><me><item><id>9999</id><localid>13</localid><clientid>****</clientid><title></title><firstname>Cameron</firstname><lastname>Brooks</lastname><primaryaccount>f</primaryaccount><notes></notes><allprojects>f</allprojects><private>t</private><username>****</username><groupid>2</groupid><group>Administrator</group><client>Pelago</client><numlogins>2070</numlogins><lastlogin>2011-10-12 11:46:44</lastlogin><clientlocalid>****</clientlocalid></item></me></intervals>


Now, the first thing your application is probably going to do is check to see if the error code you got back is what you expected. For a simple GET request, your error code should be 200 if the request was successful (more information on error codes can be found here). To get the status code using SimpleXML, you can use something like this (where $return represents the content returned from the API request):

$xml = new SimpleXMLElement($return, LIBXML_NOCDATA);
$code = (int)$xml->attributes()->code;


For the above request, the value of $code would be 200. An even better way to check for an error would be to do the following:

$xml = new SimpleXMLElement($return, LIBXML_NOCDATA);
$error = isset($xml->error);


It's very important that your code be set up to handle and account for all errors properly. Even if your request is perfectly formed, there is still a chance that you may receive an error code when you make a request. For the moment though, let's assume that the request goes through and I get the XML result I posted above. To get my first name, all I would have to do is the following:

$first_name = (string)$xml->me->item->firstname;


SimpleXML will let you parse XML like public object attributes. Each XML node is an attribute of the parent node and each node is an object of type SimpleXMLElement. More examples of basic SimpleXML can be found here. Since each node is a SimpleXMLElement object, you can get its value as a string by explicitly casting the object to a string.

Now let's say you want to do something a bit more complicated. Say you want to get the names of all the projects that belong to a particular client. It's possible to do that by walking through the XML like we did before, but it's easier to use XPath.

$xml = new SimpleXMLElement($return, LIBXML_NOCDATA);
$projects = $xml->xpath('//project/item/name');


The xpath function returns an array of SimpleXMLElement objects that you can parse. But if you just want the names, you can quickly cast them to strings by doing the following:

$projects = array_map('strval', $projects);


I hope that gives you guys enough to get going. If I left anything out, please let me know. If you would like to contribute an example in a language other than PHP, please don't hesitate to do so. And as always, if you have any questions on how to parse the the response from the API or questions about the API in general, please don't hesitate to use this forum to do so.]]>
Can I import data? https://www.myintervals.com/forum/discussion/674/can-i-import-data/ https://www.myintervals.com/forum/discussion/674/can-i-import-data/ Sat, 20 Nov 2010 11:18:54 -0800 Michael > Settings & Defaults >> Import Data. The following items can be imported and there are template files available on the import data page.

  • Clients
  • Projects
  • Tasks
  • People
  • Milestones
  • Time
  • Invoices
  • InvoiceLine Items
  • Invoice Notes
  • Payments
  • Expenses

Data can be imported in the comma, tab and pipe delimited formats. If you have any questions or troubles importing data please contact our support team at support@myintervals.com.]]>
What is the best way to import existing time and projects? https://www.myintervals.com/forum/discussion/468/what-is-the-best-way-to-import-existing-time-and-projects/ https://www.myintervals.com/forum/discussion/468/what-is-the-best-way-to-import-existing-time-and-projects/ Thu, 10 Sep 2009 07:07:06 -0700 brandera33
I'm currently evaluating intervals, and I love the views it gives me into where the project is at and what work has been done. We currently have a few hundred open projects, with lots of time already tracked to them.

What's the best way to add those projects and get the existing block of time in place?

Or should I just use the legacy system for all current projects, and start intervals for new projects going forward?

Thanks for your insight.

Aaron Brander]]>
how to import a list of clients https://www.myintervals.com/forum/discussion/173/how-to-import-a-list-of-clients/ https://www.myintervals.com/forum/discussion/173/how-to-import-a-list-of-clients/ Thu, 13 Dec 2007 06:20:51 -0800 mlandis
Am I really missing something? I have a list of clients I want to import (not retype). I'm guessing I'm missing something right in front of me...

Thanks,
Matt]]>
Is it possible to have a different email address receive the monthly billing receipt? https://www.myintervals.com/forum/discussion/767/is-it-possible-to-have-a-different-email-address-receive-the-monthly-billing-receipt/ https://www.myintervals.com/forum/discussion/767/is-it-possible-to-have-a-different-email-address-receive-the-monthly-billing-receipt/ Wed, 05 Oct 2011 12:02:00 -0700 Michael > Plan Info >> Billing history. Here is a screenshot:
Billing History
Any administrator level user with access to the Plan Info section can make the change.]]>
Importing time from Harvest https://www.myintervals.com/forum/discussion/766/importing-time-from-harvest/ https://www.myintervals.com/forum/discussion/766/importing-time-from-harvest/ Mon, 03 Oct 2011 16:21:34 -0700 jprado
Problem:

Harvest's hierarchy follows Project > Task > Time while the Intervals workflow hierarchy flows as (Project > Module > Tasks (To-dos) > Time) resulting in missing Modules.

Solution:

There are two ways of importing Time Data from Harvest into Intervals. Have a look at each of the scenarios and follow the one that best describes your data:

Scenario one: Your Task column describes time entries as categories

E-commerce
Out of Scope
Development
... and any time entries that could be treated like categories and are not necessarily a to-do or work type

If your data falls in that category (the task is vague enough to be considered a category) we suggest creating those tasks as modules (what are modules?) in Intervals under the Settings & defaults section. Once you've done that don't forget to assign them to the projects that you have created (you should get an option to do so after creating each individual module). Once you've created the modules rename the task column in your CSV to "Module".

The last step is to add a Work Type column. You will need to associate all time entries with a Work Type. The easiest would be to create one named "General", "Harvest" or use an already existing work type from Intervals (that you may create before importing).

Scenario two: Your Task column describes time entries as action items or to-do's

Programming
Engineering
Copywriting
... (and any time entries that could be treated as work types (to-do's)

If your data falls into this scenario we suggest entering all time as general time (project time not associated with a task). Do this by renaming the Task column in your CSV to "Work Type". Then add all the unique work types in your CSV to the Settings & Defaults > Default work types section. Don't forget to assign those work types to the projects you've created.

The last step is to add a "Module" column. You will need to associate all time entries with a Module. The easiest would be to create one named "General", "Harvest" or use an already existing Module from Intervals (that you may create before importing).

Once you followed one of the above scenarios your data should be compatible with Intervals. For more information about time imports there is also more information on this post. If you are having any trouble importing your time from Harvest or if you have any questions on importing data please contact our support team direct at support@myintervals.com.]]>
Can I add a new default module to all existing projects? https://www.myintervals.com/forum/discussion/765/can-i-add-a-new-default-module-to-all-existing-projects/ https://www.myintervals.com/forum/discussion/765/can-i-add-a-new-default-module-to-all-existing-projects/ Fri, 30 Sep 2011 14:16:18 -0700 Michael > Settings & Defaults >> Default Modules to add a module to existing projects. If you click on the pushpin icon below it will open a dialogue where the projects can be selected.

Bulk Update Project Modules]]>
Deleting/Deactivating a project...what happens? https://www.myintervals.com/forum/discussion/33/deletingdeactivating-a-projectwhat-happens/ https://www.myintervals.com/forum/discussion/33/deletingdeactivating-a-projectwhat-happens/ Sat, 20 May 2006 18:41:40 -0700 Michael
When a project is deactivated, all the information is still there, you just can't search on the project when running reports. The information, however, will be displayed if all projects are searched on and there is information for that particular project in the time frame specified. The project name will have an * next to the name, identifying it as an inactive project.

Tasks assigned to an inactive project will not be displayed and are not able to be searched on, using Advanced Searching. The only way to display a task assigned to an inactive project, is to know the number of the task and type it in the Task # search box in the footer.]]>
Editing invoice number (or start from x) https://www.myintervals.com/forum/discussion/296/editing-invoice-number-or-start-from-x/ https://www.myintervals.com/forum/discussion/296/editing-invoice-number-or-start-from-x/ Thu, 30 Oct 2008 10:55:12 -0700 dsloan
Thanks,
Diarmid]]>
Can I change the starting invoice number? https://www.myintervals.com/forum/discussion/763/can-i-change-the-starting-invoice-number/ https://www.myintervals.com/forum/discussion/763/can-i-change-the-starting-invoice-number/ Thu, 29 Sep 2011 13:10:31 -0700 Michael > Settings & Defaults >> Default Invoicing there is an option to change the next invoice number. Here is a screenshot:

Default Invoicing

Just a note that invoice numbers can be recycled but gaps will not be filled. For example, say you have created ten invoices (#1 - #10). If you delete invoice #10, invoice #9 and invoice #8 when the next invoice is created it will be invoice #8. If you have this same scenario with ten invoices and delete invoice #5 when the next invoice is created it will be #11. This is done by design when there is a high number of invoices it would be odd going backwards if a legacy project was deleted or a really old invoice was deleted.]]>
Redirect a domain to my intervals domain https://www.myintervals.com/forum/discussion/646/redirect-a-domain-to-my-intervals-domain/ https://www.myintervals.com/forum/discussion/646/redirect-a-domain-to-my-intervals-domain/ Wed, 25 Aug 2010 06:51:13 -0700 joshreeder
I have tried it multiple ways a cname record, .htaccess entry and they all get to the my intervals site but get an error? What could possibly be the problem, i have tested with and without http:// with no luck.

Above links are working to see what I'm talking about... Seems like a simple task everyone would want to do.]]>
Workload Allocation https://www.myintervals.com/forum/discussion/553/workload-allocation/ https://www.myintervals.com/forum/discussion/553/workload-allocation/ Sun, 31 Jan 2010 18:49:12 -0800 spoulos
Is there a way to input start dates/end dates for resources (designers / production, etc) so that a manager can forecast any workload collisions?]]>
Gmail and inability to reply to tasks and milestones via email https://www.myintervals.com/forum/discussion/762/gmail-and-inability-to-reply-to-tasks-and-milestones-via-email/ https://www.myintervals.com/forum/discussion/762/gmail-and-inability-to-reply-to-tasks-and-milestones-via-email/ Thu, 22 Sep 2011 10:14:51 -0700 jprado
http://www.google.com/support/forum/p/gmail/thread?tid=1c92a8b0d5b71c94&hl=ent

The symptom causes the to: field not support emailing to task+1234@yoursite.projectaccount.com.

As a workaround, we recommend not using the same type of emails for different user accounts. This ensures the from: and to: fields are always different, preventing the bug altogether.]]>
Contacts per project https://www.myintervals.com/forum/discussion/759/contacts-per-project/ https://www.myintervals.com/forum/discussion/759/contacts-per-project/ Thu, 15 Sep 2011 01:57:56 -0700 jsteenbuck
wouldn't it be great if you could assign persons to projects? Not only the team, but people who are responsible for a certain project from the client side. I often find that it would come in handy to quickly look at a project and see who at the client is responsible for a specific project.

These are not even followers of tasks, but people I frequently need to contact. It would be great if I could link the people to a project and then see their contact information on the project dashboard at a glance.

Kind regards from germany,
Jan]]>
Javascript Help https://www.myintervals.com/forum/discussion/494/javascript-help/ https://www.myintervals.com/forum/discussion/494/javascript-help/ Mon, 12 Oct 2009 04:43:25 -0700 bbruck
So, and forgive me if this is too stupid for words...

Is it possible to write javascript that will leverage Intervals APIs?

If so, would some kind soul be willing to post what such a script would look like that, for example, passes the authentication string and then outputs a task list (or virtually any other simple GET or PUT function)?]]>
Too many Intervals emails causing email burnout-- anyone else? https://www.myintervals.com/forum/discussion/758/too-many-intervals-emails-causing-email-burnout-anyone-else/ https://www.myintervals.com/forum/discussion/758/too-many-intervals-emails-causing-email-burnout-anyone-else/ Mon, 12 Sep 2011 13:03:31 -0700 brownrice
Is it possible to add a second "save" button -- so one button would be simply "save" and the other "save and email" (maybe with a drop-down like the one that adds multiple project managers or people to a task) so we could have a choice of sending email updates only when we need to?]]>
Task % Complete https://www.myintervals.com/forum/discussion/743/task-complete/ https://www.myintervals.com/forum/discussion/743/task-complete/ Tue, 26 Jul 2011 12:33:23 -0700 comoga Make the header "alerts" relevant to me https://www.myintervals.com/forum/discussion/736/make-the-header-alerts-relevant-to-me/ https://www.myintervals.com/forum/discussion/736/make-the-header-alerts-relevant-to-me/ Wed, 29 Jun 2011 06:31:53 -0700 thelem
* There is 1 new task in the queue awaiting assignment
* There are 6 overdue timesheets
* 4 timesheets are ready to be approved

However, I am only responsible for some of these tasks/timesheets, and I've no way of knowing if I need to action anything without clicking on the links.

I'd rather these were displayed as a table:
* Task queue: 5 in your projects / 2 in no project / 10 total
* Overdue timesheets: 3 in your team / 0 in no team / 7 total
* Timesheets to be approved: 0 in your team / 0 in no team / 3 total

The second two would require a new 'reports to' field against a person. This field would also be very useful as a filter for reports (currently I have to tick multiple team members when I run such a report).]]>
View report of most recently modified tasks or comments https://www.myintervals.com/forum/discussion/755/view-report-of-most-recently-modified-tasks-or-comments/ https://www.myintervals.com/forum/discussion/755/view-report-of-most-recently-modified-tasks-or-comments/ Thu, 25 Aug 2011 08:46:01 -0700 qrund
As a stop-gap measure, I would like to be able to view a list of tasks and sort by 'date last modified'. That would get me pretty close to what I really want - which is the comments report.

Anyone else find a way to get a report of comments or most recently updated tasks?]]>
"CWT Digital Intervals" API scripts https://www.myintervals.com/forum/discussion/757/cwt-digital-intervals-api-scripts/ https://www.myintervals.com/forum/discussion/757/cwt-digital-intervals-api-scripts/ Wed, 07 Sep 2011 07:31:12 -0700 thelem
At the moment it's just a couple of scripts that we've thrown together for reports that we need, but I've seen requests from others who interested in similar reports so hopefully you'll find it useful, if only as a base for your own scripts.

Current features are:
* Activity Report - When was a task last updated? Has a task been open too long?
* Workload by resource - When will employees get round to the tasks on their todo lists?
* Upload Timelogs - Convert .txt timelogs into paused Intervals timers, which can then easily be saved as time entries using the Intervals website.

You'll need PHP with Smarty available in the class path and a google API key for the inclusion of jquery, and there is a sample apache vhost in the readme.txt. Please let me know if you try the scripts and what you think (or if you can't get them to work for you), as if there is interest I'll release post updated versions.]]>
Can I export a freeform invoice to Quickbooks https://www.myintervals.com/forum/discussion/756/can-i-export-a-freeform-invoice-to-quickbooks/ https://www.myintervals.com/forum/discussion/756/can-i-export-a-freeform-invoice-to-quickbooks/ Wed, 31 Aug 2011 08:57:29 -0700 poloDesign
Thanks,
Penny]]>
Integration with Toodledo https://www.myintervals.com/forum/discussion/677/integration-with-toodledo/ https://www.myintervals.com/forum/discussion/677/integration-with-toodledo/ Fri, 10 Dec 2010 05:03:47 -0800 bbruck
Anyone else tried this?]]>
Sortfield https://www.myintervals.com/forum/discussion/754/sortfield/ https://www.myintervals.com/forum/discussion/754/sortfield/ Fri, 19 Aug 2011 09:45:32 -0700 yalp
Is there a way to sort a GET call on the Milestone?

In other spots we have the sortfield for this but I dont see a way to do this in Milestone.

thanks]]>
Project Types/Categories https://www.myintervals.com/forum/discussion/753/project-typescategories/ https://www.myintervals.com/forum/discussion/753/project-typescategories/ Fri, 12 Aug 2011 11:40:21 -0700 MarkH
We have different types of seasonal projects throughout the year, and I would like to be able to view those projects (or a report) by the project type. Example: What is the progress of all Summer campaigns?

I saw that there was a feature request for a project type drop-down from 2008, but it doesn't look like it has progressed since then. Is there a work-around?

Thanks,

Mark]]>
Project/Task Level Access Control https://www.myintervals.com/forum/discussion/752/projecttask-level-access-control/ https://www.myintervals.com/forum/discussion/752/projecttask-level-access-control/ Thu, 11 Aug 2011 06:18:14 -0700 cvwcorp
It would be nice to be able to limit access to a project, and even a task, to selected users only. For example, my company has a few users at Administrative level, and they all need to be in order to do their jobs. However, I may want to use Intervals to run my own projects that contain sensitive company information, or for HR purposes. In those cases, even my highest level staff need to be prevented from accessing the project/task information.]]>
Changing subdomains https://www.myintervals.com/forum/discussion/748/changing-subdomains/ https://www.myintervals.com/forum/discussion/748/changing-subdomains/ Wed, 10 Aug 2011 09:26:09 -0700 thelem
My company recently rebranded, but our Intervals address still uses the old brand. If we change our domain in settings and defaults, will our users get redirected to the new address?]]>
Total (estimated time - actual time) sorted by module https://www.myintervals.com/forum/discussion/746/total-estimated-time-actual-time-sorted-by-module/ https://www.myintervals.com/forum/discussion/746/total-estimated-time-actual-time-sorted-by-module/ Fri, 05 Aug 2011 06:44:37 -0700 thomasb
I know that my team has alot of work to do in module "Software Development".
How do I see how much? Any good reports to use?

Thanks]]>
customizing the invoice https://www.myintervals.com/forum/discussion/747/customizing-the-invoice/ https://www.myintervals.com/forum/discussion/747/customizing-the-invoice/ Sun, 07 Aug 2011 14:01:23 -0700 mhiggins ~M]]> C# Post time https://www.myintervals.com/forum/discussion/745/c-post-time/ https://www.myintervals.com/forum/discussion/745/c-post-time/ Tue, 02 Aug 2011 04:54:25 -0700 Riaan
I'm an amateur c# developer and have come up following code:


HttpWebRequest request = WebRequest.Create("https://api.myintervals.com/time/?taskid=1028237") as HttpWebRequest;
request.Method = "POST";
request.Accept = "application/xml";
request.Headers.Add("Authorization", "Basic " + Convert.ToBase64String(System.Text.Encoding.ASCII.GetBytes("XXXXXX:")));
StreamWriter writer = new StreamWriter(request.GetRequestStream());
writer.Write(@"<?xml version=""1.0"" encoding=""UTF-8""?>
<time>
<worktypeid>164205</worktypeid>
<personid>56602</personid>
<date>2011-08-02</date>
<time>07:46:00</time>
<billable>f</billable>
</time>");
writer.Flush();
// Get response
using (HttpWebResponse response = request.GetResponse() as HttpWebResponse)
{
// Get the response stream
StreamReader reader = new StreamReader(response.GetResponseStream());

// Console application output
textBox1.Text = reader.ReadToEnd();
}


Any ideas? Or samples I can look at?

Thanks,
R]]>
how to use a template approach https://www.myintervals.com/forum/discussion/742/how-to-use-a-template-approach/ https://www.myintervals.com/forum/discussion/742/how-to-use-a-template-approach/ Sun, 24 Jul 2011 08:14:10 -0700 kim Using the API with large numbers of executive users https://www.myintervals.com/forum/discussion/740/using-the-api-with-large-numbers-of-executive-users/ https://www.myintervals.com/forum/discussion/740/using-the-api-with-large-numbers-of-executive-users/ Thu, 21 Jul 2011 04:54:57 -0700 thelem
We're looking at integrating Intervals with our existing admin site using the API. We already have a list of users in our admin site, and many of these are set up as executive users in Intervals (we're happy to keep maintaining two lists).

We want each admin site user to access their corresponding Intervals user account, but the only way we can see to do this is to send them to the api page and get them to copy-paste the api token. That's fine for some users, but this work would be for those clients who struggle using Intervals anyway (and computers in general).

Are there any more user-friendly solutions?]]>
'Hours' missing from Task resource https://www.myintervals.com/forum/discussion/741/hours-missing-from-task-resource/ https://www.myintervals.com/forum/discussion/741/hours-missing-from-task-resource/ Thu, 21 Jul 2011 08:31:16 -0700 thelem
I can do one call to get the list of tasks back, which includes the estimated time, but I'm going to have to make another call per task to get the elapsed time back. It would be good to have this as an (optional?) field on the task resource, if only to reduce the number of XML calls.]]>
Server Maintenance Notification - Thursday, July 21st https://www.myintervals.com/forum/discussion/739/server-maintenance-notification-thursday-july-21st/ https://www.myintervals.com/forum/discussion/739/server-maintenance-notification-thursday-july-21st/ Wed, 20 Jul 2011 18:46:45 -0700 Michael 3:00 PM and 6:00 PM (PDT) on Thursday, July 21st | 10:00 PM and 1:00 AM (GMT). We are not expecting any down time, however, it is possible that we may experience 30 minutes of down time if the maintenance does not go as planned. We will do everything we can to prevent that and we apologize for the last minute notice. If you have any questions please contact our support team at support@myintervals.com.]]> Is it possible to add Owned by to Task list screen https://www.myintervals.com/forum/discussion/717/is-it-possible-to-add-owned-by-to-task-list-screen/ https://www.myintervals.com/forum/discussion/717/is-it-possible-to-add-owned-by-to-task-list-screen/ Tue, 19 Apr 2011 08:49:14 -0700 sdoyle Custom Profile Fields https://www.myintervals.com/forum/discussion/738/custom-profile-fields/ https://www.myintervals.com/forum/discussion/738/custom-profile-fields/ Sun, 17 Jul 2011 15:00:03 -0700 acsonline personalised / office specific order for projects in the periscope report? https://www.myintervals.com/forum/discussion/681/personalised-office-specific-order-for-projects-in-the-periscope-report/ https://www.myintervals.com/forum/discussion/681/personalised-office-specific-order-for-projects-in-the-periscope-report/ Tue, 21 Dec 2010 21:53:18 -0800 dani Server Maintenance Notification - Friday, June 18th https://www.myintervals.com/forum/discussion/735/server-maintenance-notification-friday-june-18th/ https://www.myintervals.com/forum/discussion/735/server-maintenance-notification-friday-june-18th/ Wed, 15 Jun 2011 09:02:27 -0700 Michael June 17th during a two hour maintenance window of 8:00 PM - 10:00 PM (PDT) | 3:00 AM - 5:00 AM (GMT) on June 18th. We may encounter a few minutes of down time but hopefully no more than 10-15 minutes. If you have any questions please contact our support team at support@myintervals.com.]]> Default work types by person https://www.myintervals.com/forum/discussion/93/default-work-types-by-person/ https://www.myintervals.com/forum/discussion/93/default-work-types-by-person/ Wed, 11 Jul 2007 11:04:17 -0700 Michael
When you say "set default billable rates" does this mean that the each USER can have a rate set, or do rates apply only to jobs or functions (which unfortunately is what most time accounting programs provide, which is of no use when you have junior and senior copywriters). Thanks


Intervals is pretty flexible with how it handles work types. At Pelago, we do use them by type of work and not person, but we have seen a lot of different ways to do it. For example:

Junior Copywriting
Senior Copywriting

OR

Bill - Copywriting
Sam - Copywriting

OR

Bill - Rush Fee
Bill - Regular Fee
Bill - Non Billable

If you have a lot of people using Intervals this could get crazy pretty quick, but since Intervals is designed with small business in mind modifying the default work types to match your process usually works pretty well.]]>
Change default task status? https://www.myintervals.com/forum/discussion/734/change-default-task-status/ https://www.myintervals.com/forum/discussion/734/change-default-task-status/ Wed, 08 Jun 2011 13:06:07 -0700 GMB Linking clients or multiple clients on a project https://www.myintervals.com/forum/discussion/733/linking-clients-or-multiple-clients-on-a-project/ https://www.myintervals.com/forum/discussion/733/linking-clients-or-multiple-clients-on-a-project/ Wed, 08 Jun 2011 11:08:43 -0700 b.rochefort
Is this possible? what's the best way to set this up?
Thanks,
Beth]]>
June 3rd - Service Interruption https://www.myintervals.com/forum/discussion/732/june-3rd-service-interruption/ https://www.myintervals.com/forum/discussion/732/june-3rd-service-interruption/ Fri, 03 Jun 2011 12:10:05 -0700 Michael 40 minute service interruption between the hours of 8:40 AM (PDT) and 9:20 AM (PDT). The problem was due to a network configuration issue and has since been resolved by our system administration team. We sincerely apologize for any inconvenience this may have caused. We would like to reiterate that consistent uptime is our number one priority with Intervals.

What exactly happened?
At approximately 7:10 AM (PDT) on June 3rd, 2011, our network probes and monitoring system reported a problem with network availability. Our system administration team immediately started an investigation and isolated the problem to a configuration issue with the load balancer technology we utilize for high availability. While we were working to resolve the issue, connectivity was intermittent, but appeared mostly stable until around 8:40 AM (PDT). At that time the problem escalated and the servers in the server farm were virtually unable to communicate with one another, which in turn caused the load balancer to fail. At approximately 9:20 AM (PDT) the problem was resolved and all network traffic was fully restored.

How did we fix it?
The source of the problem was a configuration problem between the load balancer technology we utilize and a recently upgraded router in the data center. The problem did not become apparent until after the router was recently upgraded. The router upgrade exposed a configuration glitch in our load balancer settings that resulted in our servers being unable to communicate with one another over the private network. As the saying goes, "it was working, but it wasn't working right." Once we updated the load balancer configuration and network configuration, the private network came back online with no incident.

What did we learn from this issue?
During this interruption we were focused on two things: fixing the problem and responding to customer support inquiries as quickly as possible. In addition, we should have broadcast updates to Facebook and Twitter immediately once we knew of the problem. We want to be sure to maintain transparency and keep our customers in the loop.

Questions?
If you have any questions or concerns please feel free to email our support team at support@myintervals.com. We’d be more than happy to provide you with any more information you might need. We appreciate the patience and understanding extended to us during this interruption in service.]]>
Request que attachements https://www.myintervals.com/forum/discussion/731/request-que-attachements/ https://www.myintervals.com/forum/discussion/731/request-que-attachements/ Tue, 31 May 2011 16:38:03 -0700 yalp I have a code generated email that adds an attachemnt to the email, sends to your request que and then sends to our email account.
The email makes to both accounts with no issue but for some reason the attachement is lost when it is sent to the request que.
I've tested a few diff setups and I can't get the code generated email to the request que with any attachement.
It's no issue when sending the email from Outlook or Hotmail.
Has anyone else been able to get this to work or any ideas what I could be doing wrong?
thanks for your time]]>
Request queue auto response https://www.myintervals.com/forum/discussion/730/request-queue-auto-response/ https://www.myintervals.com/forum/discussion/730/request-queue-auto-response/ Tue, 31 May 2011 12:38:21 -0700 thelem
These could potentially even be specified per-project (different SLAs) and by time of day (out of hours support number).

We can do these in gmail for anything raised by email, but that doesn't cover tasks raised directly.]]>
Discussion Possibilities https://www.myintervals.com/forum/discussion/729/discussion-possibilities/ https://www.myintervals.com/forum/discussion/729/discussion-possibilities/ Wed, 25 May 2011 20:15:44 -0700 tjpresley Finding the default Work Types / Models https://www.myintervals.com/forum/discussion/728/finding-the-default-work-types-models/ https://www.myintervals.com/forum/discussion/728/finding-the-default-work-types-models/ Wed, 25 May 2011 11:04:01 -0700 tjpresley Restrict worktypes by users https://www.myintervals.com/forum/discussion/709/restrict-worktypes-by-users/ https://www.myintervals.com/forum/discussion/709/restrict-worktypes-by-users/ Fri, 18 Mar 2011 05:58:26 -0700 sergi
I cannot find a way to restrict the worktypes associates to a project by user, because not all the team members can do all the work types we can find in a project (e.g. a designer does not deploy the DB, a developer does not make the planning, etc.)

So this could be a nice improvement to the tool: Add in the user profile a list to the available worktypes per project he/she has access.

Regards,
Sergi]]>
Server Maintenance & Feature Launch Notification - Saturday, May 21st https://www.myintervals.com/forum/discussion/727/server-maintenance-feature-launch-notification-saturday-may-21st/ https://www.myintervals.com/forum/discussion/727/server-maintenance-feature-launch-notification-saturday-may-21st/ Wed, 18 May 2011 16:07:05 -0700 Michael Saturday, May 21st during a four hour window of 8:00 AM - 12:00 PM (PST) | 3:00 PM - 7:00 PM (GMT). If you have any questions please contact our support team at support@myintervals.com.]]> Access to closed projects https://www.myintervals.com/forum/discussion/726/access-to-closed-projects/ https://www.myintervals.com/forum/discussion/726/access-to-closed-projects/ Wed, 18 May 2011 04:59:03 -0700 thelem
Occasionally, someone will raise something in the maintenance project and say 'I never asked for it to be done this way', but we can't check that as we've deactivated the project. We're on top shelf, so project limits aren't a problem, but we still want to close projects once they are done so people can't add comments and/or time to a project that has already been billed (we'd also end up with far too many open projects).

I'd like for there to be a new project status, "Read Only". They would show at the bottom of the list in the filters and look a bit different, you wouldn't be able to change anything, but other than that they would just be like normal projects. You'd obviously need to consider billing (free, part of normal project quota or separate quota), but I'm sure you could work something out.]]>
myIntervals with ColdFusion https://www.myintervals.com/forum/discussion/725/myintervals-with-coldfusion/ https://www.myintervals.com/forum/discussion/725/myintervals-with-coldfusion/ Mon, 16 May 2011 12:45:45 -0700 sdoyle
Thanks,
Steven]]>
C# Example to get a persons time https://www.myintervals.com/forum/discussion/723/c-example-to-get-a-persons-time/ https://www.myintervals.com/forum/discussion/723/c-example-to-get-a-persons-time/ Wed, 04 May 2011 09:23:58 -0700 imran.silat I am new to intervals and need help? I need to get a persons time using C#. Can someone please help? I'd really appreciate it. I am creating a local windows app in c#, This is what i have so far and don't know how to proceed further. I want to use date range to get specific time entered by the user.

var request = (HttpWebRequest)HttpWebRequest.Create("https://api.myintervals.com/person/");

request.Accept = "application/xml";

request.ContentType = "application/xml";

request.Proxy = (WebProxy)WebProxy.GetDefaultProxy();

request.Method = "GET";

request.Headers.Add("Authorization", "Basic " + Convert.ToBase64String(Encoding.ASCII.GetBytes("APIToken")));

what comes next??? please help!!!!!!!

Thank you in advance]]>
Looking for report: monthly equivalent of weekly hour graph https://www.myintervals.com/forum/discussion/722/looking-for-report-monthly-equivalent-of-weekly-hour-graph/ https://www.myintervals.com/forum/discussion/722/looking-for-report-monthly-equivalent-of-weekly-hour-graph/ Tue, 03 May 2011 20:48:40 -0700 TNM_Pete
It's the monthly version of the Weekly Hour Graph, or really the Weekly Trends Report with Billable vs. Unbillable as the View By option. I believe I was able to pull this report before, but haven't been able to recreate it after poking around anywhere I'd find it.

What I'm trying to get at is looking at a resource / group's bill:non-bill ratio over time. It seems odd that I can filter to see only billable, only non-billable, or both together as one value... but not see one vs. the other in the same column. Am I missing something, was this intentionally removed, or something else?

Any info would be helpful, as I've started working on the CSV export -> Excel version of the charts

Thanks,

--Pete]]>
Syncing Ical https://www.myintervals.com/forum/discussion/721/syncing-ical/ https://www.myintervals.com/forum/discussion/721/syncing-ical/ Thu, 28 Apr 2011 05:01:38 -0700 cyrilcee 500 error with personid parameter https://www.myintervals.com/forum/discussion/707/500-error-with-personid-parameter/ https://www.myintervals.com/forum/discussion/707/500-error-with-personid-parameter/ Mon, 14 Mar 2011 06:24:20 -0700 francois
Intervals API return a 500 error when I'm using the personid parameter in some methods:

* GET /project/
* GET /projectworktype/
* GET /projectmodule/

It's a know issue ?

François]]>
Are the help videos publicly available? https://www.myintervals.com/forum/discussion/720/are-the-help-videos-publicly-available/ https://www.myintervals.com/forum/discussion/720/are-the-help-videos-publicly-available/ Wed, 27 Apr 2011 12:20:07 -0700 Michael video tour page and here are links to each individual video as well:

Time Related Videos
Time Tracking
Timesheet Approvals

Project Management Videos
Task Management
Project Management
Using Milestones
Reporting
Document Management
Invoicing
Clients

User Level Videos
Executive Users
Resource Users
Manager Users
Administrators

Tips & Tricks (modules, personalization, etc.)
Work types and Modules
Personalization - Settings & Defaults
Search & Project Notes
Misc. Utilities]]>
myintervals.com and intervalsonline.com totally blank https://www.myintervals.com/forum/discussion/718/myintervalscom-and-intervalsonlinecom-totally-blank/ https://www.myintervals.com/forum/discussion/718/myintervalscom-and-intervalsonlinecom-totally-blank/ Sat, 23 Apr 2011 05:12:12 -0700 doonyakka
The Intervals sites, myintervals.com (with the exception of this forum and a few other pages) and intervalsonline.com appear to be down. I don't think it's just me, because I've tried from various browsers and devices, and all I get are blank pages with the following source:

<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META content="text/html; charset=utf-8" http-equiv=Content-Type></HEAD>
<BODY></BODY></HTML>


Is anyone else seeing this? Any help much appreciated.

Cheers,
Antonio]]>
Custom Domain https://www.myintervals.com/forum/discussion/393/custom-domain/ https://www.myintervals.com/forum/discussion/393/custom-domain/ Thu, 26 Mar 2009 13:50:22 -0700 azavia What Timers Need --- Time in _ Time out https://www.myintervals.com/forum/discussion/517/what-timers-need-time-in-time-out/ https://www.myintervals.com/forum/discussion/517/what-timers-need-time-in-time-out/ Tue, 17 Nov 2009 11:43:55 -0800 jnhearne Deleting multiple clients or people https://www.myintervals.com/forum/discussion/712/deleting-multiple-clients-or-people/ https://www.myintervals.com/forum/discussion/712/deleting-multiple-clients-or-people/ Sun, 03 Apr 2011 21:59:51 -0700 dpkonkin Forcasting Projected Work Flow https://www.myintervals.com/forum/discussion/714/forcasting-projected-work-flow/ https://www.myintervals.com/forum/discussion/714/forcasting-projected-work-flow/ Tue, 12 Apr 2011 11:23:41 -0700 jmplaut Create a task without a project https://www.myintervals.com/forum/discussion/672/create-a-task-without-a-project/ https://www.myintervals.com/forum/discussion/672/create-a-task-without-a-project/ Fri, 19 Nov 2010 11:26:27 -0800 xelalex24
However, we have to always create a project regardless. I do remeber someone asking a similar question and that Intervals was looking for an option while making sure that people wouldn't take advantage of this workaround, that would allow us to create a task, assign it to a client, but not have related to a project.

I could be remembering incorrectly, but anyhow, I figured I could at least ask and see if there is a way to do what I'm asking.

Thanks, =)]]>
Modules WorkTypes Project POST https://www.myintervals.com/forum/discussion/711/modules-worktypes-project-post/ https://www.myintervals.com/forum/discussion/711/modules-worktypes-project-post/ Wed, 30 Mar 2011 12:26:24 -0700 yalp I've looked at the ProjectWorkType and ProjectModules (DELETE [remove each one], PUT [override entire list], POST [add the ones we want]) and dont see a way to easily achieve this.
Thanks for your time]]>
Billable Time vs. Payroll Time https://www.myintervals.com/forum/discussion/696/billable-time-vs-payroll-time/ https://www.myintervals.com/forum/discussion/696/billable-time-vs-payroll-time/ Tue, 01 Feb 2011 18:46:49 -0800 FritzGreen
I've noticed that having multiple timers running simultaneously, (which I've read is a handy feature for billing purposes while multitasking,) also results a a time sheet for each employee (Resource user) that totals to more hours than they actually worked.

I suppose this is fine if all employees earn salary wages, but our employees are all paid hourly.

Does Intervals have the ability to account for overlapping timers and provide us with actual hours worked for each employee, or at least the ability to disable overlapping timers so that it is not possible for one person to time on two tasks at the same time?

Thanks,
Fritz]]>
Temporarily switch off notifications https://www.myintervals.com/forum/discussion/710/temporarily-switch-off-notifications/ https://www.myintervals.com/forum/discussion/710/temporarily-switch-off-notifications/ Wed, 23 Mar 2011 14:31:51 -0700 rmlewis
Is there a way (or can it be added) to, by task, elect not to send notifications?

Robert.]]>
Resource Utilization Management https://www.myintervals.com/forum/discussion/700/resource-utilization-management/ https://www.myintervals.com/forum/discussion/700/resource-utilization-management/ Fri, 04 Feb 2011 13:15:31 -0800 chucl2 Task List: display to include "last comment" column https://www.myintervals.com/forum/discussion/645/task-list-display-to-include-last-comment-column/ https://www.myintervals.com/forum/discussion/645/task-list-display-to-include-last-comment-column/ Tue, 24 Aug 2010 15:14:56 -0700 rmlewis
In my pursuit to be able to review quickly the task list and their current activity, I would request that the" Last Comment" in a column, be shown when displaying the Task list.

Ideally, I would also be able to print/export a task list, including the last comment field, as either an excel file or as a report.

Suggestion#2
In the Task List view, given that I already filter the list, save real estate by not displaying "Client"; "Project" columns if these filters are selected...
OR
provide and option to hide or display columns.

Great product!

Robert.]]>
Sub Tasks https://www.myintervals.com/forum/discussion/708/sub-tasks/ https://www.myintervals.com/forum/discussion/708/sub-tasks/ Thu, 17 Mar 2011 14:11:48 -0700 seanmh How do I apply full cost of a vendor contract? https://www.myintervals.com/forum/discussion/697/how-do-i-apply-full-cost-of-a-vendor-contract/ https://www.myintervals.com/forum/discussion/697/how-do-i-apply-full-cost-of-a-vendor-contract/ Wed, 02 Feb 2011 08:46:14 -0800 maelynn
How do I account for that so it deducts from the allocated budget? I tried putting something into the expense area but it doesn't deduct. Thanks!]]>
Project Templates (via copy a project) https://www.myintervals.com/forum/discussion/481/project-templates-via-copy-a-project/ https://www.myintervals.com/forum/discussion/481/project-templates-via-copy-a-project/ Fri, 18 Sep 2009 10:26:55 -0700 Michael
Copy a Project - (left hand side of project profile page)
copy a project

Copy Confirmation
confirm copying project

A few notes:

  • The task start dates for the new copied project are based on their reference to the project start date of the previous project. For example, if Task 1 started five days after the project start date...it will also start five days after the start date of the new copied project.

  • The timestamp for project notes, project documents and project expenses will be the start date of the project

  • No email alerts go out when the new project is copied. This is done intentionally so that if you want to edit the team, move due dates around, etc. you can

]]>
Announce: node-intervals https://www.myintervals.com/forum/discussion/706/announce-nodeintervals/ https://www.myintervals.com/forum/discussion/706/announce-nodeintervals/ Mon, 14 Mar 2011 06:18:20 -0700 francois
I started a little project using intervals API. It's called node-intervals: https://github.com/francois2metz/node-intervals

It allow you to add your time with in command line.

A simple usage:

intervals --date 2011-03-14 --billable --description "Working on node-intervals"

Any feedback is welcome.

François]]>
Server Maintenance Notification - March 5th and 6th https://www.myintervals.com/forum/discussion/705/server-maintenance-notification-march-5th-and-6th/ https://www.myintervals.com/forum/discussion/705/server-maintenance-notification-march-5th-and-6th/ Wed, 02 Mar 2011 09:28:47 -0800 Michael first round of maintenance will be performed March 4th / 5th during a three hour window of 11:00 PM - 2:00 AM (PST) | 7:00 AM - 10:00 AM (GMT). The second round of maintenance will be performed March 5th / 6th during a five hour window of 10:00 PM - 3:00 AM (PST) | 6:00 AM - 11:00 AM (GMT). We are expecting approximately half an hour to one hour of down time during each maintenance window and you may experience slow loading pages and sluggishness during the maintenance.]]> Modules - how to use them? https://www.myintervals.com/forum/discussion/82/modules-how-to-use-them/ https://www.myintervals.com/forum/discussion/82/modules-how-to-use-them/ Tue, 08 May 2007 10:05:18 -0700 Michael
Security (Module)
- login page (.5 hrs) - (task)
- password change page (.5 hrs)- (task)
- user initialize - (task)

Then you can run a Project Activity report on a single module if needed, or use Projects >> Time Summary >> View By Module for grand totals.

If you plan to use "Security" frequently with your projects it can be added as a default Module under Site Settings. That way you can compare that particular Module across projects as well as do aggregate reports. For example, show me all hours I have spent on "Security" this year.]]>
Widgets Anyone? https://www.myintervals.com/forum/discussion/513/widgets-anyone/ https://www.myintervals.com/forum/discussion/513/widgets-anyone/ Thu, 12 Nov 2009 11:03:40 -0800 jnhearne
I have recently increased my presence on Google. I now use so many services from G that I actually started Using iGoogle. It's kinda hokey and I think each individual service is better in it's native window, but now that I see condensed versions of each of my services I can keep an eye on all of them with out shuffling through the browser windows. Widgets have made it easier to follow everything.

Maybe as "periscope" becomes another huge addition to Intervals, clients can simplify their project management based on what tabs they want to include or make visible. Just so to not get overwhelmed when first starting using Intervals.

I started using intervals when it was just a baby (or at least before it's pubescent years) and I found it very easy to get around. Because I've been on it for so long, I can adapt to the new changes as they get assimilated. For a newbie it can be frustrating getting used to all the bells and whistles since the early years. So perhaps when usage starts, it starts with its bare essentials (go back 2 years) and then start adding, invoices, Milestones, and periscope.

Just food for thought as Intervals grows into it's own. I for one have been a huge fan of each upgrade. Keep up the good work.]]>
Intervals widget workaround https://www.myintervals.com/forum/discussion/618/intervals-widget-workaround/ https://www.myintervals.com/forum/discussion/618/intervals-widget-workaround/ Thu, 17 Jun 2010 23:37:46 -0700 591dave
Quickbooks has a timer that is a desktop application. Their timer is technically poor, but it is a lot easier to find than searching dozens of tabs to find the Intervals page with the timer running.

Up until now, the only hope was to wait for the Intervals developers to come out with the long-promised Time Tracking Widget,
https://www.myintervals.com/forum/discussion/172/time-tracking-widget/
https://www.myintervals.com/forum/discussion/265/intervals-roadmap/

But today I realized that there is a function in Google Chrome browser that allows one to create a type of widget out of any given Web page.
Here is how to combine that with the Mobile Device view of Intervals to make an improved timer experience.

1) Start Google Chrome
Get it at www.google.com/chrome

2) Open Intervals Mobile
Example URL:
https://YOURGROUP.timetask.com/m/#time/timers

Hit the Page menu (the one with the picture of a page) and hit Create Application Shortcuts. Select the options you want (in Windows, be sure to include the Quick Launch Bar -- in Windows 7, "Pin to Task Bar"), and hit OK.

3) You should now see an Intervals icon.
Clicking it will launch the Chrome window that you've 'bookmarked'.
You can now resize the window to whatever you want, then close the window.
Clicking the shortcut will open it in the same position/size that you left it.

[Windows: If you created a Start Menu shortcut in step 2, you can right-click on it and rename it Timer.]

You will notice that the Mobile window has some differences from the docked timer approach in the "Full Site" Intervals interface. I already like working with it. If you are used to similar mobile interfaces (ie, if you have an iPhone) you will be immediately comfortable with it.

Dave Smith]]>
so what about time tracking widget? https://www.myintervals.com/forum/discussion/670/so-what-about-time-tracking-widget/ https://www.myintervals.com/forum/discussion/670/so-what-about-time-tracking-widget/ Tue, 16 Nov 2010 23:00:10 -0800 jacek
What happened? Does it mean that you cancelled the development plans?

Really, working with a widget to manage timers would be a lot easier - for example, there wouldn't be a need to keep the Intervals open in the browser at all time.]]>
Time Tracking Widget https://www.myintervals.com/forum/discussion/172/time-tracking-widget/ https://www.myintervals.com/forum/discussion/172/time-tracking-widget/ Tue, 11 Dec 2007 11:05:06 -0800 Michael
Can you tell me if you have any timer widgets for the Mac platform or any tools to help on the workstation side of things?

We have kicked around doing the time tracking widget a variety of ways:

  1. General Timer
  2. General Timer with all 'non closed' tasks assigned to me
  3. General Timer with tasks listed by due date with individual task timers
  4. General Timers with the ability to apply the time to tasks (just like within Intervals)

Thoughts? Other widget ideas (tasks, reports, etc.)? I'm curious what aspects of Intervals would be useful widgets.]]>
Administrator Can't change Site Setting https://www.myintervals.com/forum/discussion/704/administrator-cant-change-site-setting/ https://www.myintervals.com/forum/discussion/704/administrator-cant-change-site-setting/ Tue, 01 Mar 2011 00:10:20 -0800 Deelip Khanal
Thanks]]>
Mark a project as ready to be billed https://www.myintervals.com/forum/discussion/703/mark-a-project-as-ready-to-be-billed/ https://www.myintervals.com/forum/discussion/703/mark-a-project-as-ready-to-be-billed/ Fri, 25 Feb 2011 13:34:40 -0800 jpbecho2
- ready to invoice
- ready for review
- approved, send to client.

Thanks.]]>
Reschedule Milestones And Tasks Seems To Ignore Weekends https://www.myintervals.com/forum/discussion/651/reschedule-milestones-and-tasks-seems-to-ignore-weekends/ https://www.myintervals.com/forum/discussion/651/reschedule-milestones-and-tasks-seems-to-ignore-weekends/ Fri, 03 Sep 2010 06:02:51 -0700 littlephil
This makes perfect sense to me except that as we do not work weekends when a future milestone and it's tasks were moved it assumed it could run over a weekend. I therefore had to manually move that milestone and all future milestones.

Am I doing something wrong, is there a way around this?]]>
Restricting Document Access https://www.myintervals.com/forum/discussion/702/restricting-document-access/ https://www.myintervals.com/forum/discussion/702/restricting-document-access/ Tue, 15 Feb 2011 13:02:49 -0800 Rockett
Can they see ALL documents? OR ... are they restricted according to the Project they are allowed access to?

thanks for your help.]]>
Managing ongoing work https://www.myintervals.com/forum/discussion/699/managing-ongoing-work/ https://www.myintervals.com/forum/discussion/699/managing-ongoing-work/ Fri, 04 Feb 2011 07:10:02 -0800 britbloke
I have tried to set this up as follows:
* created a client to hold my "template" projects.
* create a project for "type A seo contract".
* Create 3 milestones (Account set-up, technical set-up, End of Month 1).
* Add tasks to each of those milestones for all the recurring issues
* Add tasks outside the milestones for the ongoing issues

This looked like a genius solution to me. My plan had been to copy this project for each client using that package, tweak the monthly milestone to suit them then copy that 11 times. Perfect.

However doing that absolutely floods the task list. I had thought milestones would be sequential and tasks in later ones wouldn't show until the previous milestone due date was reached. I couldn't see a sensible way to make the tasks lists manageable like this, so had to re-think.

My next idea was to copy the monthly milestone at the end of each month. again, seemed sensible. However the status of each task is copied as well - so we would have to go in a update each of these (incidentally this behaviour doesn't seem correct). It was also a pain as anything added to that milestone as a one off would be copied.

Next option was to only have the current milestone in place, but also have a "dummy" one. We could copy the dummy each month rather than the previous month's milestone. this would solve the status issue and ensure we were using an unspoilt copy. Problem here is that the dummy shows in task lists etc even if marked as complete.

The only option I can see remaining is to export the milestone and import them each month. This seems like overkill.

Am i being daft? This seems like a fairly straight forward request. I am deperate to find a way around this as we've come across intervals at the end of a very long search.

Help!]]>
Intervals API - sooner or later? https://www.myintervals.com/forum/discussion/80/intervals-api-sooner-or-later/ https://www.myintervals.com/forum/discussion/80/intervals-api-sooner-or-later/ Tue, 24 Apr 2007 21:32:48 -0700 Michael
We have the core in place for an API in our framework are wondering if we should execute it sooner rather than later. Much to our surprise, many of our customers have been asking for more and more features and have not been clamoring for an API. They have been looking to use Intervals as their one stop place for all task, time, and project management needs.

As web developers ourselves, we expected more API demand so here is your chance to sound off. Would you use an API? Should we move it to our list of features to execute sooner rather than later?

As always, thanks for you thoughts - Michael]]>
Add custom tag in the email subject to ease filtering mails https://www.myintervals.com/forum/discussion/701/add-custom-tag-in-the-email-subject-to-ease-filtering-mails/ https://www.myintervals.com/forum/discussion/701/add-custom-tag-in-the-email-subject-to-ease-filtering-mails/ Tue, 08 Feb 2011 00:46:13 -0800 sergi
I suggest to add that somewhere in the "Settings & Defaults" section, and put that tag optionally at the beggining of the subject, for example, let me define a tag "Timetask", and then send emails with subject like "[Timetask] Current Virtua Tasks: 4".

Some of the emails have their own tag, but that means configuring several filters, and we do not know the whole list from the beggining... so it may be an "iterative" process to modify the filter every time you get a new mail. I also found that other emails do not have tag... so these are quite more difficult to filter.

Hope someone else finds this feature useful.]]>
Spanish Language https://www.myintervals.com/forum/discussion/302/spanish-language/ https://www.myintervals.com/forum/discussion/302/spanish-language/ Sat, 01 Nov 2008 07:01:00 -0700 ataiano
Can somebody let me know if that as i think it is or im doing something wrong?

Thanks!

Ariel]]>
Client Contacts https://www.myintervals.com/forum/discussion/692/client-contacts/ https://www.myintervals.com/forum/discussion/692/client-contacts/ Mon, 24 Jan 2011 19:29:37 -0800 hrybko We are new to Intervals and would like to add contacts to Clients. These contacts should behave like OutLook or Maximizer type of contacts and will almost never require access to login.

Naturally these need to be visible to our staff working on intervals. (So that they can use these client details to contact and communicate)

However it seems that contact details for No Login users are only visible to administrators (for reasons that escape me).

I have read this thread: https://www.myintervals.com/forum/discussion/621/contacts/#Item_0
But it offers no real advice.

Please help

Thanks
Howard Rybko
Syncrony.com]]>
Reversing client and vendors - using intervals "backwards" https://www.myintervals.com/forum/discussion/695/reversing-client-and-vendors-using-intervals-backwards/ https://www.myintervals.com/forum/discussion/695/reversing-client-and-vendors-using-intervals-backwards/ Sun, 30 Jan 2011 07:38:00 -0800 tychorosenfeld Server Maintenance Notification - January 29th https://www.myintervals.com/forum/discussion/693/server-maintenance-notification-january-29th/ https://www.myintervals.com/forum/discussion/693/server-maintenance-notification-january-29th/ Wed, 26 Jan 2011 08:25:05 -0800 Michael Saturday, January 29th during a two hour maintenance window of 7:00 AM - 9:00 AM (PST) | 3:00 PM - 5:00 PM (GMT). We do not exepct any down time but users may experience slow loading pages for a few minutes during the maintenance window.]]> Hide 'Summary' in invoices https://www.myintervals.com/forum/discussion/688/hide-summary-in-invoices/ https://www.myintervals.com/forum/discussion/688/hide-summary-in-invoices/ Tue, 18 Jan 2011 02:38:47 -0800 lvt
Since intervals can't set rates per person, we decided to used Work type as the indicator for each employee (I.e. employee will select their name in the work type), therefore, we don't want that showing up in the invoice.

Is there a way to hide the Summary (Because we normally just group them by date)

Thanks]]>
Hiding Client Name https://www.myintervals.com/forum/discussion/689/hiding-client-name/ https://www.myintervals.com/forum/discussion/689/hiding-client-name/ Wed, 19 Jan 2011 16:04:05 -0800 ThePengoose
I work with many clients and sub-contractors and though Intervals has many options for this I totally want to remove the client name from the project category. However just seeing the clients/firm name isn't that big of a concern the more important item his preventing the sub-contractor/resource from seeing the individuals name who is associated with the client which they can see by clicking on the "People" tab.]]>
Fixed Project Costs https://www.myintervals.com/forum/discussion/690/fixed-project-costs/ https://www.myintervals.com/forum/discussion/690/fixed-project-costs/ Wed, 19 Jan 2011 21:54:55 -0800 kelly1 Project Hourly Rate? https://www.myintervals.com/forum/discussion/691/project-hourly-rate/ https://www.myintervals.com/forum/discussion/691/project-hourly-rate/ Fri, 21 Jan 2011 14:04:07 -0800 mkeesling Remove task number from drop downs https://www.myintervals.com/forum/discussion/404/remove-task-number-from-drop-downs/ https://www.myintervals.com/forum/discussion/404/remove-task-number-from-drop-downs/ Tue, 21 Apr 2009 03:37:08 -0700 bbruck
But the task field - the most important one in my data entry - is preceded by the unique task number that is pretty much totally unimportant in data entry - it's simply a unique identified used by the application but not by the user.

Pretty please - eliminate this task number in the drop downs so we can type the first few letters of the task name to select it?]]>
Sharing Intervals projects across accounts https://www.myintervals.com/forum/discussion/10/sharing-intervals-projects-across-accounts/ https://www.myintervals.com/forum/discussion/10/sharing-intervals-projects-across-accounts/ Thu, 02 Mar 2006 14:40:44 -0800 mzelina
Depending on how the database is structured this would either be a 10 minute job or many weeks :)]]>
Clearer branding https://www.myintervals.com/forum/discussion/630/clearer-branding/ https://www.myintervals.com/forum/discussion/630/clearer-branding/ Wed, 14 Jul 2010 07:10:53 -0700 rowan_clickwt
Not sure if this is the best place to mention this, but I think you should consider giving Intervals some stronger branding, and a consistent domain for people to log into.

At the moment, my company's task management is hosted under clickwt.timetask.com, and makes no mention of "Intervals" when you log in. The problem with this is that our clients accessing the system don't know what to call it, and end up confusedly talking about "timetask", "this site", "that issue tracking system", etc.

Interestingly, 37 Signals originally went down the same route of minimal branding and multiple domains for their Basecamp product, but later decided to change to a strong, consistent brand, as explained here: http://basecamphq.com/transition

The alternative suggested by one of my colleagues is that we completely rebrand Intervals with some name of our own, using the logo image in the corner, and then consistently refer to it as that.

What does anyone else think?

Regards,
Rowan]]>
Reporting By "Owner" of Tasks https://www.myintervals.com/forum/discussion/629/reporting-by-owner-of-tasks/ https://www.myintervals.com/forum/discussion/629/reporting-by-owner-of-tasks/ Mon, 12 Jul 2010 09:12:06 -0700 gemprousa
I do this by exporting all of the tasks and time in .csv, and then importing these files in Access. Then by linking the tables, I am able to create two very important reports: 1 - A report showning all the time entered for a specific date range; by owner. And 2 - A report showing all open tasks and their estimated time; by owner.

I am unable to find any report within Intervals that can give me this data. It is very important for my company to know what managers are utilizing the time of our technicians, and how much time each manager is using.

It would be awesome if you could add the ability to create pie charts that show time by owner!]]>
Rates - Person - Default Work type for each person https://www.myintervals.com/forum/discussion/686/rates-person-default-work-type-for-each-person/ https://www.myintervals.com/forum/discussion/686/rates-person-default-work-type-for-each-person/ Sun, 16 Jan 2011 23:31:52 -0800 lvt
As far as I'm aware, you cannot currently set rates/person atm, so I'm wondering if its at least possible to set default work type for a person?
E.g. Whenever an employee named Paul enter his time, the Work Type will automatically filled in as Design for him.

Thanks]]>
Comments Search feature https://www.myintervals.com/forum/discussion/683/comments-search-feature/ https://www.myintervals.com/forum/discussion/683/comments-search-feature/ Mon, 10 Jan 2011 08:25:23 -0800 ecurry Server Maintenance Notification - January 15th https://www.myintervals.com/forum/discussion/684/server-maintenance-notification-january-15th/ https://www.myintervals.com/forum/discussion/684/server-maintenance-notification-january-15th/ Thu, 13 Jan 2011 13:45:54 -0800 Michael Saturday, January 13th during a two hour maintenance window of 6:00 AM - 8:00 AM (PST) | 2:00 PM - 4:00 PM (GMT). We do expect a few minutes of down time but hopefully no more than 20 minutes.]]> How do I delete a person? Is there data deleted? https://www.myintervals.com/forum/discussion/685/how-do-i-delete-a-person-is-there-data-deleted/ https://www.myintervals.com/forum/discussion/685/how-do-i-delete-a-person-is-there-data-deleted/ Fri, 14 Jan 2011 15:23:09 -0800 Michael
To delete a person you can right click on their name on the task listing:
Person Listing Right Click

OR you can view their detail page and click on delete in the left hand column:
Person Detail Page

When deleting a person there is a final confirmation step that will show which data is about to be deleted or moved. For this example user they do not have any time data:

Confirm Person Deletion

Most delete actions work in a very similar fashion where you can right click on the listing or view the detail page. This is true for clients, projects, invoices, etc.]]>
Gantt Charts https://www.myintervals.com/forum/discussion/63/gantt-charts/ https://www.myintervals.com/forum/discussion/63/gantt-charts/ Thu, 01 Feb 2007 10:33:40 -0800 Michael
Our rationale is that a lot of people glaze over when looking at Gantt charts. Project managers and people who know how to create and read Gantt charts love them, but no one else on the team does. I have personally been in many a meeting where Gantt charts were used to make everyone feel good that there was a schedule but few actually understood the project plan and potential risks in the schedule. Most of our customers just don't appreciate what a Critical Path is.

Intervals does not have a lot of scheduling built into it. We did this on purpose because there are so many different ways to build a project schedule…especially with small companies. We found some people use Microsoft Project and other desktop Project Management software, but many use Microsoft Excel, whiteboards, and individual systems to create project schedules. Intervals is flexible and lets you schedule your projects in your own fashion.

This doesn’t mean that you can’t use Gantt charts in your process. I personally use Microsoft Project to plan out the project relationships and timelines that I manage, but I use Intervals to get the actual work done and track the effort on tasks. Intervals flourishes at managing tasks, tracking time, and managing budgets while giving you detailed analysis of your efforts.

We do have plans to layer in some basic scheduling. It will be more in the form of “Project Calendars” and/or “Resource Calendars”, but not full tilt Gantt charts.]]>
How does the home page calendar work? https://www.myintervals.com/forum/discussion/662/how-does-the-home-page-calendar-work/ https://www.myintervals.com/forum/discussion/662/how-does-the-home-page-calendar-work/ Tue, 26 Oct 2010 15:25:48 -0700 Michael Here is a video introduction to milestones that shows some of the home page calendar functionality toward the end of the video (about 2:45 into the video) that is a good introduction to the calendar.]]> New to Intervals and having trouble with slow or non responding server https://www.myintervals.com/forum/discussion/682/new-to-intervals-and-having-trouble-with-slow-or-non-responding-server/ https://www.myintervals.com/forum/discussion/682/new-to-intervals-and-having-trouble-with-slow-or-non-responding-server/ Mon, 27 Dec 2010 18:21:26 -0800 jpdrake56 Edit or Collaborate on Documents through intervals. https://www.myintervals.com/forum/discussion/647/edit-or-collaborate-on-documents-through-intervals/ https://www.myintervals.com/forum/discussion/647/edit-or-collaborate-on-documents-through-intervals/ Wed, 25 Aug 2010 10:52:51 -0700 joshreeder DCAA Compliance for Federal Contractors https://www.myintervals.com/forum/discussion/680/dcaa-compliance-for-federal-contractors/ https://www.myintervals.com/forum/discussion/680/dcaa-compliance-for-federal-contractors/ Sun, 19 Dec 2010 13:31:26 -0800 gbrewing
Have any passed their DCAA audit using this product as their primary timesheet system?

I have been told Quickbooks time reporting module from Intuit is not DCAA compliant so you have to get some kind of extra timesheet system, of which there are several to choose from, but not several that are also valuable for actually managing a project.

In general I want to track projects at a lower level of granularity than required by the govt so we will get smarter about bidding our contracts. I want to get buy-in from the project team why this is important. But it is imperative we be able to pass a DCAA audit as well.]]>
Server Maintenance Notification - Saturday, Dec 18th https://www.myintervals.com/forum/discussion/676/server-maintenance-notification-saturday-dec-18th/ https://www.myintervals.com/forum/discussion/676/server-maintenance-notification-saturday-dec-18th/ Tue, 07 Dec 2010 10:40:24 -0800 Michael December 11th during a three hour window of 6:00 AM - 9:00 AM (PST) | 2:00 PM - 5:00 PM (GMT). We are expecting approximately one hour of down time during the maintenance. If you have any questions please contact our support team by emailing support@myintervals.com.

## Update ##
Our apologies for the hassle but the scheduled maintenance has been postponed for today. We will update this forum discussion and re-issue another header alert within each account once the a maintenance window has been established.

## Update ##
The new maintenance window has been set for December 18th during a three hour window of 6:00 AM - 9:00 AM (PST) | 2:00 PM - 5:00 PM (GMT). Once again we are expecting approximately one hour of down time during the maintenance.]]>
Do you have a frequently asked questions (FAQ) section? https://www.myintervals.com/forum/discussion/679/do-you-have-a-frequently-asked-questions-faq-section/ https://www.myintervals.com/forum/discussion/679/do-you-have-a-frequently-asked-questions-faq-section/ Thu, 16 Dec 2010 12:00:07 -0800 Michael are available here. If you don't find an answer to your question there or in the forums please email support@myintervals.com.]]> Add types of projects (aka project categories)? https://www.myintervals.com/forum/discussion/295/add-types-of-projects-aka-project-categories/ https://www.myintervals.com/forum/discussion/295/add-types-of-projects-aka-project-categories/ Thu, 30 Oct 2008 08:45:58 -0700 Michael
Can we add one more field called Project Category and allow us to customize it so we can also search projects by category?

Example, I'd like to create the following categories: Branding, CMS, E-commerce, Print
]]>
What is with the "save" button? https://www.myintervals.com/forum/discussion/532/what-is-with-the-save-button/ https://www.myintervals.com/forum/discussion/532/what-is-with-the-save-button/ Wed, 09 Dec 2009 11:26:48 -0800 thelem
Please can we have a more conventional save icon? I know floppy disks are a bit out dated, but they are normally understood to mean save.]]>
Example: Integration with Virtual Team Platform https://www.myintervals.com/forum/discussion/678/example-integration-with-virtual-team-platform/ https://www.myintervals.com/forum/discussion/678/example-integration-with-virtual-team-platform/ Fri, 10 Dec 2010 07:19:49 -0800 bbruck


http://www.screencast.com/t/93GWkEYnkVUm]]>
Does Intervals work in Windows 7 https://www.myintervals.com/forum/discussion/675/does-intervals-work-in-windows-7/ https://www.myintervals.com/forum/discussion/675/does-intervals-work-in-windows-7/ Fri, 03 Dec 2010 18:44:45 -0800 proofpos
When I finally get a task created in a projects panel ... it totally disappears when I click on the tasks tab.

I'm pretty disappointed.]]>
Looking for Eclipse Integration https://www.myintervals.com/forum/discussion/673/looking-for-eclipse-integration/ https://www.myintervals.com/forum/discussion/673/looking-for-eclipse-integration/ Fri, 19 Nov 2010 13:19:58 -0800 mhamel
We are currently evaluating the option to use Intervals for project management, but one thing that we miss is integration with Eclipse (Mylyn). Does it exists? If not, is Intervals able to do custom development/integration for this feature?

Thanks,

Mathieu]]>
Reporting on future hours and projected billable hours https://www.myintervals.com/forum/discussion/639/reporting-on-future-hours-and-projected-billable-hours/ https://www.myintervals.com/forum/discussion/639/reporting-on-future-hours-and-projected-billable-hours/ Sat, 07 Aug 2010 02:58:18 -0700 TomatParkD
I have set up all my tasks for the next few months and now want to see what reports are available for future dates. I have entered all my estimated hours with chargeable rates

I need to get information of my forward hours for say August + and my likely billing for August + using all the available filters. Filtering is great for historic reporting but every future report that I try comes back with no results.

What am I doing wrong?]]>
Desktop (win) application in combination with Intervals https://www.myintervals.com/forum/discussion/591/desktop-win-application-in-combination-with-intervals/ https://www.myintervals.com/forum/discussion/591/desktop-win-application-in-combination-with-intervals/ Wed, 28 Apr 2010 02:08:41 -0700 ltidk
Im trying to figure out what product to use for a smallteam timetracking and issuetracking projectmanagement tool. I like Intervals but im missing something. What i would like is a combination of a webbased enviorment and the desktopapplication ((windows) which will do the timetracking + being an alerter if anything happens for the given user/developer (notify bugs/tasks).

Some other products have this, but mssing other things. I noticed the API here is version 0.x - so its probably not possible yet with intervals to either get finished apps for this (desktop apps / not web) or create one yourself ?]]>
Round up configuration https://www.myintervals.com/forum/discussion/353/round-up-configuration/ https://www.myintervals.com/forum/discussion/353/round-up-configuration/ Mon, 12 Jan 2009 13:26:33 -0800 pearlbear
Right now, when you use "round up" in the time tracking window, it uses 1/8 hour time. Is there a way to change this? We're moving to a minimum 15 minute time chunk, and it would be great if we could specify. (Maybe this is a feature request?)

Thanks!]]>
Reports I cant find https://www.myintervals.com/forum/discussion/671/reports-i-cant-find/ https://www.myintervals.com/forum/discussion/671/reports-i-cant-find/ Fri, 19 Nov 2010 02:02:09 -0800 ducati996guy
Apologies if there is an east way to do this, but I cant find it.

We need to run the following types of reports.

- Estimate vs Actual for a project
- Estimate vs Actual for person

Thanks
David]]>
Priority and Status plus grouping of Projects https://www.myintervals.com/forum/discussion/669/priority-and-status-plus-grouping-of-projects/ https://www.myintervals.com/forum/discussion/669/priority-and-status-plus-grouping-of-projects/ Mon, 15 Nov 2010 09:34:58 -0800 bcooper I have questions on two things: 1/ Can we set a priority field on Projects? i.e. Red, Green or Amber for example. Maybe I could use the Client field for this and have priorities defined in there? This way, we can report on all Red priority Projects etc.
2/ Is there any way to group projects into market sectors? We have projects under way from other countries and would like to keep them separate.

Thanks]]>
What makes a task 'not started'? https://www.myintervals.com/forum/discussion/4/what-makes-a-task-not-started/ https://www.myintervals.com/forum/discussion/4/what-makes-a-task-not-started/ Mon, 27 Feb 2006 12:30:19 -0800 Michael
Intervals considers a task "not started" if no time has been applied to it. Therefore, you can have a running timer or make a comment on the task and it will still be considered not started. As soon as any time is applied to the task, it ceases to be "not started".]]>
Discount hourly rates for a Client https://www.myintervals.com/forum/discussion/603/discount-hourly-rates-for-a-client/ https://www.myintervals.com/forum/discussion/603/discount-hourly-rates-for-a-client/ Wed, 26 May 2010 23:54:22 -0700 mvonderlinn
https://www.myintervals.com/forum/discussion/202/discount-hourly-rates-for-a-project/]]>
Invoicing by Quote/Estimate not time spent https://www.myintervals.com/forum/discussion/664/invoicing-by-quoteestimate-not-time-spent/ https://www.myintervals.com/forum/discussion/664/invoicing-by-quoteestimate-not-time-spent/ Mon, 01 Nov 2010 19:02:38 -0700 kristen
We invoice in 15 minute increments. An employee spent 0.15 hrs on a task; however I want the invoice to read 0.25 hrs and charge (as quoted). But the employee time to remain 0.15. Can't seem to figure out how to make this work.

Similarly i would have the opposite problem if they spent 1.00 hrs on a task and the quote was for 0.5 hrs, the invoice would need to read 0.5 hrs with the employees time remaining as 1.00.

Please point me in the right direction. Clearly I can't override the invoice... or can I?

Thanks
Kristen]]>
Expenses - adding non-labor expenses with a % markup https://www.myintervals.com/forum/discussion/30/expenses-adding-nonlabor-expenses-with-a-markup/ https://www.myintervals.com/forum/discussion/30/expenses-adding-nonlabor-expenses-with-a-markup/ Thu, 04 May 2006 13:58:36 -0700 Michael
Go to Projects > Pick a Single Project > Expenses is located in the left hand navigation:

Project Name
* Profile
* Dashboard
* Time Summary
* Estimated vs. Actual
* Payments
* Expenses
* Project notes

The expense is what it cost you the Fee is what you are charging your client.]]>
Routine Server Maintenance Scheduled for Saturday, November 13th https://www.myintervals.com/forum/discussion/666/routine-server-maintenance-scheduled-for-saturday-november-13th/ https://www.myintervals.com/forum/discussion/666/routine-server-maintenance-scheduled-for-saturday-november-13th/ Tue, 09 Nov 2010 13:04:21 -0800 Michael support@myintervals.com.]]> Is there a way to create write-offs on invoices? https://www.myintervals.com/forum/discussion/667/is-there-a-way-to-create-writeoffs-on-invoices/ https://www.myintervals.com/forum/discussion/667/is-there-a-way-to-create-writeoffs-on-invoices/ Tue, 09 Nov 2010 14:51:04 -0800 benjamin
Let me know if I need to clarify further. Thank you in advance.]]>
Getting multiples https://www.myintervals.com/forum/discussion/665/getting-multiples/ https://www.myintervals.com/forum/discussion/665/getting-multiples/ Mon, 08 Nov 2010 23:53:51 -0800 yalp If I wanted to return the details for one value I can use
https://api.myintervals.com/time/?moduleid=123456&datebegin=10-10-2&dateend=10-10-10&limit=2000

How could I combine this to return multiples
https://api.myintervals.com/time/?moduleid=123456&moduleid=123457&moduleid=123458&datebegin={1}&dateend={2}&limit=2000

thanks for your time]]>
Pending Category for Task or Milestone https://www.myintervals.com/forum/discussion/663/pending-category-for-task-or-milestone/ https://www.myintervals.com/forum/discussion/663/pending-category-for-task-or-milestone/ Thu, 28 Oct 2010 10:27:32 -0700 vrsioffice Adding work types to tasks https://www.myintervals.com/forum/discussion/622/adding-work-types-to-tasks/ https://www.myintervals.com/forum/discussion/622/adding-work-types-to-tasks/ Fri, 25 Jun 2010 11:06:37 -0700 atait Estimated vs. Actuals report for each task https://www.myintervals.com/forum/discussion/167/estimated-vs-actuals-report-for-each-task/ https://www.myintervals.com/forum/discussion/167/estimated-vs-actuals-report-for-each-task/ Wed, 28 Nov 2007 11:01:17 -0800 Michael
Is there any report which provides an 'estimates vs actuals' where we can track actual head hours against the estimated hours for each task in a project? We are already entering the 'estimated hours' for a task and developers are clocking up time against the tasks so it would seem the data is there to do this. Ideas?


Here was my follow-up response:
The estimated hours on tasks presently do not total up anywhere. That is a very interesting idea. The project level estimate is meant to help control total scope for the project and the task estimate is meant to help the person know how many hours to work on something while also letting the owner of the task change course if the task starts tallying up too many hours. We will ponder this one some more...thanks for the suggestion.

Would you use it? A new report maybe? Does it add additional complexity or a lot of value?]]>
Syncronising Calendar https://www.myintervals.com/forum/discussion/402/syncronising-calendar/ https://www.myintervals.com/forum/discussion/402/syncronising-calendar/ Thu, 16 Apr 2009 05:49:01 -0700 perseo Expenses vs Billing https://www.myintervals.com/forum/discussion/235/expenses-vs-billing/ https://www.myintervals.com/forum/discussion/235/expenses-vs-billing/ Mon, 02 Jun 2008 12:59:28 -0700 Chancery
Thanks!]]>
Is there a way to reverse or void an invoice without actually having to delete it? https://www.myintervals.com/forum/discussion/660/is-there-a-way-to-reverse-or-void-an-invoice-without-actually-having-to-delete-it/ https://www.myintervals.com/forum/discussion/660/is-there-a-way-to-reverse-or-void-an-invoice-without-actually-having-to-delete-it/ Thu, 14 Oct 2010 16:22:26 -0700 jwong Better invoicing https://www.myintervals.com/forum/discussion/626/better-invoicing/ https://www.myintervals.com/forum/discussion/626/better-invoicing/ Thu, 01 Jul 2010 03:44:37 -0700 MrM
I would like to propose some features regarding invoices.

1. An ability to create an invoice (prefilled with work performed) for all the (active) projects of a particular client. We have a couple of clients for which we do regular outsourcing work on multiple projects. We would like to be able to create an invoice for them at the end of each month, containing all the work performed for the client in question in the past month.

2. An option to use estimated instead of actual time in an invoice. The functionality should be exactly the same as it is for the "prefilled with work performed" option right now, with the exception that the quantity is taken from the estimate and not from the timesheets. Ideally, we should be able to choose between actual/estimated time for each row in the invoice. However, if this is too difficult to implement, a per-invoice option would suffice.

3. Custom templates for invoices. A functionality similar to the one at http://invoice.zoho.com/, where an HTML editor is provided for creating a custom invoice layout. Alternatively, we would really need an option to translate all the text on the invoice, at the very least.

All three of these features would be really helpful for us. However, in order for invoices to be useful at all, #3 is absolutely essential. We cannot afford to send out invoices in a foreign language (English).

I hope you will consider the above feature requests, making the Intervals invoicing functionality something we can use in our company.


#1 would really save us a lot of time as well as make the invoices much more manageable. It is very tedious to have to create lots of invoices for a single client each month. The excess of invoices also makes browsing through them quite difficult.]]>
Hourly Rate per user and dependency between tasks https://www.myintervals.com/forum/discussion/658/hourly-rate-per-user-and-dependency-between-tasks/ https://www.myintervals.com/forum/discussion/658/hourly-rate-per-user-and-dependency-between-tasks/ Thu, 07 Oct 2010 07:05:12 -0700 askoropad
Next question is how to set dependencies between tasks.]]>
Can I use Intervals to mark and track vacation time? https://www.myintervals.com/forum/discussion/657/can-i-use-intervals-to-mark-and-track-vacation-time/ https://www.myintervals.com/forum/discussion/657/can-i-use-intervals-to-mark-and-track-vacation-time/ Wed, 29 Sep 2010 12:04:00 -0700 Ritu Clientid Null in json/xml response https://www.myintervals.com/forum/discussion/656/clientid-null-in-jsonxml-response/ https://www.myintervals.com/forum/discussion/656/clientid-null-in-jsonxml-response/ Fri, 24 Sep 2010 08:49:23 -0700 pennywise I have done, with app engine, a client to use timesheet: tested the app with a free account it works, but when i try to use it with business account, no.
When I ask to myintervals the json corrisponding to my person, this is the response:

{
"personid":"XXXXX",
"status":"OK",
"code":200,
"person":
{
"id":"XXXX",
"title":"",
"firstname":"XXXXX",
"lastname":"XXXXX",
"primaryaccount":"f",
"allprojects":"f",
"username":"XXXX.XXXXX",
"active":"t",
"groupid":"4",
"notes":"",
"lastlogin":
"2010-09-24 15:21:37",
"numlogins":"90",
"clientid":null, <-- no ids here!
"private":"f",
"permids":[]
}
}

Clientid is null!! How is possible? I got a lot of client associated to my person...Is this a bug?

this is the response in my test enviroment with free account
{
"personid":"XXXXX",
"status":"OK",
"code":200,
"person":
{
"id":"XXXX",
"title":"",
"firstname":"XXXXX",
"lastname":"XXXXX",
"primaryaccount":"f",
"allprojects":"f",
"username":"XXXX.XXXXX",
"active":"t",
"groupid":"4",
"notes":"",
"lastlogin":
"2010-09-24 17:31:38",
"numlogins":"90",
"clientid":51116, <---now we got id!
"private":"f",
"permids":[]
}
}

Token, header, and url to make request is right, because in test enviroment it works, so I need an help :(

I hope you understand me, my english is very bad!]]>
Search Time https://www.myintervals.com/forum/discussion/655/search-time/ https://www.myintervals.com/forum/discussion/655/search-time/ Wed, 15 Sep 2010 08:14:10 -0700 iTistic POST project https://www.myintervals.com/forum/discussion/653/post-project/ https://www.myintervals.com/forum/discussion/653/post-project/ Fri, 10 Sep 2010 07:09:07 -0700 yalp I am trying to create a project with a defined value like clientid and defined values like worktypeid and moduleid.
How can I do this?
Thanks for your time]]>
API PHP Code Sample: Timer Manipulation https://www.myintervals.com/forum/discussion/654/api-php-code-sample-timer-manipulation/ https://www.myintervals.com/forum/discussion/654/api-php-code-sample-timer-manipulation/ Fri, 10 Sep 2010 11:37:46 -0700 cameron
Documentation for the timer resource can be found here:
https://www.myintervals.com/api/resource.php?r=timer



<?php
define('TOKEN',''); // put your token here
define('BASEURL','https://api.myintervals.com/');

class Timer {

private $timerid;
private $ch;

function __construct() {
$this->ch = curl_init();
curl_setopt($this->ch, CURLOPT_HEADER, 0);
curl_setopt($this->ch, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($this->ch, CURLOPT_FOLLOWLOCATION, 1);
curl_setopt($this->ch, CURLOPT_SSL_VERIFYPEER, true);
curl_setopt($this->ch, CURLOPT_SSL_VERIFYHOST, 2);
curl_setopt($this->ch, CURLOPT_USERPWD, TOKEN.':x');
curl_setopt($this->ch, CURLOPT_HTTPHEADER, array("Accept: application/xml", "Content-type: application/xml"));
}

function __descruct() {
curl_close($this->ch);
}

public function setTimerId($id) {
$this->timerid = $id;
}

public function getTimerId() {
return $this->timerid;
}

// Creates a timer.
public function createTimer() {

// Get information about me so that we can start my timer. If you know your personid, you can skip this step
curl_setopt($this->ch, CURLOPT_URL, BASEURL.'me/');
// load the returned value into a SimpleXML parser.
// you'll probably want to space this out and add your own error handling here
$me = new SimpleXMLElement(curl_exec($this->ch), LIBXML_NOCDATA);
$personid = (int)$me->me->item->id;

$timenow = gmdate('Y-m-d H:i:s');
curl_setopt($this->ch, CURLOPT_URL, BASEURL.'timer/');
// we should use DOMDocument or SimpleXMLElement to create well-formatted XML, but for simplicity and so you can
// see the output being sent to the server, I'm going to send it as a string.
$newTimer =<<<EOF
<?xml version="1.0" encoding="UTF-8"?>
<timer>
<personid>$personid</personid>
<starttime>$timenow</starttime>
</timer>
EOF;
curl_setopt($this->ch, CURLOPT_HTTPGET, 0);
curl_setopt($this->ch, CURLOPT_POST, 1);
curl_setopt($this->ch, CURLOPT_POSTFIELDS, $newTimer);
$timer = new SimpleXMLElement(curl_exec($this->ch), LIBXML_NOCDATA);

$this->setTimerId((int)$timer->timer->id);

return true;
}

public function pauseTimer() {

// Now let's pause the timer. To do this, we'll get the most recent information about how long the timer's been running.
// If you want to set the time manually, you can set the `time` field to whatever you want and skip this step.
curl_setopt($this->ch, CURLOPT_POST, 0);
curl_setopt($this->ch, CURLOPT_POSTFIELDS, '');
curl_setopt($this->ch, CURLOPT_HTTPGET, 1);
curl_setopt($this->ch, CURLOPT_URL, BASEURL.'timer/'.$this->getTimerId());
$timer = new SimpleXMLElement(curl_exec($this->ch), LIBXML_NOCDATA);
$timelapsed = (float)$timer->timer->timelapsed;
// We'll set the `starttime` field to null to indicate a paused timer.
$pauseTimer =<<<EOF
<?xml version="1.0" encoding="UTF-8"?>
<timer>
<time>$timelapsed</time>
<starttime />
</timer>
EOF;
// Now reset the cURL options to POST to pause the timer.
curl_setopt($this->ch, CURLOPT_POST, 1);
curl_setopt($this->ch, CURLOPT_HTTPGET, 0);
curl_setopt($this->ch, CURLOPT_POSTFIELDS, $pauseTimer);
curl_exec($this->ch);

return true;

}

public function restartTimer() {

// Now, let's restart the timer the same way we started it originally (only we don't need personid, as it's already set)
curl_setopt($this->ch, CURLOPT_URL, BASEURL.'timer/'.$this->getTimerId());
curl_setopt($this->ch, CURLOPT_POST, 1);
curl_setopt($this->ch, CURLOPT_HTTPGET, 0);
$timenow = gmdate('Y-m-d H:i:s');
$restartTimer =<<<EOF
<?xml version="1.0" encoding="UTF-8"?>
<timer>
<starttime>$timenow</starttime>
</timer>
EOF;
curl_setopt($this->ch, CURLOPT_POSTFIELDS, $restartTimer);
curl_exec($this->ch);

return true;

}

public function deleteTimer() {
// Now, let's get rid of the timer we created. This should be super simple.
curl_setopt($this->ch, CURLOPT_POST, 0);
curl_setopt($this->ch, CURLOPT_POSTFIELDS, '');
curl_setopt($this->ch, CURLOPT_HTTPGET, 0);
curl_setopt($this->ch, CURLOPT_CUSTOMREQUEST, 'DELETE');
curl_exec($this->ch);

return true;
}
}

?>
]]>
Creating a paused timer https://www.myintervals.com/forum/discussion/652/creating-a-paused-timer/ https://www.myintervals.com/forum/discussion/652/creating-a-paused-timer/ Fri, 10 Sep 2010 01:36:07 -0700 thelem
From the API docs, it looks like I need to create the timer and then send a second request to pause it, and 'nullify' the starttime field at the same time, but doesn't document how you 'nullify' a field. I've tried omiting the field, setting it to 'null', setting it to 0, but nothing seems to pause the time.

My pause-a-running-timer XML is
<?xml version="1.0" encoding="UTF-8"?>
<timer>
<personid>12345</personid>
<starttime></starttime>
<time>2700</time>
</timer>

With various values for starttime.

Is there a bug, or am I doing something wrong?]]>
time since last invoice https://www.myintervals.com/forum/discussion/637/time-since-last-invoice/ https://www.myintervals.com/forum/discussion/637/time-since-last-invoice/ Tue, 03 Aug 2010 10:12:44 -0700 yourmanstan
usually i do invoices in the morning on a business day and include everything since last invoice. i noticed that the invoice doesn't include the time and so i did a test. it turns out that the next invoice will include everything starting on the DAY AFTER. that means that any labor performed on the day of the invoice is never billed. i've been doing it this way for a year now and this has probably meant we didn't bill for a few thousand dollars of labor performed :(

"since last invoice" should do just that. if a time entry was billed, it should not be included again. if a time entry was not billed, it needs to be.]]>
Additional themes and/or the ability to create your own https://www.myintervals.com/forum/discussion/114/additional-themes-andor-the-ability-to-create-your-own/ https://www.myintervals.com/forum/discussion/114/additional-themes-andor-the-ability-to-create-your-own/ Thu, 27 Sep 2007 09:32:40 -0700 Michael
Another idea we have batted around is the ability to create your own theme or even attach your own CSS.]]>
How do I upgrade or downgrade my plan? https://www.myintervals.com/forum/discussion/650/how-do-i-upgrade-or-downgrade-my-plan/ https://www.myintervals.com/forum/discussion/650/how-do-i-upgrade-or-downgrade-my-plan/ Fri, 27 Aug 2010 13:07:09 -0700 Michael > Plan Info from within your account. There is a plan information grid that looks like this:

Intervals Upgrade Downgrade Options

Simply click on the desired plan and your account is immediately updated.]]>
I need to include my VAT number with my account and I need a monthly invoice - is this possible? https://www.myintervals.com/forum/discussion/649/i-need-to-include-my-vat-number-with-my-account-and-i-need-a-monthly-invoice-is-this-possible/ https://www.myintervals.com/forum/discussion/649/i-need-to-include-my-vat-number-with-my-account-and-i-need-a-monthly-invoice-is-this-possible/ Thu, 26 Aug 2010 14:56:50 -0700 Michael > Plan Info >> Billing History. If your official company name and VAT number must be associated with the account our support team can definitely do this. There is a Customer Billing ID associated with each account and it can be set to whatever is needed. For example, we can change it to be something like Web Design Company Name (VAT No PT 123456789). If this is something you need to have happen please shoot an email to support@myintervals.com and be sure to include the Intervals domain name where you login and instructions on what you would like displayed (precise company name and VAT number).]]> How do I cancel my account? https://www.myintervals.com/forum/discussion/648/how-do-i-cancel-my-account/ https://www.myintervals.com/forum/discussion/648/how-do-i-cancel-my-account/ Thu, 26 Aug 2010 14:47:50 -0700 Michael > Plan info. On the plan info page there is an option to cancel service. Also, there is an option to export any of your data as well in case you would like to hold onto it. When the account is cancelled all data is deleted from our servers.]]> iPad Optinization (Now doesn't work!) https://www.myintervals.com/forum/discussion/644/ipad-optinization-now-doesnt-work/ https://www.myintervals.com/forum/discussion/644/ipad-optinization-now-doesnt-work/ Tue, 24 Aug 2010 01:38:05 -0700 maurob I'm an happy customer. I bought an iPad and when I use Safari Browser the Time Bar (that normally is down in the window) remain freezed in the middle of the screen .....
I don't use the time bar, can you put a flag in the option section with Hide Time bar???

Thanks in advance,
Regards,
Mauro]]>
How do I run a report on the amount of hours in a certain status? https://www.myintervals.com/forum/discussion/178/how-do-i-run-a-report-on-the-amount-of-hours-in-a-certain-status/ https://www.myintervals.com/forum/discussion/178/how-do-i-run-a-report-on-the-amount-of-hours-in-a-certain-status/ Wed, 09 Jan 2008 11:09:22 -0800 mlandis
I think I must be missing simple...

I would like to run a report on the amount of hours in a certain status. For example: I would like to see the total hours sitting in "Verify & Close" status.

Thanks for all the help,
Matt]]>
upload file via API https://www.myintervals.com/forum/discussion/642/upload-file-via-api/ https://www.myintervals.com/forum/discussion/642/upload-file-via-api/ Wed, 18 Aug 2010 14:29:03 -0700 levinh
Could anyone please help me how can i upload files to a individual task via API ?

Thanks.]]>
Outstanding task report with last comments https://www.myintervals.com/forum/discussion/643/outstanding-task-report-with-last-comments/ https://www.myintervals.com/forum/discussion/643/outstanding-task-report-with-last-comments/ Thu, 19 Aug 2010 08:21:34 -0700 rmlewis
I really need to generate a status report for weekly Client/project meetings. This report, ideally grouped by milestones, would list current tasks, assignee, due date, status and most importantly, the last comment as a "current status reminder".

Anyone figure out how to capture the last comment field?

Even an export to an excel is good, as I can format there.

Many thanks,

Robert.]]>
Can I create subtasks? https://www.myintervals.com/forum/discussion/641/can-i-create-subtasks/ https://www.myintervals.com/forum/discussion/641/can-i-create-subtasks/ Mon, 16 Aug 2010 14:20:28 -0700 Michael How do I export my data? https://www.myintervals.com/forum/discussion/640/how-do-i-export-my-data/ https://www.myintervals.com/forum/discussion/640/how-do-i-export-my-data/ Mon, 16 Aug 2010 14:18:05 -0700 Michael > Settings & Defaults >> Export data. Each major section of Intervals can be exported in either CSV or XML format. Also, a custom export can be created by utilizing the API. If that is something you are interested in exploring here is some information on getting started with the API https://www.myintervals.com/api/.]]> Email Template https://www.myintervals.com/forum/discussion/638/email-template/ https://www.myintervals.com/forum/discussion/638/email-template/ Wed, 04 Aug 2010 09:49:21 -0700 bdust
Thanks,
Bobbi]]>
jquery script to access api https://www.myintervals.com/forum/discussion/636/jquery-script-to-access-api/ https://www.myintervals.com/forum/discussion/636/jquery-script-to-access-api/ Tue, 03 Aug 2010 09:11:22 -0700 tilleythetoon
I'm trying to use jquery to access the api and return data this is what I have so far:

<script>
$.ajax({
type: 'GET',
url: 'https://api.myintervals.com/me/',
data: '{Accept: application/xml, Authorization: Basic base64encodedkey}',
dataType: 'xml',
success: parseXml
});

function parseXml(xml)
{
alert('I am here');
}
</script>

My knowledge of javascript programming is limited any help would be greatly appreciated]]>
Routine Server Maintenance Scheduled - July 31st https://www.myintervals.com/forum/discussion/635/routine-server-maintenance-scheduled-july-31st/ https://www.myintervals.com/forum/discussion/635/routine-server-maintenance-scheduled-july-31st/ Wed, 28 Jul 2010 09:03:07 -0700 Michael 4:30 AM - 7:30 AM (PST) | 11:30 AM - 2:30 PM (GMT) on Saturday, July 31st. During the maintenance window users may experience interruptions and we do anticipate a few minutes of down time but hopefully no more than 10 minutes. If you have any questions please contact our support team by emailing support@myintervals.com.]]> Provisioning new projects https://www.myintervals.com/forum/discussion/384/provisioning-new-projects/ https://www.myintervals.com/forum/discussion/384/provisioning-new-projects/ Fri, 13 Mar 2009 06:07:02 -0700 bbruck
1. Copy assignments
When a project is copied, copy the project team AND the tasks they are assigned to
Alternatively, ASK whether assignments should be copied
Currently, on a 25 task project, I have to manually go into each task and assign it. Not fun.
2. Roll up estimates by tasks
Pretty much 100% of the projects I've ever worked with - the customer wants to know how the work is
progressing - by task and milestone. (NOT by "work type").
a. Automatically create an estimated work by program table from the estimated level of effort I put in
when I create tasks.
b. Automatically populate the overall project cost estimate from the total of the estimated tasks
c. Either dump the curent estimated work by work type OR at least give those of us who work in a more
standard way the option of seeing the estimates by task and by milestone - in addition to by work type

Sample use case -

Just completed copying a 25 task Program launch. About 80% of the work is done by the instructional designer who does 20 of the tasks. 15% by the project manager who does 3 of the tasks, and 5% by a sysadmin who does two of the tasks.

The estimated work by work type is fairly useless - it simply says that the Id does a lot of work which is undifferentiated. I cannot use this information with my customer.

I CAN use the estimated/actual work by task, but then it doesn't roll up into the milestone or project level.

(of course, it would also be great if there were a way of marking a task's progress independently from marking the amount of effort, since the two are usually not the same - hence the term "slippage" in project mgt. All the progress indicators mark a percent complete by the total estimated time v. the time actually spent - both by task and by project. When we have our project status meetings, we cannot use the data in intervals - the project manager needs to give us a verbal that's like:

Well on task 1 we worked 3 hours and it looks like it isn't complete because the estimate is for 8 hours, but it's actually done.

On task 5 we have invested 25 hours and are probably only 50% done, and that's really bad because it was estimated at an 8 hour task - so we have a real problem here.

What's needed - and again a fairly standard project management type thing - is a way to mark the percent complete that a task actually is.

Thanks for listening.]]>
Customize ID # of Project https://www.myintervals.com/forum/discussion/634/customize-id-of-project/ https://www.myintervals.com/forum/discussion/634/customize-id-of-project/ Mon, 26 Jul 2010 15:45:06 -0700 MikeBond
So we are using Intervals but we need to customize the ID# of some projects.

Is this possible to do?

Thanks,

Mike]]>
Tracking time against Clients and Projects https://www.myintervals.com/forum/discussion/602/tracking-time-against-clients-and-projects/ https://www.myintervals.com/forum/discussion/602/tracking-time-against-clients-and-projects/ Wed, 26 May 2010 07:54:20 -0700 amirshirazi
- Have a cross chart of Project vs Client filtered for: Work Type of "Client Support" for a specific time period.

My current understanding of the MyIntervals concepts are that a project can only belong to one client. Furthermore when adding time, the client's name only appears when there is at least a project owned by that client. This is restricting. Ideally we need the list of Clients and Projects to be independent but more loosely linked to each other.

Could anyone confirm whether my understanding is correct and advise how we can set-up MyIntervals to accommodate our requirement?]]>
Java servlet and API response https://www.myintervals.com/forum/discussion/633/java-servlet-and-api-response/ https://www.myintervals.com/forum/discussion/633/java-servlet-and-api-response/ Fri, 23 Jul 2010 06:52:37 -0700 pennywise
<?xml version="1.0" encoding="UTF-8"?>

<intervals personid="59348" status="Bad Request" code="400"><error><code>17</code><message>Parameter not recognized</message><verbose><item>Unable to parse PUT/POST input. Please check your XML/JSON for validity and well-formedness.</item></verbose></error></intervals>

The request is done by servlet, in this way:

protected void doPost(HttpServletRequest req, HttpServletResponse resp) throws ServletException, IOException
{
HttpURLConnection my = null;
URL myint = new URL( -- query url --);


my = (HttpURLConnection)myint.openConnection();
my.setRequestMethod("POST");
my.addRequestProperty("Host", "api.myintervals.com");
my.addRequestProperty("Accept", "application/xml");
my.addRequestProperty("Content-type", "application/json");
my.addRequestProperty("Authorization", "Basic M2k1NnhzY3EzOG86WA==");
InputStream is = my.getInputStream();
BufferedReader in = new BufferedReader(new InputStreamReader(is));
String inputLine;
while ((inputLine = in.readLine()) != null) {
resp.getWriter().println(inputLine);
}
//resp.getWriter().println(myint);
in.close();

}

With this i'm trying, with POST, to insert a new time object...what's wrong? I don't understand the error message!
If I try to retrieve information with GET, with the same java class, it works!
I hope you can help me, thx!

ps: sorry for my english..
ppss: maybe this forum got problem with rich text? I can't set [CODE] or similar tag in this post...]]>
Problem with overdue tasks https://www.myintervals.com/forum/discussion/631/problem-with-overdue-tasks/ https://www.myintervals.com/forum/discussion/631/problem-with-overdue-tasks/ Mon, 19 Jul 2010 06:54:20 -0700 spippy The projects are finished and there is time written on the tasks, but I have no idea how to get rid of them.
HELP!
And a general question: is there a PDF manual somewhere?]]>
Delete Task Filters https://www.myintervals.com/forum/discussion/627/delete-task-filters/ https://www.myintervals.com/forum/discussion/627/delete-task-filters/ Thu, 01 Jul 2010 05:43:22 -0700 alandrum
2. how do I delete a task filter?]]>
session problem https://www.myintervals.com/forum/discussion/628/session-problem/ https://www.myintervals.com/forum/discussion/628/session-problem/ Wed, 07 Jul 2010 13:31:54 -0700 yourmanstan
i can't figure out how to fix it. i've cleared my cache, cleared cookies, trying different browsers.... i'm almost locked out completely it only works randomly.]]>
Server Maintenance Alert - Wednesday, June 30th & Saturday, July 3rd https://www.myintervals.com/forum/discussion/624/server-maintenance-alert-wednesday-june-30th-saturday-july-3rd/ https://www.myintervals.com/forum/discussion/624/server-maintenance-alert-wednesday-june-30th-saturday-july-3rd/ Tue, 29 Jun 2010 11:02:53 -0700 Michael 4:00 PM - 6:00 PM (PST) | 11:00 PM - 1:00 AM (GMT) on Wednesday, June 30th. During the maintenance window users may experience slow loading pages for approximately 5 - 10 minutes but we do not anticipate any down time.]]> Offline time tracking https://www.myintervals.com/forum/discussion/86/offline-time-tracking/ https://www.myintervals.com/forum/discussion/86/offline-time-tracking/ Fri, 08 Jun 2007 09:06:12 -0700 Michael Intervals on mobile devices https://www.myintervals.com/forum/discussion/183/intervals-on-mobile-devices/ https://www.myintervals.com/forum/discussion/183/intervals-on-mobile-devices/ Thu, 17 Jan 2008 08:20:46 -0800 jreeve
At Pelago, we use a combination of devices; Windows Mobile on Cingular 8125s, iPhones, and Blackberries. So which mobile devices do you use? Tell us what you think about a mobile Intervals; we'll be taking your ideas and input into consideration when we begin developing.]]>
Manage a Budget to spend versus Hours to spend https://www.myintervals.com/forum/discussion/623/manage-a-budget-to-spend-versus-hours-to-spend/ https://www.myintervals.com/forum/discussion/623/manage-a-budget-to-spend-versus-hours-to-spend/ Mon, 28 Jun 2010 11:44:48 -0700 Sarah_NVI For example I have a 5000$ for a project that which represent 4000$ of hours to produce (ex: 40hrs @ $100/hr) and $1000 as a spend.
My main concern is that in the project i can only manage production but not a budget to spend. The only trick that i found is to create a fake user and add x # of hours on that user so that it can work on the project timeline/budget alert.
I really don't like that trick cuz it renders my production reports false.

Do you have an option or an other trick which might help me to manage a budget to spend?]]>
Request queue access https://www.myintervals.com/forum/discussion/613/request-queue-access/ https://www.myintervals.com/forum/discussion/613/request-queue-access/ Thu, 10 Jun 2010 03:23:02 -0700 thelem
I'd like to be able to see the request queue using RSS. I was going to write a script to pull the data from the API and convert it to RSS, but it doesn't seem to be available in the API.

Ian]]>
Project Reports https://www.myintervals.com/forum/discussion/620/project-reports/ https://www.myintervals.com/forum/discussion/620/project-reports/ Fri, 25 Jun 2010 11:02:37 -0700 atait
thanks]]>
Contacts https://www.myintervals.com/forum/discussion/621/contacts/ https://www.myintervals.com/forum/discussion/621/contacts/ Fri, 25 Jun 2010 11:04:33 -0700 atait
thanks]]>
Reports - Weekly summary of tasks. https://www.myintervals.com/forum/discussion/619/reports-weekly-summary-of-tasks/ https://www.myintervals.com/forum/discussion/619/reports-weekly-summary-of-tasks/ Fri, 18 Jun 2010 15:19:19 -0700 pspeth With a summary of hours that week.
For example:
Tasks - Week of 4/1 ----------------------- Time (hrs)
14: Admin and Maintenance ------------------ 5
17: Newsletter Support ----------------------- 4
19: Site Analysis ------------------------------ 9

------------------------------------------------- 18]]>
Sending E-mail Requests https://www.myintervals.com/forum/discussion/616/sending-email-requests/ https://www.myintervals.com/forum/discussion/616/sending-email-requests/ Fri, 11 Jun 2010 07:42:09 -0700 aj993mills Any way to have Intervals send the e-mail with a from address of admin@intervalsxyz.com or something like this?]]> I need to report on time used by a customer who has a block of time https://www.myintervals.com/forum/discussion/611/i-need-to-report-on-time-used-by-a-customer-who-has-a-block-of-time/ https://www.myintervals.com/forum/discussion/611/i-need-to-report-on-time-used-by-a-customer-who-has-a-block-of-time/ Sat, 05 Jun 2010 13:39:00 -0700 aj993mills Project re-activation https://www.myintervals.com/forum/discussion/615/project-reactivation/ https://www.myintervals.com/forum/discussion/615/project-reactivation/ Thu, 10 Jun 2010 07:13:54 -0700 Aaron
Thanks]]>
Expanded Search https://www.myintervals.com/forum/discussion/614/expanded-search/ https://www.myintervals.com/forum/discussion/614/expanded-search/ Thu, 10 Jun 2010 06:40:33 -0700 david
A lot of times we'll have tasks like "PHP Programming" for 2 dozen or more projects at a time, except for the one project I want to enter time for. If I was able to enter "chacha programming", I would be able to see that under the client "ChaCha" the task is named "website programming".

I've found a way around this by entering the client and project name into the description of each task, but it's a band-aid, really...

It's getting much faster for me to enter time, and that's a huge plus! Thanks so much for the work on this. As a PHP developer, I know what's involved in this type of thing, so I really do appreciate it.

David

PS - It seems like your "Subscribe" functions are broken... They just sit and load forever.]]>
How to carry over balances and credits on invoices https://www.myintervals.com/forum/discussion/606/how-to-carry-over-balances-and-credits-on-invoices/ https://www.myintervals.com/forum/discussion/606/how-to-carry-over-balances-and-credits-on-invoices/ Mon, 31 May 2010 12:08:15 -0700 mhiggins Thanks, Mary]]> Worktypes where there are different rates https://www.myintervals.com/forum/discussion/610/worktypes-where-there-are-different-rates/ https://www.myintervals.com/forum/discussion/610/worktypes-where-there-are-different-rates/ Fri, 04 Jun 2010 09:12:13 -0700 MondayMorningVA
Scenario:

Client pays $200
They use 45 minutes for bookkeeping ($50/hour)
They use 1.5 hours for admin work ($40/hour)
They use 20 minutes for graphic design ($60/hour)

What I'd like to have is one work type that I can list the $200 and then use each of the different worktypes (bookkeeping, admin, graphic design) for the day to day work so that when I look at the overall projects I can see what amount of time is left.

I thought I had it figured out by creating a "do not use" worktype that had 1 hour at a rate of $200, but once I got over the 1 hour mark it got messed up.

Any tips? Ideas?]]>
I need a Weekly Summary Report Broken down by Task https://www.myintervals.com/forum/discussion/533/i-need-a-weekly-summary-report-broken-down-by-task/ https://www.myintervals.com/forum/discussion/533/i-need-a-weekly-summary-report-broken-down-by-task/ Sat, 12 Dec 2009 20:03:53 -0800 pspeth Basically I need a report that will show the total amount of time I spent on each task broken down per week.

I would have a date range of 1 month and then get the task time breakdown/week.]]>
Have clients approve time sheets https://www.myintervals.com/forum/discussion/596/have-clients-approve-time-sheets/ https://www.myintervals.com/forum/discussion/596/have-clients-approve-time-sheets/ Thu, 13 May 2010 11:25:22 -0700 david.webster
Thanks,

David Webster
current customer.]]>
Infrasturcture Maintenance Notification - Saturday, June 5th https://www.myintervals.com/forum/discussion/609/infrasturcture-maintenance-notification-saturday-june-5th/ https://www.myintervals.com/forum/discussion/609/infrasturcture-maintenance-notification-saturday-june-5th/ Thu, 03 Jun 2010 15:05:53 -0700 Michael three hour maintenance window of 4:30 AM - 7:30 AM (PST) | 11:30 AM - 2:30 PM (GMT) on Saturday, June 5th. During the maintenance window users may experience interruptions and we do anticipate a few minutes of down time but hopefully no more than 30 minutes.]]> Potential new user hoping for some insight :) https://www.myintervals.com/forum/discussion/597/potential-new-user-hoping-for-some-insight-/ https://www.myintervals.com/forum/discussion/597/potential-new-user-hoping-for-some-insight-/ Thu, 20 May 2010 02:44:00 -0700 holypixel
I have been searching long and hard to find a solution that is as powerful and straight forward as intervals appears. Before I purchase though, I would love to know if it is possible to;


  • Create leads/opportunites/marketing campaigns (like in many CRMs)



  • Create a custom integration between intervals and my own LAMP website so that when clients purchases a membership on my website, intervals will automatically create an account for that client



  • If the previous integration is possible, is it possible to have intervals automatically generate and email an invoice to the new customer



  • Have members on my website request support and have that automatically generate a support request in intervals? If so, would that have to be using a public/guest ticket system or could it be more specific (ie, registered client on intervals)



  • Mass email customers



With any luck this is possible. I understand that if it is, there would be a fair amount of custom api work needed, which wouldn't be a problem...

Thanks in advance!]]>
Feature request - project templates https://www.myintervals.com/forum/discussion/608/feature-request-project-templates/ https://www.myintervals.com/forum/discussion/608/feature-request-project-templates/ Thu, 03 Jun 2010 13:36:22 -0700 rmorel Quickbooks Online - How do I? https://www.myintervals.com/forum/discussion/607/quickbooks-online-how-do-i/ https://www.myintervals.com/forum/discussion/607/quickbooks-online-how-do-i/ Wed, 02 Jun 2010 19:52:20 -0700 aetemadi
Has anyone been able to import time data into Quickbooks Online?

Thanks,
Andy]]>
Ability to set a "reply to" email address https://www.myintervals.com/forum/discussion/559/ability-to-set-a-reply-to-email-address/ https://www.myintervals.com/forum/discussion/559/ability-to-set-a-reply-to-email-address/ Fri, 19 Feb 2010 02:34:46 -0800 thelem
Ideally I'd like all generated emails to come from our intervals@clickwt.com account, but being able to set this as a reply to would solve most of the problem.]]>
View Invoice and Assign Tasks https://www.myintervals.com/forum/discussion/605/view-invoice-and-assign-tasks/ https://www.myintervals.com/forum/discussion/605/view-invoice-and-assign-tasks/ Sat, 29 May 2010 06:02:19 -0700 WVFour
It would be perfect if you could create a user profile which allowed the client to view their invoices (not be able to edit them) and also have tasks assigned to them properly.

I cant see any reason why this shouldn't be possible or even a feasible default option. At the moment, I cant assign a task to my client and also let them view their invoices. I have to create a task leave it assigned to me, and then have a status which says "Awaiting your comments" Its not clear to the client then that they have a task assigned to them.

Could you actually include this in a release sooner rather than later as I'm sure I'm not the only person who thinks this is required and is the only feature preventing me from upgrading further.]]>
User types https://www.myintervals.com/forum/discussion/604/user-types/ https://www.myintervals.com/forum/discussion/604/user-types/ Fri, 28 May 2010 03:36:34 -0700 thelem
Is there a document listing what each user type can/can't do? A table with access rights down the left and a column for each user type with a yes/no would be ideal.

At the moment it can be difficult deciding what type of user to set people up as, and some of the settings seem a little odd (e.g. I changed myself from admin to manager, and can no longer see outstanding timesheets. I would have expect to see that so I can chase my team).

Thanks]]>
API PHP Code Sample: People List https://www.myintervals.com/forum/discussion/600/api-php-code-sample-people-list/ https://www.myintervals.com/forum/discussion/600/api-php-code-sample-people-list/ Fri, 21 May 2010 10:07:53 -0700 jreeve
Documentation for the person resource can be found here:
https://www.myintervals.com/api/resource.php?r=person


//set some variables
$apiToken = ""; // set this value to your API token

//initialize the curl handler
$ch = curl_init();
//set options
curl_setopt($ch, CURLOPT_URL, "https://api.myintervals.com/person/?email=pelagodesign.com");
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_USERPWD, $apiToken . ":");
curl_setopt($ch, CURLOPT_HTTPHEADER, array("Accept: application/json")); //application/xml is also a valid header
//query the API and parse the resulting json code into an array
$response = json_decode(curl_exec($ch);)
//close the curl handler
curl_close($ch);

//output the results
print_r($response);
]]>
API PHP Code Sample: Create a Task https://www.myintervals.com/forum/discussion/599/api-php-code-sample-create-a-task/ https://www.myintervals.com/forum/discussion/599/api-php-code-sample-create-a-task/ Fri, 21 May 2010 09:29:20 -0700 jreeve
The API documentation for the task resource can be found at:
https://www.myintervals.com/api/resource.php?r=task


//create the xml file to POST
$putString = "<?xml version=\"1.0\" encoding=\"UTF-8\"?>\n";
$putString .= "<task>\n";
$putString .= "<statusid>67329</statusid>\n";
$putString .= "<projectid>920391</projectid>\n";
$putString .= "<moduleid>667821</moduleid>\n";
$putString .= "<title>New Task</title>\n";
$putString .= "<dateopen>2010-05-26</dateopen>\n";
$putString .= "<datedue>2010-05-29</datedue>\n";
$putString .= "<priorityid>46781</priorityid>\n";
$putString .= "<ownerid>97351</ownerid>\n";
$putString .= "<assigneeid>101881, 100283</assigneeid>\n";
$putString .= "<summary>A summary of the task</summary>\n";
$putString .= "</task>\n";

//set api token value to your api token
$apiToken = "";

//intialize and send the curl request
$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, "https://api.myintervals.com/task");
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_USERPWD, $apiToken. ":");
curl_setopt($ch, CURLOPT_HTTPHEADER, array("Accept: application/xml", "Content-type: application/xml"));
//POST
curl_setopt($ch, CURLOPT_POST, true);
curl_setopt($ch, CURLOPT_POSTFIELDS, $putString);
$response = curl_exec($ch);
curl_close($ch);

//output the resulting XML
echo $response;

]]>
API PHP Code Sample: Task List https://www.myintervals.com/forum/discussion/598/api-php-code-sample-task-list/ https://www.myintervals.com/forum/discussion/598/api-php-code-sample-task-list/ Fri, 21 May 2010 08:54:41 -0700 jreeve
Documentation for the task resource can be found here:
https://www.myintervals.com/api/resource.php?r=task


//set some variables
$apiToken = ""; // set this value to your API token
$assigneeId = 92; //your assignee id

//initialize the curl handler
$ch = curl_init();
//set options
curl_setopt($ch, CURLOPT_URL, "https://api.myintervals.com/task/?assigneeid=$assigneeId");
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_USERPWD, $apiToken . ":");
curl_setopt($ch, CURLOPT_HTTPHEADER, array("Accept: application/json")); //application/xml is also a valid header
//query the API and parse the resulting json code into an array
$response = json_decode(curl_exec($ch);)
//close the curl handler
curl_close($ch);

//output the results
print_r($response);
]]>
Quickbooks Export creates duplicate jobs? https://www.myintervals.com/forum/discussion/588/quickbooks-export-creates-duplicate-jobs/ https://www.myintervals.com/forum/discussion/588/quickbooks-export-creates-duplicate-jobs/ Mon, 19 Apr 2010 16:16:16 -0700 mvonderlinn a) I love that it adds the client &/or job to quickbooks if it's not already there! But...
b) It appears to create a duplicate job when exporting time for a job that is already in Quickbooks....

Explan: I created a Client in Ivals "Vonderland" and a Proj "Generic". Neither of these existed in Qbooks. I then exported time for the Proj (using Summary report) to Qbooks, which showed up as:
- Customer: Vonderland
- Job: Generic
So far so good. But then I added hrs to the Proj in Ivals and repeated the export. In Quickbooks I got:
- Customer: Vonderland
- Job: Generic
- Job: Generic
It created a second/duplicate job in quickbooks. Did I do something wrong?

Mark]]>
Email Generation on Task Creation https://www.myintervals.com/forum/discussion/577/email-generation-on-task-creation/ https://www.myintervals.com/forum/discussion/577/email-generation-on-task-creation/ Tue, 30 Mar 2010 15:23:29 -0700 tgardner
I'm writing an api interface for the framework I'm programming for that allows for admins to create "bug report" tasks essentially, and it would be nice just like you can when you create a task in intervals itself, have the ability to generate an email through the api as well on task creation/ or even updates.]]>
Pulling up time by task status and more https://www.myintervals.com/forum/discussion/423/pulling-up-time-by-task-status-and-more/ https://www.myintervals.com/forum/discussion/423/pulling-up-time-by-task-status-and-more/ Wed, 27 May 2009 15:10:10 -0700 xelalex24 We would like to pull a report up that shows all “hourly rate” hours that a consultant has worked in a month, and also pull up hours that a consultant has done for project rate projects in which can only be billed by consultant to us and to us to the client once the project has been completed.

We are having difficulties in figuring a way to make this work. One issue is that while we want people to track their time, we don’t want to pay for project rate projects until the project is complete.

I have figured I can filter out the times by “work types” in the summary report. If I can have a report that pulls up times based on “work types” plus the status of the task, I can then pull times that are for project rate tasks that have been closed.

So my questions are:
1. Can you pull a report where you cross reference the work type with a task status?
2. Is there a better way to manage hourly rate projects and project rates? (Please note that our projects rate projects are still based on an hourly formula. The only difference is that we don’t pay our consultants until the project is finished. This is to ensure that the project is indeed finished since they usually have more moving parts than an hourly maintenance project.)]]>
Delete Tasks https://www.myintervals.com/forum/discussion/590/delete-tasks/ https://www.myintervals.com/forum/discussion/590/delete-tasks/ Fri, 23 Apr 2010 20:13:33 -0700 vale007 I had to manually delete 50+ tasks today and it was a drag.]]> I want to have clients approve time sheets https://www.myintervals.com/forum/discussion/594/i-want-to-have-clients-approve-time-sheets/ https://www.myintervals.com/forum/discussion/594/i-want-to-have-clients-approve-time-sheets/ Thu, 13 May 2010 08:54:22 -0700 david.webster
Thanks,

David]]>
Report on Request Queue? https://www.myintervals.com/forum/discussion/593/report-on-request-queue/ https://www.myintervals.com/forum/discussion/593/report-on-request-queue/ Thu, 13 May 2010 05:07:51 -0700 HardyEsterhuizen
Typically we would want to be able to to see statistics such as how many requests have been placed in the queue over a period, which proportion were assigned to which clients, how long requests wait before being assigned, which requests are open/closed, etc. As it is, we cannot even seem to see the date that an item was placed in a queue or assigned, and once assigned you would have to hunt for the task among many projects.

The reason why this is important is that it is too easy for people to clear the queue by carelessly assigning them to incorrect clients/projects, and we would have no way of knowing if a client request had been properly assigned or followed up. We have hundreds of clients and projects and thousands of tasks on Intervals - so there is no easy way to ensure that each and every item that was added to the request queue is being properly dealt with.]]>
Invoicing - how do I include detailed task information on an invoice? https://www.myintervals.com/forum/discussion/211/invoicing-how-do-i-include-detailed-task-information-on-an-invoice/ https://www.myintervals.com/forum/discussion/211/invoicing-how-do-i-include-detailed-task-information-on-an-invoice/ Tue, 18 Mar 2008 18:34:03 -0700 Michael

  1. Pre-pay - generate an invoice in advance of the work being performed

  2. Regular time intervals - after work is performed (monthly is common)

  3. Include a breakdown of all the details

  4. Exclude the details and only show hi level information


#1 and #2 are the two main methods for creating an invoice in Intervals. 'Free form' allows you to create whatever line items are needed and 'based on actual work performed' pulls in the totals for each type of work AND any expenses that occurred during the time period (Hint - If you use the calendar, dates where billable work occurred will turn green - here is an example in the blog).

#3 and #4 are in direct conflict of one another and we have learned that the need often varies from client to client. This can be handled by running a report in combination with the invoice. The Project Activity report by Task includes very granular information. The Project Activity report in combination with the invoice usually does the trick. Another option is to set your client up as an Executive User and encourage them to run reports. We do this with a healthy percentage of our clients.]]>
Bug submission forms https://www.myintervals.com/forum/discussion/592/bug-submission-forms/ https://www.myintervals.com/forum/discussion/592/bug-submission-forms/ Tue, 04 May 2010 01:23:38 -0700 thelem
We're using intervals for bug tracking, with our clients raising / updating tasks by emailing them to the request queue.

I've noticed that the Intervals "Find a bug?" and "Feature request?" links raise a new task in intervals with certain values pre-populated. Is there a way for us to configure such a form, or would we need to write our own script to collect the data and then submit it using the API?

Thanks,
Ian]]>
Scheduling appointments https://www.myintervals.com/forum/discussion/585/scheduling-appointments/ https://www.myintervals.com/forum/discussion/585/scheduling-appointments/ Sat, 17 Apr 2010 15:55:24 -0700 jcrens8392
I really need appointments to appear at the top of the calendar, so I've created an "Appointments" task priority that is higher than all others for this, but what if I have multiple appointments in one day and want them to appear in order? Is that possible?

Do others handle appointments in Intervals or use an external Calendar?]]>
New Features Launch & Maintenance Scheduled- April 24th https://www.myintervals.com/forum/discussion/589/new-features-launch-maintenance-scheduled-april-24th/ https://www.myintervals.com/forum/discussion/589/new-features-launch-maintenance-scheduled-april-24th/ Fri, 23 Apr 2010 14:19:11 -0700 Michael Here is a blog post outlining some of the new features if you would like to take a look. The window to deploy the new features and perform maintenance is between 1:00 PM (Pacific) and 5:00 PM (Pacific) this Saturday, April 24th | (8:00 PM - 12:00 AM (GMT). We do not expect any down time during this window but we do expect performance to be a little spotty.]]> Copying multiple Tasks to a new Project https://www.myintervals.com/forum/discussion/581/copying-multiple-tasks-to-a-new-project/ https://www.myintervals.com/forum/discussion/581/copying-multiple-tasks-to-a-new-project/ Tue, 13 Apr 2010 14:17:48 -0700 fs2010 thanks
flav]]>
Client and Project ID's https://www.myintervals.com/forum/discussion/584/client-and-project-ids/ https://www.myintervals.com/forum/discussion/584/client-and-project-ids/ Sat, 17 Apr 2010 10:34:54 -0700 rmlewis
Two points:

We have established systems of Client/Project ID's already in place (Estimating, Proposals, Quickbooks, etc.) and would like to continue to use them (not have to generate a intervals/projects just to get the next ID to use on preliminary estimating before we get awarded the job).

Not comfortable with Clients seeing that they are Client 00001 or Clients getting the impression that this project is only the second project we've done (project ID 00002)

Thanks,

Robert.]]>
Comment email notification https://www.myintervals.com/forum/discussion/403/comment-email-notification/ https://www.myintervals.com/forum/discussion/403/comment-email-notification/ Thu, 16 Apr 2009 06:12:11 -0700 Jillianmk Is there a way to switch off the profile image? https://www.myintervals.com/forum/discussion/587/is-there-a-way-to-switch-off-the-profile-image/ https://www.myintervals.com/forum/discussion/587/is-there-a-way-to-switch-off-the-profile-image/ Mon, 19 Apr 2010 10:25:28 -0700 rmlewis
On the comment history, IMHO, it just consumes to much space for one liners plus it dominates the page rather than focusing on the comments/task content.]]>
Using Intervals for Agile development https://www.myintervals.com/forum/discussion/391/using-intervals-for-agile-development/ https://www.myintervals.com/forum/discussion/391/using-intervals-for-agile-development/ Thu, 26 Mar 2009 12:43:59 -0700 Michael
What we do is use milestones as releases and then attach all of the tasks for that particular release. We set the priorities of the tasks and instruct our team to work on the highest priority tasks first. If we can't get something in a particular sprint we want it to be the lower priority tasks/features/stories. If a milestone needs to move back a week Intervals will cascade the next releases and all of the tasks. For stories we just use tasks and we have a backlog module within our Intervals development project where we stash away features that are not on the current development plan. Probably the biggest omission in Intervals is any sort of velocity tracking but you can use customized task priorities for that to keep track of points. For us we know how many hours we have to spend per sprint so we focus more on the amount of work and the priority as opposed to the point value.

If you are new to agile and iterative development and would like to learn more, here are a few links:
Wikipedia - Agile software development
Principles behind the Agile Manifesto]]>
Expenses https://www.myintervals.com/forum/discussion/547/expenses/ https://www.myintervals.com/forum/discussion/547/expenses/ Wed, 06 Jan 2010 18:47:08 -0800 lisaharvey
Expenses will be really useful for us on projects, except that I can't find a way to aggregate them.

All I need is a list of expenses for all projects, not just by project. If I can do this I am not able to find it.

To add to the usefulness of expenses:

- A date range filter would be even better

- And if i could classify them as well with a list that I made up (eg Travel, administration, printing) this would be even better.

- And to push my request just a little more - a tick box that indicates that the expense has been dealt with (ie charged to customer or re-imbursed.

lisa]]>
where do notes show up for manager access? https://www.myintervals.com/forum/discussion/582/where-do-notes-show-up-for-manager-access/ https://www.myintervals.com/forum/discussion/582/where-do-notes-show-up-for-manager-access/ Fri, 16 Apr 2010 13:24:33 -0700 delia Getting the most out of searches https://www.myintervals.com/forum/discussion/71/getting-the-most-out-of-searches/ https://www.myintervals.com/forum/discussion/71/getting-the-most-out-of-searches/ Tue, 20 Mar 2007 10:05:50 -0700 Michael
Much of the new functionality attempts to match the way Google works.

1) The searching has been made more restrictive. Previously, searches were set up as boolean OR searches. This meant that a result would be returned even if only word matched, resulting in many results. Now, all words must match for a result to be returned. This allows for much more specific searching.

2) Search operators. Now if I want to look for Honda cars, but not the Accord, I can type "Honda cars -Accord". The minus operator means to exclude a certain search term. Likewise, if I want to search for one word or another, I can type "accord OR camry". .

2) Phrase searches. You can now search for phrases, and matches will include everything within the quotes in the specific order that you supplied them. For instance, if you have a task which says "Please pick up eggs and milk from the grocery store", the following search query will match:

> milk eggs grocery

But this will not:

> "milk and eggs" grocery

For more information about tips and tricks you can use on our search engine, please check out Google's notes here:

http://www.google.com/intl/en/help/basics.html

All of Google's features apply to our search (except for their proprietary "I'm Feeling Lucky" feature).]]>
Not receiving notifications... https://www.myintervals.com/forum/discussion/586/not-receiving-notifications/ https://www.myintervals.com/forum/discussion/586/not-receiving-notifications/ Sun, 18 Apr 2010 10:20:48 -0700 rmlewis
Checked under 'People' and confirmed that my notifications were switched on;
Checked SPAM filters;
Updated 'Task' and sent an email without problems.

What have I missed?

Robert.]]>
Quickly be able to see what other users will see... https://www.myintervals.com/forum/discussion/583/quickly-be-able-to-see-what-other-users-will-see/ https://www.myintervals.com/forum/discussion/583/quickly-be-able-to-see-what-other-users-will-see/ Sat, 17 Apr 2010 10:13:25 -0700 rmlewis
As principle Administrator, it would be very helpful to be able to toggle and view what other team members/users are experiencing.

Given that 80% of my project 'teams' are client staff and third party contractors, it is important to me to confirm what the Clients are seeing and experiencing before I launch (and during) a project.

Logging in and out is a pain.

Thanks,

Robert.]]>
Assigning tasks https://www.myintervals.com/forum/discussion/560/assigning-tasks/ https://www.myintervals.com/forum/discussion/560/assigning-tasks/ Mon, 22 Feb 2010 16:54:59 -0800 sarahfitzg A question from a potential user here.
Is it possible that every task that is created by a resource user must go to either a manager or administrator to then be delegated? The reviewing user would then assign (and possibly make alterations to) the task before it gets started.

Also is there then the option for the person assigned the task to "accept" or "decline"?

Thank you]]>
"person" resource seems not to work https://www.myintervals.com/forum/discussion/569/person-resource-seems-not-to-work/ https://www.myintervals.com/forum/discussion/569/person-resource-seems-not-to-work/ Fri, 19 Mar 2010 08:29:13 -0700 Brade
If I change the spelling to "persony" to test for errors, I do get an error, so that tells me that something else might be going on.]]>
Too many modules and work types in Add Time https://www.myintervals.com/forum/discussion/580/too-many-modules-and-work-types-in-add-time/ https://www.myintervals.com/forum/discussion/580/too-many-modules-and-work-types-in-add-time/ Mon, 12 Apr 2010 13:27:55 -0700 Lorena
How can we fix this? I don't want to have to wade through a million different modules or work types when adding time to a project to which only two modules and five or six work types have been allocated.

Thanks!]]>
Asking again - critical to have 'actual time' of tasks not just 'amount' of time https://www.myintervals.com/forum/discussion/578/asking-again-critical-to-have-actual-time-of-tasks-not-just-amount-of-time/ https://www.myintervals.com/forum/discussion/578/asking-again-critical-to-have-actual-time-of-tasks-not-just-amount-of-time/ Fri, 09 Apr 2010 10:21:58 -0700 Craigburleigh One thing that I really wish could be added, especially in light of the new calendar and Milestones would be -

1/ for each task scheduled for the future to be added to the calendar automatically in various color coded options - very similar to the Google calendar - also,

2/ as each new task timer is started it automatically adds the start time to the calendar and draws a color coded line (configurable by user based on project or user etc) for the time span when the timer is stopped.

Basically I want each aspect of Intervals not just to record the AMOUNT of time but the ACTUAL time span on the calendar that the task was performed in.

The actual start and end time for each task should not be a big deal to add as I'm sure the data is already somewhere in the program.
Hope this is something you can do very soon!
Thanks. Craig.]]>
Resource Capacity Management https://www.myintervals.com/forum/discussion/579/resource-capacity-management/ https://www.myintervals.com/forum/discussion/579/resource-capacity-management/ Sat, 10 Apr 2010 22:22:18 -0700 Lee
Just new to Intervals. I am trying to assign weekly time to my in house resources. I want to assign tasks but would like to know when a resource is 'getting to much work'. This will help me know whether to step on the gas for sales, or to lay off the new sales. I don't want to overwhelm my team so assigning tasks and knowing my resources time capacity would be very helpful.

does intervals already offer this?
thanks so much,]]>
People access email https://www.myintervals.com/forum/discussion/573/people-access-email/ https://www.myintervals.com/forum/discussion/573/people-access-email/ Thu, 25 Mar 2010 08:38:49 -0700 i9mickey sync with Outlook calander https://www.myintervals.com/forum/discussion/576/sync-with-outlook-calander/ https://www.myintervals.com/forum/discussion/576/sync-with-outlook-calander/ Mon, 29 Mar 2010 07:28:47 -0700 veryvisual
We're testing the trial version of Intervals, we're very pleased with it, but have a question.

Is it possible to sync the calender with your Outlook calender? We're searched the forum, but didn't find an answer.

Michel.]]>
Filter options do not highlight current filters https://www.myintervals.com/forum/discussion/561/filter-options-do-not-highlight-current-filters/ https://www.myintervals.com/forum/discussion/561/filter-options-do-not-highlight-current-filters/ Thu, 25 Feb 2010 01:51:06 -0800 thelem
The problem is that it is not obvious at a glance which options are selected, and which are set to "All xxx". I'd suggest a simple style change, e.g. slightly grey out the 'All' options, or make selected options bold.]]>
Executive Private Notes https://www.myintervals.com/forum/discussion/574/executive-private-notes/ https://www.myintervals.com/forum/discussion/574/executive-private-notes/ Thu, 25 Mar 2010 09:12:25 -0700 i9mickey Project Activity Report Shows Billable and unbillable time https://www.myintervals.com/forum/discussion/575/project-activity-report-shows-billable-and-unbillable-time/ https://www.myintervals.com/forum/discussion/575/project-activity-report-shows-billable-and-unbillable-time/ Thu, 25 Mar 2010 09:24:52 -0700 i9mickey All modules not showing in pop-up list. https://www.myintervals.com/forum/discussion/572/all-modules-not-showing-in-popup-list/ https://www.myintervals.com/forum/discussion/572/all-modules-not-showing-in-popup-list/ Wed, 24 Mar 2010 07:24:44 -0700 i9mickey Using SPF with emails that are sent from Intervals https://www.myintervals.com/forum/discussion/412/using-spf-with-emails-that-are-sent-from-intervals/ https://www.myintervals.com/forum/discussion/412/using-spf-with-emails-that-are-sent-from-intervals/ Fri, 01 May 2009 14:59:33 -0700 Michael Sender Policy Framework) and the emails from Intervals are not making it through adding mx.myintervals.com to the record should alleviate the problem. For example:

Modify this record:
"v=spf1 a mx ~all"

To include mx.myintervals.com:
"v=spf1 a mx a:mx.myintervals.com ~all"

If you do not use SPF and emails are getting blocked approving updates@myintervals.com as an authorized sender and/or whitelisting all email from mx.myintervals.com | 174.37.88.194 may do the trick as well.]]>
Calendar https://www.myintervals.com/forum/discussion/571/calendar/ https://www.myintervals.com/forum/discussion/571/calendar/ Sat, 20 Mar 2010 05:01:33 -0700 judeee77 Required Email field https://www.myintervals.com/forum/discussion/567/required-email-field/ https://www.myintervals.com/forum/discussion/567/required-email-field/ Tue, 16 Mar 2010 12:08:45 -0700 avimia Facebook and Twitter names https://www.myintervals.com/forum/discussion/564/facebook-and-twitter-names/ https://www.myintervals.com/forum/discussion/564/facebook-and-twitter-names/ Mon, 08 Mar 2010 14:31:37 -0800 jnhearne
I submitted this via the feature request on my intervals site.]]>
Projects, Modules and Tasks https://www.myintervals.com/forum/discussion/566/projects-modules-and-tasks/ https://www.myintervals.com/forum/discussion/566/projects-modules-and-tasks/ Sun, 14 Mar 2010 21:18:14 -0700 DavidHawk
We have just subscribed to intervals and I am just having a bit of trouble getting my head around the relationship between projects, modules, tasks and how these interact with each other. I work in a design/advertising agency and we have Clients, each of these clients have multiple jobs (active and insctive), each of these jobs have a series of steps that need to happen from briefing to a completion and each one of these steps need to be completed by a different team members.

Would be I correct is assuming the following

Project - This is like a job e.g. Design of a logo
Modules - These are the steps involved in completing the task e.g. Brief from client, manager to brief designer, artwork to client etc.

If there are any links to previous posts that describe the hierarchy of projects, modules and tasks, and how they interact, it would be a great help.

Thanks for your time and help.

David]]>
Completed Projects https://www.myintervals.com/forum/discussion/570/completed-projects/ https://www.myintervals.com/forum/discussion/570/completed-projects/ Fri, 19 Mar 2010 08:29:33 -0700 Malcolm
Can I view past completed projects by client name?]]>
Outbound emails https://www.myintervals.com/forum/discussion/565/outbound-emails/ https://www.myintervals.com/forum/discussion/565/outbound-emails/ Wed, 10 Mar 2010 16:24:15 -0800 mfuggle
Cheers
Martin Fuggle]]>
Bulk delete from Request Queue https://www.myintervals.com/forum/discussion/563/bulk-delete-from-request-queue/ https://www.myintervals.com/forum/discussion/563/bulk-delete-from-request-queue/ Thu, 04 Mar 2010 22:41:58 -0800 mfuggle
I am very new to Intervals and am in the early setup phase. I have made a mistake in setting the email account incorrectly and now have over 2000 emails in the Request Queue. Is there some way that they can be removed in bulk rather than 10 at a time?

Cheers
Martin Fuggle]]>
Executive Tasks? https://www.myintervals.com/forum/discussion/325/executive-tasks/ https://www.myintervals.com/forum/discussion/325/executive-tasks/ Thu, 04 Dec 2008 10:00:08 -0800 Jonathan
We'd like a way to "nudge" a client when a phase/milestone/module is completed -- letting them know that we're ready for their feedback. I don't see a way to create a task that can be assigned to an Exec.

Any feedback??]]>
View Person - Add Weekly time Graph https://www.myintervals.com/forum/discussion/562/view-person-add-weekly-time-graph/ https://www.myintervals.com/forum/discussion/562/view-person-add-weekly-time-graph/ Fri, 26 Feb 2010 15:26:14 -0800 jnhearne Calendar Feature https://www.myintervals.com/forum/discussion/558/calendar-feature/ https://www.myintervals.com/forum/discussion/558/calendar-feature/ Thu, 18 Feb 2010 14:34:09 -0800 aking Additional Project Fields https://www.myintervals.com/forum/discussion/228/additional-project-fields/ https://www.myintervals.com/forum/discussion/228/additional-project-fields/ Fri, 09 May 2008 11:16:35 -0700 Michael
The project functionality offers limited options to categorize it. I am looking some additional fields to populate data such as Project Sponsor, Project contact name, project complexity (high, medium, low), project type (new enhancement, new development, maintenance, support, admin)--it should be a user-defined field like the Module field but attached to the project. In addition, I would like to see a field for project class (Strategic, Non-strategic, capital intensive, business as usual).

Intervals currently does not have a lot of project specific fields to try and keep creating new projects quick and easy. The project description field is the catch all for any supplemental project related information, but that information cannot be sorted or used for reporting.

I'm curious to get thoughts on this from others. Too much complexity? Would this benefit you or add too much?]]>
Regional settings https://www.myintervals.com/forum/discussion/557/regional-settings/ https://www.myintervals.com/forum/discussion/557/regional-settings/ Fri, 05 Feb 2010 15:58:03 -0800 kbofoz Windows allows modifications to suit individual taste. For example, we have used it to standardise the date formats as yyyy-mm-dd in all our other software.
However, in Intervals, we have to accept the standard format for our region (French Canada). We searched for another region that had the settings we like to use, but didn't find one.
There are also the list separator and the decimal symbol. The French use a comma as a decimal point, and so standard decimal in French Canada settings is the comma, even though we all prefer to use the period.

Hoping it's not complicated for you to add this choice,
Kevin]]>
Closed Task Status https://www.myintervals.com/forum/discussion/271/closed-task-status/ https://www.myintervals.com/forum/discussion/271/closed-task-status/ Mon, 29 Sep 2008 16:53:42 -0700 LauraTDG
When an artist finishes a task, he changes the status to Closed. The task then disappears from his list of To Dos, unless he clicks "Include Closed Tasks."

I use a list of all Closed tasks to see what needs to be billed. Because sometimes a single project might have many tasks, I need a way to keep track of which tasks I have already billed, and which ones are new to my to-bill list. Therefore, I created a new Task Status called "Billed." After billing, I change the task status to this.

Enter the problem. Changing the status from Closed to Billed causes the task to reappear on the artists' To Do lists. This makes them cranky. Cranky artists are to be avoided at all costs.

So here, at last, is my question: Is there any way to make custom Task Statuses mimic the built-in Closed status, so that items marked "Billed" would be listed (or not listed) the same as regular Closed tasks?]]>
Redefining TASKS https://www.myintervals.com/forum/discussion/493/redefining-tasks/ https://www.myintervals.com/forum/discussion/493/redefining-tasks/ Mon, 12 Oct 2009 04:31:45 -0700 bbruck
In MS Project, a "task" is a line item. Depending on the detail of your work breakdown structure, it might be something like:

* Write use case
* Customer reviews use case
* Use case approved (milestone)

We used to replicate this WBS in Intervals, having two tasks (draft, review) and one milestone. We would then assign time to the two tasks as we engaged in them.

We have started to work in a new way, translating the word "task" into the word "activity." By way of example, the "task" draft the use case (in our world anyway) actually encompasses many activities over a series of days. A typical scenario might look like this:

* I start to draft the use case
* I need to talk with Val - but she's not available.
* I schedule a tie to talk with Val, and hold this converation later that afternoon
* I think work on the use case some more
* I post it for a couple others to see - Tom posts a couple suggestions back.
* I'm not sure I agree. Schedule a time to talk with Tom...

What we did in the past was to pre-populate a project template with "tasks" and milestones - just as we would for MS Project. Now we don't. We pre-populate the milestones (and the phases if appropriate) and leave it at that. Or possibly if we are sure we know the first activity, we might pre-populate that as the first task. But oten we don't because in the scenario above, it's also likely that before I put pen to paper (or fingers to keyboard), I might chat with Val and Tom first.

So, knowing the milestone - Use Case Approved - I simply put in my first action as a "task".

This sounds simple, but it was a conceptual breakthrough for us. In the past we would have one task that had multiple time entries against it - but you couldn't really see what the next *action* was. (Draft? Call Val? Post for comment?).

Now, since we are seeing tasks as activities, if I need to talk to Val I put her name on that activity as well as mine, so it's easy for her to account the 30 minutes on your timesheet as well. We don't have a pile of theoretical tasks built up in our task list, and we can see what our "next action" is for a project - which is really a next *activity*, not a next "task" (in MS Project terms).

Again, this may sound simple or "why did he even post this?" but this conceptual shift has enabled a bunch of MS Project types to make much better use of Intervals. It also removes one of our biggest gripes about Intervals - the lack of dependencies between tasks. Of course there are still dependencies between activities (I must post the draft for comments before I react to them), but at this micro level the dependencies are obvious, AND the activities themselves are more indeterminate. In other words, if everyone agrees with my draft I don't have to have my call with Tom. So I can simply post my next activity towards a milestone as I finish the last one.

Make sense?

Do others use Intervals this same way?]]>
Is there any way to restrict the Work Types available to Resource users? https://www.myintervals.com/forum/discussion/387/is-there-any-way-to-restrict-the-work-types-available-to-resource-users/ https://www.myintervals.com/forum/discussion/387/is-there-any-way-to-restrict-the-work-types-available-to-resource-users/ Fri, 20 Mar 2009 12:23:41 -0700 dellaratcliffe
Is there any way to restrict or allocate the work types, so they don't all appear in the drop-down menu when logging time at the Resource level?]]>
How do I rename or remove a saved report? https://www.myintervals.com/forum/discussion/556/how-do-i-rename-or-remove-a-saved-report/ https://www.myintervals.com/forum/discussion/556/how-do-i-rename-or-remove-a-saved-report/ Thu, 04 Feb 2010 13:30:53 -0800 lisaharvey
thanks
lisa]]>
How to RE-activate a project https://www.myintervals.com/forum/discussion/555/how-to-reactivate-a-project/ https://www.myintervals.com/forum/discussion/555/how-to-reactivate-a-project/ Thu, 04 Feb 2010 08:18:33 -0800 bodvar Resetting the % budget alert for repeating monthly retainer clients https://www.myintervals.com/forum/discussion/554/resetting-the-budget-alert-for-repeating-monthly-retainer-clients/ https://www.myintervals.com/forum/discussion/554/resetting-the-budget-alert-for-repeating-monthly-retainer-clients/ Mon, 01 Feb 2010 13:36:02 -0800 peterlkelley
- First we were checking those clients manually, and not using the automatic budget alert feature. Seemed like a shame and we'd forget and go over, costing us thousands of dollars worth of hours.
- Then we thought we could simply reset the date that the project started. But that didn't seem to exclude the previous hours, that is, it didn't appear to also reset the budget.
- Then we thought we'd create a new project each month. Realized that would leave all the previous undone tasks behind.
- Now thinking we'll use "copy project" to make a new project, naming it with that month's date, i.e. January-Client A, February-Client A. But that does require going in each month to create a new set of projects by copying the old ones, for each of our clients that pay a monthly retainer.

Does anyone know of a better way to reset the monthly budget on which the % budget alert is generated, which we find very valuable? Or have any other tips or experiences to share?]]>
Assign a task to a client? https://www.myintervals.com/forum/discussion/546/assign-a-task-to-a-client/ https://www.myintervals.com/forum/discussion/546/assign-a-task-to-a-client/ Wed, 06 Jan 2010 17:00:52 -0800 i9mickey
Can I assign a task to a client? I mean, there are points in the process where we're waiting on input from the client. Especially content. Can we assign that as a task for them to do with a projected deadline?]]>
Email Request Queue and Leaving Emails on your Server https://www.myintervals.com/forum/discussion/552/email-request-queue-and-leaving-emails-on-your-server/ https://www.myintervals.com/forum/discussion/552/email-request-queue-and-leaving-emails-on-your-server/ Fri, 29 Jan 2010 10:00:04 -0800 jreeve
The reason for this is that Intervals does not know which emails it has already processed until it has a chance to validate the email against a unique signature stored internally. So even if the email has already been processed, it will still be verified by Intervals each time the server is queried. If your inbox starts to pile up with emails this can put a strain on the request queue, resulting in newer emails never making it to the queue.

Unfortunately, this is a limitation of POP and IMAP protocols and there isn't much we can do other than to encourage our users to keep their inboxes to a minimum.]]>
Client Pre-Pay for Hours https://www.myintervals.com/forum/discussion/550/client-prepay-for-hours/ https://www.myintervals.com/forum/discussion/550/client-prepay-for-hours/ Wed, 27 Jan 2010 09:40:01 -0800 amachina
For simplicity's sake, let's say it's a project for $1000 = 10 hours at $100 an hour. I want to:

1. Bill the client $1000. (free form invoice?)
2. Track my hours. (set up as billable?)
3. When hours are used, send the client an hours reconciliation. (Just a report?)
4. Send another bill.

Suggestions on how to properly setup? I ask because I set this up wrong in QuickBooks, and ended up getting all confused. Thanks for your help.

Adrianne]]>
tell when client has responded https://www.myintervals.com/forum/discussion/371/tell-when-client-has-responded/ https://www.myintervals.com/forum/discussion/371/tell-when-client-has-responded/ Thu, 05 Feb 2009 22:11:02 -0800 yourmanstan Milestones and Project Scheduling with a Calendar view https://www.myintervals.com/forum/discussion/84/milestones-and-project-scheduling-with-a-calendar-view/ https://www.myintervals.com/forum/discussion/84/milestones-and-project-scheduling-with-a-calendar-view/ Thu, 31 May 2007 10:51:23 -0700 Michael
It would be great to get early thoughts on what all is needed. This is an area where a lot of value can be added to Intervals, but we have to be careful not to add too much complexity.]]>
How do I get a report that filters by Task? - not worktype https://www.myintervals.com/forum/discussion/534/how-do-i-get-a-report-that-filters-by-task-not-worktype/ https://www.myintervals.com/forum/discussion/534/how-do-i-get-a-report-that-filters-by-task-not-worktype/ Wed, 16 Dec 2009 05:30:24 -0800 vstrappini
Can anyone help me?
I recently had a client who wanted to know a full breakdown of the work carried out, but by task, not work type. I can't see that there is an option to filter the tasks to see how much the client has spent on each one.

Thanks!]]>
Modifying multiple time records at once https://www.myintervals.com/forum/discussion/549/modifying-multiple-time-records-at-once/ https://www.myintervals.com/forum/discussion/549/modifying-multiple-time-records-at-once/ Thu, 14 Jan 2010 08:48:29 -0800 MrM Seeing other's overdue tasks https://www.myintervals.com/forum/discussion/548/seeing-others-overdue-tasks/ https://www.myintervals.com/forum/discussion/548/seeing-others-overdue-tasks/ Thu, 14 Jan 2010 04:12:10 -0800 thelem Things a Resource person can do... https://www.myintervals.com/forum/discussion/545/things-a-resource-person-can-do/ https://www.myintervals.com/forum/discussion/545/things-a-resource-person-can-do/ Tue, 05 Jan 2010 09:52:08 -0800 MondayMorningVA Adding a worktype -- where? https://www.myintervals.com/forum/discussion/544/adding-a-worktype-where/ https://www.myintervals.com/forum/discussion/544/adding-a-worktype-where/ Mon, 04 Jan 2010 14:55:58 -0800 janet Maintain link to executive user when processing the request queue https://www.myintervals.com/forum/discussion/543/maintain-link-to-executive-user-when-processing-the-request-queue/ https://www.myintervals.com/forum/discussion/543/maintain-link-to-executive-user-when-processing-the-request-queue/ Mon, 04 Jan 2010 13:32:29 -0800 thelem
At the moment if I look back at my tasks it looks like I'm just having a conversation with myself!]]>
Add to closed tasks https://www.myintervals.com/forum/discussion/542/add-to-closed-tasks/ https://www.myintervals.com/forum/discussion/542/add-to-closed-tasks/ Mon, 04 Jan 2010 09:11:29 -0800 thelem
The work flow at the moment is:
* Client raises new issue
* I convert their request to a task, respond and close as I believe the issue is resolved
* Client emails back in saying that the problem is not resolved - I need to reopen the original task and assign it, but I can't do that from the request queue.]]>
Which report to use https://www.myintervals.com/forum/discussion/541/which-report-to-use/ https://www.myintervals.com/forum/discussion/541/which-report-to-use/ Mon, 04 Jan 2010 08:58:12 -0800 efogel Quickly add task and project https://www.myintervals.com/forum/discussion/540/quickly-add-task-and-project/ https://www.myintervals.com/forum/discussion/540/quickly-add-task-and-project/ Sun, 03 Jan 2010 15:29:17 -0800 mritchie
One question: In addition to working on web design projects, a substantial amount of our work is in the form of relatively small updates to existing sites. Those updates could often be described by a single task, and might often be submitted to Intervals through the request queue. Does assignment of the new task require creation of a new project? If so, is there an easy method to create the new project, associate the task with the project, and assign the task all in one step?

The apparent method of converting the 'task request' to an active task would require a number of steps and navigation to several sections of the Intervals system: An administrator would need to 1) note the request, then 2) go to "Projects" to create a new projects, then 3) return to the request queue to associate the task with the project, and assign it.

It will be excellent if there is a simple process to convert a 'task request' to a new project with single task in a single step.

Thanks!
Mike]]>
Why are there two hourly estimates? Task estimates and project estimates? https://www.myintervals.com/forum/discussion/288/why-are-there-two-hourly-estimates-task-estimates-and-project-estimates/ https://www.myintervals.com/forum/discussion/288/why-are-there-two-hourly-estimates-task-estimates-and-project-estimates/ Thu, 23 Oct 2008 11:25:00 -0700 Michael Pelago side of our business we sell contracts based on estimated hours. We enter those hours into the project estimate. The tasks estimates are meant as a check and balance. If the task estimates are much greater than the project estimates it can be an early indicator of a problem. You can toggle between the project estimates and tasks estimates on the estimated vs. actual page for a single project:

Project Name
• Profile
• Estimated Work
• Modules
• Team
• Dashboard
• Time Summary
Estimated vs. Actual

The task estimates are also meant to help control an individual task so that the person working on the tasks knows the allotted hours for that particular task. Since the task estimates follow the task they are not tied into any particular work type since multiple work types can be used for a given task.

One related item that may be helpful if you run the project activity report for a single project and select the “by task” option the task estimates for each task and the total for the project will appear. It works as a very detailed estimate versus actual report.]]>
Tracking by Client Department or Division https://www.myintervals.com/forum/discussion/539/tracking-by-client-department-or-division/ https://www.myintervals.com/forum/discussion/539/tracking-by-client-department-or-division/ Thu, 31 Dec 2009 17:52:24 -0800 marseyasf
Thank you in advance for any response. Happy New Year!!

-marseyas]]>
Add time to multiple persons in the time dialogue box? https://www.myintervals.com/forum/discussion/538/add-time-to-multiple-persons-in-the-time-dialogue-box/ https://www.myintervals.com/forum/discussion/538/add-time-to-multiple-persons-in-the-time-dialogue-box/ Thu, 31 Dec 2009 09:36:40 -0800 matt
I have several instances where multiple people are assigned to the same task - and they each work the same amount of hours on that task. For example, I have 10 people assigned to a task, and they each take 1 hour to complete their part of the task. Is there a way to assign 1 hour of time on a task to all 10 people at once? As it is now, I have to go into the time dialogue box 10 times and enter the same exact info for each person. Would be awfully spiffy if I could go into the time dialogue box once, enter the info, click a button that allows me to select all 10 people, and be done with it.

Thanks for a great product. Appreciate your consideration.]]>
Timesheet alerts for project still showing after I deleted project https://www.myintervals.com/forum/discussion/537/timesheet-alerts-for-project-still-showing-after-i-deleted-project/ https://www.myintervals.com/forum/discussion/537/timesheet-alerts-for-project-still-showing-after-i-deleted-project/ Tue, 29 Dec 2009 13:03:37 -0800 matt
Any help would be much appreciated.]]>
Import Tasks and/or add multiple Tasks at one time https://www.myintervals.com/forum/discussion/212/import-tasks-andor-add-multiple-tasks-at-one-time/ https://www.myintervals.com/forum/discussion/212/import-tasks-andor-add-multiple-tasks-at-one-time/ Wed, 19 Mar 2008 17:49:58 -0700 Michael
When entering tasks, I noticed that you have to enter them one at a time, and that could get pretty onerous. Is there any way that you may be planning to make entering tasks faster (like, importing from csv, or entering "10 at a time" - in a row type format like the modules)?

This request is similar to another feature request to import weekly time from CSV. We want to allow for easier ways to move data in and out of Intervals (the API is underway). It would be great to get thoughts on how much value task importing and/or adding multiple tasks at once would help?]]>
Deep invoice customization https://www.myintervals.com/forum/discussion/536/deep-invoice-customization/ https://www.myintervals.com/forum/discussion/536/deep-invoice-customization/ Tue, 22 Dec 2009 08:46:13 -0800 sdomenech We are from Spain and we are testing intervals.
Nice product but we really need invoices in spanish. Is possible to customize things like "Bill To" "Balance"....?
We can manage normal functions in english but things destined to customers must be in spanish.
Thanks,
Sergi]]>
PDF Invoice size (I need A4 not US Letter size) https://www.myintervals.com/forum/discussion/528/pdf-invoice-size-i-need-a4-not-us-letter-size/ https://www.myintervals.com/forum/discussion/528/pdf-invoice-size-i-need-a4-not-us-letter-size/ Thu, 03 Dec 2009 20:51:25 -0800 redinstead
Also, is there a way to play with the design of the invoice itself? eg. move things around or have a much larger banner image? As you host the program, I am guessing not but thought I would check.

thanks

Jen
www.redinstead.com.au]]>
Recurring line items on invoice https://www.myintervals.com/forum/discussion/529/recurring-line-items-on-invoice/ https://www.myintervals.com/forum/discussion/529/recurring-line-items-on-invoice/ Tue, 08 Dec 2009 09:09:15 -0800 jentlefur Additional Permission Level https://www.myintervals.com/forum/discussion/516/additional-permission-level/ https://www.myintervals.com/forum/discussion/516/additional-permission-level/ Tue, 17 Nov 2009 08:44:48 -0800 LauraTDG
Right now, every single one of our employees is an Administrator because they all need to have the ability to add Clients and Projects into the system. This has the potential to be problematic on so many levels. I've read the comments from your end about the difficulties presented by allowing permissions to be too granular, but I'm not asking about that, per se. I'm just hoping you might be willing to consider an additional permission level that lets a person have access to all aspects of Intervals EXCEPT Settings & Defauls, Plan Info, and the ability to delete anything ever. Basically, to allow them to do their jobs without the risk of them messing with the actual Intervals account or causing any real damage to the records in the God-forbid event that something goes sour.

We've already run into the problem of having employees delete tasks which should not have been deleted, but right now, all we can do about it is tell them not to do it again and hope for the best, because we can't restrict permissions.

I would like you to know that this is my single biggest concern with your program, which has otherwise been nothing but wonderful for our business. If you would be willing to consider this option for the future, I would be immensely grateful.]]>
"Last Actitivy" field https://www.myintervals.com/forum/discussion/531/last-actitivy-field/ https://www.myintervals.com/forum/discussion/531/last-actitivy-field/ Wed, 09 Dec 2009 11:22:35 -0800 thelem Sharing Calendar https://www.myintervals.com/forum/discussion/535/sharing-calendar/ https://www.myintervals.com/forum/discussion/535/sharing-calendar/ Wed, 16 Dec 2009 08:17:18 -0800 MikeBond
I would like to know is it possible to have a Calendar that everyone can see and can share what tasks, milestones etc need to be completed then, so that everyone who uses Intervals right when you sign in the Calendar shows up and you can see whats on it and stuff and that everyone will be notified when there is an upcoming Task or Milestone due.

Thanks,

Mike]]>
subversion repository / source / svn / git https://www.myintervals.com/forum/discussion/363/subversion-repository-source-svn-git/ https://www.myintervals.com/forum/discussion/363/subversion-repository-source-svn-git/ Mon, 26 Jan 2009 12:04:08 -0800 jo22 Since you have Email retreiving capabilities, that can be opened into tasks/tickets, it would be great if you now had a hook to a subversion repository ... and hook over to hosted ones like beanstalkapp or springloop or ...

:)

Thanks]]>
How do you track "consumables" like CDs, DVDs, laser proofs? https://www.myintervals.com/forum/discussion/144/how-do-you-track-consumables-like-cds-dvds-laser-proofs/ https://www.myintervals.com/forum/discussion/144/how-do-you-track-consumables-like-cds-dvds-laser-proofs/ Wed, 31 Oct 2007 13:22:16 -0700 wlevins
How would you suggest we do that in intervals?]]>
Weekly timesheet submissions and approvals https://www.myintervals.com/forum/discussion/64/weekly-timesheet-submissions-and-approvals/ https://www.myintervals.com/forum/discussion/64/weekly-timesheet-submissions-and-approvals/ Tue, 06 Feb 2007 17:15:02 -0800 Michael
When will I get prompted to submit time?
- Intervals uses a Monday through Sunday work week. If you have logged time for the previous week come Monday you will be prompted to submit your timesheet.

Why does Intervals nag and put reminders in place?
- This system is built out of our struggle tracking time and trying a variety of systems. We found that if you never have to "submit" your time you were more likely not to review your time. As you've seen by the lost time calculator, the little pieces can really add up.

- We also found that it's human nature to not like tracking time and submitting timesheets. That's why Intervals is built around tracking time on tasks. If you work on something add time to the task you are working on. Timesheets are really more of a metaphor for your week than a real timesheet.

Why do I have to approve timesheets?
- We originally did not want to approve time, but we found that the weekly approval process is the best way to keep the time information clean and correct. If you don't do it weekly you can fall behind and find yourself approving and/or entering a ton of time at once.

- The approval process is there to deliberately have Administrators get a final look over the time. Before using Intervals is took us hours to approve our weekly time. It's not uncommon for our small team to work on 30 different billable projects in a week. Tabulating and reviewing that time was a nightmare before Intervals. When we approve time we typically are making sure that billable and unbillable work is set properly and that each team person is near their weekly goals.

- At Pelago we average about 240 hours per week across our billable and unbillable projects per week. It typically takes us less than 1/2 an hour to approve the previous week.

Timesheet submissions and approvals are a deliberate friendly nag to submit time weekly and approve it to help keep you and us organized.]]>
List of Clients with contact info? https://www.myintervals.com/forum/discussion/530/list-of-clients-with-contact-info/ https://www.myintervals.com/forum/discussion/530/list-of-clients-with-contact-info/ Tue, 08 Dec 2009 12:40:17 -0800 LauraTDG Our phones are down https://www.myintervals.com/forum/discussion/519/our-phones-are-down/ https://www.myintervals.com/forum/discussion/519/our-phones-are-down/ Fri, 20 Nov 2009 14:11:29 -0800 jreeve Executive Users & Time https://www.myintervals.com/forum/discussion/527/executive-users-time/ https://www.myintervals.com/forum/discussion/527/executive-users-time/ Tue, 01 Dec 2009 13:07:12 -0800 iTistic Calendar view https://www.myintervals.com/forum/discussion/526/calendar-view/ https://www.myintervals.com/forum/discussion/526/calendar-view/ Mon, 30 Nov 2009 18:41:07 -0800 AlexC I'm using Timetask at our company and trying to convince everybody to use it. My main problem right now is to be able to see tasks on a calendar not as just a block where there is a due date, but as a sort of Gantt chart or at least a block of time over multiple days.
Is that possible?

Thanks!
Alex]]>
Profitability Report https://www.myintervals.com/forum/discussion/525/profitability-report/ https://www.myintervals.com/forum/discussion/525/profitability-report/ Mon, 30 Nov 2009 11:13:13 -0800 alank Restore Task Summary https://www.myintervals.com/forum/discussion/512/restore-task-summary/ https://www.myintervals.com/forum/discussion/512/restore-task-summary/ Thu, 12 Nov 2009 06:07:13 -0800 iTistic
Thanks!]]>
Infrasturcture Maintenance Notification - Sunday, November 29th https://www.myintervals.com/forum/discussion/523/infrasturcture-maintenance-notification-sunday-november-29th/ https://www.myintervals.com/forum/discussion/523/infrasturcture-maintenance-notification-sunday-november-29th/ Tue, 24 Nov 2009 15:27:40 -0800 Michael server infrastructure maintenance during a one hour maintenance window of 11:00 PM - 12:00 AM (PST) on Sunday, November 29th (7:00 AM - 8:00 AM (GMT) | Monday, November 30th). During the maintenance window users will likely experience interruptions and we do anticipate a few minutes of down time but hopefully no more than 20 minutes.]]> Invoicing by Time Entry https://www.myintervals.com/forum/discussion/522/invoicing-by-time-entry/ https://www.myintervals.com/forum/discussion/522/invoicing-by-time-entry/ Tue, 24 Nov 2009 14:59:09 -0800 trick685 Thanks!!]]> Difference between work types and modules https://www.myintervals.com/forum/discussion/524/difference-between-work-types-and-modules/ https://www.myintervals.com/forum/discussion/524/difference-between-work-types-and-modules/ Wed, 25 Nov 2009 07:47:32 -0800 DivineDesigns
Thank you]]>
How do I simplify the interface? https://www.myintervals.com/forum/discussion/521/how-do-i-simplify-the-interface/ https://www.myintervals.com/forum/discussion/521/how-do-i-simplify-the-interface/ Tue, 24 Nov 2009 06:12:21 -0800 SparkyWalker
(a) Is there any way to simplify the interface i.e. hide or remove the Clients, Invoices or Milestones functionality.
(b) Also, is it possible to enter time against a task across multiple days (without creating the same task 4 times for each day).

I want to simplify this as much as possible - otherwise our development team may be reluctant to use the software.]]>
Can users correct their hours once submitted and approved https://www.myintervals.com/forum/discussion/520/can-users-correct-their-hours-once-submitted-and-approved/ https://www.myintervals.com/forum/discussion/520/can-users-correct-their-hours-once-submitted-and-approved/ Mon, 23 Nov 2009 10:11:15 -0800 dellaratcliffe
For instance, they may have marked 2.0 hours against Project X and they should have selected Project Y. I know that I can change that, as the administrator, but wondering if the user can.

Couldn't find anything in the forum notes....]]>
Adding new fields https://www.myintervals.com/forum/discussion/518/adding-new-fields/ https://www.myintervals.com/forum/discussion/518/adding-new-fields/ Thu, 19 Nov 2009 23:09:39 -0800 abc In creating time cards or creating new projects, we have default fields like name, profile image etc.
In time cards, start time, total hours, etc..

How to add new fields to this like estimated time, comments or something new?]]>
taskID versus taskLocalID https://www.myintervals.com/forum/discussion/515/taskid-versus-tasklocalid/ https://www.myintervals.com/forum/discussion/515/taskid-versus-tasklocalid/ Mon, 16 Nov 2009 19:32:02 -0800 tmazierski
I can't find a way through the API to query using a taskLocalID, only a taskID. Is there a particular reason for this?

Thanks,
Todd]]>
Add time and Update task in one screen https://www.myintervals.com/forum/discussion/514/add-time-and-update-task-in-one-screen/ https://www.myintervals.com/forum/discussion/514/add-time-and-update-task-in-one-screen/ Mon, 16 Nov 2009 03:36:31 -0800 pernille Is there a way of entering time against a task at the same time as updating it? As people will often have to change the status of a task when they add time to it, this would be a very useful functionality. Currently it requires editing two different screens.

I'm still new to Intervals, so apologies if this is already possible!

Many thanks in advance,
Pernille]]>
Interface for Projects: Itask, MS Project and Liquid Planner https://www.myintervals.com/forum/discussion/435/interface-for-projects-itask-ms-project-and-liquid-planner/ https://www.myintervals.com/forum/discussion/435/interface-for-projects-itask-ms-project-and-liquid-planner/ Thu, 09 Jul 2009 10:40:26 -0700 jnhearne
iTaskX (below)



Liquid Planner



However, This kind of Layout is super beneficial for keeping all tasks in check within a given deadline.

Can we get something like this going?]]>
Collapse / Expand buttons for tasks https://www.myintervals.com/forum/discussion/511/collapse-expand-buttons-for-tasks/ https://www.myintervals.com/forum/discussion/511/collapse-expand-buttons-for-tasks/ Wed, 11 Nov 2009 15:39:55 -0800 jnhearne Creating tasks based on clients rather than projects https://www.myintervals.com/forum/discussion/510/creating-tasks-based-on-clients-rather-than-projects/ https://www.myintervals.com/forum/discussion/510/creating-tasks-based-on-clients-rather-than-projects/ Wed, 11 Nov 2009 15:35:15 -0800 jnhearne
If you go to any of your projects for a client (or even multiple clients), you can click "create Multiple tasks". once you are there you can change the project or client on the multiple tasks.

it allows me to create tasks for many projects for one client that are basically all the same.]]>
Task Due Date vs. Actual Completion Date https://www.myintervals.com/forum/discussion/508/task-due-date-vs-actual-completion-date/ https://www.myintervals.com/forum/discussion/508/task-due-date-vs-actual-completion-date/ Sat, 07 Nov 2009 13:45:24 -0800 mgmacmurray
The Tasks currently show if they are Overdue(!) which helps keep things on track. But I'm just as interested in reviewing entire Projects and looking for patterns in missed due dates. Is it a particular Assignee that's consistently behind (or even ahead) of schedule? Or are there trends by Module?

Wanted: a report that shows +/- differences in Task Due Date versus Task Completion Date, slice-able by Assignee and Module.

[entails addition of a new field: Task Completion Date, auto-populated by change of Task Status to 'Closed']]]>
Dependencies https://www.myintervals.com/forum/discussion/509/dependencies/ https://www.myintervals.com/forum/discussion/509/dependencies/ Tue, 10 Nov 2009 08:51:45 -0800 trick685 How can I create repeating tasks? https://www.myintervals.com/forum/discussion/505/how-can-i-create-repeating-tasks/ https://www.myintervals.com/forum/discussion/505/how-can-i-create-repeating-tasks/ Thu, 29 Oct 2009 06:40:56 -0700 csroberson
Thanks!]]>
Locking worktypes to a task https://www.myintervals.com/forum/discussion/507/locking-worktypes-to-a-task/ https://www.myintervals.com/forum/discussion/507/locking-worktypes-to-a-task/ Mon, 02 Nov 2009 13:55:47 -0800 csroberson
It seems we might want to limit the work-type(s) (e.g. only worktype-a) that are possible for any given task. Is that or something like it possible?

Thanks!
Chip]]>
Changing the order of listed tasks https://www.myintervals.com/forum/discussion/504/changing-the-order-of-listed-tasks/ https://www.myintervals.com/forum/discussion/504/changing-the-order-of-listed-tasks/ Wed, 28 Oct 2009 17:04:23 -0700 Kathleen Stewart-Lig analyse project management softwares https://www.myintervals.com/forum/discussion/506/analyse-project-management-softwares/ https://www.myintervals.com/forum/discussion/506/analyse-project-management-softwares/ Thu, 29 Oct 2009 08:14:27 -0700 Claudio
my name is Claudio and I am studying business administration and engineering at the University of Applied Science Berlin, Germany. For a project report we analyse project management softwares (amongst others: intervals). The most criterias by which we analyse the softwares, I found on your website. For this criterias I do not found an answer:

chat
e-mail
video chat
sms communication
personal description
shared organizer
file sharing
Gallup polls
controversy
wiki
Gantt chart

It would be nice, if you could answer me whether intervals has these funcitons.

Best regards

Claudio Förtsch]]>
Critical - Record the ACTUAL time span of a task on the calendar w START & STOP times https://www.myintervals.com/forum/discussion/503/critical-record-the-actual-time-span-of-a-task-on-the-calendar-w-start-stop-times/ https://www.myintervals.com/forum/discussion/503/critical-record-the-actual-time-span-of-a-task-on-the-calendar-w-start-stop-times/ Wed, 28 Oct 2009 12:32:02 -0700 Craigburleigh One thing that I really wish could be added, especially in light of the new calendar and Milestones would be for each task scheduled for the future to be added to the calendar automatically in various color coded options - very similar to the Google calendar - also as a new task timer is started it automatically added the start time to the calendar and draws a color coded line for the time span when the timer is stopped.
Basically I want each aspect of Intervals not just to record the AMOUNT of time but the ACTUAL time span on the calendar that the task was performed in. The actual start and end time for each task should not be a big deal to add as I'm sure the data is already somewhere in the program.
Hope this is something you can do very soon!
Thanks. Craig.]]>
User rights https://www.myintervals.com/forum/discussion/502/user-rights/ https://www.myintervals.com/forum/discussion/502/user-rights/ Mon, 26 Oct 2009 10:08:34 -0700 Roger Price Lists https://www.myintervals.com/forum/discussion/501/price-lists/ https://www.myintervals.com/forum/discussion/501/price-lists/ Mon, 26 Oct 2009 10:06:08 -0700 Roger
Any ideas?]]>
Password Change https://www.myintervals.com/forum/discussion/499/password-change/ https://www.myintervals.com/forum/discussion/499/password-change/ Thu, 22 Oct 2009 16:42:39 -0700 lisaharvey
Also, is there an option to search the forum?

thanks
lisa]]>
Add the ability for Administrator level users to start, stop and apply other users timers https://www.myintervals.com/forum/discussion/137/add-the-ability-for-administrator-level-users-to-start-stop-and-apply-other-users-timers/ https://www.myintervals.com/forum/discussion/137/add-the-ability-for-administrator-level-users-to-start-stop-and-apply-other-users-timers/ Thu, 18 Oct 2007 13:50:13 -0700 Michael
Thoughts? As an Administrator do you want the ability to apply other users timers?]]>
How about a dialogue box for Clients https://www.myintervals.com/forum/discussion/441/how-about-a-dialogue-box-for-clients/ https://www.myintervals.com/forum/discussion/441/how-about-a-dialogue-box-for-clients/ Fri, 17 Jul 2009 15:36:07 -0700 jnhearne Invoicing By Client https://www.myintervals.com/forum/discussion/497/invoicing-by-client/ https://www.myintervals.com/forum/discussion/497/invoicing-by-client/ Mon, 19 Oct 2009 12:27:57 -0700 MikeBond
Just wondering is it possible to invoice by client?

I see you can invoice by Project but this means then we have to invoice for each Project per client monthly.

We would like to be able to just Invoice the client which would include all the time from all Projects and Tasks.

Thanks,

Mike]]>
Profit and Loss by Project https://www.myintervals.com/forum/discussion/216/profit-and-loss-by-project/ https://www.myintervals.com/forum/discussion/216/profit-and-loss-by-project/ Thu, 10 Apr 2008 17:36:23 -0700 Michael
A job profit and loss. The ability to produce a budget for hourly production is great. It would be good to be able to budget for the expenses. Then we could combine the estimated vs actual to include the expenses, estimated vs actual and there is the P+L

Thoughts? Would you use it?]]>
QuickBooks Data Export https://www.myintervals.com/forum/discussion/238/quickbooks-data-export/ https://www.myintervals.com/forum/discussion/238/quickbooks-data-export/ Wed, 18 Jun 2008 13:25:29 -0700 jreeve
On technical note, we are reviewing the IIF and QBXML formats for this feature. ]]>
Creating custom tabs https://www.myintervals.com/forum/discussion/446/creating-custom-tabs/ https://www.myintervals.com/forum/discussion/446/creating-custom-tabs/ Thu, 30 Jul 2009 07:08:42 -0700 jhorne
One nice addition would be to able to create your own custom tabs. For example, we use Tasks to manage our Leads, as many others do from reading in various forums. It would be fantastic if I could create a custom Tab called "Leads" that shows a Filtered view of the Tasks that are categorized in the Module of Leads.

Or, alternatively, adding a Lead utility direclty into Intervals would be a nice addition as well, as this seems to come up frequently in online discussions regarding the app.]]>
campaign https://www.myintervals.com/forum/discussion/345/campaign/ https://www.myintervals.com/forum/discussion/345/campaign/ Wed, 31 Dec 2008 11:23:39 -0800 jhamilton
John]]>
Sharing of sample modules, worktype and tasks https://www.myintervals.com/forum/discussion/454/sharing-of-sample-modules-worktype-and-tasks/ https://www.myintervals.com/forum/discussion/454/sharing-of-sample-modules-worktype-and-tasks/ Wed, 12 Aug 2009 12:43:16 -0700 kaniz1 We are a small advertising agency with 5 staffs located in Northwestern Ontario. We are in the process of customizing our modules, worktype and tasks. Is there any other small company willing to share your sample modules, worktype and tasks? We will send moose meat in exchange ;).]]> How to add expenses? https://www.myintervals.com/forum/discussion/456/how-to-add-expenses/ https://www.myintervals.com/forum/discussion/456/how-to-add-expenses/ Thu, 13 Aug 2009 13:36:01 -0700 Kaniz I wanted to know how to add expenses into intervals?]]> What happens with a rejected timesheet? https://www.myintervals.com/forum/discussion/495/what-happens-with-a-rejected-timesheet/ https://www.myintervals.com/forum/discussion/495/what-happens-with-a-rejected-timesheet/ Tue, 13 Oct 2009 08:12:14 -0700 MondayMorningVA
Once I've rejected the time sheet, does the user receive a notice? Can they then go in and revise + resubmit the time sheet to me?]]>
Monthly Projects (Retainer) https://www.myintervals.com/forum/discussion/496/monthly-projects-retainer/ https://www.myintervals.com/forum/discussion/496/monthly-projects-retainer/ Thu, 15 Oct 2009 07:11:43 -0700 MikeBond
I was wondering is it possible to set a ongoing Project for the length of a month with a specific budget.

Example would be say we have a client with a $2,000 Monthly Retainer which we setup as a project in Intervals and then at the end of the month instead of us Deactivating this project is it possible that this project can start again with no hours in it from previous month tasks and with the same budget from the previous month.

Thanks,

Mike]]>
uservoice https://www.myintervals.com/forum/discussion/490/uservoice/ https://www.myintervals.com/forum/discussion/490/uservoice/ Tue, 06 Oct 2009 08:57:34 -0700 yourmanstan Do notes or can projects notes auto email to users? https://www.myintervals.com/forum/discussion/143/do-notes-or-can-projects-notes-auto-email-to-users/ https://www.myintervals.com/forum/discussion/143/do-notes-or-can-projects-notes-auto-email-to-users/ Tue, 30 Oct 2007 06:14:38 -0700 wlevins I added a new Default Work Type, but I don't see it on all my Projects? https://www.myintervals.com/forum/discussion/13/i-added-a-new-default-work-type-but-i-dont-see-it-on-all-my-projects/ https://www.myintervals.com/forum/discussion/13/i-added-a-new-default-work-type-but-i-dont-see-it-on-all-my-projects/ Wed, 08 Mar 2006 14:26:17 -0800 Michael
We built it this way so that you don't all of a sudden get new work types in every project you have already created. This gives you greater control over which work types are used in your projects.

For example, say you add Copywriting as a default Work Type but only 10% of your projects need Copywriting. Instead of having Copywriting show up in all of your projects, you can edit the projects that need Copywriting. This way time is not submitted for a type of work that shouldn't be in your project and the drop down menus are nice and small.]]>
link to another online application? https://www.myintervals.com/forum/discussion/160/link-to-another-online-application/ https://www.myintervals.com/forum/discussion/160/link-to-another-online-application/ Fri, 09 Nov 2007 21:20:48 -0800 cr8tivsolutions Showing priority name, not just color???? https://www.myintervals.com/forum/discussion/471/showing-priority-name-not-just-color/ https://www.myintervals.com/forum/discussion/471/showing-priority-name-not-just-color/ Fri, 11 Sep 2009 06:35:07 -0700 bflaumenhaft
I'm new to Intervals and generally pretty delighted.

Here is the one thing that drives me crazy -- in the task list, I can't see priority names -- just colors. I can sort by priority, but I can't easily see the actual numbers, and it's hard to remember the association of priorities to colors (even with the legend on the left).

We do *everything* based on priorities. And we have our priorities set to simple numbers: "1", "2", through 9. This just seems trivial to do, and it would make such a big difference.

Also: if it won't fit, how about just the first two or three letters of the priority?? Or only show the full name if "widescreen" is selected?

Thanks, Ben.]]>
Quickbooks Uses with Quickbooks https://www.myintervals.com/forum/discussion/476/quickbooks-uses-with-quickbooks/ https://www.myintervals.com/forum/discussion/476/quickbooks-uses-with-quickbooks/ Wed, 16 Sep 2009 06:04:38 -0700 PTMG
We have recently hired a new marketing and operations manager, and it is this person's job to quote on jobs and schedule staff to prepare the job. As part of this person's compensation, the company wishes to provide an incentive bonus when the job costs are below the revenue generated. As a result, we would like to import the Intervals time information which would then integrate into a Quickbooks Job Cost or Job Profitability report.

Can Intervals provide this data? At present, I am only able to import the time spent on a job, and not the billing rate that I have assigned to different work functions. Am I wasting my time?]]>
Updates disappearing https://www.myintervals.com/forum/discussion/478/updates-disappearing/ https://www.myintervals.com/forum/discussion/478/updates-disappearing/ Wed, 16 Sep 2009 06:11:41 -0700 effectwebdesign
Is this a bug?]]>
Please record AMOUNT OF TIME and ACTUAL TIME period task done in - very important for me https://www.myintervals.com/forum/discussion/488/please-record-amount-of-time-and-actual-time-period-task-done-in-very-important-for-me/ https://www.myintervals.com/forum/discussion/488/please-record-amount-of-time-and-actual-time-period-task-done-in-very-important-for-me/ Tue, 06 Oct 2009 08:07:00 -0700 Craigburleigh Basically I want each aspect of Intervals not just to record the AMOUNT of time but the ACTUAL time span on the calendar that the task was performed in. The actual start and end time for each task should not be a big deal to add as I'm sure the data is already somewhere in the program.
Hope this is something you can do very soon!
Thanks. Craig.]]>
Best place/how to insert a form/template https://www.myintervals.com/forum/discussion/492/best-placehow-to-insert-a-formtemplate/ https://www.myintervals.com/forum/discussion/492/best-placehow-to-insert-a-formtemplate/ Thu, 08 Oct 2009 05:27:30 -0700 Kengstrom Close tasks, but keep as billable https://www.myintervals.com/forum/discussion/489/close-tasks-but-keep-as-billable/ https://www.myintervals.com/forum/discussion/489/close-tasks-but-keep-as-billable/ Tue, 06 Oct 2009 08:49:48 -0700 Cheryl
Is there a way to close tasks but have the money that needs to be billed show up under the main project?]]>
Reviewing Documents-collaborative comments https://www.myintervals.com/forum/discussion/487/reviewing-documentscollaborative-comments/ https://www.myintervals.com/forum/discussion/487/reviewing-documentscollaborative-comments/ Mon, 05 Oct 2009 18:44:06 -0700 Kengstrom Thanks.]]> How do I allow managers to add resources to a project? https://www.myintervals.com/forum/discussion/486/how-do-i-allow-managers-to-add-resources-to-a-project/ https://www.myintervals.com/forum/discussion/486/how-do-i-allow-managers-to-add-resources-to-a-project/ Mon, 28 Sep 2009 19:46:39 -0700 husain Time granularity (block size / increment)? https://www.myintervals.com/forum/discussion/483/time-granularity-block-size-increment/ https://www.myintervals.com/forum/discussion/483/time-granularity-block-size-increment/ Mon, 28 Sep 2009 05:56:53 -0700 bflaumenhaft
Is there a way to set the granularity for time entries?

I see a lot of time entries like "4.621". This is a little hard to read when you're scanning a bunch of entries.

Short of asking my users to enter things in blocks of 12 mins or 15 mins or something -- is there a way to have Intervals round entries when entering, round them when displaying, or ask users to round them?

If not, this would be a great feature. Lots of companies bill on specific block sizes. It would be great to have it either as an account-level setting. (Fancier would be a client-level setting, or a project-level setting, but I don't need that and I doubt most users do.)

Let me know if you have any suggestions.

Thanks, Ben.]]>
How do I allow managers to approve time? https://www.myintervals.com/forum/discussion/485/how-do-i-allow-managers-to-approve-time/ https://www.myintervals.com/forum/discussion/485/how-do-i-allow-managers-to-approve-time/ Mon, 28 Sep 2009 19:35:04 -0700 husain Invoices - other language? https://www.myintervals.com/forum/discussion/482/invoices-other-language/ https://www.myintervals.com/forum/discussion/482/invoices-other-language/ Thu, 24 Sep 2009 07:35:55 -0700 naskin
I'm new with intervals and on this moment I'm doing a bit of exploring. And yes I like this application.

Our studio is in the Netherlands and of course our English is good enough to understand and work with Intervals. But I like to send my invoices completely in Dutch to our customers. Is there a solution?

Next to this, I like to have more possibilities within the invoice, font type and size, position of logo and some of the text.

Am I missing something or is this not yet in Intervals?

ciao, Jan Willem]]>
Intervals Lean GM Script https://www.myintervals.com/forum/discussion/484/intervals-lean-gm-script/ https://www.myintervals.com/forum/discussion/484/intervals-lean-gm-script/ Mon, 28 Sep 2009 10:58:44 -0700 jprado Greasemonkey plugin for Firefox (and Chrome) to insert some css that makes intervals maximize to the whole browser window. I would post a screenshot, but I couldn't get one without displaying a bunch of internal-only tasks to the whole world.

Copy and install if you think it would be useful to you:

// ==UserScript==
// @name Intervals Lean
// @namespace Intervals
// @description Maximizes overall viewing area of Intervals. Also contains some
// @version 0.1
// @include https://*.intervalsonline.com/*
// @include https://*.projectaccount.com/*
// @include https://*.timetask.com/*
// ==/UserScript==


var style = "";
style+= "div#container { padding-top: 0; }";
style+= "div#brandCell, div#globalIconCell { padding-bottom: 0; }";
style+= "td.noteLeft img { display: none; } ";
style+= "div#allLeft { background: none; padding-left: 0 } ";
style+= "div#allRight { background: none; padding-right: 0 } ";
style+= "div#all { margin: 0 } ";
style+= "div#allFooter { display:none; ";
style+= "body { background: #fff; } ";
style+= "table.newTable { width: 100%; } ";

var head=document.getElementsByTagName("HEAD")[0];
var el=window.document.createElement('link');
el.rel='stylesheet';
el.type='text/css';
el.href='data:text/css;charset=utf-8,'+escape(style);
head.appendChild(el);
]]>
JIRA Import via API https://www.myintervals.com/forum/discussion/475/jira-import-via-api/ https://www.myintervals.com/forum/discussion/475/jira-import-via-api/ Fri, 11 Sep 2009 13:54:20 -0700 bnix
Currently, we use JIRA for bug and task tracking and having developers enter time applied to tasks in JIRA. If we were to move to Intervals, initially we would continue business as usual and use the API to import and update project data. I have not dug fully into the API yet, but wanted to know if you feel we would be able to somehow map the fields between the system so that we could conditionally update tasks and time after an initial load into intervals.

Hopefully this makes sense.

Thanks,

bnix]]>
Routine Maintenance Notification - Saturday, September 19th https://www.myintervals.com/forum/discussion/480/routine-maintenance-notification-saturday-september-19th/ https://www.myintervals.com/forum/discussion/480/routine-maintenance-notification-saturday-september-19th/ Wed, 16 Sep 2009 16:51:24 -0700 Michael three hour maintenance window of 5:00 AM - 8:00 AM (PST) | 12:00 PM - 3:00 PM (GMT) on Saturday, September 19th. During the maintenance window users may experience interruptions and we do anticipate a few minutes of down time but hopefully no more than 10 minutes. If you have any questions please feel free to contact our support team by emailing support@myintervals.com.]]> Monitoring time and status https://www.myintervals.com/forum/discussion/470/monitoring-time-and-status/ https://www.myintervals.com/forum/discussion/470/monitoring-time-and-status/ Fri, 11 Sep 2009 06:33:11 -0700 bflaumenhaft
I'm new to intervals and have been struggling to perform a basic daily function -- monitoring what is going on and what has changed.

We have several owners of tasks (project managers), and since I'm overseeing all of it, I'd like to be able to watch what's happening to everything. Since I'm not owner or assignee, a lot of stuff happens that I can't watch.

There are two relatively simple functions that I think would be really helpful:

(a) View time entries for multiple people

Each morning, I want to see what everyone worked on yesterday (at a detail level, not in a chart). The only way I can see to do this is go to Time, and then repeatedly choose each member of the team from the dropdown to view their time entries.

It would be great if I could choose "All Team Member" from the dropdown on the Task list -- or filter by project or milestone.

(b) On time report, show current status of task.

Right now, the table of time entries lets me see what people worked on -- task ID and name -- but doesn't let me see what they did. It would be great to know the current assignee and status of each task (possibly in two new columns).

Failing that, I would love to be able to hover over the task names in the time entry table, so that I could monitor the status of each task.

(c) See "what has changed" recently.

I would love to see all changes to tasks (assignments, statuses, comments) since a particular date listed in one table, possibly ordered by date, possibly filterable by dropdowns (like on the Task list), or filterable by who took the action.


If you have any suggestions for how else to accomplish these in the meantime, please let me know!

Thanks, Ben.]]>
Assign multiple tasks at once? https://www.myintervals.com/forum/discussion/472/assign-multiple-tasks-at-once/ https://www.myintervals.com/forum/discussion/472/assign-multiple-tasks-at-once/ Fri, 11 Sep 2009 06:37:02 -0700 bflaumenhaft
Maybe this is obvious, but I can't figure it out.

I have a bunch of tasks in the task list, and I want to assign them all to one person. Is there an easy way to do this? I can select multiple tasks with the checkbox, but in the "With selected ..." dropdown, there's no option to assign.

The best I can figure out is to right-click them one at a time, or to go into each task detail and "Update" them one at a time. This is a real pain.

Thanks, Ben.]]>
Add multiple tasks to milestone? https://www.myintervals.com/forum/discussion/473/add-multiple-tasks-to-milestone/ https://www.myintervals.com/forum/discussion/473/add-multiple-tasks-to-milestone/ Fri, 11 Sep 2009 06:38:30 -0700 bflaumenhaft
One more question.

I know that from the Milestone detail page, I can choose a bunch of tasks to add (from a long list of tasks).

But it is awfully hard to remember / select tasks from a long list. From the main task list, is it possible to add multiple tasks to a milestone? It would be great to use all the dropdown filters to identify a bunch of tasks, then add them all at once to a milestone.

But the "With selected ..." dropdown doesn't have a "set milestone" option.

Is there another way to do this?

Thanks, Ben.]]>
Tasks Disappear Bug https://www.myintervals.com/forum/discussion/477/tasks-disappear-bug/ https://www.myintervals.com/forum/discussion/477/tasks-disappear-bug/ Wed, 16 Sep 2009 06:09:55 -0700 effectwebdesign
I now have to go to the Projects tab at the top, click on the project below, then click on its Tasks on the left, they will magically reappear. After that I can use the left Filter Options again to access as normal.

Is this a bug?

Thanks.]]>
Bug when updating tasks https://www.myintervals.com/forum/discussion/474/bug-when-updating-tasks/ https://www.myintervals.com/forum/discussion/474/bug-when-updating-tasks/ Fri, 11 Sep 2009 10:28:22 -0700 JillianK
Anyone have any insight as to why this is happening? It's frustrating because we are losing data and forced to find other ways to track time.]]>
Hourly rates in default Work Types https://www.myintervals.com/forum/discussion/469/hourly-rates-in-default-work-types/ https://www.myintervals.com/forum/discussion/469/hourly-rates-in-default-work-types/ Thu, 10 Sep 2009 10:48:14 -0700 jholcomb Indian Currency (INR) https://www.myintervals.com/forum/discussion/162/indian-currency-inr/ https://www.myintervals.com/forum/discussion/162/indian-currency-inr/ Thu, 15 Nov 2007 00:21:40 -0800 muneez
You should seriously think about this as INDIA is one of the largest countries handling outsourced IT projects and this would help open a wider market for intervals.

Without this a company like us is not able to utilise intervals to the fullest.]]>
Is there away to Change the UI color choice https://www.myintervals.com/forum/discussion/120/is-there-away-to-change-the-ui-color-choice/ https://www.myintervals.com/forum/discussion/120/is-there-away-to-change-the-ui-color-choice/ Fri, 28 Sep 2007 14:46:48 -0700 jnhearne Contextual Menu for all Tabs - Similar to Tasks https://www.myintervals.com/forum/discussion/311/contextual-menu-for-all-tabs-similar-to-tasks/ https://www.myintervals.com/forum/discussion/311/contextual-menu-for-all-tabs-similar-to-tasks/ Mon, 10 Nov 2008 12:42:11 -0800 jnhearne
Wouldn't it be nice to get it going to for all the tabs?

I needed to deactivate a lot of "people" and I could only do it one at a time. Things that would be nice to add to the contexual menu (for people) would be update adress, email, phone, password, download Vcard, Status, access, project access.

A similar thing would be good for the other tabs as well. Clients, Projects, Invoices.]]>
Timer Access in pop-up in Calendar view https://www.myintervals.com/forum/discussion/380/timer-access-in-popup-in-calendar-view/ https://www.myintervals.com/forum/discussion/380/timer-access-in-popup-in-calendar-view/ Thu, 05 Mar 2009 12:54:48 -0800 jnhearne Module field on submit request form https://www.myintervals.com/forum/discussion/326/module-field-on-submit-request-form/ https://www.myintervals.com/forum/discussion/326/module-field-on-submit-request-form/ Fri, 05 Dec 2008 15:04:36 -0800 Jonathan
If you have any ideas on this -- or suggestions as to how it fits your environment in this respect, let me know.

Thank you in advance!]]>
Running Timers - add Date started (08/17/09) https://www.myintervals.com/forum/discussion/460/running-timers-add-date-started-081709/ https://www.myintervals.com/forum/discussion/460/running-timers-add-date-started-081709/ Mon, 17 Aug 2009 11:22:40 -0700 jnhearne How can I create an invoicing Statement? https://www.myintervals.com/forum/discussion/360/how-can-i-create-an-invoicing-statement/ https://www.myintervals.com/forum/discussion/360/how-can-i-create-an-invoicing-statement/ Wed, 21 Jan 2009 08:32:16 -0800 gscottwalker Restricting Worktypes by Module? https://www.myintervals.com/forum/discussion/466/restricting-worktypes-by-module/ https://www.myintervals.com/forum/discussion/466/restricting-worktypes-by-module/ Thu, 27 Aug 2009 14:54:25 -0700 jbilbo
Thanks!
John]]>
Lost Task https://www.myintervals.com/forum/discussion/464/lost-task/ https://www.myintervals.com/forum/discussion/464/lost-task/ Mon, 24 Aug 2009 09:33:30 -0700 LauraTDG
So what's left? We have to give every single one of our employees admin access to do what they need to do - which is the absolutely worst thing about Intervals, as far as I'm concerned - and I'm a little worried that someone might have deleted this task for some unknown reason. I'd really hate to accuse my employees of something like this without any basis, though, so I'm hoping someone has another suggestion (other than that I'm crazy).

Intervals hasn't been having any problems with losing data lately, have you?

I don't suppose there's any sort of Activity Log I could check somewhere? Knowing as much as I do about this task, I feel sure I could find it that way.

Any suggestions?]]>
Routine Maintenance Scheduled for Saturday, August 29th https://www.myintervals.com/forum/discussion/465/routine-maintenance-scheduled-for-saturday-august-29th/ https://www.myintervals.com/forum/discussion/465/routine-maintenance-scheduled-for-saturday-august-29th/ Wed, 26 Aug 2009 16:32:02 -0700 Michael Sorting, Slippage, and Dependencies https://www.myintervals.com/forum/discussion/341/sorting-slippage-and-dependencies/ https://www.myintervals.com/forum/discussion/341/sorting-slippage-and-dependencies/ Fri, 19 Dec 2008 10:03:14 -0800 bbruck
1. How can I have project tasks appear in a certain order? (i.e., the first task that needs to be done first, etc.)

I'm seeing two ways to do it now, and not sure if there's a better one. The goal is for me to see the things I need to do before I can do other things in that order.

a. Enter the tasks in the correct order.
Problem: If a new task is identified during the project, I can't get it into the right order.
b. Enter a number in the title then sort by title.
Problem: Same thing - if I have a new task, I have to manually renumber all remaining ones.

2. I know that philsoophically you don't support dependencies, though I'm not sure why. How should I be thinking about the task list for a consultant who has to do 8 tasks for a project, but three of them in fact depend on the completion of three other tasks in order to start them? or a situation where it is not exactly a dependency, but the logical progression of work would be to complete one before starting the next? Won't he wind up with a task list that has 8 items on it when there may only be 2 or 3 that he could really work on today?

(is the solution to make all dependent tasks low priority, then filter to not show them?)

3. How is slippage handled? One of the major things I need to know is whether slippage is occurring in my projects. If a task was scoped as 8 hours, and a person has put in 4 BUT they are only 10% complete, then I really need to know this. How is intervals used to let me see that important piece of information?]]>
Detect Manually entered time Vs. Timer time https://www.myintervals.com/forum/discussion/461/detect-manually-entered-time-vs-timer-time/ https://www.myintervals.com/forum/discussion/461/detect-manually-entered-time-vs-timer-time/ Mon, 17 Aug 2009 11:32:57 -0700 jnhearne
Manually entered time is always wrong. One may feel like they worked 5 hours on something when in actuality they worked 2 hours. Even if one does look at the clock, there is usually a discrepancy of 15 to 30 minutes being unaccounted for or over-billed by.

Perhaps Placing an asterisk by the Manually entered time would help admins monitor who is being naughty and who is being nice.

Some indication like this would help me weed out "the lazy" worker's during reviews and allow me to plug-up money holes in the ship so I don't waste that extra 1% that I am losing on workers that dont follow the guidelines.]]>
DNS Provider Problems https://www.myintervals.com/forum/discussion/445/dns-provider-problems/ https://www.myintervals.com/forum/discussion/445/dns-provider-problems/ Tue, 28 Jul 2009 08:34:32 -0700 jreeve
Thank you for your patience while we resolve this matter with our DNS provider.

John]]>
Add Second Tax Rate - Canadian GST and Quebec PST Taxes https://www.myintervals.com/forum/discussion/204/add-second-tax-rate-canadian-gst-and-quebec-pst-taxes/ https://www.myintervals.com/forum/discussion/204/add-second-tax-rate-canadian-gst-and-quebec-pst-taxes/ Fri, 07 Mar 2008 10:00:28 -0800 Michael
In the mean-time, this shortcut may be helpful:

Canada: Provincial rates is nominally 7.5%, but is also applied to the federal 5% GST so effectively 7.875%

It would be great to get feedback on the secondary tax feature. Would you use it? Any other ideas on how to execute this and keep it easy to use?]]>
Client Profile and Client Dashboard https://www.myintervals.com/forum/discussion/449/client-profile-and-client-dashboard/ https://www.myintervals.com/forum/discussion/449/client-profile-and-client-dashboard/ Mon, 10 Aug 2009 12:10:52 -0700 jnhearne
Client name hyperlink (goes to) ---> Profile

Dashboard image button (goes to) ---> Dashboard.]]>
Task Dependancies https://www.myintervals.com/forum/discussion/462/task-dependancies/ https://www.myintervals.com/forum/discussion/462/task-dependancies/ Mon, 17 Aug 2009 13:36:05 -0700 thollas Uninvoiced - what does that mean? https://www.myintervals.com/forum/discussion/188/uninvoiced-what-does-that-mean/ https://www.myintervals.com/forum/discussion/188/uninvoiced-what-does-that-mean/ Wed, 06 Feb 2008 09:10:16 -0800 Michael
The uninvoiced line item shows the amount of billable work that has been done, but not yet invoiced. Think of it as a cue that a client may need to get invoiced for work performed. In this example:

Uninvoiced Project Dashboard

$18,253.13 worth of work has been done, a payment has been made for $5,528.13, an outstanding invoice exists for $10,350 and $2,375 worth of work has been done after sending the $10,350 invoice. $12,725 worth of work has been done that has not been paid for.

We use the unvinvoiced information a few ways:
1. It tells us that we may need to invoice our client again before their balance gets too large
2. It tells us that we may want to stop work if it gets too large until the outstanding invoice is paid
3. Generate invoices - we go to the outstanding balance report and click on the uninvoiced column to see who we needs to get invoiced

Here is where uninvoiced totals show up on the Outstanding Balance Report:
Uninvoiced Outstanding Balance Report]]>
Multiple projects that follow similar task structure https://www.myintervals.com/forum/discussion/459/multiple-projects-that-follow-similar-task-structure/ https://www.myintervals.com/forum/discussion/459/multiple-projects-that-follow-similar-task-structure/ Sat, 15 Aug 2009 14:26:17 -0700 tlutz How to recover a project that has been deleted https://www.myintervals.com/forum/discussion/458/how-to-recover-a-project-that-has-been-deleted/ https://www.myintervals.com/forum/discussion/458/how-to-recover-a-project-that-has-been-deleted/ Fri, 14 Aug 2009 06:23:13 -0700 Kaniz We deleted a project by mistake which contained our staff's hours. Is there a way to recover the project? Your help is greatly appreciated.]]> Default worktype and modules https://www.myintervals.com/forum/discussion/455/default-worktype-and-modules/ https://www.myintervals.com/forum/discussion/455/default-worktype-and-modules/ Wed, 12 Aug 2009 13:15:52 -0700 kaniz1 I customized my modules and worktype however, it is not showing up i go to add time. Can anyone help?]]> Adding Modules https://www.myintervals.com/forum/discussion/453/adding-modules/ https://www.myintervals.com/forum/discussion/453/adding-modules/ Tue, 11 Aug 2009 08:39:43 -0700 kaniz1 I wanted to know whether there is a way to add new modules for the overall program instead of adding new modules to each project?]]> Hourly rate https://www.myintervals.com/forum/discussion/450/hourly-rate/ https://www.myintervals.com/forum/discussion/450/hourly-rate/ Mon, 10 Aug 2009 13:00:05 -0700 kaniz1 Timesheets by month not week https://www.myintervals.com/forum/discussion/447/timesheets-by-month-not-week/ https://www.myintervals.com/forum/discussion/447/timesheets-by-month-not-week/ Mon, 03 Aug 2009 15:05:51 -0700 drewsky Thanks]]> Billable rates for staff https://www.myintervals.com/forum/discussion/448/billable-rates-for-staff/ https://www.myintervals.com/forum/discussion/448/billable-rates-for-staff/ Wed, 05 Aug 2009 09:00:52 -0700 Kaniz We are still in the trial version of the Intervals website. Is it possible to know whether we can add billable rates for each staffs/people?]]> How do I include the client name on the task listing? https://www.myintervals.com/forum/discussion/444/how-do-i-include-the-client-name-on-the-task-listing/ https://www.myintervals.com/forum/discussion/444/how-do-i-include-the-client-name-on-the-task-listing/ Wed, 22 Jul 2009 14:28:46 -0700 Michael Project number https://www.myintervals.com/forum/discussion/443/project-number/ https://www.myintervals.com/forum/discussion/443/project-number/ Tue, 21 Jul 2009 09:41:32 -0700 martin
I have just started the 30 day trail as we need a more efficient way of running our 20 man design & marketing company. We have always had a unique job number for everything we do so we can track, archive and retrieve a specific piece of work. Is there any way intervals can add a unique number when starting a new project?

Thanks
Martin Meadows]]>
Task ID on Set Up https://www.myintervals.com/forum/discussion/438/task-id-on-set-up/ https://www.myintervals.com/forum/discussion/438/task-id-on-set-up/ Thu, 16 Jul 2009 02:58:28 -0700 paulgannaway
I often name files and folders using task IDs and like to do this as I'm setting up a task (and then referencing them in the 'summary' - it's a bit awkward having to go back and edit the summary just so I can reference the correct file or folder path/name.

I appreciate this could cause problems with sequential task IDs if many people are setting up tasks at the same time and someone was to cancel a task before saving it but was wondering if there's any work around!]]>
Vendor's Pricing https://www.myintervals.com/forum/discussion/439/vendors-pricing/ https://www.myintervals.com/forum/discussion/439/vendors-pricing/ Thu, 16 Jul 2009 13:20:38 -0700 tsanpakit
How can I show outside costs in the Estimated Work screen? For instance, we may have $1,200 for the agency's services but then we may have $1,000 in printing costs from an outside vendor. How can this be inputted and reflected in the total?

Thank you.]]>
Mainenance Notice - New Features Launching this Weekend https://www.myintervals.com/forum/discussion/440/mainenance-notice-new-features-launching-this-weekend/ https://www.myintervals.com/forum/discussion/440/mainenance-notice-new-features-launching-this-weekend/ Fri, 17 Jul 2009 10:04:06 -0700 Michael intermittent during the maintenance window. The launch will be performed Saturday, July 18th during a three hour window of 6:00 AM - 9:00 AM (PST) | 1:00 PM - 4:00 PM (GMT). We will send a follow-up email next week to all Intervals account owners outlining some of the new and exciting features. Here are a few of the highlights:

  • QuickBooks Time Export
  • Rich Text Editor support for Safari
  • Wide screen option on the task list which includes additional columns
  • A massive overhaul to invoicing based on actual work performed
]]>
Intervals running slow in Firefox as a result of Web Developer and Firebug addons https://www.myintervals.com/forum/discussion/383/intervals-running-slow-in-firefox-as-a-result-of-web-developer-and-firebug-addons/ https://www.myintervals.com/forum/discussion/383/intervals-running-slow-in-firefox-as-a-result-of-web-developer-and-firebug-addons/ Mon, 09 Mar 2009 14:41:33 -0700 jreeve
We figured this one out the hard way as well. Being web application developers by nature, we all have the Web Developer and Firebug toolbars installed and enabled to help debug as we develop. Turns out they both present problems that will slow down web sites. And since many of our customers are web developers, there is a good chance they have these addons enabled in a similar manner.

First, let's start with the Web Devleoper addon. If you have it installed, go to Tools -> Web Developer -> Disable and make sure that "Disable Cache" is unchecked. This one step alone will significantly increase the speed in Intervals, as it will allow your browser to cache static content like stylesheets, javascripts, and images.

Second, disable Firebug. This will result in having to restart Firefox. The problem we found with Firebug is that it was meddling with the cache. Cached content that should have been returning 304 headers from the server were alternately returning 200, 304, 200, 304. It turns out that Firebug was not always transimitting the "If-modified-since" header, which was resulting in the cache being disabled for certain files.

So try these two updates and let us know if it makes a difference. We're hoping it will. If this doesn't apply to you and the site still feels slow, stay tuned for several performance optimizations to be launched next week and the week after.

Thanks for all the feedback everyone.

Regards,
John]]>
Any plans for an iPhone APP? https://www.myintervals.com/forum/discussion/436/any-plans-for-an-iphone-app/ https://www.myintervals.com/forum/discussion/436/any-plans-for-an-iphone-app/ Fri, 10 Jul 2009 01:33:19 -0700 vzaud
Vic]]>
Deleting default modules/work types vs. deleting modules/work types in a Project https://www.myintervals.com/forum/discussion/38/deleting-default-moduleswork-types-vs-deleting-moduleswork-types-in-a-project/ https://www.myintervals.com/forum/discussion/38/deleting-default-moduleswork-types-vs-deleting-moduleswork-types-in-a-project/ Wed, 28 Jun 2006 19:00:20 -0700 Michael Can Executive users change the status of a task? https://www.myintervals.com/forum/discussion/434/can-executive-users-change-the-status-of-a-task/ https://www.myintervals.com/forum/discussion/434/can-executive-users-change-the-status-of-a-task/ Fri, 03 Jul 2009 09:47:35 -0700 MPH
Several of my clients have asked for this ability... when I change the status of a task to Client Review, they would like to change the status back to Open or Closed. Currently, they've been making a comment of APPROVED, and then I have to go into the task to actually close it out. It'd be much easier if the client could update the status themselves.

Is there any way I can tweak Executive's user controls on my side?? Perhaps a list of actions that each particular user can see or control? A list where I can select a YES or NO in each field, giving granular control to users.

Any plans for a feature like this?]]>
Advanced Searching - great for finding things you've lost... https://www.myintervals.com/forum/discussion/29/advanced-searching-great-for-finding-things-youve-lost/ https://www.myintervals.com/forum/discussion/29/advanced-searching-great-for-finding-things-youve-lost/ Thu, 27 Apr 2006 21:01:57 -0700 Michael
Click on the Advanced Search link in the footer and search all tasks, or narrow your search to specific clients, projects, etc.

Searching project notes is also available to help you quickly find what it is you are looking for.]]>
critical features https://www.myintervals.com/forum/discussion/426/critical-features/ https://www.myintervals.com/forum/discussion/426/critical-features/ Mon, 01 Jun 2009 10:36:44 -0700 yourmanstan
1) two-way email integration
2) auto-filled invoice doesn't show work logs. client gets an invoice for several thousand dollars and sees one line item something like this: support: 12.235 hours - $4005.32. this is useless to the client. whats worse, there is no way to append a report to the invoice. sitting there and retyping every work log into an invoice is beyond stupidity
3) project credit. if a client has 3 bills and pays them with one check, we have to do the math to make sure it all adds up, which leads to a very bad situation: underbilling or overbilling. if a payment is applied which is more than what is owed, it needs to be added to a running credit for the client which can be applied to other invoices.

the above i think are mission critical missing pieces that are killing us. as an alternative to these, i would see an API as another option to where intervals does other things well enough that we could justify building out the extra features ourselves.]]>
View a document in your web browser https://www.myintervals.com/forum/discussion/89/view-a-document-in-your-web-browser/ https://www.myintervals.com/forum/discussion/89/view-a-document-in-your-web-browser/ Tue, 12 Jun 2007 13:12:56 -0700 Michael
Intervals would be much improved by implementing a system to display Uploaded documents internally in the browser (instead of viewing through the original program). Especially when you only want to get a quick view of a document, it is no fun waiting for Windows to load the external program to see a document. Even if it's just for the most common ones (PDF, DOC, XLE, TXT, etc).

Thoughts?]]>
Customised Log In Page https://www.myintervals.com/forum/discussion/433/customised-log-in-page/ https://www.myintervals.com/forum/discussion/433/customised-log-in-page/ Wed, 01 Jul 2009 04:19:59 -0700 ashley
Is is possible to incorporate the log in into a page within our website?

Thanks in advance
Ashley]]>
how do pre-filled invoices work? https://www.myintervals.com/forum/discussion/432/how-do-prefilled-invoices-work/ https://www.myintervals.com/forum/discussion/432/how-do-prefilled-invoices-work/ Fri, 19 Jun 2009 08:37:13 -0700 yourmanstan
lets say on the first of the month, we generate all our invoices (using prefilled with last invoice option ) in the morning and email them to our clients.

later that same day, we log billable time on a project that we just billed. my question is:

does the "pre-filled with work since last invoice" include the work that occurred on the same day as the last invoice (but after that time). i.e. is there some switch in the database that marks if an item has been billed or not (to prevent duplicate billing, but also ensure all work is billed)

if yes, GREAT! but how do i get a summary report to show the exact time logs for that invoice?
if no, OOPS! that means we may have lost $1k or more if that work never got billed.]]>
Overall site slow https://www.myintervals.com/forum/discussion/352/overall-site-slow/ https://www.myintervals.com/forum/discussion/352/overall-site-slow/ Wed, 17 Jun 2009 22:16:04 -0700 joe
I love the system, but omg the site is so slow.

I find it's easier to open multiple tabs if I know I'm going to different areas of my intervals site so I only have to wait for the first one to load.

I didn't mind so much when I wasn't paying for the service, but now that I'm paying for it, I would've expected a bit quicker response times.

I'd love for this to be sorted out.]]>
Server Maintenance Notification - June 13th https://www.myintervals.com/forum/discussion/431/server-maintenance-notification-june-13th/ https://www.myintervals.com/forum/discussion/431/server-maintenance-notification-june-13th/ Thu, 11 Jun 2009 15:06:47 -0700 Michael three hour maintenance window of 7:00 AM - 10:00 AM (PST) | 2:00 PM - 5:00 PM (GMT). We do expect a few minutes of down time but hopefully no more than 10 - 15 minutes.]]> Changing the project manager in a project https://www.myintervals.com/forum/discussion/430/changing-the-project-manager-in-a-project/ https://www.myintervals.com/forum/discussion/430/changing-the-project-manager-in-a-project/ Thu, 11 Jun 2009 04:57:08 -0700 carruthers1
Thanks in advance.]]>
Modules and Worktypes Limits https://www.myintervals.com/forum/discussion/428/modules-and-worktypes-limits/ https://www.myintervals.com/forum/discussion/428/modules-and-worktypes-limits/ Tue, 09 Jun 2009 04:51:46 -0700 shofmann Task setup https://www.myintervals.com/forum/discussion/429/task-setup/ https://www.myintervals.com/forum/discussion/429/task-setup/ Tue, 09 Jun 2009 04:54:52 -0700 shofmann Quick way to mark time/project as invoiced https://www.myintervals.com/forum/discussion/373/quick-way-to-mark-timeproject-as-invoiced/ https://www.myintervals.com/forum/discussion/373/quick-way-to-mark-timeproject-as-invoiced/ Tue, 17 Feb 2009 05:09:19 -0800 dsloan "Task Type" Field https://www.myintervals.com/forum/discussion/427/task-type-field/ https://www.myintervals.com/forum/discussion/427/task-type-field/ Mon, 01 Jun 2009 16:28:50 -0700 dayveeb
-Bug Report
-Feature Request
-Inquiry/ Question]]>
How do I delete a project, task, or client? https://www.myintervals.com/forum/discussion/386/how-do-i-delete-a-project-task-or-client/ https://www.myintervals.com/forum/discussion/386/how-do-i-delete-a-project-task-or-client/ Fri, 20 Mar 2009 11:55:22 -0700 JillianK Exporting Time https://www.myintervals.com/forum/discussion/213/exporting-time/ https://www.myintervals.com/forum/discussion/213/exporting-time/ Fri, 21 Mar 2008 21:04:07 -0700 dscisco I see that I can export time under the Settings tab but I am not sure what the range for this is (it all time for everyone?) I am wondering if you plan to add a "export this list to CSV" option to the "approved" Timesheet page so that we can export our timesheets each week and then import into Quickbooks.
thx,
Deb]]>
Server Maintenance Scheduled for May 30th @ 1:00 AM CDT https://www.myintervals.com/forum/discussion/424/server-maintenance-scheduled-for-may-30th-100-am-cdt/ https://www.myintervals.com/forum/discussion/424/server-maintenance-scheduled-for-may-30th-100-am-cdt/ Thu, 28 May 2009 08:42:09 -0700 Michael May 30th during a three hour maintenance window of 1:00 AM - 4:00 AM (CDT) | 6:00 AM - 9:00 AM (GMT). We may encounter a few minutes of down time but hopefully no more than 10-15 minutes.]]> How to change the Intervals Administrator (Superuser) https://www.myintervals.com/forum/discussion/425/how-to-change-the-intervals-administrator-superuser/ https://www.myintervals.com/forum/discussion/425/how-to-change-the-intervals-administrator-superuser/ Fri, 29 May 2009 06:30:30 -0700 jdahltorp Date entry https://www.myintervals.com/forum/discussion/405/date-entry/ https://www.myintervals.com/forum/discussion/405/date-entry/ Tue, 21 Apr 2009 15:37:05 -0700 bbruck
Could you allow intervals to recognize partial dates entered into date fields, i.e., 4/16 for 4/16/09 (where by default Intervals would fill in the current year)?]]>
Executive Level Access Restrictions https://www.myintervals.com/forum/discussion/422/executive-level-access-restrictions/ https://www.myintervals.com/forum/discussion/422/executive-level-access-restrictions/ Tue, 26 May 2009 13:06:49 -0700 kbishop
I want a client to be able to upload documents only - not view reports. Can this be done?

Thanks in advance for any help.]]>
Daily view of My Tasks https://www.myintervals.com/forum/discussion/377/daily-view-of-my-tasks/ https://www.myintervals.com/forum/discussion/377/daily-view-of-my-tasks/ Sat, 28 Feb 2009 06:47:33 -0800 bluespark
I discovered I can still get the page by crafting this link
/tasks/review/today/xxxxx///28_02_2009/
(change xxxxx to your account number if anyone wants to try this)

So, please don't take the old page away! but wouldn't a 'Today' option on the weekly view make sense?

Mark]]>
Invoice Section - Choice: Invoice a Client or a Project https://www.myintervals.com/forum/discussion/199/invoice-section-choice-invoice-a-client-or-a-project/ https://www.myintervals.com/forum/discussion/199/invoice-section-choice-invoice-a-client-or-a-project/ Thu, 21 Feb 2008 16:12:20 -0800 jnhearne
Creating a Project for something that will cost only 500 dollars is overkill. especially if it's a same day delivery. Each of these jobs are so different in what the client expects.

To go through the trouble of making a project so you can make an invoice takes more time than to do the actual job.


I would love to be able to fire off an invoice that has client info and an easy line item.]]>
Rounding reports to full hours https://www.myintervals.com/forum/discussion/408/rounding-reports-to-full-hours/ https://www.myintervals.com/forum/discussion/408/rounding-reports-to-full-hours/ Wed, 29 Apr 2009 10:36:19 -0700 johanakerman
When showing reports (e.g. weekly trend) to our board I get asked to round all times to full hours. Having 3 decimals for all bars makes the report harder to read.

I have tried to find any setting to change for the number of decimals, without finding any. Is there a way to do this?

Thx!

Johan]]>
Customized Project Status in addition to Active and Inactive https://www.myintervals.com/forum/discussion/111/customized-project-status-in-addition-to-active-and-inactive/ https://www.myintervals.com/forum/discussion/111/customized-project-status-in-addition-to-active-and-inactive/ Mon, 24 Sep 2007 13:00:17 -0700 Michael
One thing that intervals is missing that some other applications have is the ability to customize project status. You guys currently have "active" and "inactive" . For my company, I would love to be able to add in "In Process" "In Planning" "Archived" "Rejected" etc. Additionally, the ability to designate each project (and thus each attached task) a color tag would make things much easier to track visually. I love being able to look at a chart and see what projects are going on in what time-frame, based by color tag.


A lot of the Program Management type of software does indeed feature this functionality. It is meant to help manage your portfolio of projects from concept to completion. Intervals is deliberately light on the Program Management features (including Project Management features like Gantt Charts for that matter) to keep it easy to use and keep its primary objective in the forefront which is Time Tracking and Task Management.

Any likes/dislikes or other thoughts would be great to hear...

- Michael]]>
Email Queue - automatically sets Send Email Notification value to yes https://www.myintervals.com/forum/discussion/414/email-queue-automatically-sets-send-email-notification-value-to-yes/ https://www.myintervals.com/forum/discussion/414/email-queue-automatically-sets-send-email-notification-value-to-yes/ Mon, 04 May 2009 08:12:45 -0700 ssinger
However, when assigning a task that is in a task queue that was created via email, this same Send Email Notification checkbox is checked by default, which is not preferable.

I know I can check and uncheck these boxes as needed, but the inconsistency with the default setting has resulted in some email notifications going out unintentionally.

Are these settings configurable?]]>
Client Contacts or Sub Clients https://www.myintervals.com/forum/discussion/419/client-contacts-or-sub-clients/ https://www.myintervals.com/forum/discussion/419/client-contacts-or-sub-clients/ Sat, 23 May 2009 12:40:56 -0700 dayveeb
Is there a way to create multiple contacts for one client? Or create sub clients (divisions within a larger company for example)?

I'd like the ability to create a "hierarchy" where I can associate a project with a specific contact or division within a company. Potentially even run reports to see what contact/ division within a company has given the most business, etc... At a minimum though, it's fairly important for me to be able to list multiple contacts under a client. Is this available?

Great product! Thanks!]]>
How do I make employee-based payment? (Interval's Customer) https://www.myintervals.com/forum/discussion/420/how-do-i-make-employeebased-payment-intervals-customer/ https://www.myintervals.com/forum/discussion/420/how-do-i-make-employeebased-payment-intervals-customer/ Mon, 25 May 2009 07:13:18 -0700 ilia I have people in my project internal to my organization, and external that charge me with Intervals.

Intervals allows to track time for works, but I cant find how do I bind individual rate for works. For example:

- I have John, internal complany person, who does work types: Press-release writing and Analytics. I only track his hours, he receives flat fee monthly (works are 0$, 0$ per hour).
- I have Mary, external person, who also does Press-release writing and Analytics, but she charges me $20/hr for any job he does.
- I have Andrew, external person, who also does Press-release writing and Anitycs, but he charges me $25/hr for Press-releases, and $15/hr for Analytics.

All are in one project. How do I calculate Invoices with Intervals for Mary and Andrew?]]>
Close a task in one step https://www.myintervals.com/forum/discussion/14/close-a-task-in-one-step/ https://www.myintervals.com/forum/discussion/14/close-a-task-in-one-step/ Sun, 12 Mar 2006 13:06:58 -0800 jennifer Edit/Customize Round Up intervals https://www.myintervals.com/forum/discussion/421/editcustomize-round-up-intervals/ https://www.myintervals.com/forum/discussion/421/editcustomize-round-up-intervals/ Tue, 26 May 2009 12:43:10 -0700 AprilCoffman Deleting/Deactivating a user...what happens? https://www.myintervals.com/forum/discussion/32/deletingdeactivating-a-userwhat-happens/ https://www.myintervals.com/forum/discussion/32/deletingdeactivating-a-userwhat-happens/ Sat, 20 May 2006 18:23:03 -0700 Michael
When deleting a user, the person deleting them will become the owner of any tasks they created, assigned to any tasks assigned to them and Project Manager of any projects in which they were assigned as the Project Manager. This information will be displayed to the user performing the deletion and they will be asked to confirm the deletion.]]>
Does the Timer Automatically Shut Off? https://www.myintervals.com/forum/discussion/416/does-the-timer-automatically-shut-off/ https://www.myintervals.com/forum/discussion/416/does-the-timer-automatically-shut-off/ Mon, 11 May 2009 15:06:42 -0700 amyalisonb Is there a way to prioritize all of the projects once they are entered? https://www.myintervals.com/forum/discussion/417/is-there-a-way-to-prioritize-all-of-the-projects-once-they-are-entered/ https://www.myintervals.com/forum/discussion/417/is-there-a-way-to-prioritize-all-of-the-projects-once-they-are-entered/ Thu, 14 May 2009 06:44:08 -0700 dcardblue
Maybe I'm missing something but I can't see an option to do so anywhere.

Thanks in advance for any help you can give me! :-)

Donna]]>
Server Maintenance Notification - May 9th https://www.myintervals.com/forum/discussion/409/server-maintenance-notification-may-9th/ https://www.myintervals.com/forum/discussion/409/server-maintenance-notification-may-9th/ Thu, 30 Apr 2009 11:52:08 -0700 Michael Saturday, May 2nd during a three hour maintenance window of 1:00 AM - 4:00 AM (CDT) | 6:00 AM - 9:00 AM (GMT). We do expect a few minutes of down time but hopefully no more than 10 - 15 minutes.]]> Intervals for Non Client Related Projects https://www.myintervals.com/forum/discussion/36/intervals-for-non-client-related-projects/ https://www.myintervals.com/forum/discussion/36/intervals-for-non-client-related-projects/ Sun, 04 Jun 2006 11:30:08 -0700 Michael
For example, we have these projects:

Pelago Sales
- bids
- invoices & billing

Pelago IT
- desktops
- servers
- ISP

We use the Sales project to keep track of how long bids take and to see what % of our total time needs to be spent in that arena. We also use it to keep tabs on who we need to bill and when.

Pelago IT was an eye opener when we first started tracking our IT time. We view IT as not just "desktops and keep everyone working", but as leverage to make sure we're staying current with upcoming trends. It's almost an R&D project for us and we can see how much time is need to support us vs. keep us current. We spend a lot more time here that we thought we did.]]>
Is all the time here? https://www.myintervals.com/forum/discussion/415/is-all-the-time-here/ https://www.myintervals.com/forum/discussion/415/is-all-the-time-here/ Wed, 06 May 2009 04:53:51 -0700 MondayMorningVA
Thanks!!]]>
more configurable reporting https://www.myintervals.com/forum/discussion/350/more-configurable-reporting/ https://www.myintervals.com/forum/discussion/350/more-configurable-reporting/ Wed, 07 Jan 2009 19:21:52 -0800 wiredkiwi
The option to switch off reporting on deactived modules would be much apprecitated. On a multi-iteration project it clouds the view]]>
Totaling the estimated task time in Calendar View https://www.myintervals.com/forum/discussion/400/totaling-the-estimated-task-time-in-calendar-view/ https://www.myintervals.com/forum/discussion/400/totaling-the-estimated-task-time-in-calendar-view/ Thu, 16 Apr 2009 03:28:47 -0700 Roger
I think that it could be even better however if the system could total up all the estimated time for each task displayed on a day and display it next to the date on the Calendar. This would make it extremely easy to see how much work has been booked for a particular date and then allow us to plan better.

Does anyone else think that this would be useful?]]>
Is it possible to invoice two times for past periods? https://www.myintervals.com/forum/discussion/413/is-it-possible-to-invoice-two-times-for-past-periods/ https://www.myintervals.com/forum/discussion/413/is-it-possible-to-invoice-two-times-for-past-periods/ Sun, 03 May 2009 09:12:50 -0700 mplankm "This time frame has already been approved as a timesheet and is not available (please try a different date"
In my business it is quite usual to invoice two or three times for a past period (last month or last two months), if some activities are registered late.
Are there any possibilitiy to be able to invoice the same month for two times? (different activities obviously)
Marco]]>
French invoicing? https://www.myintervals.com/forum/discussion/385/french-invoicing/ https://www.myintervals.com/forum/discussion/385/french-invoicing/ Mon, 16 Mar 2009 18:43:59 -0700 virtualeman
Is any way to convert the invoicing tool in French? Most of my client are French Canadian.
I also found some request about multiple taxes that I suggest too!

Thanks in advance

Emanuel]]>
Can I add people to parts of a project? https://www.myintervals.com/forum/discussion/411/can-i-add-people-to-parts-of-a-project/ https://www.myintervals.com/forum/discussion/411/can-i-add-people-to-parts-of-a-project/ Fri, 01 May 2009 07:37:40 -0700 MondayMorningVA
Can I give access to just a module? Or just one milestone? Or can I upload documents and give certain people permission to view them? The remaining items must be kept from the peoples view.

My goal is to have a training section of the site for our independent contractors.

One further thought - is there a user manual for MyIntervals that I can send to new users? Would be much more convenient than creating a manual for clients and ICs.]]>
Editing Time https://www.myintervals.com/forum/discussion/410/editing-time/ https://www.myintervals.com/forum/discussion/410/editing-time/ Thu, 30 Apr 2009 13:04:48 -0700 JillianK Overdue timesheets https://www.myintervals.com/forum/discussion/407/overdue-timesheets/ https://www.myintervals.com/forum/discussion/407/overdue-timesheets/ Tue, 28 Apr 2009 06:50:23 -0700 JoNairn
Why does Intervals Bulk email for overdue timesheets only send a message if a person has started a timesheet. I am currently having to go into Intervals TIME every Monday morning and check to see if someone hasn't created a timesheet for the prior week and then put 1 hour on their timesheet before sending the overdue notice. I would love to be able to send an overdue notice to those who haven't even started a timesheet for the prior week.]]>
Project notes summary view https://www.myintervals.com/forum/discussion/254/project-notes-summary-view/ https://www.myintervals.com/forum/discussion/254/project-notes-summary-view/ Mon, 04 Aug 2008 06:10:13 -0700 msheldonjr
Not the task-level status, but even say a Note that's called Summary or EOW Status etc that could be used in a report view so that as folks are traveling around they can get a quick glance as to what's on time, and an asynchronous ability to help assure the owner and managers that everything's taken care of.

There's a quick work-around of using the Description field and listing all projects, but that's just a bad kludge. A different Summary report of By Project with the hours billed/estimated, hours added this week, tasks overdue, and a newer text based status update field would be huge, and I think help a lot of folks in keeping an accurate summary of where a project is and not having to read through a dozen task descriptions and notes as well.]]>
Project status and billing https://www.myintervals.com/forum/discussion/398/project-status-and-billing/ https://www.myintervals.com/forum/discussion/398/project-status-and-billing/ Tue, 14 Apr 2009 09:09:13 -0700 vkenward
The high-level explanation is this: we need to track billable and non-billable hours to projects that may be fixed, hourly, or internal. We need to measure performance of our staff based on the hours they spend that are billable vs. non-billable, working within project budgets, etc. We need to know if fixed projects are profitable or not. We need to know where we are in the project process and, to some extent, gage workflow and resource availability.

The biggest obstacle we keep confronting is that the project in Interval has no billing type (fixed, hourly, internal) and no status (design, copy, programming, testing, completed, etc.) We need to be able to run an open project report weekly sorted by status and project manager. Currently, this has to come from Timefox because we cannot store this in Intervals. Then, when it comes to billing, we don't know which projects are completed and ready to bill (we bill work in process for hourly projects but on completion for fixed.) It seems billing in Intervals is on the task level not the project level and that just doesn’t work for us.

One possible solution may be to just have a couple of user-defined fields on the project. We could use one for type and one for status. If we had the ability to report on these user-defined fields, we could get our weekly project status report and we would be close on the billing. (In fact, user-defined fields on all entities would be useful – clients, tasks, etc.)

I'd really like to remove Timefox from our process but I am at a loss for how to do this. I don't want to go back to reviewing PM solutions but we really cannot justify paying for two services.

Thoughts?]]>
Client -- when creating task or adding time https://www.myintervals.com/forum/discussion/394/client-when-creating-task-or-adding-time/ https://www.myintervals.com/forum/discussion/394/client-when-creating-task-or-adding-time/ Fri, 03 Apr 2009 08:59:36 -0700 lredfern
Since we set the client in the project already, and almost every task belongs to a project, why is this option at all, or why is it listed first? I feel like it would be really helpful if Project was listed first, and module/client after that.

Ideally with the way we use it, we would prefer not to have a client selection option at all on tasks or time, and to leave that within projects. But that might not be feasible for every business using Intervals. It would be nice to have the option to turn the client selection option off at the task/time level to personalize.]]>
Infrastructure Improvements Scheduled for this Weekend :: Saturday, April 11th https://www.myintervals.com/forum/discussion/396/infrastructure-improvements-scheduled-for-this-weekend-saturday-april-11th/ https://www.myintervals.com/forum/discussion/396/infrastructure-improvements-scheduled-for-this-weekend-saturday-april-11th/ Wed, 08 Apr 2009 17:07:33 -0700 Michael service interruption of approximately one hour during the maintenance window of 6:00 AM - 9:00 AM (Pacific) | 1:00 PM - 4:00 PM (GMT).

Coming Soon
The infrastructure improvements will allow us to offer more functionality per plan including more active projects across each plan tier, increased document storage, and SSL on the Not So Basic Plan ($50). Stay tuned for an announcement in the next few weeks.]]>
Invoicing in Intervals https://www.myintervals.com/forum/discussion/78/invoicing-in-intervals/ https://www.myintervals.com/forum/discussion/78/invoicing-in-intervals/ Tue, 24 Apr 2007 11:49:15 -0700 Michael
We have received two divergent and equally strong requests:

1. QuickBooks integration for those who rely on QuickBooks
2. Simple invoicing for those that do not want to rely on QuickBooks

We plan to do both. If you feel passionate about this one, we would love to get your thoughts. In the meantime, the Project Activity report is very similar to an invoice and can be exported nicely.

Please feel free to weigh in...

-Michael]]>
HOW TO GET DESCRIPTION TO SHOW IN INVOICES https://www.myintervals.com/forum/discussion/246/how-to-get-description-to-show-in-invoices/ https://www.myintervals.com/forum/discussion/246/how-to-get-description-to-show-in-invoices/ Thu, 10 Jul 2008 06:00:27 -0700 ifyjd2003 Default Work Types https://www.myintervals.com/forum/discussion/392/default-work-types/ https://www.myintervals.com/forum/discussion/392/default-work-types/ Thu, 26 Mar 2009 13:02:32 -0700 JillianK Adding a client https://www.myintervals.com/forum/discussion/390/adding-a-client/ https://www.myintervals.com/forum/discussion/390/adding-a-client/ Thu, 26 Mar 2009 03:06:33 -0700 azavia
It has "name," which seems obvious enough, but then asks for "first name" and "last name." So isn't this redundant, or is "name" supposed to mean "username"?

Is the client emailed when they are added? Are they able to register and get access to the project?]]>
Is Intervals available as instalalble software on my own server? https://www.myintervals.com/forum/discussion/389/is-intervals-available-as-instalalble-software-on-my-own-server/ https://www.myintervals.com/forum/discussion/389/is-intervals-available-as-instalalble-software-on-my-own-server/ Tue, 24 Mar 2009 12:15:01 -0700 Michael IT side of things such as security, backup, server hardening and patching, etc.]]> Tracking non-project related time https://www.myintervals.com/forum/discussion/252/tracking-nonproject-related-time/ https://www.myintervals.com/forum/discussion/252/tracking-nonproject-related-time/ Wed, 30 Jul 2008 09:44:56 -0700 blinkmg
It seems the only way to track time on tasks if for them to be related to a project. Correct? Projects are mandatory when setting up a task? We'd like to track all of our time, including time not related to related to specific projects (though related to a client), and agency time. Also, if there is some site maintenance for a website that we did 3 months ago, do I need to leave that project open in order to add time to it? or leave a project open for a site we just finished in anticipation of 4-5 hours a month or two from now? I'm on the tier with 15 projects here. :)

What about time not directly related to a project? Say time estimating FOR a project. What about agency time? Time updating our own website, writing e-newsletters, blog articles etc. Do those all need their own project?]]>
Click and drag - Move Java Pop-up windows around https://www.myintervals.com/forum/discussion/278/click-and-drag-move-java-popup-windows-around/ https://www.myintervals.com/forum/discussion/278/click-and-drag-move-java-popup-windows-around/ Mon, 13 Oct 2008 12:10:15 -0700 jnhearne Timely timesheets https://www.myintervals.com/forum/discussion/339/timely-timesheets/ https://www.myintervals.com/forum/discussion/339/timely-timesheets/ Thu, 18 Dec 2008 19:44:37 -0800 hvermeulen What triggers the overdue timesheet alert?]]> IM Handle? https://www.myintervals.com/forum/discussion/338/im-handle/ https://www.myintervals.com/forum/discussion/338/im-handle/ Thu, 18 Dec 2008 19:33:05 -0800 hvermeulen Is there any IM facility in the product?
Is the data in IM handle used in any way?]]>
Bulk email https://www.myintervals.com/forum/discussion/344/bulk-email/ https://www.myintervals.com/forum/discussion/344/bulk-email/ Tue, 30 Dec 2008 05:38:36 -0800 JoNairn
Thanks]]>
Re-submit the time sheet option https://www.myintervals.com/forum/discussion/378/resubmit-the-time-sheet-option/ https://www.myintervals.com/forum/discussion/378/resubmit-the-time-sheet-option/ Sun, 01 Mar 2009 21:37:09 -0800 ranjini Intervals - the vision https://www.myintervals.com/forum/discussion/382/intervals-the-vision/ https://www.myintervals.com/forum/discussion/382/intervals-the-vision/ Thu, 05 Mar 2009 15:39:31 -0800 bbruck
So it occurred to me as I was reading the feature requests that I don't have a real good sense of the product's vision - the fundamental purpose that you hope it will serve; in that vein, it seems like folks use the product for a variety of inter-related yet different purposes, and it's hard to optimize it for all of them. The ones I've been noticing are:

o Project management
o Time tracking
o Task management
o Invoicing and billing
o Bug collector
o Trouble ticket system

We, for instance, use the product for project management and time tracking. We use QBooks for invoicing, and really don't need integration. We use individual desktop applications for task management ; we use a home grown "bugzilla" type app as a collector; and SalesForce for our trouble tickets.

I don't think I'd want to use Intervals for anything other than project mgt and time tracking, because each of the apps we use for the others has affordances that Intervals would never really have. Of course, other PM and time tracking systems have more sophisticated affordances, too - but like most small companies we don't need sophisticated PM and TT.

My hope is that you all will continue to build on the project management capabilities Intervals offers - the simplicity and ability to manage multiple people's work in small scale projects while simultaneously quickly and efficiently tracking the time spent against those tasks. So my hope is that you'll strengthen the tasks and milestones featurs - and make it possible to manage more via them (which I really thing most folks do) rather than the "work types" and "modules" focus that many of your screens and reports have; and that you'll implement some simple type of dependencies. This could be a real MS Project Killer.

But I guess I'm also asking - what is YOUR vision?]]>
Newbie: How do I create an estimate (bid) with Intervals? https://www.myintervals.com/forum/discussion/374/newbie-how-do-i-create-an-estimate-bid-with-intervals/ https://www.myintervals.com/forum/discussion/374/newbie-how-do-i-create-an-estimate-bid-with-intervals/ Fri, 20 Feb 2009 07:36:55 -0800 Justin
Thanks!]]>
Task without a project https://www.myintervals.com/forum/discussion/367/task-without-a-project/ https://www.myintervals.com/forum/discussion/367/task-without-a-project/ Fri, 30 Jan 2009 10:51:56 -0800 smaggelet
My first thought is to build a project and de-activate it after the task is complete, but it seems like a lot of work to go through for a ten minute task. I could also keep separate general projects running for each client, but that would bump me into the $100/month plan, when I really don't have more than 10 real active projects at any given time. Any suggestions?

Thanks in advance!]]>
Feature Request: Output Bid https://www.myintervals.com/forum/discussion/376/feature-request-output-bid/ https://www.myintervals.com/forum/discussion/376/feature-request-output-bid/ Mon, 23 Feb 2009 07:59:45 -0800 Justin https://www.myintervals.com/forum/discussion/374/newbie-how-do-i-create-an-estimate-bid-with-intervals/#Item_0

This feature would take the numbers and text in the "estimated work" table, wrap it all in the invoice layout, and output a handsome PDF or e-mail.
- It should replace "invoice" with "estimate" in the output.
- It could take the next invoice #, but still allow any invoices generated for same work to have the same #.

If this feature already exists, please let me know.

Justin]]>
Server Maintenance Scheduled for 2/21 https://www.myintervals.com/forum/discussion/375/server-maintenance-scheduled-for-221/ https://www.myintervals.com/forum/discussion/375/server-maintenance-scheduled-for-221/ Fri, 20 Feb 2009 14:09:52 -0800 Michael February 21st during a two hour maintenance window of 6:00 AM - 8:00 AM (PST) | 2:00 PM - 4:00 PM (GMT). We may encounter a few minutes of down time but hopefully no more than 5-10 minutes.]]> People Section - Jump To: Pull down filter https://www.myintervals.com/forum/discussion/196/people-section-jump-to-pull-down-filter/ https://www.myintervals.com/forum/discussion/196/people-section-jump-to-pull-down-filter/ Thu, 21 Feb 2008 15:55:09 -0800 jnhearne
This would be nice as well as having a "next" or "previous" link to go to the next person.]]>
Intervals strengths / weaknesses? https://www.myintervals.com/forum/discussion/369/intervals-strengths-weaknesses/ https://www.myintervals.com/forum/discussion/369/intervals-strengths-weaknesses/ Wed, 04 Feb 2009 11:36:45 -0800 damieniso We are looking for that 'silver bullet' of studio management. Presently use a mix of Copper, Basecamp, Fasttrack, irregular xls sheets....

Really like the look of Intervals - simple,clean design with good reporting.

Any weaknesses (be honest).

A lot of products we have looked at are moving away from the MS Project / Gantt traditional view of scheduling and resource allocation - looks like Intervals does the same. Does this work okay? What experience do users have? Do they have to supplement with other apps - or is it more of a mental shift?

Thanks, in advance

Damien]]>
Calculate time for Resource by calendar month https://www.myintervals.com/forum/discussion/372/calculate-time-for-resource-by-calendar-month/ https://www.myintervals.com/forum/discussion/372/calculate-time-for-resource-by-calendar-month/ Fri, 06 Feb 2009 14:36:39 -0800 gscottwalker Resource #1 total hrs
Resource #2 total hrs
Resource #3 total hrs
[etc.]
I assume that I need some Filter that allows a Custom Date Range, but the Summary Report gives me dozens of pages of timesheet entries for each of my Resources, and my Accountant would like to be able to print it out. Any way to do so? Thanks ~ Scott]]>
Can I check my Intervals on my PDA? https://www.myintervals.com/forum/discussion/370/can-i-check-my-intervals-on-my-pda/ https://www.myintervals.com/forum/discussion/370/can-i-check-my-intervals-on-my-pda/ Thu, 05 Feb 2009 07:30:48 -0800 ricardo.pravia Calender view by task assignee https://www.myintervals.com/forum/discussion/368/calender-view-by-task-assignee/ https://www.myintervals.com/forum/discussion/368/calender-view-by-task-assignee/ Tue, 03 Feb 2009 16:34:51 -0800 muneez Client listed in email and time sheets? https://www.myintervals.com/forum/discussion/293/client-listed-in-email-and-time-sheets/ https://www.myintervals.com/forum/discussion/293/client-listed-in-email-and-time-sheets/ Mon, 27 Oct 2008 16:41:16 -0700 LauraTDG
The email notification currently looks like this:
_______________________________________________________
Laura,

You have been assigned a new task. Below are the details:

Assigned by: Laura
Task #: 229
Task name: General Financial
Summary:



Project: Laura's Admin Projects
Priority: Low
Due Date: None
View task: http://lalalalala
__________________________

Would it be possible to get a line added in there for Client? Obviously, they can click on the link and get the full information, but having all the details at a glance would be really nice.

The second place is Time Sheets. If an employee accidentally logs their time under an incorrect project (I don't know how, but it seems to happen with fair regularity), I would fix it myself from the Approve Time Sheets page, but if I edit the line on the time sheet, there's no line to indicate which client the project was for. If I click the Project drop down, I get a list of hundreds of projects for dozens of clients, many of which are named generic things like "Logo Design," "Brochure Design," "Business Cards," etc. If we're doing business cards for four different clients, there's no way from that screen to tell which project is which.

One solution is that we could start naming our projects to include the client name, but that seems kind of redundant since we've already assigned that project to a specific client. Can an additional column for Client be added to that screen? I know it's already a little crowded in there, but I love having all that information available in one place.

Thanks!]]>
Maintenance Notice :: New Features Launching this Weekend https://www.myintervals.com/forum/discussion/335/maintenance-notice-new-features-launching-this-weekend/ https://www.myintervals.com/forum/discussion/335/maintenance-notice-new-features-launching-this-weekend/ Thu, 18 Dec 2008 12:28:35 -0800 Michael December 20th during a four hour window of 7:00 AM - 11:00 AM (PST) | 3:00 PM - 7:00 PM (GMT). We do not anticipate any down time but Intervals may be spotty at times during the launch.

Learn more about the new features including screenshots and a feature preview here.]]>
Weekly Time Entry https://www.myintervals.com/forum/discussion/200/weekly-time-entry/ https://www.myintervals.com/forum/discussion/200/weekly-time-entry/ Sat, 01 Mar 2008 08:17:15 -0800 mdronam
I am new to Intervals, started using it recently. I liked this tool very much (after being evaluated a ton). I have few pertinent questions and hoping someone could help me get through them.

1. Is there a way to enter the time for the entire week, than having to enter time one after the other. A good subset of my team works off-line and would want to enter the time for the entire week in a single-go for all customers/projects than being the "One Entry at A Time" approach.

2. Secondly, As my team is off-line, I was wondering is there any "Desktop Integration Tool" available where my team can track data using that tool working off-line, and upload the data to the server (all week's worth of data) in a single-go.

I would greatly appreciate any help.

Good Day Fellas!

-M]]>
automatic task status https://www.myintervals.com/forum/discussion/366/automatic-task-status/ https://www.myintervals.com/forum/discussion/366/automatic-task-status/ Fri, 30 Jan 2009 09:42:56 -0800 yourmanstan
when a staff (manager/resource) comments on a task, it can be automatically set to a replied status
when a client (executive) comments on a task, it can be automatically set to a open status]]>
Nested Milestone or Sub Tasks https://www.myintervals.com/forum/discussion/348/nested-milestone-or-sub-tasks/ https://www.myintervals.com/forum/discussion/348/nested-milestone-or-sub-tasks/ Fri, 02 Jan 2009 10:12:40 -0800 GeorgeT
We are migrating our business to your system and can say we are really liking what we are seeing so far!

The new milestone feature was the feature that got us onboard with Intervals 100%.

We would love to have the following added in a future update to Milestones and Tasks. Two parts of our company develop software and software products that contain features and work to implement the features. We have to number them so they will sort in a fashion we can differentiate the work being done by feature in the main software project. Currently in Intervals we have to set this up like so:

[Main Software Project]:

# Milestone 1: Development Phase (total 130 hours projected)
-- Feature 1.0 (main task of feature 1, 0 hours)
-- Feature 1.1 (sub task of feature 1, 30 hours)
-- Feature 1.2 (sub task of feature 1, 30 hours)
-- Feature 1.3 (sub task of feature 1, 30 hours)
-- Feature 2.0 (main task of feature 2, 0 hours)
-- Feature 1.1 (sub task of feature 1, 20 hours)
-- Feature 1.2 (sub task of feature 1, 20 hours)

# Milestone 2: QA Phase
-- QA Work Effort 1.0
-- QA Work Effort 1.1
-- QA Work Effort 1.2
-- QA Work Effort 1.3
-- QA Work Effort 2.0
-- QA Work Effort 2.1
-- QA Work Effort 2.2
-- QA Work Effort 2.3

(etc...)

As you can see, the features have subtasks that must be done before the main feature can be ready so the whole milestone can be complete to pass to the next phase (Dev-> QA-> Public Beta-> then Release to Market (where the project is then closed)). Also, there is no way for us to quickly find out the time tracked for each feature under the milestone.

What we would love is to have nested milestones or subtasks so we can breakdown the Features to track work behind done on them. This would allow us to use Interval's very nice time tracking to budget time for each feature in our software and track and report, feature by feature, its progress. The idea is that we could 'roll up', track and budget the hours for each feature under the milestone.

We only really need one level of nesting to help organize the sub work under each milestone.

[Main Software Project]:

# Milestone: Software Development Phase (total 130 hours projected)
-- Feature 1 (main task of feature 1, 90 hours budgeted)
---- Subtask 1 (sub task of feature 1, 30 hours)
---- Subtask 2 (sub task of feature 1, 30 hours)
---- Subtask 3 (sub task of feature 1, 30 hours)
-- Feature 2 (main task of feature 2, 40 hours budgeted)
---- Subtask 1 (sub task of feature 2, 20 hours)
---- Subtask 2 (sub task of feature 2, 20 hours)

# Milestone: Software QA Phase ...
-- QA Work Effort 1 ...
---- Subtask 1 ...
---- Subtask 2 ...
---- Subtask 3 ...
-- QA Work Effort 2 ...
---- Subtask 1 ...
---- Subtask 2 ...
---- Subtask 3 ...

We really enjoy Intervals, but going forward this feature would be very very helpful to us in keeping things organized, but also in tracking/reporting on features within a milestone nicely.

~George]]>
Roles by Project https://www.myintervals.com/forum/discussion/365/roles-by-project/ https://www.myintervals.com/forum/discussion/365/roles-by-project/ Thu, 29 Jan 2009 05:40:34 -0800 bbruck
We have two folks who are project managers and one "I like to play" executive-type. They need to have visibility on all projects. However, because of their role, they have complete freedom to make any changes to any project - even ones they are not managing themselves.

Similarly, one of the project managers may have a role in someone else's project where she is NOT the project manager. But to give her any role at all in that second project, she is given complete project manager privs.

IIt would be great if the "role by person" wound up being the DEFAULT role a person had for a new project, but they could be reassigned to a different role for that project in the screen that assigns them to the specific project.]]>
Estimate and report by tasks rather than work types https://www.myintervals.com/forum/discussion/354/estimate-and-report-by-tasks-rather-than-work-types/ https://www.myintervals.com/forum/discussion/354/estimate-and-report-by-tasks-rather-than-work-types/ Tue, 13 Jan 2009 09:41:23 -0800 bbruck
Module 1: Analysis
Task 1.1 Gather data
Task 1.2 Analyze data
Task 1.3 Write report

In this sample project, task 1.1 involves several work types. I account time to Meetings, Admin (logistics), Design (creating a survey tool), etc.

However, I estimate the project based on task - task 1.1 should take about 20 hours to complete. Something like Meetings flows through every one of the tasks, as does Admin.

So now creating an estimate is very tough - I have to create a spreadsheet with tasks x work types, and figure out how much of each task will be meetings v. writing v. admin, then total the meeting time across tasks - because Intervals asks me to estimate the total time spent in meetings, NOT the total time spent in each task.

Worse, much of the reporting is work type oriented rather than task oriented. I want to know my estimated v. actual by task - because that's what the customer wants to know - not work type.

I'm not quite sure what type of projects the software architects had in mind that promoted the importance of work type to the degree it has - and I'm LOVING the tool overall so please take this as constructive suggestion - but it would be very very helpful to have estimates and reporting by task as well as (or in my case instead of) by work type.

Or am I thinking uncldearly and there are better ways to skin my particular cat?]]>
Service is down? https://www.myintervals.com/forum/discussion/362/service-is-down/ https://www.myintervals.com/forum/discussion/362/service-is-down/ Mon, 26 Jan 2009 02:19:15 -0800 jbrey
Seeing this issue I was wondering whether the support of the application is done only by resources in the US or there are resources in other timezones to keep it up and running round the clock. Having customers all over the world would imply something along these lines, otherwise waiting for the sun to rise in the US could mean half a day lost for clients in Europe.

Thanks,
Jose]]>
Monitoring x hours/month support contracts https://www.myintervals.com/forum/discussion/351/monitoring-x-hoursmonth-support-contracts/ https://www.myintervals.com/forum/discussion/351/monitoring-x-hoursmonth-support-contracts/ Sun, 11 Jan 2009 15:01:54 -0800 jamesarobertson
I need a way to monitor the number of hours spent in a given month, against the available hours. or, better yet, a way to alert staff when they are nearing or have exceeded the available hours for the month.

Cheers
James]]>
Overall mental model for using Intervals as a project management software https://www.myintervals.com/forum/discussion/361/overall-mental-model-for-using-intervals-as-a-project-management-software/ https://www.myintervals.com/forum/discussion/361/overall-mental-model-for-using-intervals-as-a-project-management-software/ Sun, 25 Jan 2009 09:03:44 -0800 chrisc
With only about an hour of assessment, Intervals seems to be a well designed interface to a relational database. For example, I would expect to set up a project with phases & tasks and assign resources to them. But what I am experiencing is one form to fill out a project form. Then another place to create tasks. In tasks I can assign them to a project. Then I might go over to milestones to which I can add some tasks that I created elsewhere. Then I can go over to Projects to drill down to see all the stuff that has been associated to it.

Is this "kind of" how Intervals works?

Is there an overall mental model that is useful to have as I try to undertstand how my organization could use this? (35 person consulting firm integrating research, business strategy & design in our client programs)

One final question, do we have to have extremely well defined tasks for Intervals to work for us or can it work at one level up of detail?

Thanks!

Chris]]>
Server Maintenance Scheduled for January 17th https://www.myintervals.com/forum/discussion/357/server-maintenance-scheduled-for-january-17th/ https://www.myintervals.com/forum/discussion/357/server-maintenance-scheduled-for-january-17th/ Thu, 15 Jan 2009 13:59:47 -0800 Michael January 17th during a two hour maintenance window of 5:00 AM - 7:00 AM (PST) | 1:00 PM - 3:00 PM (GMT). We may encounter a few minutes of down time but hopefully no more than 5-10 minutes.]]> Quicker data entry... https://www.myintervals.com/forum/discussion/356/quicker-data-entry/ https://www.myintervals.com/forum/discussion/356/quicker-data-entry/ Tue, 13 Jan 2009 10:13:31 -0800 bbruck
2. When copying a project, have an option for having the same assignees as the source project

3. Allow all estimate info to be entered in one spreadsheet-like screen (est hours and est cost/hour)]]>
Roll up from task to project https://www.myintervals.com/forum/discussion/355/roll-up-from-task-to-project/ https://www.myintervals.com/forum/discussion/355/roll-up-from-task-to-project/ Tue, 13 Jan 2009 09:43:41 -0800 bbruck Fixed Cost Projects https://www.myintervals.com/forum/discussion/181/fixed-cost-projects/ https://www.myintervals.com/forum/discussion/181/fixed-cost-projects/ Mon, 14 Jan 2008 12:54:51 -0800 jharris Can I change the 'from' email for the daily task email? https://www.myintervals.com/forum/discussion/6/can-i-change-the-from-email-for-the-daily-task-email/ https://www.myintervals.com/forum/discussion/6/can-i-change-the-from-email-for-the-daily-task-email/ Mon, 27 Feb 2006 12:31:21 -0800 Michael
We considered adding a 'default from email' for the daily email, but that seems to add complexity that is not needed.]]>
Development Module vs Production Module? https://www.myintervals.com/forum/discussion/349/development-module-vs-production-module/ https://www.myintervals.com/forum/discussion/349/development-module-vs-production-module/ Mon, 05 Jan 2009 08:57:18 -0800 MPH
So we're having a debate over what's the best terminology to use here... Development or Production? Can you give me your definition between these two modules?

I'm leaning towards using 'Production' since that's the most common term used in our industry. I guess I could deactivate Development under the default modules, but that will probably mess up my reports from previous projects. Any advice here?]]>
Invoice by Client https://www.myintervals.com/forum/discussion/310/invoice-by-client/ https://www.myintervals.com/forum/discussion/310/invoice-by-client/ Sun, 09 Nov 2008 12:18:29 -0800 muneez This would really help providers like us working with clients on multiple projects save lot of time.]]> Record and display the "start" and "end" time for each work unit https://www.myintervals.com/forum/discussion/62/record-and-display-the-start-and-end-time-for-each-work-unit/ https://www.myintervals.com/forum/discussion/62/record-and-display-the-start-and-end-time-for-each-work-unit/ Thu, 11 Jan 2007 15:51:06 -0800 Michael
We do not have this requirement at Pelago and only need to track the total amount of time and the day that the work transpired.

I am curious to hear what other Intervals users may need?

In an ideal world would the start and stop time of each work unit be recorded and displayed?]]>
Locale Support | Multiple Currency Support and Date Formatting https://www.myintervals.com/forum/discussion/72/locale-support-multiple-currency-support-and-date-formatting/ https://www.myintervals.com/forum/discussion/72/locale-support-multiple-currency-support-and-date-formatting/ Tue, 20 Mar 2007 10:16:51 -0700 Michael
We typically classify new features and enhancements to Intervals in these terms:

- "working on"
- "planned for development"
- "pondering"

It's kind of like the food pyramid, but different.

These features have been in the "planned for development" camp, but are now moving into the "working on" camp:
1. add in the ability to use currency other than US Dollars
2. customize the date/time format for better international support

Thank you to our International customers for pushing the priority on this one.]]>
Milestones https://www.myintervals.com/forum/discussion/342/milestones/ https://www.myintervals.com/forum/discussion/342/milestones/ Tue, 23 Dec 2008 15:24:05 -0800 kelly edit time entries from summary report https://www.myintervals.com/forum/discussion/346/edit-time-entries-from-summary-report/ https://www.myintervals.com/forum/discussion/346/edit-time-entries-from-summary-report/ Wed, 31 Dec 2008 15:39:47 -0800 franz
Thanks and hope that makes sense.]]>
New Task - Default to current project? https://www.myintervals.com/forum/discussion/343/new-task-default-to-current-project/ https://www.myintervals.com/forum/discussion/343/new-task-default-to-current-project/ Mon, 29 Dec 2008 12:47:42 -0800 iTistic Handling expenses by employees/contractors https://www.myintervals.com/forum/discussion/337/handling-expenses-by-employeescontractors/ https://www.myintervals.com/forum/discussion/337/handling-expenses-by-employeescontractors/ Thu, 18 Dec 2008 19:18:24 -0800 hvermeulen A possible solution : can pretty much work exactly as the timesheet by adding a tab for expenses and specifying date, client, project, expense category, amount, comments instead of the time related items.
I would suggest creating a default expense code table, that can be changed, with the default items airfare, hotel, breakfast, dinner, lunch, rental car, mileage, parking etc.

Then we would also need it included as an csv or in the soon to be Quick Books export.

For us this would be the final piece that is missing in an otherwise great product!]]>
Share Reports https://www.myintervals.com/forum/discussion/336/share-reports/ https://www.myintervals.com/forum/discussion/336/share-reports/ Thu, 18 Dec 2008 14:42:56 -0800 wiredkiwi
It would be great if I could save a report and tick the people I wanted it made available to!]]>
Multi-Currency https://www.myintervals.com/forum/discussion/329/multicurrency/ https://www.myintervals.com/forum/discussion/329/multicurrency/ Mon, 08 Dec 2008 11:44:43 -0800 malcolm.fraser
For example we use US$, EURO, UK Pounds, Australian and New Zealand Dollars. 97% of what we do is off-shore and we are only 12 people ;-)

This functionality could be based on the invoice amount and then apply back to billing rates at the default currency....]]>
Managers able to add modules and clients https://www.myintervals.com/forum/discussion/334/managers-able-to-add-modules-and-clients/ https://www.myintervals.com/forum/discussion/334/managers-able-to-add-modules-and-clients/ Tue, 16 Dec 2008 16:05:20 -0800 wiredkiwi Server Maintenance Scheduled for December 13th https://www.myintervals.com/forum/discussion/331/server-maintenance-scheduled-for-december-13th/ https://www.myintervals.com/forum/discussion/331/server-maintenance-scheduled-for-december-13th/ Thu, 11 Dec 2008 10:50:37 -0800 Michael December 13th during a two hour maintenance window of 6:00 AM - 8:00 AM (PST) | 2:00 PM - 4:00 PM (GMT). We may encounter a few minutes of down time but hopefully no more than 5-10 minutes.]]> Cross linking Payments and Invoices https://www.myintervals.com/forum/discussion/141/cross-linking-payments-and-invoices/ https://www.myintervals.com/forum/discussion/141/cross-linking-payments-and-invoices/ Fri, 26 Oct 2007 15:22:11 -0700 jnhearne
I remembered in an effort to understand "Payments" from Project view on the left, I added some payments as fake. I forgot to delete them and once I had gotten use to "Add a payment" in invoice, I was confused to where the "payment" was coming from.

You probably have a few people who use the "Payments" field already so getting rid of it is not a solution. But Crosslinking the Project "payment" with Invoice's "Add a payment" would be helpful.]]>
XML export https://www.myintervals.com/forum/discussion/333/xml-export/ https://www.myintervals.com/forum/discussion/333/xml-export/ Thu, 11 Dec 2008 15:02:26 -0800 jnhearne File maker Pro? https://www.myintervals.com/forum/discussion/332/file-maker-pro/ https://www.myintervals.com/forum/discussion/332/file-maker-pro/ Thu, 11 Dec 2008 15:00:51 -0800 jnhearne
And then I got to thinking... "Is Intervals File Maker Pro?"

I haven't interacted with FMP in quite a while. But thought I would ask just to put that doubt to bed.

J]]>
Discount Hourly Rates for a Project https://www.myintervals.com/forum/discussion/202/discount-hourly-rates-for-a-project/ https://www.myintervals.com/forum/discussion/202/discount-hourly-rates-for-a-project/ Thu, 06 Mar 2008 10:26:30 -0800 Michael > Estimated Work.

# Profile
* Estimated Work
* Modules
* Team

The right column has the discount functionality:


When applying the discount the rates will be updated and you will have the option to confirm or deny the discount.

Hourly discounts can be useful in a variety of way. We use them for our Maintenance contracts because we give various discounts for purchasing buckets of hours up front. Discounting the rate is easier than setting up a bunch of different default work type and rate combos for each contract.]]>
Adding an Intervals login to your web site https://www.myintervals.com/forum/discussion/330/adding-an-intervals-login-to-your-web-site/ https://www.myintervals.com/forum/discussion/330/adding-an-intervals-login-to-your-web-site/ Tue, 09 Dec 2008 08:30:51 -0800 jreeve

<form method="POST" action="http[s]://[your.intervals.domain]/">
<input type="hidden" name="module" value="people" />
<input type="hidden" name="action" value="loginsubmit" />
Username: <input type="text" name="f_username" value="" /><br />
Password: <input type="password" name="f_password" value="" /><br />
<input type="submit" />
</form>


* If you have a premium or top shelf account, use https://
** Form action should be your domain, i.e. https://pelago.projectaccount.com/

The finished result should look something like this:



Username:
Password:

]]>
task id # / permalink https://www.myintervals.com/forum/discussion/327/task-id--permalink/ https://www.myintervals.com/forum/discussion/327/task-id--permalink/ Fri, 05 Dec 2008 18:54:35 -0800 yourmanstan
i cannot tell you how badly i hate incremented task ids. (example.timetask.com/tasks/view/1/)
just like whenever we create a shopping cart that has incremental order numbers. the client gets their first sale on the site and gets EXTREMELY upset because a customer just got a confirmation email "thank you for your order customer 0000001"

all it does is call attention to the quantity of tasks that you process. if you process a ton of tasks, then clients get worried that you don't have time for them. if you process very few tasks, then they get worried that you are going out of business. either way, they get curious and worried for nothing!

please PLEASE create an option for random ticket/task ids.]]>
estimate tasks instead of work type https://www.myintervals.com/forum/discussion/328/estimate-tasks-instead-of-work-type/ https://www.myintervals.com/forum/discussion/328/estimate-tasks-instead-of-work-type/ Sun, 07 Dec 2008 20:10:03 -0800 yourmanstan
creating an hours estimate based on work type isn't as useful as it would be to estimate tasks. ex: stating that you expect to spend 10 hours on "development services" isn't nearly as informational as showing "creation of widget x - 5 hours", "debugging widget x - 3 hours", "training on widget x - 2 hours".

basically what i would envision is the ability to create tasks from the "estimate time" page for the project. each task created there would have its hours added to the project estimated hours. other tasks created for the project would not be added to the estimated time because they are out of the original scope.

the benefits of this would be 3 fold
1) you would now have what amounts to a project estimate feature.
2) clients would have much more personalized estimates
3) doesn't make you appear to be going over budget. if you have "custom development 10 hours" estimated, and it goes to 15 hours from additional work outside the original scope...client might not be happy to see this. However, if client sees all the bidded tasks under budget, and the only reason they are over budget is because of their additional task requests...then the will iikely be much more understanding of the overage.]]>
Server Maintenance Scheduled for December 3rd https://www.myintervals.com/forum/discussion/324/server-maintenance-scheduled-for-december-3rd/ https://www.myintervals.com/forum/discussion/324/server-maintenance-scheduled-for-december-3rd/ Tue, 02 Dec 2008 12:07:48 -0800 Michael December 3rd during a four hour maintenance window of 8:00 PM - 12:00 AM (PST) | 4:00 AM - 8:00 AM (GMT). We do anticipate a few minutes of down time but hopefully no more than 10 - 15 minutes.]]> Continue - HELP - Here is the work flow that I want / problems that I've encountered https://www.myintervals.com/forum/discussion/322/continue-help-here-is-the-work-flow-that-i-want-problems-that-ive-encountered/ https://www.myintervals.com/forum/discussion/322/continue-help-here-is-the-work-flow-that-i-want-problems-that-ive-encountered/ Wed, 19 Nov 2008 07:18:03 -0800 Craigburleigh HELP - Here is the work flow that I want / problems that I've encountered

So I try to set the task up from the other angle -
First I select my Client from the drop down list - now I cannot select a Project or Module - both give 'Choose a ...' but nothing in the lists - so that's not working - so I setup the task without a Client - with Choose a Client selected.

Now I go to the tasks area and I'm going to enter time for the first shoot - the 'Add time' dialog comes up with Shooting as the Project and Real Estate as the Module and I can select the Worktype from the dropdown, but I don't get a Client drop down - it just says 'No Client' - I would really like to be able to select a Client from a dropdown here.]]>
Financial Overview https://www.myintervals.com/forum/discussion/323/financial-overview/ https://www.myintervals.com/forum/discussion/323/financial-overview/ Tue, 02 Dec 2008 05:49:41 -0800 muneez What are Milestones? https://www.myintervals.com/forum/discussion/314/what-are-milestones/ https://www.myintervals.com/forum/discussion/314/what-are-milestones/ Thu, 13 Nov 2008 09:42:17 -0800 kelly Thanks,
Kelly and the Hinmon Agency team]]>
Client Departments/Areas https://www.myintervals.com/forum/discussion/319/client-departmentsareas/ https://www.myintervals.com/forum/discussion/319/client-departmentsareas/ Mon, 17 Nov 2008 14:19:14 -0800 baronnoraz
I have a large client that has several internal departments, Accounting, Sales and Marketing, etc. They want to be able to know how much time we spend working on projects for each individual department. Conceptually, I think of this as...

Client | Department | Project | Module | Work Task

Of course Intervals doesn't have (appears to not have) the "Department" concept. My initial thought was to either roll up the department information into the Client and lose the ability to report across all of the client's projects or push down the department into the Project, effectively making Modules projects...

Client 1 [Accounting] | Project... | Module... | Work Task...
Client 1 [Sales and Marketing] | Project... | Module... | Work Task...

or

Client 1 | [Accounting] | Project/Module... | Work Task...
Client 1 | [Sales and Marketing] | Project/Module... | Work Task...

Maybe there are more sophisticated reporting mechanisms that I'm not aware of, but I was thinking that you could roll up totals by Client, Project, Module at the very least. Any info would be greatly appreciated.]]>
HELP - Here is the work flow that I want / problems that I've encountered https://www.myintervals.com/forum/discussion/297/help-here-is-the-work-flow-that-i-want-problems-that-ive-encountered/ https://www.myintervals.com/forum/discussion/297/help-here-is-the-work-flow-that-i-want-problems-that-ive-encountered/ Thu, 30 Oct 2008 13:18:07 -0700 Craigburleigh
Working with Projects, Modules, work types, tasks and clients - some questions -

I am a photographer and I wish to have all of my work based under 4 projects -
shooting, pre/post production, office/misc, and marketing (so each tracks total time in each project)

then I wish to have various modules linked to each type of project and then a work type linked to the module and finally a client linked to the individual task - eg

project = pre/post production module = weddings work type = Album Design Client = Joe Bloe Task = Do this Other data such as start time / end time etc

an example of what I want -
project = shooting
modules = portraits, events, corporate, and various other categories
Work types = shooting
Client = Any that I have in my data base
Task = Amy's pre-event portrait

project = pre/post production
modules = portraits, events, corporate, and various other categories
Work types = image editing, album design, album output - and so on ad infinitum
Client = Any that I have in my data base
Task = Edit Amy's pre-event portrait

project = marketing
modules = portraits, events, corporate, and various other categories
Work types = ad design, meetings, etc
Client = Any that I have in my data base
Task = Market to Amy for her wedding

project = office
modules = portraits, events, corporate, and various other categories
Work types = financial management, materials ordering, equipment research, info tech management, etc
Client = Probably myself but could be any that I have in my data base
Task = Billing for Amy's job

So here is my problem -

I go to setup a new task
I select the Project as Pre / Post Production
I go to Module and select 'Wedding'
Now I wish to add a work type of 'Album Design' - WOOPS! - NO WORK TASKS ARE AVAILABLE WHEN CREATING A NEW TASK - this eliminates a whole area of functionality
Now I wish to link a client to this - I select a client from my drop down list and then - WOOPS! - NOW IT'S REMOVED MY PROJECT AND MODULE - AND NONE ARE AVAILABLE IN THE DROP DOWN MENUS

HELP - I'm in a death spiral - how can this be solved - any pointers appreciated!!

Thanks in advance. Craig.]]>
Permissions for Project documents https://www.myintervals.com/forum/discussion/318/permissions-for-project-documents/ https://www.myintervals.com/forum/discussion/318/permissions-for-project-documents/ Mon, 17 Nov 2008 13:07:52 -0800 mholtzman We would like to set permissions such that only PMs and maybe Clients could see documents in the contract bucket.
Everyone associated with the Project can see documents in the development bocket.

Is this possible, feature on the road map?]]>
Manual/Edit Indicator for Time https://www.myintervals.com/forum/discussion/321/manualedit-indicator-for-time/ https://www.myintervals.com/forum/discussion/321/manualedit-indicator-for-time/ Tue, 18 Nov 2008 18:34:04 -0800 jnhearne Rapid entry of tasks https://www.myintervals.com/forum/discussion/320/rapid-entry-of-tasks/ https://www.myintervals.com/forum/discussion/320/rapid-entry-of-tasks/ Tue, 18 Nov 2008 06:42:36 -0800 mholtzman As the first step in quoting out a new projects (after gathering customer requirements) is to organize all high-level tasks for the project and assign time estimates to them. I would then like to print out this task list and attach it to our proposal as an appendix.

While doing the estimates it would be great if we could enter the tasks faster, all through the keyboard. We could select the client and project this "task set" was for, so those fields could get populated automatically so then it would really be task title, time estimate, description that would need to be entered by the user.

As a must - the enter key would have to submit the form so it could all be done via keyboard.]]>
What are the user levels and what can they see? https://www.myintervals.com/forum/discussion/94/what-are-the-user-levels-and-what-can-they-see/ https://www.myintervals.com/forum/discussion/94/what-are-the-user-levels-and-what-can-they-see/ Sat, 14 Jul 2007 13:14:06 -0700 Michael
Administrators
Administrators are the only user level not limited by project level permissions and can see and do everything. They can change the site settings, create users, create projects, edit time, and approve time. Administrator level users are the only users that can approve timesheets. This is done primary because Intervals features project level permissions so you could run into a scenario where a manager level user does not have access to the same projects that are assigned to a resource so they would only have a partial view of what the person is working on. Since administrator level users see all projects and are not limited by the project permissions any administrator level user can approve time.

Managers
Managers can see all budgetary information related to the projects that they have been granted access to. They cannot create new users or new projects and they can only run reports on the projects that they are a part of. They do not see site settings.

Resources
Resources do not see any budget or financial information. They can only see their timesheet and have limited reporting. They can see all tasks for the projects they have access to. In the projects section they only see project notes and documents.

Update: Restricted Resource Preference
If you create or edit a resource level user there is an option to:

Restrict task access? yes / no

If set to yes the user will only be able to view tasks which they own or are assigned. They will not be able to edit or create milestones. Also, they cannot view documents from tasks they do not own or are not the assignee. They can access project documents and project notes. This preference is a way to further restrict a resource to only see what they are assigned.

Executives
Executives can be used to make your client or a hi level reviewer a part of the process. Executive users only see the projects that they have been granted access. Executive users can submit work requests and have a few limited reports and cannot see who has done the work or any comments that are made on tasks unless "allow executive users to view this comment" has been selected on the individual task comment. In essence you can have comments for your team that executives cannot see and then executive specific comments on the same task. They see a high level view of the task that includes the summary, due date, project, module, milestone, etc. You might want to create a generic executive user and log in as them to see what they can do.

Update: Executive Users Granular Controls
Executive users have been modified to give greater control over what they see. When creating or editing an executive user the following options are present:

Allow commenting on tasks & milestones - yes / no
- if set to yes the user will have the ability to add comments to milestones and tasks

Allow to view time - yes / no
- if set to no the user will not see time on tasks, milestones, projects, and does not have the report link in the navigation since all of the reports are time centric

Allow to view financials - yes / no
- if set to no the user will not see any financial information on reports or within projects and includes project fees, payments, and the financial value of work. If you flat bid on your projects this is a good preference to set to no.

Allow to view invoices - yes / no
- if set to no the user does not see the invoices tab in the navigation or the invoices link within projects

For each of these user types you can setup your team however you like. At Pelago we are primarily Administrators and Resources and we create Executive users for our clients on a case-by-case basis.]]>
Show Task Start Dates? https://www.myintervals.com/forum/discussion/292/show-task-start-dates/ https://www.myintervals.com/forum/discussion/292/show-task-start-dates/ Mon, 27 Oct 2008 10:52:48 -0700 LauraTDG Add to Tasks View - "My Tasks List" https://www.myintervals.com/forum/discussion/316/add-to-tasks-view-my-tasks-list/ https://www.myintervals.com/forum/discussion/316/add-to-tasks-view-my-tasks-list/ Mon, 17 Nov 2008 10:23:27 -0800 jnhearne
This is where "My Task List" comes in. If it is a task that you intend on using alot, but it belongs to a whole group, then having a personalized page that is unique to each "My Account" would be helpful in the Task Tab view. It could easily be added to the Contextual menu - "Add to My Tasks","Delete from my Tasks".

I submitted this as a feature request on our timetask page.]]>
how do I set up my clients to login https://www.myintervals.com/forum/discussion/315/how-do-i-set-up-my-clients-to-login/ https://www.myintervals.com/forum/discussion/315/how-do-i-set-up-my-clients-to-login/ Thu, 13 Nov 2008 12:46:54 -0800 billthomas Can you do Flat Rate projects without using timers? https://www.myintervals.com/forum/discussion/313/can-you-do-flat-rate-projects-without-using-timers/ https://www.myintervals.com/forum/discussion/313/can-you-do-flat-rate-projects-without-using-timers/ Tue, 11 Nov 2008 14:28:21 -0800 dsmith Enter time against task, not users https://www.myintervals.com/forum/discussion/312/enter-time-against-task-not-users/ https://www.myintervals.com/forum/discussion/312/enter-time-against-task-not-users/ Tue, 11 Nov 2008 11:44:42 -0800 jbrey
We are currently having a discussion on how to go about some tasks that aren't based on effort but on duration. Let's say a meeting. When we create the task in timetask, we estimate 1 hour (duration of the task) and assign the task to X number of attendees.

In that situation, the task is 1 hour but after each of the attendees adding their time, there's a deviation on the actual hours (estimated time ==> 1 hour vs actual time ==> X attendees * 1 hour).

We seem to miss a field that states the duration of the task, regardless of how many hours are billed against it (based on number of resources assigned to the task).

Are we missing anything here? Is there any other way to register duration of the task vs how many hours of work per resource assigned to the task?

Thank you all for taking the time to read this,

Jose Brey]]>
client access https://www.myintervals.com/forum/discussion/309/client-access/ https://www.myintervals.com/forum/discussion/309/client-access/ Sat, 08 Nov 2008 16:14:23 -0800 bizone Iframe for external sites https://www.myintervals.com/forum/discussion/308/iframe-for-external-sites/ https://www.myintervals.com/forum/discussion/308/iframe-for-external-sites/ Thu, 06 Nov 2008 17:44:39 -0800 bizone
I found that to be quite useful -- that coupled wtih your current structure is of tremendous value to us web development shops.]]>
How do I quickly run a report for the life of a single project? https://www.myintervals.com/forum/discussion/307/how-do-i-quickly-run-a-report-for-the-life-of-a-single-project/ https://www.myintervals.com/forum/discussion/307/how-do-i-quickly-run-a-report-for-the-life-of-a-single-project/ Tue, 04 Nov 2008 14:17:39 -0800 Michael
  • Click on Reports
  • Select the type of report
  • Blank out the start and end dates (this is like saying "all" dates)
  • Choose the project
  • Click Filter


  • A much quicker way to do the same thing:

    1. Click on Projects
    2. Find the project you would like to run the report for and click on the dashboard icon (Dashboard Icon)
    3. Scroll to the bottom of the dashboard and click on the report name to run the report


    Here is a screen shot:
    Project Dashboard
    If you need to run several different reports for the same project this can be much quicker.]]>
    Check tasks for particular dates https://www.myintervals.com/forum/discussion/303/check-tasks-for-particular-dates/ https://www.myintervals.com/forum/discussion/303/check-tasks-for-particular-dates/ Sun, 02 Nov 2008 11:32:40 -0800 Zee Private Tasks for Admin only https://www.myintervals.com/forum/discussion/304/private-tasks-for-admin-only/ https://www.myintervals.com/forum/discussion/304/private-tasks-for-admin-only/ Sun, 02 Nov 2008 18:44:33 -0800 yorktown48
    This is bad in this particular case:

    ex: Superuser (company owner of a plumbing firm) types task for Himself only.

    "Place ad in Help Wanted - Find replacement to Joe the Plumber"

    This is not good if the firms other managers can see this. Now they know that Joe the Plumber will be fired.]]>
    is there no way to have just 1 url for todays tasks? https://www.myintervals.com/forum/discussion/305/is-there-no-way-to-have-just-1-url-for-todays-tasks/ https://www.myintervals.com/forum/discussion/305/is-there-no-way-to-have-just-1-url-for-todays-tasks/ Tue, 04 Nov 2008 05:45:55 -0800 Zee
    Heck, maybe there's a way to already do this and i'm being dumb. Please let me know either way...thank you.]]>
    Worktypes and Modules https://www.myintervals.com/forum/discussion/306/worktypes-and-modules/ https://www.myintervals.com/forum/discussion/306/worktypes-and-modules/ Tue, 04 Nov 2008 09:26:00 -0800 tammyhart Referral Program / Affiliate Program https://www.myintervals.com/forum/discussion/236/referral-program-affiliate-program/ https://www.myintervals.com/forum/discussion/236/referral-program-affiliate-program/ Tue, 03 Jun 2008 17:23:29 -0700 Michael
    We could add a Referral Program link within all Intervals accounts and provide the creative materials and customize links so that you get credit for new sign-ups. We could even show statistics on your referrals directly within this section. Would that be invasive and annoying or would that be ideal?

    If a referral program interests you at all, it would be great to hear your ideas on the best way to set it up.

    Thanks in advance for your thoughts - Michael]]>
    where do I find the Intervals roadmap? https://www.myintervals.com/forum/discussion/174/where-do-i-find-the-intervals-roadmap/ https://www.myintervals.com/forum/discussion/174/where-do-i-find-the-intervals-roadmap/ Thu, 13 Dec 2007 06:23:22 -0800 mlandis Where do I find a roadmap of future development?
    Thanks,
    Matt]]>
    Change date on Multiple Tasks https://www.myintervals.com/forum/discussion/300/change-date-on-multiple-tasks/ https://www.myintervals.com/forum/discussion/300/change-date-on-multiple-tasks/ Fri, 31 Oct 2008 15:04:11 -0700 Zee Foreign Currencies at the Project Level? https://www.myintervals.com/forum/discussion/85/foreign-currencies-at-the-project-level/ https://www.myintervals.com/forum/discussion/85/foreign-currencies-at-the-project-level/ Fri, 01 Jun 2007 10:00:31 -0700 Michael
    The request we received is to allow currency support at the project level. Say for example:
    1. you have an Intervals account in the UK
    2. you have customers in the US
    3. you could add expenses and track billable time in Dollars for that project, even though your Intervals account is set for Pounds by default

    I can see where this would add value, but my fear is adding the complexity needed to support it.

    I am curious to get feedback from others on this?]]>
    Why have multiple running timers if I can't physically do more than one thing at a time? https://www.myintervals.com/forum/discussion/205/why-have-multiple-running-timers-if-i-cant-physically-do-more-than-one-thing-at-a-time/ https://www.myintervals.com/forum/discussion/205/why-have-multiple-running-timers-if-i-cant-physically-do-more-than-one-thing-at-a-time/ Fri, 07 Mar 2008 11:48:11 -0800 jreeve
    For example, I might start a sync script running and want to know how long it ran. While it's running, i'll knock out a few other tasks. I need to run a timer for each of those tasks, in addition to the timer already tracking the sync script.

    In our digital age, we are accustomed to automated tasks that do parts of our job for us. Allowing multiple simultaneous timers enables us to track each of these side tasks.]]>
    What is the typical Task Lifecycle? https://www.myintervals.com/forum/discussion/97/what-is-the-typical-task-lifecycle/ https://www.myintervals.com/forum/discussion/97/what-is-the-typical-task-lifecycle/ Fri, 20 Jul 2007 09:09:26 -0700 Michael Pelago and what our Task Lifecycle looks like. With Intervals you can bend it to match your process, but here is how we work:

    1. Task Creation
    When a task is created it is set to Open. The assignee will receive an email with the task summary, due date, etc.

    2. Task Completion or Clarification
    When the assignee has completed the task they set it to Verify & Close (this emails the owner letting them know the task is ready to be closed). If they are unable to complete it, they set it to Needs Assistance (which also emails the owner letting them know the task needs some help to keep it moving)

    3. Task Closed or Opened
    The owner of the task then views it and can set the task to Closed if they feel it has successfully been completed or Open with comments and further instructions. It is not uncommon to have a task go back and forth like this for a while before it gets Closed.

    If the task requires customer approval before closing it, we will use the "Send email message" option on the task and notify our customer that we need their review and approval. If a task needs customer approval we set it to Review with Client. This tells us that there is nothing further we can do until we receive feedback. Once we get the blessing from our client we go in and set it to Closed.

    There are a variety of ways to tune the task flow to match your process, but that is how we do it. Some Intervals customers change the assignee of the task back and forth while keeping the status Open. We like to keep the owner to assignee relationship and manage tasks based on their status.]]>
    Stringing along programs? https://www.myintervals.com/forum/discussion/179/stringing-along-programs/ https://www.myintervals.com/forum/discussion/179/stringing-along-programs/ Thu, 10 Jan 2008 10:26:18 -0800 jreeve
    Rather than string along several programs — and trying to aggregate the data from each one using a strand of APIs — we decided to build Intervals as a comprehensive solution. We know we are not the only ones who have struggled with the fragmented solutions available online. Our hope is that your small business will identify with our struggles and find your problems answered using Intervals.

    Do you have a story you'd like to share? Share it here...]]>
    Subtract Time? https://www.myintervals.com/forum/discussion/274/subtract-time/ https://www.myintervals.com/forum/discussion/274/subtract-time/ Wed, 01 Oct 2008 16:51:42 -0700 MPH Help - some task timing not showing up in Home snapshot https://www.myintervals.com/forum/discussion/291/help-some-task-timing-not-showing-up-in-home-snapshot/ https://www.myintervals.com/forum/discussion/291/help-some-task-timing-not-showing-up-in-home-snapshot/ Mon, 27 Oct 2008 07:16:24 -0700 Craigburleigh Any ideas, help appreciated.]]> Adding images to comments inline - using the img tag https://www.myintervals.com/forum/discussion/290/adding-images-to-comments-inline-using-the-img-tag/ https://www.myintervals.com/forum/discussion/290/adding-images-to-comments-inline-using-the-img-tag/ Fri, 24 Oct 2008 14:37:02 -0700 Michael
    For example:




    It is a little bit hidden but we have had a lot of fun with our comments after allowing the img tag. It seems like every 10th task update has a lolcat picture in it.

    ]]>
    Resource forecasting? https://www.myintervals.com/forum/discussion/289/resource-forecasting/ https://www.myintervals.com/forum/discussion/289/resource-forecasting/ Fri, 24 Oct 2008 13:45:59 -0700 khuxley
    I'm project manager for a small web team of 4. We're using Intervals to coordinate our developer resources on 22 different projects over the next 3 months. We're hoping to use Intervals to forecast resource usage within our department.

    Is there a way to set up Intervals to have a cap on weekly hours per developer? Is it possible to view the percentage of remaining available resources per developer after entering estimated time usage per task within a project?

    Thanks in advance for any help.

    Cheers,

    Ken]]>
    Quickly view a task by task number https://www.myintervals.com/forum/discussion/287/quickly-view-a-task-by-task-number/ https://www.myintervals.com/forum/discussion/287/quickly-view-a-task-by-task-number/ Thu, 23 Oct 2008 11:17:21 -0700 Michael
    For example, if you want to look at task 182 you can type https://{domain}.projectaccount.com/182/]]>
    Overpayment and Prepayment https://www.myintervals.com/forum/discussion/285/overpayment-and-prepayment/ https://www.myintervals.com/forum/discussion/285/overpayment-and-prepayment/ Mon, 20 Oct 2008 12:32:52 -0700 cyberscribe
    I have a couple of clients who routinely make payments larger than their invoice, wanting us to apply the overpayment as credit to their account, but I don't see a way to track overpayment/prepayment (i.e. project credit) at the client or project level within Intervals. What's the best way to handle this situation?]]>
    How to get back to tasks from old invoices https://www.myintervals.com/forum/discussion/283/how-to-get-back-to-tasks-from-old-invoices/ https://www.myintervals.com/forum/discussion/283/how-to-get-back-to-tasks-from-old-invoices/ Sun, 19 Oct 2008 10:57:39 -0700 zomarc
    Surely you must be able to do this?]]>
    Annual Billing https://www.myintervals.com/forum/discussion/281/annual-billing/ https://www.myintervals.com/forum/discussion/281/annual-billing/ Fri, 17 Oct 2008 15:06:23 -0700 yorktown48 Security levels and granting access https://www.myintervals.com/forum/discussion/279/security-levels-and-granting-access/ https://www.myintervals.com/forum/discussion/279/security-levels-and-granting-access/ Wed, 15 Oct 2008 14:06:39 -0700 psartor Making CSV Data Exports with UTF-8 More Excel Friendly https://www.myintervals.com/forum/discussion/280/making-csv-data-exports-with-utf8-more-excel-friendly/ https://www.myintervals.com/forum/discussion/280/making-csv-data-exports-with-utf8-more-excel-friendly/ Wed, 15 Oct 2008 14:51:05 -0700 cameron UTF-8. UTF-8, a subset of Unicode, is a method of encoding data that essentially treats the data as "region-neutral." This gives Intervals truly international support.However, some Intervals users recently ran into trouble when attempting to export data into Microsoft products. Specifically, MS Excel has trouble opening CSV files encoded in UTF8. Characters outside the range of ASCII characters get garbled into nonsense. Excel does have support for Unicode, it's spotty. Here are some of the issues we encountered when trying to make CSV output more friendly to MS Excel:
    1. To get Unicode to display properly in Office (including Excel), UTF-8 has to be converted to UTF-16LE (little endian).

    2. Once the output is converted to UTF-16LE, Excel doesn't pay attention to the column definitions. To get around this, you have to use the tab ("\t") as the value separator rather than a comma, effectively changing the CSV file into a TSV file.

    3. Using TSV format, the columns are lined up correctly, but multi-line content within a single cell isn't regarded, and the content flows across multiple rows in Excel. There are many places within Intervals where the CSV output displays multi-line content within a single cell (an example of this is the Task List, where task history is dislayed within the row for each task). There doesn't seem to be a solution for this.
    Internally, we've discussed a few options for dealing with this issue, though none of them appear to be ideal. On one hand, we'd like to avoid changing the integrity of our CSV output just because Excel is unable to support UTF-8; on the other hand, we realize that most people who export data do so with the intention of viewing the data within Excel. I invite you to discuss the following options and let us know which is most appealing to you and your company:
    1. Handle data exports the way Google does: provide both a UTF8 and UTF16LE (Google calls it "CSV" and "CSV for Excel") download option.

    2. Modify our CSV output to be more compatible with MS Excel. In otherwords, change the encoding on our CSV output to UTF-16LE, change the CSV to TSV, and change the exports themselves so that all multi-line content is either made inline or is eliminated altogether.

    3. Forgo Excel and preserve the integrity of the data.

    4. Upgrade to a third-party Excel library and start outputting data as XLS files (rather than CSV files).
    In the interim, if your data contains multi-byte characters and you're having trouble exporting it into Excel as CSV, we recommend trying a spreadsheet application with full Unicode support like Calc from OpenOffice. OpenOffice is a free office suite with solid reliability, an excellent reputation, and a feature set to strongly rival MS Office.]]>
    Billable vs Non Billabe / Overbudget time https://www.myintervals.com/forum/discussion/277/billable-vs-non-billabe-overbudget-time/ https://www.myintervals.com/forum/discussion/277/billable-vs-non-billabe-overbudget-time/ Fri, 03 Oct 2008 10:23:09 -0700 jim@oxclove.com Exclude Filters https://www.myintervals.com/forum/discussion/276/exclude-filters/ https://www.myintervals.com/forum/discussion/276/exclude-filters/ Fri, 03 Oct 2008 06:49:46 -0700 Maurice exclude tasks? In other words, if I want to see all severities except Low, I'd like to be able to exclude Low severity tasks through the filter pulldowns.

    If there's a way to do this now, I'd be interested to hear it.]]>
    Apply & keep timer https://www.myintervals.com/forum/discussion/275/apply-keep-timer/ https://www.myintervals.com/forum/discussion/275/apply-keep-timer/ Thu, 02 Oct 2008 00:50:40 -0700 andrew Enter Key and Escape Key https://www.myintervals.com/forum/discussion/272/enter-key-and-escape-key/ https://www.myintervals.com/forum/discussion/272/enter-key-and-escape-key/ Tue, 30 Sep 2008 15:57:46 -0700 jnhearne
    Using the enter/esc key to submit/cancel forms. I find I automatically always type something into a "text field" and my pinky hits "enter" when field is complete. I'm always disappointed when nothing happens. Isn't it possible to have every one of the text fields active for keyboard recognition? Such as correcting time on the Time Sheet, all fields across the row would respond to Enter or Escape. Applying timers, again all fields in the Javapop-up respond to Enter or Escape (in this case Escape would close the window).]]>
    intervals as Mother Page with HyperTabs https://www.myintervals.com/forum/discussion/273/intervals-as-mother-page-with-hypertabs/ https://www.myintervals.com/forum/discussion/273/intervals-as-mother-page-with-hypertabs/ Wed, 01 Oct 2008 12:48:43 -0700 jnhearne
    So here is my dilemma, I have Four Different Web tools. Some people probably have more or less. What I would love to do is set Intervals as my main Mother Page. (Start my morning there Everyday.) I also need to check in with my other services to find out where my day is headed. Sure it's easy to set bookmarks and open them across browser tabs. But that requires a little IT managment on every machine we have (in order to set all the bookmarks for the worker's ease of getting around without having to coach him or her).

    I would like to be able to set Tabs across the top of Intervals that open our other None Intervals related tools in an iFrame below. Our address bar could still read bizness.timetask.com/? But the new URL will just open below the tabs.

    Example:




    1. Administrators would have the ability to populate a number of tabs with the essential tools that the company usually accesses.


    2. The Tabs would be visible according to access level.


    3. Balloon pop-ups would give brief descriptions


    4. The Tabs could shrink with amount created and have balloon pop-ups reveal the URL


    5. The Tabs would always be visible and iFrame would reveal the site below.




    Any person that needs to work with your company will always have at their access the tools you need them to access with out have to take phone calls asking "Now what was the site address again?" This also gives the impression of a seamless effective business - even if you are not...]]>
    Routine Server Maintenance Scheduled for September 27th https://www.myintervals.com/forum/discussion/270/routine-server-maintenance-scheduled-for-september-27th/ https://www.myintervals.com/forum/discussion/270/routine-server-maintenance-scheduled-for-september-27th/ Fri, 26 Sep 2008 08:41:53 -0700 Michael The two hour window to perform the maintenance is between 7:00 PM - 9:00 PM (Pacific) | 2:00 AM - 4:00 AM (GMT). We do anticipate a few minutes of down time while the maintenance is performed.

    ## Update ##
    The maintenance was originally scheduled for September 26th, but it was moved to the 27th.]]>
    Biz Help & Intervals Reference https://www.myintervals.com/forum/discussion/267/biz-help-intervals-reference/ https://www.myintervals.com/forum/discussion/267/biz-help-intervals-reference/ Wed, 24 Sep 2008 12:30:47 -0700 mvonderlinn
    I think this post is compliant, but if I'm breaking the rules, please let me know and I'll remove. Thanks,

    Mark V.
    Vonderland Studios
    Mark@Vonderland.com
    602-315-1644
    www.Vonderland.com]]>
    Server Maintenance :: September 22nd - 7:00 PM (Pacific) https://www.myintervals.com/forum/discussion/266/server-maintenance-september-22nd-700-pm-pacific/ https://www.myintervals.com/forum/discussion/266/server-maintenance-september-22nd-700-pm-pacific/ Mon, 22 Sep 2008 11:12:11 -0700 Michael
    We apologize for the inconvenience and will send an "all clear" email to all Intervals account owners after the maintenance is complete.]]>
    Group Calendar & individual calendar? https://www.myintervals.com/forum/discussion/151/group-calendar-individual-calendar/ https://www.myintervals.com/forum/discussion/151/group-calendar-individual-calendar/ Thu, 08 Nov 2007 15:48:23 -0800 cr8tivsolutions I added a new user but I can't assign them a task. What happened? https://www.myintervals.com/forum/discussion/263/i-added-a-new-user-but-i-cant-assign-them-a-task-what-happened/ https://www.myintervals.com/forum/discussion/263/i-added-a-new-user-but-i-cant-assign-them-a-task-what-happened/ Mon, 15 Sep 2008 08:32:36 -0700 Michael stupid questions ? https://www.myintervals.com/forum/discussion/262/stupid-questions-/ https://www.myintervals.com/forum/discussion/262/stupid-questions-/ Thu, 11 Sep 2008 20:04:16 -0700 ipozin
    New to Intervals, and have some questions - most likely a stupid one, but why not : )

    1. When entering the project budget - is this what we SOLD the project at to the client or is this the budget for OUR COST of completing the project?

    2. Leading from question one, is there a way to enter hourly rates for my resources?

    3. If we bill flat rates for our projects to our clients, but only use HOURS on tasks to plan the project (schedule, resources, priorities, etc.) is there any use to putting in an hourly rate for each module? or even further the budget?

    4. any way to carry over tasks from one project to the next? most of our 80+ projects have the same tasks...


    Thanks for your help everyone! I guess I'm just a bit confused on budgeting here... we're not planning on using Intervals for billing, or dont even want to have clients in here - simply for internal task/resource management and tracking.]]>
    Do customers complain that you're penny pinching? How much detail on that invoice? https://www.myintervals.com/forum/discussion/260/do-customers-complain-that-youre-penny-pinching-how-much-detail-on-that-invoice/ https://www.myintervals.com/forum/discussion/260/do-customers-complain-that-youre-penny-pinching-how-much-detail-on-that-invoice/ Wed, 03 Sep 2008 15:38:31 -0700 bee The bottom line (pardon the pun) is that the customer needs to perceive the work as having a value. Somehow, back when the Internet was cooling, there was formed a general opinion that website design, development, revisions, copywriting, optimization, etc. can be done for CHEAP by anyone who has a computer. How do we gently inform the general public that professional work comes with professional prices. Professional and fair to both parties.]]> Archives, storage, reports and other concerns https://www.myintervals.com/forum/discussion/261/archives-storage-reports-and-other-concerns/ https://www.myintervals.com/forum/discussion/261/archives-storage-reports-and-other-concerns/ Wed, 03 Sep 2008 15:42:56 -0700 bee Thanks!]]> Entering projects that have already been started https://www.myintervals.com/forum/discussion/251/entering-projects-that-have-already-been-started/ https://www.myintervals.com/forum/discussion/251/entering-projects-that-have-already-been-started/ Mon, 21 Jul 2008 16:47:48 -0700 lisa@GFNW
    I am trying to set up our clients on myintervals.com
    I understand the process but am having a hard time wrapping my mind around how to set up billing for projects already started.

    Are there any threads explaining this?

    Thanks]]>
    break it down report preview email format not kept when emails go out https://www.myintervals.com/forum/discussion/243/break-it-down-report-preview-email-format-not-kept-when-emails-go-out/ https://www.myintervals.com/forum/discussion/243/break-it-down-report-preview-email-format-not-kept-when-emails-go-out/ Tue, 08 Jul 2008 08:03:11 -0700 KAYo Change your Intervals Domain where you login https://www.myintervals.com/forum/discussion/256/change-your-intervals-domain-where-you-login/ https://www.myintervals.com/forum/discussion/256/change-your-intervals-domain-where-you-login/ Tue, 12 Aug 2008 17:54:56 -0700 Michael Add estimated and actual hours to task listing page https://www.myintervals.com/forum/discussion/218/add-estimated-and-actual-hours-to-task-listing-page/ https://www.myintervals.com/forum/discussion/218/add-estimated-and-actual-hours-to-task-listing-page/ Fri, 25 Apr 2008 09:41:34 -0700 Michael
    It would be very useful on the tasks page to have information on the estimated hours, billed hours, and unbilled hours spent on a project without having to open up the task to see these details. Perhaps this could be another checkbox like the "Show task summaries" checkbox.

    We have been contemplating similar ideas and have gone back and forth between adding another report or layering in more functionality to the task listing page. Since 1024 x 768 is the minimum monitor resolution supported it can be challenging adding more information to the task listing page. It is the classic web battle of small monitors vs. big monitors.]]>
    Automatic Invoice Reminders https://www.myintervals.com/forum/discussion/255/automatic-invoice-reminders/ https://www.myintervals.com/forum/discussion/255/automatic-invoice-reminders/ Tue, 05 Aug 2008 05:50:52 -0700 cyberscribe automatic invoice reminders to clients -- I was using another invoicing system prior to Intervals that did this, and magically, as soon as I set up automatic reminders to go out, we were no longer spending hours running down late invoices every month. Now that I've switched from that system to Intervals, after 2 months, I have over $3000 in late invoices. So now we have to spend a few hours re-sending invoices, calling the really late guys, hiring some guy name Guido to go get the money...

    Most of my clients don't mind paying their bills, but you have to prod them a bit to get them to send the payments in on time.

    Here's how I would envision this working:

    We would have to ability to set, in our preferences, how many days after the invoice date these reminders would go out. I found that three reminders worked wonders. We would also have the ability to customize the message contained in each reminder. Once an invoice is paid, reminders are no longer sent for that invoice.

    For example, our invoices are normally due 21 days net.

    So I would set up one reminder to go out to clients with an unpaid invoice after 14 days that says something like, "Hi, we love and appreciate you. Remember your invoice in due in a week. If there's anything we can do to blah blah blah..."

    At 21 days, the system sends another message, which we script to say something like, "Hi, we love you, and your invoice is due today. You can pay your invoice online at blah blah... "

    At 31 days, the system sends another message, which we scripted to say something like, "You invoice is now overdue. Please make your payment to avoid suspension of your account."

    This feature literally allowed us to 'fire and forget' our invoices, and they were ALL being paid on time with no further action from us. This was a HUGE feature for us, and I think it would significantly enhance the value of Intervals to my business.]]>
    Reports for revune including payments https://www.myintervals.com/forum/discussion/253/reports-for-revune-including-payments/ https://www.myintervals.com/forum/discussion/253/reports-for-revune-including-payments/ Mon, 04 Aug 2008 05:38:38 -0700 medway
    I would like a report that shows the actual revenue earned based off of
    payments applied to projects. At the moment all I can show is hours x rate
    within the Project Activity report..

    Most of my projects are flat fee so the hourly x rate calculation is not my
    actual revenue.

    Thanks,

    Jesse]]>
    What should I enter when tracking time? .25, .125. .123457? https://www.myintervals.com/forum/discussion/11/what-should-i-enter-when-tracking-time-25-125-123457/ https://www.myintervals.com/forum/discussion/11/what-should-i-enter-when-tracking-time-25-125-123457/ Thu, 02 Mar 2006 15:12:44 -0800 Michael
    Here's a cheat sheet for 1/8 hour equivalents:

    60 minutes = 1.0
    52.5 minutes = 0.875
    45 minutes = 0.75
    37.5 minutes = 0.625
    30 minutes = 0.5
    22.5 minutes = 0.375
    15 minutes = 0.25
    7.5 minutes = 0.125]]>
    Special Characters in Descriptions https://www.myintervals.com/forum/discussion/225/special-characters-in-descriptions/ https://www.myintervals.com/forum/discussion/225/special-characters-in-descriptions/ Thu, 01 May 2008 13:11:04 -0700 jnhearne
    What kind of language do I have to use to get Character Entities to be recognized?

    for instance:

    "      & # 09 ;      "]]>
    Server Maintenance :: July 12th - 5:00 AM (Pacific) https://www.myintervals.com/forum/discussion/248/server-maintenance-july-12th-500-am-pacific/ https://www.myintervals.com/forum/discussion/248/server-maintenance-july-12th-500-am-pacific/ Thu, 10 Jul 2008 16:02:32 -0700 Michael 5:00 AM and 7:00 AM (Pacific). We are expecting a service interruption that hopefully will last no longer than 15 minutes.

    We apologize for the inconvenience and will send an "all clear" email to all Intervals account owners after the maintenance is complete.]]>
    Calendars and actual time entry https://www.myintervals.com/forum/discussion/249/calendars-and-actual-time-entry/ https://www.myintervals.com/forum/discussion/249/calendars-and-actual-time-entry/ Fri, 11 Jul 2008 08:27:27 -0700 Craigburleigh All of your great back-end stuff is still there and reportable - it's just the interface would be a bit more intuitive in terms of WHEN the task is being done in addition to the HOW LONG of it.
    Really looking forward to becoming more familiar with your system - it's really helping me a lot to stay focused!
    Thanks. Craig.]]>
    Assign a task to multiple persons https://www.myintervals.com/forum/discussion/115/assign-a-task-to-multiple-persons/ https://www.myintervals.com/forum/discussion/115/assign-a-task-to-multiple-persons/ Fri, 28 Sep 2007 00:26:51 -0700 lansen
    Regards,
    Lansen]]>
    Ability to schedule resources? https://www.myintervals.com/forum/discussion/241/ability-to-schedule-resources/ https://www.myintervals.com/forum/discussion/241/ability-to-schedule-resources/ Sun, 29 Jun 2008 08:00:29 -0700 Mwolter
    Also, I understand there's a calendar schedule in the works. How close it to actual delivery?

    Finally, is there an ability to set dependencies on tasks, so that if a task slides a few days, all dependent tasks slide as well, as in traditional PM solutions?

    If the answer to all of these question is "yes", or "coming soon", I'll have no choice but to sign up!]]>
    Help - CSS in my account pages not working (other websites fine) https://www.myintervals.com/forum/discussion/244/help-css-in-my-account-pages-not-working-other-websites-fine/ https://www.myintervals.com/forum/discussion/244/help-css-in-my-account-pages-not-working-other-websites-fine/ Tue, 08 Jul 2008 08:59:28 -0700 Craigburleigh
    Just started using Intervals yesterday - getting it going nicely - this morning it was working fine and then the CSS stopped working - really hard to work with the old standard formatting. All other sites I go to my CSS is fine.
    Could it have been turned off somewhere accidentally?
    Any help appreciated! Craig.]]>
    Marking and Colorizing Invoices - Keeping track of certain invoices https://www.myintervals.com/forum/discussion/237/marking-and-colorizing-invoices-keeping-track-of-certain-invoices/ https://www.myintervals.com/forum/discussion/237/marking-and-colorizing-invoices-keeping-track-of-certain-invoices/ Mon, 09 Jun 2008 09:55:40 -0700 jnhearne is supposed to do this, but I don't think it stands out so much. especially since it shows up right away if you make the invoice due immediately). The Urgency Color gives us the ability to decide what is more relevant.

    Of course I think this should be customizable considering the differing problems with collections each company meets.

    Light Blue - Not a problem
    Green - Go Get your money
    Yellow - Delinquent
    Orange - Break some Knee caps
    Red - Send to collections
    Black - Bad Debt

    Also a nice thing would be marking the Invoices. Marking them (with a check box or something) tells us we have already reviewed this in our Invoice meetings. We can check and uncheck and the cookie can be set to each personal computer.]]>
    Data Center Fire - Intervals servers not impacted, but residual network issues https://www.myintervals.com/forum/discussion/234/data-center-fire-intervals-servers-not-impacted-but-residual-network-issues/ https://www.myintervals.com/forum/discussion/234/data-center-fire-intervals-servers-not-impacted-but-residual-network-issues/ Mon, 02 Jun 2008 09:00:33 -0700 Michael
    service-update.theplanet.com is providing updates on the fire and recovery effort if you would like to follow the situation.
    This evening (Saturday, May 31st) at 4:55pm CDT in our H1 data center, electrical gear shorted, creating an explosion and fire that knocked down three walls surrounding our electrical equipment room. Thankfully, no one was injured. In addition, no customer servers were damaged or lost. Early indications are that the short was in a high-volume wire conduit.
    ]]>
    Slow today? Email problems? https://www.myintervals.com/forum/discussion/233/slow-today-email-problems/ https://www.myintervals.com/forum/discussion/233/slow-today-email-problems/ Mon, 02 Jun 2008 07:00:29 -0700 pearlbear
    I'm hoping this is a temporary problem?]]>
    Edit Email - New email alert sent out? https://www.myintervals.com/forum/discussion/219/edit-email-new-email-alert-sent-out/ https://www.myintervals.com/forum/discussion/219/edit-email-new-email-alert-sent-out/ Fri, 25 Apr 2008 13:45:59 -0700 jnhearne

    The reason I ask, I got some vendors that I pay large sum totals by contract to and their price is set. They will not work over or under so I can easily keep up with the amount of money (hours) they put in. I would like it to be reflected in my projects.

    When I add them they do not need to know they have a new account. So I put one of my dummy emails in to avoid the instant "Welcome" email that get's sent out.

    But If I go and edit the email, there will not be an alert? correct?]]>
    Save a Report Filter https://www.myintervals.com/forum/discussion/149/save-a-report-filter/ https://www.myintervals.com/forum/discussion/149/save-a-report-filter/ Thu, 08 Nov 2007 08:36:17 -0800 Michael
    I really like the various report types, but often find that I run the same ones over and over again. Every time I want to get a report for the previous week, I need to rebuild the query and click filter. Is there a way to save report filter views? For example, if I am always looking to review the "Weekly Trend Report" for a specific project for the past week / month, it would be nice to have a "save default view" or better yet a "save my report view" type pull-down that could be used to build a default report portfolio to automate the reports that you (user) typically run. Example "saved view - weekly detailed resource report - previous week - project x". You click the report this week, it pulls up last week, you run it a week from now, it runs this week...


    We have this exact feature on our development road map. We are planning to add "save this report filter" which will act very similarly to how saved task filters work. The actual data will not be saved, but the filter used to create the report will be saved (early on Intervals actually did have the ability to save off a the data from reports, but it was rarely used so it was removed). We are considering adding these "saved reports" links on the Reports home page as a new drop down menu and possibly on the left column of each report.]]>
    Add Client to the add time dialogue https://www.myintervals.com/forum/discussion/192/add-client-to-the-add-time-dialogue/ https://www.myintervals.com/forum/discussion/192/add-client-to-the-add-time-dialogue/ Wed, 13 Feb 2008 15:34:51 -0800 Michael
    Here is another potential evolution:
    When entering time or looking up projects we need to be able to select the client first to limit our project list. For example, we typically set up a standard project of "website" for a client. We could have 20 website projects going on at once so when entering time it would be an issue to select the project for time entry without first selecting a client. I understand that we could name our projects with the client name but that seems redundant.

    It would be great to get feedback from others. Would this help you out? Would it add any confusion like trying to add time to a client without a project?]]>
    How do I delete an Invoice? https://www.myintervals.com/forum/discussion/232/how-do-i-delete-an-invoice/ https://www.myintervals.com/forum/discussion/232/how-do-i-delete-an-invoice/ Wed, 28 May 2008 09:24:13 -0700 Michael
    ]]>
    What is all this "default" business? https://www.myintervals.com/forum/discussion/56/what-is-all-this-default-business/ https://www.myintervals.com/forum/discussion/56/what-is-all-this-default-business/ Wed, 27 Dec 2006 14:12:18 -0800 Michael
    1. speed up the time needed to create new projects
    2. keep your data consistent
    3. give you control

    How are defaults used?
    Default work types and modules are used the most. They get 'pulled in' when a new project is created. You have control over the defaults at the project level. Say for example that a certain project doesn't have a certain work type or the rates are different for that project. You can edit the work types at the project level and maintain consistency for reporting.]]>
    Getting Started with Intervals Video Series https://www.myintervals.com/forum/discussion/231/getting-started-with-intervals-video-series/ https://www.myintervals.com/forum/discussion/231/getting-started-with-intervals-video-series/ Thu, 22 May 2008 16:26:03 -0700 Michael
    The videos are available here:
    https://www.myintervals.com/video/]]>
    General Tasks For Every Project https://www.myintervals.com/forum/discussion/230/general-tasks-for-every-project/ https://www.myintervals.com/forum/discussion/230/general-tasks-for-every-project/ Tue, 20 May 2008 15:14:43 -0700 shaun Examples don't go away ! https://www.myintervals.com/forum/discussion/229/examples-dont-go-away-/ https://www.myintervals.com/forum/discussion/229/examples-dont-go-away-/ Sun, 18 May 2008 03:49:33 -0700 FrancisC
    I started using Intervals last week and I still can't see my charts on different pages. I always have the "examples". I tried to find an answer on this forum but the search did not give me any answer...

    Thanks for your help

    FrancisC]]>
    Edit Project a Document is associated with. https://www.myintervals.com/forum/discussion/209/edit-project-a-document-is-associated-with/ https://www.myintervals.com/forum/discussion/209/edit-project-a-document-is-associated-with/ Tue, 18 Mar 2008 09:46:23 -0700 jnhearne
    When I find a Document uploaded to the wrong project, I have to download it and re-upload it so it is correctly associated with the project.

    Also some Employees upload the document in the wrong AREA. For instance, Invoices should be uploaded directly to a project and Samples of there work should be uploaded to their Task.

    When I try and explain this, I usually get glossy eyes from everyone. So in order to treat this with ease, it would be great if we could get the little pencil icon so we can edit where the documents go.


    This would also be extremely helpful for Admin's being able to place the document in a project that No resource can locate. So once the doc is uploaded, admin moves it to the "PRIVATE BUSINESS Project".

    Please I would love to hear your thoughts.]]>
    Merge worktypes https://www.myintervals.com/forum/discussion/220/merge-worktypes/ https://www.myintervals.com/forum/discussion/220/merge-worktypes/ Mon, 28 Apr 2008 17:10:10 -0700 jnhearne

    For Example: One of my partners added a worktype that was already there. So now Work is being split up on a project between the exact same worktype. So all time is being inaccurately seperated.

    Also we are about to do some overhauling on worktypes. We have a bid sheet we are trying to match and vice versa to make seemless bidding and project managing happen. If we were to merge the worktypes this would be helpful.]]>
    html or BB code for "textareas" https://www.myintervals.com/forum/discussion/227/html-or-bb-code-for-textareas/ https://www.myintervals.com/forum/discussion/227/html-or-bb-code-for-textareas/ Fri, 02 May 2008 11:48:01 -0700 jnhearne
    I'd like to be able to put iframes in my descriptions so I can point to web services of ours within Intervals descriptions or comments. Comments and descriptions could also be very powerful with the ability to embed pictures or wmv/QT/youtube files.

    I'm sure this has been discussed at some point.

    Be curious to get your take.]]>
    Right click on task list to perform common actions https://www.myintervals.com/forum/discussion/226/right-click-on-task-list-to-perform-common-actions/ https://www.myintervals.com/forum/discussion/226/right-click-on-task-list-to-perform-common-actions/ Fri, 02 May 2008 09:05:18 -0700 Michael Task Listing

    If you mentally have a firm grasp on the details of the tasks and do not need to view the task details, updating them in the listing view can speed things up.]]>
    Managers need to Estimate time https://www.myintervals.com/forum/discussion/222/managers-need-to-estimate-time/ https://www.myintervals.com/forum/discussion/222/managers-need-to-estimate-time/ Tue, 29 Apr 2008 12:49:46 -0700 jnhearne
    They can see:


    • Total billable work work

    • Outstanding Balance

    • invoices





    Why wouldn't my managers be able to Estimate the amount of work being done? I don't have time to insert every single estimation.]]>
    Customized Severities https://www.myintervals.com/forum/discussion/163/customized-severities/ https://www.myintervals.com/forum/discussion/163/customized-severities/ Mon, 26 Nov 2007 12:25:24 -0800 Michael
    Add "Priority" assignment to tasks (or change Severity from preset options). Allow to assign numbers: 1, 2, 3, 4, 5, 6, etc. and list in Tasks table so that you can sort by this field.


    We have plans to add Milestones which will be a group of tasks or freestyle lists to help manage priorities. We do not have plans to add in priority at the task level because that is the intent of the severity field. I am curious to get thoughts from others on this? Are severities working as intended or is some tuning needed? Should they be treated like the other defaults where they are customizable?]]>
    Flush out Profile - Details with Grand Totals https://www.myintervals.com/forum/discussion/224/flush-out-profile-details-with-grand-totals/ https://www.myintervals.com/forum/discussion/224/flush-out-profile-details-with-grand-totals/ Thu, 01 May 2008 12:41:55 -0700 jnhearne
    We use The Profile to Email as our Bid delivery. It's as easy as assigning a bid number to the name of the project and then edit it to a job number once it's a job. Also Deactivate it as a bid, Activate it as a job.

    This is reducing our reliance on third party applications and keeping everything within the Intervals system.

    It's too bad that Expenses only get's coverage on The expenses page and the dashboard.

    Now for the Feature Request:

    Since "Profile - Details" is just information can "Grand Total" be added to the details info?

    Right now we see the following:


    Details

    Project #: 0163----------------------------------------------------------Billable: Yes
    Name: 8049-JobJob-----------------------------------------------------Start: 02/14/2008
    Status: Active------------------------------------------------------------End: 02/21/2008
    Client: Statio-------------------------------------------------------------Budget: $17,400.00
    Project Manager: Bill Williams----------------------------------------Alert at: 80%




    How about we see this?:


    Details

    Project #: 0163----------------------------------------------------------Billable: Yes
    Name: 8049-JobJob-----------------------------------------------------Start: 02/14/2008
    Status: Active------------------------------------------------------------End: 02/21/2008
    Client: Statio-------------------------------------------------------------Budget: $17,400.00
    Project Manager: Bill Williams----------------------------------------Alert at: 80%

    Expense Totals: $2,592.23--------------------------------------------Estimated Work Total: $18,200.00
    Work done so far: $44,9672.44------------------------------------Job Total: $20,792.23



    I know Estimated work Total is at the bottom of the page, but it would be nice as a quick view to see it at the top also. It would also be nice if we could customize this area in our settings.


    1. Default Profile views

    2. Default Dashboard views




    OR...

    Allow us to create a report with all the choices from the Project View ShortCuts

    * Profile
    o Estimated Work
    o Modules
    o Team
    * Dashboard
    * Time Summary
    * Estimated vs. Actual
    * Payments (0)
    * Expenses (3)
    * Invoices (0)
    * Project notes (0)
    * Documents (0)]]>
    a report of all tasks over the estimated time? https://www.myintervals.com/forum/discussion/223/a-report-of-all-tasks-over-the-estimated-time/ https://www.myintervals.com/forum/discussion/223/a-report-of-all-tasks-over-the-estimated-time/ Wed, 30 Apr 2008 07:37:13 -0700 mlandis
    Is it possible to see a list of tasks (by task, not project) that are over the estimated time?

    Thanks,
    Matt]]>
    Merge hours? https://www.myintervals.com/forum/discussion/221/merge-hours/ https://www.myintervals.com/forum/discussion/221/merge-hours/ Mon, 28 Apr 2008 17:13:35 -0700 jnhearne
    such as:

    Animatics - 23 hours
    Offline Animation - 45 hours


    I need it to be like this:


    Animatics - 23 hours
    Offline Animation - 68 hours
    ]]>
    Extra text on 'Print This Page' on Project Dashboard https://www.myintervals.com/forum/discussion/168/extra-text-on-print-this-page-on-project-dashboard/ https://www.myintervals.com/forum/discussion/168/extra-text-on-print-this-page-on-project-dashboard/ Thu, 06 Dec 2007 20:16:46 -0800 pixolut Project reports
    Each report below will run for the life of the current project. The 'life of the project' is determined by the first and last time entry for this project. The start and end date fields will be blank on the report page when you run the report, but you can narrow down the date range if you like.


    * » Mr. Pie Chart» Mr. Pie Chart
    * » Weekly Trends» Weekly Trends
    * » Summary» Summary
    * » Crosschart» Crosschart
    * » Project Activity» Project Activity
    * » Break It Down]]>
    Server Maintenance and Improvements - Saturday, April 12th https://www.myintervals.com/forum/discussion/217/server-maintenance-and-improvements-saturday-april-12th/ https://www.myintervals.com/forum/discussion/217/server-maintenance-and-improvements-saturday-april-12th/ Thu, 10 Apr 2008 18:26:07 -0700 Michael approximately 5 - 10 minutes of downtime sometime between 8:00 AM - 10:00 AM (Pacific) this Saturday, April 12th.

    We will send an "all clear" email to all Intervals account owners after the maintenance is complete.]]>
    Close or Delete Tasks in Succession. https://www.myintervals.com/forum/discussion/214/close-or-delete-tasks-in-succession/ https://www.myintervals.com/forum/discussion/214/close-or-delete-tasks-in-succession/ Mon, 24 Mar 2008 10:35:33 -0700 jnhearne
    This is how I did it. And maybe this can be turned into a feature. "Mass task close" or "Next task/Previous task" link.

    1. Task View. Click on the first task you want to close.
    2. the Url will read - https://company.timetask.com/tasks/view/447/
    3. Close it. (or delete it)
    4. Now look at the url. "view" has been replaced by "close" to read - https://company.timetask.com/tasks/close/447/
    5. Change the number at the end to match the number for the next task you want to close - e.g. 447 -> 448.
    6. Once you type return or enter a new page will come up with that Next task already closed.

    Be careful when using this because you will not get the "Are you sure?????" - Accept or Cancel - Prompt. It will just close it.

    Also for this to be effective, (since task numbers are given in numerical order and if you make other tasks at different times, your task numbers could be a little random pertaining to that one project) you need to be sure that the task you actually want to close IS the next numbered task. So maybe it would be a good idea to jot them down on a post-it before executing this method of closing. Just to be extra sure.]]>
    Export task list to CSV https://www.myintervals.com/forum/discussion/156/export-task-list-to-csv/ https://www.myintervals.com/forum/discussion/156/export-task-list-to-csv/ Fri, 09 Nov 2007 08:48:27 -0800 Michael Would love to pull the list of tasks into an excel CSV file and modify it like that.
    We received this exact request twice within a few minutes of each other so I imagine others have the same need. One of the things that is unique about Tasks as opposed to other areas of Intervals is the potential for a lot of different information. A task has comments, history, status, time, documents, etc.

    What would be exported in an ideal world?

    1. Would only what is visible in the task listing be exported (severity, task #, title, project, assigned to, due, status)?

    2. Would everything about the task be exported (all comments, time entries, etc.)?

    3. Would hi level information be exported? Pretty much like #1, but without everything like #2. Maybe everything that goes into the top 1/2 when the task is created.

    ]]>
    Delete/Edit Comments in the Task - Pagenate Comments too. https://www.myintervals.com/forum/discussion/175/deleteedit-comments-in-the-task-pagenate-comments-too/ https://www.myintervals.com/forum/discussion/175/deleteedit-comments-in-the-task-pagenate-comments-too/ Wed, 19 Dec 2007 10:23:03 -0800 jnhearne
    I would Also love to have the option to pagenate comments too. If a Job goes too long, the comments can build and build and build when it would be nice to see the 10 most recent with "Previous / Next" buttons.

    This should be an Admin level only tool.]]>
    Data Center Improvements Scheduled - 30 minutes of downtime expected https://www.myintervals.com/forum/discussion/208/data-center-improvements-scheduled-30-minutes-of-downtime-expected/ https://www.myintervals.com/forum/discussion/208/data-center-improvements-scheduled-30-minutes-of-downtime-expected/ Fri, 14 Mar 2008 14:51:19 -0700 Michael
    What can you expect?
    On March 18th between 10:00 AM - 12:00 PM (Pacific) expect downtime of approximately 30 minutes

    We apologize for any inconvenience the service interruption causes. We will send out an email right before and right after the upgrade to all current Intervals account owners. Thank you for your patience and understanding.]]>
    Tags for project notes & expenses https://www.myintervals.com/forum/discussion/210/tags-for-project-notes-expenses/ https://www.myintervals.com/forum/discussion/210/tags-for-project-notes-expenses/ Tue, 18 Mar 2008 17:40:28 -0700 Michael
    This same tag mechanism could be used for expenses as well. Maybe it was travel, licensing, hosting, etc. This would allow for better categorization of expenses.

    Thoughts? Would it make your life easier or add more complexity?]]>
    Private Documents - Documents for Admins Only https://www.myintervals.com/forum/discussion/206/private-documents-documents-for-admins-only/ https://www.myintervals.com/forum/discussion/206/private-documents-documents-for-admins-only/ Wed, 12 Mar 2008 21:33:25 -0700 jnhearne Invoice Section - "Add Note" Notification https://www.myintervals.com/forum/discussion/197/invoice-section-add-note-notification/ https://www.myintervals.com/forum/discussion/197/invoice-section-add-note-notification/ Thu, 21 Feb 2008 16:02:35 -0800 jnhearne
    We would like to some how know when an invoice is created and a particular note has been made about payments, phone calls, collections, etc.

    Not to mention "Payment Made" notifications would be nice too]]>
    Unbillable Projects https://www.myintervals.com/forum/discussion/203/unbillable-projects/ https://www.myintervals.com/forum/discussion/203/unbillable-projects/ Thu, 06 Mar 2008 10:32:40 -0800 Michael


    We have plans to make unbillable budgets next, that is definitely a missing piece of the puzzle.]]>
    Document upload Notification - Specify User(s) https://www.myintervals.com/forum/discussion/187/document-upload-notification-specify-users/ https://www.myintervals.com/forum/discussion/187/document-upload-notification-specify-users/ Mon, 04 Feb 2008 11:11:57 -0800 jnhearne Small tasks not needing a complete project https://www.myintervals.com/forum/discussion/201/small-tasks-not-needing-a-complete-project/ https://www.myintervals.com/forum/discussion/201/small-tasks-not-needing-a-complete-project/ Wed, 05 Mar 2008 00:51:30 -0800 stevieg Add ability for Executive Users to make comments on tasks https://www.myintervals.com/forum/discussion/155/add-ability-for-executive-users-to-make-comments-on-tasks/ https://www.myintervals.com/forum/discussion/155/add-ability-for-executive-users-to-make-comments-on-tasks/ Fri, 09 Nov 2007 08:27:43 -0800 Michael
    Is it possible for 'executive' role users to enter comments on tasks (possibly this would be a per-project or even per-task setting) as it seems that there is a loss in continuity of a customer being able to make a task request but then never follow it up in a documented manner.


    We do have this feature on our development road map. We have a similar problem as well where sometimes you don't want an Executive making comments, but other times you do. We have made a few of our Clients 'Resource' level users and a few are 'Managers'. This works well for clients you are close with and a ton of transperancy is OK, but we wouldn't want to do this across the board.

    We have plans to make comments work similarly to how documents work where you can decide on a per comment basis to allow the Executive user to view the comment. We also plan to add "allow this user to make task comments" as an option to Executive users.]]>
    Intervals Server Maintenance & Upgrades Scheduled https://www.myintervals.com/forum/discussion/191/intervals-server-maintenance-upgrades-scheduled/ https://www.myintervals.com/forum/discussion/191/intervals-server-maintenance-upgrades-scheduled/ Mon, 11 Feb 2008 16:53:00 -0800 Michael
    Tonight - Monday, February 11th - service window 6:00 PM - 8:00 PM (Pacific) - expected downtime: 10 - 15 minutes
    Wednesday, February 13th - service window 7:30 PM - 10:00 PM (Pacific)- expected downtime: 1 hour

    Our apologies on the short notice of the first upgrade. The second upgrade is much more substantial and we do expect Intervals to be unavailable for approximately one hour. We will shoot out an email to all Intervals account owners right after the upgrade is complete. Thank you for your patience and understanding. We have experienced rapid growth lately and are working hard to get performance optimized.]]>
    Invoice Section - "Invoice Created" Notification https://www.myintervals.com/forum/discussion/198/invoice-section-invoice-created-notification/ https://www.myintervals.com/forum/discussion/198/invoice-section-invoice-created-notification/ Thu, 21 Feb 2008 16:07:12 -0800 jnhearne
    Automatic email to accounting (or whoever you specify) saying "Hey theirs a billing opportunity and it's happening right this second", would be extremely helpful.]]>
    Unsuspend a locked out user https://www.myintervals.com/forum/discussion/194/unsuspend-a-locked-out-user/ https://www.myintervals.com/forum/discussion/194/unsuspend-a-locked-out-user/ Tue, 19 Feb 2008 13:03:59 -0800 Michael
    If you go to People >> search for the user >> view the user's profile there should be a link like this in the left hand column:


    Clicking on "click here" will reset their account and grant them access to Intervals.]]>
    My email preference is set to not email me on new task assignments, but I just got an email? Why? https://www.myintervals.com/forum/discussion/193/my-email-preference-is-set-to-not-email-me-on-new-task-assignments-but-i-just-got-an-email-why/ https://www.myintervals.com/forum/discussion/193/my-email-preference-is-set-to-not-email-me-on-new-task-assignments-but-i-just-got-an-email-why/ Thu, 14 Feb 2008 12:44:54 -0800 Michael
    If the New task assignments preference has been unchecked, there is one scenario where an email will be sent. If the task severity is set to "showstopper" an email will be sent to the assignee even if they have their preference disabled. The thinking behind this is that "showstopper" is used sparingly and often in crisis so the assignee should be alerted no matter what.

    Email Preferences]]>
    Document error workaround? https://www.myintervals.com/forum/discussion/190/document-error-workaround/ https://www.myintervals.com/forum/discussion/190/document-error-workaround/ Mon, 11 Feb 2008 14:10:33 -0800 bee
    This is the error message we're getting with a .jpg file. Any way we can work around it or should I ask my client to try it again?

    Thanks.]]>
    Import time on an individual timesheet https://www.myintervals.com/forum/discussion/184/import-time-on-an-individual-timesheet/ https://www.myintervals.com/forum/discussion/184/import-time-on-an-individual-timesheet/ Tue, 22 Jan 2008 09:08:50 -0800 Michael

    Some of our sub-contractors use non web-based timers & tracking software that produce csv files --- they do this esp when working offline. Currently they have to manually re-enter into Intervals timesheets. It would be great to be able to import time from other sources to save the manual data entry in that scenario.
    ]]>
    Editing time - using the billable / unbillable filter https://www.myintervals.com/forum/discussion/189/editing-time-using-the-billable-unbillable-filter/ https://www.myintervals.com/forum/discussion/189/editing-time-using-the-billable-unbillable-filter/ Wed, 06 Feb 2008 09:21:17 -0800 Michael
    If you go to Time > Edit Time you can filter by a certain client, certain person, date range, etc. and also specify if you are looking for billable time, unbillable time, or both. The billable, unbillable, all filter went live last week.

    Edit Time

    For last week we had 2 hours of billable time entered for Intervals Support. When I was approving time I went to edit time, specified the date range, selected Intervals Support at the project, selected billable time, hit submit and edited the two time entries to make them unbillable...problem solved.]]>
    Can I use multiple General Timers? https://www.myintervals.com/forum/discussion/136/can-i-use-multiple-general-timers/ https://www.myintervals.com/forum/discussion/136/can-i-use-multiple-general-timers/ Thu, 11 Oct 2007 14:21:20 -0700 Michael


    Also, we have plans to add the ability to add a note to the general timers because it can get a little tricky trying to keep straight which timer was used for what.]]>
    My timers stop working after leaving Intervals open overnight https://www.myintervals.com/forum/discussion/186/my-timers-stop-working-after-leaving-intervals-open-overnight/ https://www.myintervals.com/forum/discussion/186/my-timers-stop-working-after-leaving-intervals-open-overnight/ Wed, 23 Jan 2008 13:37:13 -0800 jreeve
    To protect our users and their data, we automatically void logins after a certain amount of inactivity. When you click the timer that next morning, the server is unable to respond to the request because it thinks you are logged out.

    To alleviate this issue, refresh the page you were on, and you will be prompted for a login prompt. Log back in to Intervals and you will be sent back to the page you came from. Your timers should now work.]]>
    Why can't I downgrade a user to the executive level? https://www.myintervals.com/forum/discussion/185/why-cant-i-downgrade-a-user-to-the-executive-level/ https://www.myintervals.com/forum/discussion/185/why-cant-i-downgrade-a-user-to-the-executive-level/ Wed, 23 Jan 2008 13:26:11 -0800 jreeve
    The reason we don't allow an existing non-executive user to be downgraded to an executive user, is that it could potentially orphan any task and time data previously associated with that user. Suddenly, executive users would be showing up with tasks assigned to them, and having time recorded on timesheets, and showing up in reports.

    We've chose to keep executive users isolated for this reason. If you find yourself needing to downgrade a user, it is best to delete them and recreate them as an executive.]]>
    Tracking everything in Intervals https://www.myintervals.com/forum/discussion/180/tracking-everything-in-intervals/ https://www.myintervals.com/forum/discussion/180/tracking-everything-in-intervals/ Thu, 10 Jan 2008 10:35:30 -0800 jreeve
    We say, “track it.” Tracking the billables and the unbillables each day will give you invaluable data and the end of each month, quarter, and year. Looking back, Intervals will tell you what percentage of your time was spent coming up with new ideas to further your business, and how much time was spent on day-to-day operations. You will soon realize how invaluable your data is in the context of all that you do.

    Using Intervals in this way will keep you accountable, help you accomplish new goals, and remind you there is more to being a small business — like those two-for-one drink specials at the local pub.]]>
    General Notes / Private Notes People Profile View https://www.myintervals.com/forum/discussion/171/general-notes-private-notes-people-profile-view/ https://www.myintervals.com/forum/discussion/171/general-notes-private-notes-people-profile-view/ Fri, 07 Dec 2007 15:24:28 -0800 jnhearne
    If an admin makes a private note in the Resource's Profile Only He or she and the admins will only be able to see it.

    As for the Regular Note section this would stay like it is.

    Possible?]]>
    Change task status in overview screen https://www.myintervals.com/forum/discussion/177/change-task-status-in-overview-screen/ https://www.myintervals.com/forum/discussion/177/change-task-status-in-overview-screen/ Fri, 04 Jan 2008 03:25:45 -0800 lansen A simple dropdown selection would do.]]> Time Gates https://www.myintervals.com/forum/discussion/176/time-gates/ https://www.myintervals.com/forum/discussion/176/time-gates/ Thu, 20 Dec 2007 05:02:03 -0800 ookwudili
    Iterative case driven time gates:

    where the application could be expanded to include development in / pose questions concerning:

    1. Working standards, across departments and work disciplines - ref. ISO book of standards as applicable.
    2. Shifting margins of efficiency according to demands of wider team - inter departmental.
    3. Case driven set of rules, definative guide to tried and tested work methodologies - drawn from communities online.
    4. All integrated with a fiscal system which makes sense;

    example: Margins of Profit and Loss, Speculative Interest, ROI - Return on investment, Profit.

    Further outlined in a report proposal, available from myself...]]>
    Greasemonkey keyboard shortcut script for quick Verify & Close. https://www.myintervals.com/forum/discussion/74/greasemonkey-keyboard-shortcut-script-for-quick-verify-close/ https://www.myintervals.com/forum/discussion/74/greasemonkey-keyboard-shortcut-script-for-quick-verify-close/ Fri, 23 Mar 2007 08:55:24 -0700 jprado 'acaba' ALT+C ). This was actually built into the previous version of our application.

    This time I decided to create it using a Greasemonkey user script. Read the extension's description for a complete description on what it does -- it's a very powerful extension.

    The script is named Acaba v1.0. It's really just an automation script that will save you a lot of keystrokes and clicks if you deal with many tasks. This particular version sets it to 'Verify & Close', prompts for a closeout message and submits the form.

    V&C is our version of "its done and ready for QA", but it can be changed to anything really. The extension is triggered by the keystroke ALT+C on the Edit Task page (Command + C for Mac users).

    To install first install Greasemonkey, just drag the file into Firefox and the script will begin installation.

    You can download the Acaba v1.0 here]]>
    Track Employee hourly or salary against Company Hourly. https://www.myintervals.com/forum/discussion/122/track-employee-hourly-or-salary-against-company-hourly/ https://www.myintervals.com/forum/discussion/122/track-employee-hourly-or-salary-against-company-hourly/ Fri, 28 Sep 2007 15:01:16 -0700 jnhearne Automatically update project time estimates with task time estimates https://www.myintervals.com/forum/discussion/164/automatically-update-project-time-estimates-with-task-time-estimates/ https://www.myintervals.com/forum/discussion/164/automatically-update-project-time-estimates-with-task-time-estimates/ Tue, 27 Nov 2007 08:59:59 -0800 jorj.ives
    I've noticed that the task time estimates have no bearing on the project time estimates. Surely the two go hand in hand? If you have a set of tasks set up for a project, then the project will (in theory) take that long to complete.

    It would be nice to see the task estimates versus the actual time easily in a report.]]>
    Show Project Numbers in More Locations https://www.myintervals.com/forum/discussion/170/show-project-numbers-in-more-locations/ https://www.myintervals.com/forum/discussion/170/show-project-numbers-in-more-locations/ Fri, 07 Dec 2007 15:19:53 -0800 Michael

    1. On the main projects list – maybe as the first column

    2. On the task lists – between the task name and the project name

    3. Maybe on the timesheets list – as the first column.



    We don't use Project Numbers a ton, but they are a nice numerical indicator for us. I know that some Intervals users rely much more on Project Numbers than we do.

    Would you like them expanded? Does the list above cover it? More or less?]]>
    Pictures for Clients https://www.myintervals.com/forum/discussion/169/pictures-for-clients/ https://www.myintervals.com/forum/discussion/169/pictures-for-clients/ Fri, 07 Dec 2007 11:55:44 -0800 jnhearne
    The Client Tab needs to have the ability to add client photos so we can put a face on every job. If the client consists of a team of people, we should be able to add all their photos too under that one client. If a RESOURCE is working on a project the client(s) Pictures load (with their name under each) under the project tab view (seeing how RESOURCES don't have the permission level of seeing client info).

    On the flip side Clients should be allowed to see the team member pictures that are working on his or her project.

    It would vastly improve relationships with our client so people can see them when they walk in and greet them by name and shake their hand.]]>
    Multipage PDF Reports https://www.myintervals.com/forum/discussion/166/multipage-pdf-reports/ https://www.myintervals.com/forum/discussion/166/multipage-pdf-reports/ Wed, 28 Nov 2007 10:48:35 -0800 jnhearne
    And then I add a cover page.

    Takes me about Half an hour to do this with all the varying reports and filtering I have to do. (I saw a request for REPORT FILTER FAVORITES, this will help).

    It would be nice, just like "Copy Project", to have "Generate Multi Report". We have the ability to check the report we want in it. Once checked, pull-downs populate with the REPORT FILTERS.

    Then we have the option of including our cover page (8x10) that we uploaded in our "SITE SETTINGS"

    There you have it... Multi page PDF report ready to be made. This would save a lot of time.]]>
    Daily, Weekly, and Flat rates. https://www.myintervals.com/forum/discussion/119/daily-weekly-and-flat-rates/ https://www.myintervals.com/forum/discussion/119/daily-weekly-and-flat-rates/ Fri, 28 Sep 2007 14:42:46 -0700 jnhearne Document upload https://www.myintervals.com/forum/discussion/158/document-upload/ https://www.myintervals.com/forum/discussion/158/document-upload/ Fri, 09 Nov 2007 11:46:23 -0800 crice task traversion https://www.myintervals.com/forum/discussion/159/task-traversion/ https://www.myintervals.com/forum/discussion/159/task-traversion/ Fri, 09 Nov 2007 11:47:36 -0800 crice Copy a Project https://www.myintervals.com/forum/discussion/90/copy-a-project/ https://www.myintervals.com/forum/discussion/90/copy-a-project/ Tue, 19 Jun 2007 17:20:42 -0700 Michael
    I am curious to get thoughts from others on this one?]]>
    An 'involvement' indicator would be useful https://www.myintervals.com/forum/discussion/165/an-involvement-indicator-would-be-useful/ https://www.myintervals.com/forum/discussion/165/an-involvement-indicator-would-be-useful/ Wed, 28 Nov 2007 03:38:30 -0800 jorj.ives
    Alternatively, modifiable severities could be used for this. The way I see it, the due date of a task has a big bearing on the priority of a task, so 'severity' could be freed up for a little more scope.]]>
    Not receiving Notifications https://www.myintervals.com/forum/discussion/161/not-receiving-notifications/ https://www.myintervals.com/forum/discussion/161/not-receiving-notifications/ Thu, 15 Nov 2007 00:14:57 -0800 muneez Task filter https://www.myintervals.com/forum/discussion/157/task-filter/ https://www.myintervals.com/forum/discussion/157/task-filter/ Fri, 09 Nov 2007 11:44:32 -0800 crice Is it possible to have a discussion or better a video of a typical workflow https://www.myintervals.com/forum/discussion/145/is-it-possible-to-have-a-discussion-or-better-a-video-of-a-typical-workflow/ https://www.myintervals.com/forum/discussion/145/is-it-possible-to-have-a-discussion-or-better-a-video-of-a-typical-workflow/ Wed, 31 Oct 2007 13:24:58 -0700 wlevins
    I'm sure we'll figure things out...but a nice video of intervals in use...or a description (case study) of how to use it in certain scenarios would be helpful to us newbies.]]>
    Group & Individual Calendar https://www.myintervals.com/forum/discussion/150/group-individual-calendar/ https://www.myintervals.com/forum/discussion/150/group-individual-calendar/ Thu, 08 Nov 2007 15:47:18 -0800 cr8tivsolutions A repoort or listing of Projects by Client https://www.myintervals.com/forum/discussion/154/a-repoort-or-listing-of-projects-by-client/ https://www.myintervals.com/forum/discussion/154/a-repoort-or-listing-of-projects-by-client/ Thu, 08 Nov 2007 17:05:35 -0800 Michael
    It would be really great if, when I wanted to print a list of active projects, I could print them grouped by Client: Ex: list of all active projects for Client A, then all active projects for Client B, and so on. Just think it would be a nice feature.


    We have a weekly meeting every week where we plan out our week and we manually do it right now. It feels like an opportunity to have Intervals handle it and we have received similar feature requests to the one above. For example:

    The request was fueled more by how we would normally have weekly production meetings. We’d print out reports, that listed “jobs / projects” sorted by clients, then we’d review each, status, next to do, etc. If I were able to view all task, sorted by clients, we could replicate this procedure.


    It would be great to get feedback on this "hi level" project view by client. This is just a quick brainstorm that hasn't been thought through too deeply:

    Client
    Project Name Project # Estimate vs Actual
    Overdue tasks (4)
    Task # Task Name Due Date Etc.

    Task Starting this week (3)
    Task # Task Name Due Date Etc.

    Tasks Due this week (4)
    Task # Task Name Due Date Etc.

    We have some projects with a lot of tasks so it might get overwhelming. Also, the number of projects could be massive, but we actively developing multi select for most reports so that you can group and view only the items you want to view. We are developing this for a new report that allows you to view the status of a few projects together.

    For example, we usually have 4 or 5 larger projects and 30+ maintenance projects going on at the same time. The 4 or 5 big projects total hours, start and stop dates really dictate how much billable work we need. It sounds like others have the same issue so we are actively trying to help view the situation more clearly.]]>
    accounting with intervals invoicing https://www.myintervals.com/forum/discussion/152/accounting-with-intervals-invoicing/ https://www.myintervals.com/forum/discussion/152/accounting-with-intervals-invoicing/ Thu, 08 Nov 2007 15:50:01 -0800 cr8tivsolutions invoicing & accounting software? https://www.myintervals.com/forum/discussion/153/invoicing-accounting-software/ https://www.myintervals.com/forum/discussion/153/invoicing-accounting-software/ Thu, 08 Nov 2007 15:51:13 -0800 cr8tivsolutions Third party FTP file hosting https://www.myintervals.com/forum/discussion/146/third-party-ftp-file-hosting/ https://www.myintervals.com/forum/discussion/146/third-party-ftp-file-hosting/ Wed, 31 Oct 2007 13:26:52 -0700 wlevins Client Address Should update in Invoice https://www.myintervals.com/forum/discussion/142/client-address-should-update-in-invoice/ https://www.myintervals.com/forum/discussion/142/client-address-should-update-in-invoice/ Fri, 26 Oct 2007 16:31:05 -0700 jnhearne Task filters for multiple assignees https://www.myintervals.com/forum/discussion/135/task-filters-for-multiple-assignees/ https://www.myintervals.com/forum/discussion/135/task-filters-for-multiple-assignees/ Tue, 09 Oct 2007 13:08:29 -0700 Michael
    Allow task filters where multiple assignees can be selected simultaneously


    With an earlier internal version of Intervals we had it so that you could create a custom task filter. For example, you could pick a few projects, pick a few assignees, and save it as a task filter. It was pretty powerful, but seldom used and a little complex so we removed it.

    Would you use it?]]>
    Add notes on approved timesheets? https://www.myintervals.com/forum/discussion/138/add-notes-on-approved-timesheets/ https://www.myintervals.com/forum/discussion/138/add-notes-on-approved-timesheets/ Tue, 23 Oct 2007 15:13:34 -0700 Michael

    It would be nice to add a note to time sheets that have to get approved. I would use this to explain why or why not a time sheet got rejected or accepted. Also I would use this to explain to accounting things like; Overtime has been approved, Be sure to double check time...


    Good idea? Would you use it?]]>
    Multiple tasks assigned to one person with one click https://www.myintervals.com/forum/discussion/140/multiple-tasks-assigned-to-one-person-with-one-click/ https://www.myintervals.com/forum/discussion/140/multiple-tasks-assigned-to-one-person-with-one-click/ Fri, 26 Oct 2007 14:45:54 -0700 jnhearne
    It would also be nice to have "favorites". If a worker only works in one department, and typically they do the same thing every job (and usually it takes 3 tasks e.g.) then having a favorite task list for him or her would create fast tasks in a pinch.]]>
    Can a task be assigned to multiple people? https://www.myintervals.com/forum/discussion/139/can-a-task-be-assigned-to-multiple-people/ https://www.myintervals.com/forum/discussion/139/can-a-task-be-assigned-to-multiple-people/ Fri, 26 Oct 2007 11:12:27 -0700 Michael

    1. A task can be assigned to different people in succession - we often do this where John has the first part, then over to Jaime, then to Steve to finalize

    2. The task can be broken into multiple tasks

    3. Multiple people can work on the same task - since Intervals features project level permissions for project teams everyone can see all of the tasks for the team they are a part of. It is not uncommon for us to say "hey, lets all work on task #345 this afternoon for an hour".

    ]]>
    Multiple "General Timers"? https://www.myintervals.com/forum/discussion/46/multiple-general-timers/ https://www.myintervals.com/forum/discussion/46/multiple-general-timers/ Wed, 13 Sep 2006 12:54:14 -0700 Michael Resources see Admin, Manager, and other resource tasks? https://www.myintervals.com/forum/discussion/134/resources-see-admin-manager-and-other-resource-tasks/ https://www.myintervals.com/forum/discussion/134/resources-see-admin-manager-and-other-resource-tasks/ Tue, 09 Oct 2007 07:17:57 -0700 jnhearne
    It would make sense that resources can only see tasks assigned to them and that's it. They should not see everyone's task. Managers should see theirs and resource tasks. and Admins see everyone.

    Is there a greater goal in mind here? would love to know how to work around this.]]>
    Formating invoice - Hide Line Items - Show Final Tally Only https://www.myintervals.com/forum/discussion/130/formating-invoice-hide-line-items-show-final-tally-only/ https://www.myintervals.com/forum/discussion/130/formating-invoice-hide-line-items-show-final-tally-only/ Wed, 03 Oct 2007 19:12:12 -0700 jnhearne Viewing Invoice after created. https://www.myintervals.com/forum/discussion/131/viewing-invoice-after-created/ https://www.myintervals.com/forum/discussion/131/viewing-invoice-after-created/ Wed, 03 Oct 2007 19:13:45 -0700 jnhearne Actual dollar per hour - what exactly is that https://www.myintervals.com/forum/discussion/133/actual-dollar-per-hour-what-exactly-is-that/ https://www.myintervals.com/forum/discussion/133/actual-dollar-per-hour-what-exactly-is-that/ Thu, 04 Oct 2007 11:08:37 -0700 jnhearne Time In - Time Out https://www.myintervals.com/forum/discussion/132/time-in-time-out/ https://www.myintervals.com/forum/discussion/132/time-in-time-out/ Wed, 03 Oct 2007 19:21:24 -0700 jnhearne
    The question was, "If I'm doing double duty, that is billable to client, then why would I stop the timer if I jump to another project. I can sometimes kill 3 birds with one stone, but we would want to bill them all the same, not split the difference."

    I don't want this employee showing he worked 20 hours in one day. That means I will be possibly responsible for OT to pay him.

    My Solution to this problem would be User "Home" Dashboard - time in / time out. Or time in / time out on the Bar across the top so it is always visible. This would allow me to bill clients for exactly the stuff they ordered and allow me to know that my employee did not go into OT for that client.

    Please, this is important. I'd like to know If this is even possible.]]>
    Deleting Work Types at the project level https://www.myintervals.com/forum/discussion/129/deleting-work-types-at-the-project-level/ https://www.myintervals.com/forum/discussion/129/deleting-work-types-at-the-project-level/ Wed, 03 Oct 2007 13:29:45 -0700 Michael
    Here is an example of a project that has two work types that have not had time applied yet so they can be deleted.

    delete work types]]>
    Can't see Employee's Task Timers Running https://www.myintervals.com/forum/discussion/128/cant-see-employees-task-timers-running/ https://www.myintervals.com/forum/discussion/128/cant-see-employees-task-timers-running/ Tue, 02 Oct 2007 09:55:11 -0700 jnhearne Can there be an equiptment tab https://www.myintervals.com/forum/discussion/118/can-there-be-an-equiptment-tab/ https://www.myintervals.com/forum/discussion/118/can-there-be-an-equiptment-tab/ Fri, 28 Sep 2007 14:38:51 -0700 jnhearne
    I would like to set prices for Equipment and assign them to projects. Basically the Equipment works like people, but for the sake of organization I would like to keep the two separate. Is this something that can be whipped up?]]>
    Can we have an OT Setting https://www.myintervals.com/forum/discussion/123/can-we-have-an-ot-setting/ https://www.myintervals.com/forum/discussion/123/can-we-have-an-ot-setting/ Fri, 28 Sep 2007 15:10:08 -0700 jnhearne
    Important to consider...

    1.OT for Employees is, as we all know, Time and a half.
    2.What the company charges the client for OT always varies.]]>
    Logged in at two or three stations https://www.myintervals.com/forum/discussion/124/logged-in-at-two-or-three-stations/ https://www.myintervals.com/forum/discussion/124/logged-in-at-two-or-three-stations/ Fri, 28 Sep 2007 15:17:47 -0700 jnhearne Edit Project Number on Invoice https://www.myintervals.com/forum/discussion/125/edit-project-number-on-invoice/ https://www.myintervals.com/forum/discussion/125/edit-project-number-on-invoice/ Sat, 29 Sep 2007 14:26:39 -0700 jnhearne Task Templates https://www.myintervals.com/forum/discussion/127/task-templates/ https://www.myintervals.com/forum/discussion/127/task-templates/ Mon, 01 Oct 2007 16:11:05 -0700 Michael
    Is it possible to automatically have text appear in the task body copy every time a new task is started? I am hoping to have a pre-made template to prompt the user to submit all the necessary information.


    Intervals does not presently feature "task templates". Copy a task can be used as a work around and I know some Intervals users have setup default projects with all of the default tasks, then copy them whenever they are needed. On a similar thread, we do have plans to add the ability to "Copy a Project" which will pretty much be like setting up "Project Templates".

    It would be great to get additional thoughts on "Task Templates".]]>
    Is it possible to have something custom ordered. https://www.myintervals.com/forum/discussion/126/is-it-possible-to-have-something-custom-ordered/ https://www.myintervals.com/forum/discussion/126/is-it-possible-to-have-something-custom-ordered/ Sat, 29 Sep 2007 17:14:36 -0700 jnhearne Invoicing in Intervals Launch Scheduled for Saturday, September 29th https://www.myintervals.com/forum/discussion/113/invoicing-in-intervals-launch-scheduled-for-saturday-september-29th/ https://www.myintervals.com/forum/discussion/113/invoicing-in-intervals-launch-scheduled-for-saturday-september-29th/ Tue, 25 Sep 2007 16:56:28 -0700 Michael Invoicing and several other improvements is between 8:00 AM (Pacific) and 12:00 PM (Pacific) this Saturday. We do not expect any down time during this window, but performance may be a little spotty. We will send an "all clear" email to all current Intervals Administrators after the launch is complete.

    Thank you for your patience and understanding as Intervals grows and evolves.]]>
    Can we have a worktype grouping method? https://www.myintervals.com/forum/discussion/121/can-we-have-a-worktype-grouping-method/ https://www.myintervals.com/forum/discussion/121/can-we-have-a-worktype-grouping-method/ Fri, 28 Sep 2007 14:51:56 -0700 jnhearne I forgot my Intervals URL - how do I retrieve it? https://www.myintervals.com/forum/discussion/117/i-forgot-my-intervals-url-how-do-i-retrieve-it/ https://www.myintervals.com/forum/discussion/117/i-forgot-my-intervals-url-how-do-i-retrieve-it/ Fri, 28 Sep 2007 08:54:12 -0700 Michael
    ]]>
    List task startdates on the Home calendar https://www.myintervals.com/forum/discussion/116/list-task-startdates-on-the-home-calendar/ https://www.myintervals.com/forum/discussion/116/list-task-startdates-on-the-home-calendar/ Fri, 28 Sep 2007 00:28:48 -0700 lansen Apply a label/note to General Timers https://www.myintervals.com/forum/discussion/112/apply-a-labelnote-to-general-timers/ https://www.myintervals.com/forum/discussion/112/apply-a-labelnote-to-general-timers/ Tue, 25 Sep 2007 09:04:24 -0700 Michael
    1. Each general timer will have a note.
    2. If you click the note icon it expands and gives you a 255 character field. It will act similar to "my scratchpad".
    3. When you apply the timer that note goes into the comments field on the add time dialogue

    Thoughts?]]>
    Task Filters - Quickly and easily change filters on tasks https://www.myintervals.com/forum/discussion/37/task-filters-quickly-and-easily-change-filters-on-tasks/ https://www.myintervals.com/forum/discussion/37/task-filters-quickly-and-easily-change-filters-on-tasks/ Wed, 28 Jun 2006 18:37:31 -0700 Michael
    1. Tasks I've opened that are Verify & Close
    2. Tasks I've assigned to each team member that are open
    3. Tasks assigned to me that are open

    If you're not sure how to save a filter, go to the Task page and filter by a specific Project or Assignee, then click on

    » Save this task filter (located at the end of the list of tasks)

    Enter the name of the Filter and click Save. Your saved filters can be found under

    » Saved task filters (located under the green Filter button)]]>
    Can I control which email notifications I receive? https://www.myintervals.com/forum/discussion/110/can-i-control-which-email-notifications-i-receive/ https://www.myintervals.com/forum/discussion/110/can-i-control-which-email-notifications-i-receive/ Thu, 20 Sep 2007 10:44:30 -0700 Michael
    Here is what the notifications look like:
    Email Notifications]]>
    Which report will show me all time for a single task? https://www.myintervals.com/forum/discussion/109/which-report-will-show-me-all-time-for-a-single-task/ https://www.myintervals.com/forum/discussion/109/which-report-will-show-me-all-time-for-a-single-task/ Thu, 20 Sep 2007 10:29:30 -0700 Michael
    Here is where the report is generated:



    Click on the image above to view the full size report that includes the task information.]]>
    Compliance https://www.myintervals.com/forum/discussion/106/compliance/ https://www.myintervals.com/forum/discussion/106/compliance/ Tue, 18 Sep 2007 16:57:55 -0700 Michael Pelago we have a customer that is a manufacturer of a medical device. Because of this they have HIPAA requirements. Intervals was never intended to be a compliance tool, but since it tracks the date, action, and notes of every request it works very nicely.

    In fact, one of the most active Intervals accounts does social services. The logging that is native to Intervals that keeps track of notes and details and also shields other eyes from the information allows it to work nicely as a compliance tool. The work types and modules need to radically modified from the defaults, but once it is setup with a compliance work flow and process you'd never know it was originally developed for web design and web development.

    Intervals is meant to manage tasks, track task status, track time, and report on all of the activity going on within a small organization...whether that is billing hours to a client or keeping notes and progress updates on a social service case.]]>
    Information Technology Projects - IT Support / Help desk https://www.myintervals.com/forum/discussion/105/information-technology-projects-it-support-help-desk/ https://www.myintervals.com/forum/discussion/105/information-technology-projects-it-support-help-desk/ Tue, 18 Sep 2007 16:48:51 -0700 Michael
    We have a Pelago IT project with the following modules:

    Backup
    Desktop
    Mail Server
    File Server
    General
    Hosting
    Linux Dev Servers
    Router
    Windows Dev

    This setup allows us to track how much time goes into each of those modules. The first year we decided to create our IT project and track all time we were shocked by how much time we spent on this front. After getting through the shock, it actually made sense. Since we work with Web Technology and web and IT are so married, we spend a healthy amount of time tinkering and tuning and preserving our data.

    Another benefit is that all of the historical data for each "ticket" or task is preserved. If we solve an issue once and it comes back it is very easy to look-up the steps that were taken to solve it last time (the site search in the footer or the advanced search). This also helps if someone is out of the office and someone else has to deal with the crisis.]]>
    Make Default Severities Editable https://www.myintervals.com/forum/discussion/103/make-default-severities-editable/ https://www.myintervals.com/forum/discussion/103/make-default-severities-editable/ Wed, 12 Sep 2007 10:29:44 -0700 Michael
    Make these editable:


    I am curious to get feedback from others? Would you modify these? Good idea?]]>
    Allow the ability to create tasks without assinging them to someone https://www.myintervals.com/forum/discussion/102/allow-the-ability-to-create-tasks-without-assinging-them-to-someone/ https://www.myintervals.com/forum/discussion/102/allow-the-ability-to-create-tasks-without-assinging-them-to-someone/ Tue, 04 Sep 2007 11:12:36 -0700 Michael
    1. Tasks Assigned to a Generic Person
    A generic user can be created and then tasks can be assigned to them. If you use task filters it is fairly quick to view "All tasks assigned to Mr. Generic" for example. Then when the time comes the tasks can be re-assigned to the proper person.

    2. Work Request Queue
    Another work around is to use the Request Queue to house partially created tasks that have not been assigned to anyone yet. The Request Queue is located in the subnavigation of the Tasks section.

    3. Task that houses other tasks
    The last way is create a task that houses other tasks, then you can copy and paste them into their own task when the time is right. I do this for some of our projects and it works well for me to keep my thoughts in one place. I use the advanced editor to make a strikethrough any line item that has been turned into a task.]]>
    Add General Time to a Task https://www.myintervals.com/forum/discussion/88/add-general-time-to-a-task/ https://www.myintervals.com/forum/discussion/88/add-general-time-to-a-task/ Tue, 12 Jun 2007 10:59:37 -0700 Michael It would be awesome if you could apply a general timer to a task.

    We just received that feature request and think it is a great idea. Say for example the phone rings and you talk to your client, but want to apply the time to a given task. Right now you would pause the general timer, look up the task, and manually apply time to the task.]]>
    Auto generated 'job number' for each project https://www.myintervals.com/forum/discussion/55/auto-generated-job-number-for-each-project/ https://www.myintervals.com/forum/discussion/55/auto-generated-job-number-for-each-project/ Tue, 12 Dec 2006 13:57:05 -0800 Michael
    A customer recently submitted a feature request to have Intervals auto generate a project number/job number each time a project is created.

    Here is the exact request:

    "We currently have job codes here (i.e. CCV.web.0612). But that is really not necessary, I would like to see it be simple where you have a computer generated job number (i.e. 10250) per project. This would also be helpful on the billing side of things, purchase orders and such. And it would be great if it was computer generated, so you would not have to figure out which was the last number. It would just assign the next number to the new project.

    I do like that you then have a number assigned to each task in the project. So then it would be like 10250-644 (with a task attached) for example."

    Please feel free to weigh in on if you would use this feature...]]>
    Modules, Work Types and Tasks https://www.myintervals.com/forum/discussion/101/modules-work-types-and-tasks/ https://www.myintervals.com/forum/discussion/101/modules-work-types-and-tasks/ Fri, 10 Aug 2007 08:58:08 -0700 beezle
    Also, tasks.. do you put the actual task in the title field or place something more generic there and use the notes field to describe the task? For example, if the task is "Build a feedback form" - would this be the task title or would the task title be something like "Site Production" and use the notes field once the task is completed for "Built feedback form"?]]>
    Intervals Reset Cache https://www.myintervals.com/forum/discussion/100/intervals-reset-cache/ https://www.myintervals.com/forum/discussion/100/intervals-reset-cache/ Tue, 07 Aug 2007 16:22:29 -0700 Michael
    It is found here: My Account >> Reset Cache

    This will force the latest code into your browser and disable all performance optimizers. It will make your Intervals account slower so please click around for a few minutes, then logout and log back in to turn Reset Cache off.]]>
    I am an administrator but I cannot see any tasks. What happened? https://www.myintervals.com/forum/discussion/99/i-am-an-administrator-but-i-cannot-see-any-tasks-what-happened/ https://www.myintervals.com/forum/discussion/99/i-am-an-administrator-but-i-cannot-see-any-tasks-what-happened/ Tue, 07 Aug 2007 16:19:58 -0700 Michael People >> Look up your account >> Project Access >> Edit >> Select All and Save. Also, you might want to select "add to all future" projects on the top half while you are in there.

    Why don't administrators see all tasks?
    This may seem a little odd at first, but once you get a few hundred projects in Intervals it makes more sense. Administrator accounts have access to everything and can see everything by default, except the Tasks listing is filtered by project access. This is done to prevent the drop downs from become unruly for Administrators once a bunch of information is in there...especially since Intervals is built for small business and it is common for Administators to be working on tasks as well.]]>
    Any way for executive user to only see tasks they created? https://www.myintervals.com/forum/discussion/98/any-way-for-executive-user-to-only-see-tasks-they-created/ https://www.myintervals.com/forum/discussion/98/any-way-for-executive-user-to-only-see-tasks-they-created/ Mon, 06 Aug 2007 18:27:27 -0700 mlandis Not all the tasks in a project but just the ones they created.

    Thanks,
    Matt]]>
    Billable vs. Unbillable Default https://www.myintervals.com/forum/discussion/48/billable-vs-unbillable-default/ https://www.myintervals.com/forum/discussion/48/billable-vs-unbillable-default/ Thu, 21 Sep 2006 08:15:05 -0700 Michael
    Would anyone use or prefer to be able to set time to unbillable by default?]]>
    Server Maintenance Scheduled for this Weekend :: July 21st https://www.myintervals.com/forum/discussion/95/server-maintenance-scheduled-for-this-weekend-july-21st/ https://www.myintervals.com/forum/discussion/95/server-maintenance-scheduled-for-this-weekend-july-21st/ Thu, 19 Jul 2007 11:41:27 -0700 Michael 5:00 AM and 7:00 AM (Pacific). Please expect a service interruption that hopefully will last no longer than 5 minutes.

    We apologize for the inconvenience. We will send an email to all current Intervals customers after the maintenance is complete.]]>
    Customer Correspondence https://www.myintervals.com/forum/discussion/96/customer-correspondence/ https://www.myintervals.com/forum/discussion/96/customer-correspondence/ Fri, 20 Jul 2007 07:17:42 -0700 robertgay77
    At the same time, we want a running string of correspondence that has taken place as it relates to the project.

    Any recommendations?]]>
    Active timer report https://www.myintervals.com/forum/discussion/12/active-timer-report/ https://www.myintervals.com/forum/discussion/12/active-timer-report/ Tue, 07 Mar 2006 10:14:02 -0800 Michael
    We are contemplating adding this to the task detail page and also adding a report to "View active timers".

    Any thoughts?]]>
    Project Manager User Level - what can they see? https://www.myintervals.com/forum/discussion/5/project-manager-user-level-what-can-they-see/ https://www.myintervals.com/forum/discussion/5/project-manager-user-level-what-can-they-see/ Mon, 27 Feb 2006 12:30:57 -0800 Michael
    One beta tester asked about timesheets. Can the Project Manager user see all timesheets? The answer is yes. This is another area where we debated making it so that a Project Manager can only see timesheets with time on it for their projects, but that doesn't fit how we do things and adds more complexity. It's not uncommon for one of us to work on projects managed by a lot of different people in a given week.

    We'll see how the beta goes and how well the project manager user fits other businesses.]]>
    Multiple delete of worktypes when creating or editing a project https://www.myintervals.com/forum/discussion/91/multiple-delete-of-worktypes-when-creating-or-editing-a-project/ https://www.myintervals.com/forum/discussion/91/multiple-delete-of-worktypes-when-creating-or-editing-a-project/ Fri, 22 Jun 2007 08:35:10 -0700 Michael
    Can you add something like a multiple delete function when you edit the worktypes for each projects?
    That would be really helpful. Kind regards.
    ]]>
    Quickly view last tasks https://www.myintervals.com/forum/discussion/92/quickly-view-last-tasks/ https://www.myintervals.com/forum/discussion/92/quickly-view-last-tasks/ Wed, 27 Jun 2007 08:37:41 -0700 Michael
    It would be cool if there was a "history" link or dropdown of the last X tasks you viewed so you can quickly get back to them if needed.


    We have a similar mechanism in place for Documents where you can click on "recent documents" and it will show all documents for the last 10 days. I tend to bounce around task filters quite a bit, but I think it would be awesome if I could quickly see...say for example, "the last 10 tasks that I viewed".]]>
    Timesheet approvals - quickly approve all time https://www.myintervals.com/forum/discussion/83/timesheet-approvals-quickly-approve-all-time/ https://www.myintervals.com/forum/discussion/83/timesheet-approvals-quickly-approve-all-time/ Wed, 16 May 2007 11:51:45 -0700 Michael Here is a summary of the thinking behind timesheet approvals and why they are a part of Intervals.

    We consider it one of those necessary tedious things that we have tried to make as easy and quick as possible. We are learning that some Intervals administrators don't want to approve time. We received a request to add an option to "Approve All Submitted Timesheets" at once. We think this is a great idea and a way to keep the approve functionality, but make it even quicker for those who do not want to review each timesheet.]]>
    Document Support https://www.myintervals.com/forum/discussion/9/document-support/ https://www.myintervals.com/forum/discussion/9/document-support/ Mon, 27 Feb 2006 13:50:52 -0800 Michael
    Thanks for your patience - Michael]]>
    Intervals Hardware Maintenance Re-scheduled for May 2nd https://www.myintervals.com/forum/discussion/81/intervals-hardware-maintenance-rescheduled-for-may-2nd/ https://www.myintervals.com/forum/discussion/81/intervals-hardware-maintenance-rescheduled-for-may-2nd/ Mon, 30 Apr 2007 14:01:41 -0700 Michael
    The maintenance will occur sometime between 8:00 PM (Pacific) and 9:00 PM (Pacific). We are optimistic that the outage will last no longer than 10 - 15 minutes

    We apologize for the inconvenience and hope to have things up and back online as quickly as possible.

    -Michael]]>
    Support for non US Locales https://www.myintervals.com/forum/discussion/79/support-for-non-us-locales/ https://www.myintervals.com/forum/discussion/79/support-for-non-us-locales/ Tue, 24 Apr 2007 21:14:57 -0700 Michael
    Tomorrow morning we will be launching support for Locales outside of the United States. This has been a high demand feature and we are excited to get it launched.

    What can you expect during the launch?

    • Our launch window is from approximately 6:00 AM Pacific to 8:00 AM Pacific

    • During the launch window we do not anticipate any down time, but some functionality may be a little spotty

    • In addition to support for non US Locales, we will be deploying a set of minor enhancements to document support and a few performance upgrades

    ]]>
    Document | File Storage https://www.myintervals.com/forum/discussion/77/document-file-storage/ https://www.myintervals.com/forum/discussion/77/document-file-storage/ Thu, 12 Apr 2007 14:14:08 -0700 Michael
    Here are a few examples:

    What types of files would I upload a file to a task?
    - design comp
    - copy/text
    - a screenshot
    - any support file for that particular task

    What would I upload to a project?
    - a contract/proposal
    - logos
    - style guide
    - project specification

    The examples above are somewhat specific to a shop that is involved with design, but you can use Intervals however you like. It is flexible and can bend to your process.

    The Documents Tab is used for easy document retrieval. You can quickly search by client, project, who uploaded the file, part of the file name, and most importantly...tags. Tags encourage and allow free form categorization of documents in such a powerful way.]]>
    Using Intervals Task Management to manage the Sales Cycle https://www.myintervals.com/forum/discussion/76/using-intervals-task-management-to-manage-the-sales-cycle/ https://www.myintervals.com/forum/discussion/76/using-intervals-task-management-to-manage-the-sales-cycle/ Thu, 12 Apr 2007 09:54:24 -0700 Michael Copy Project Notes https://www.myintervals.com/forum/discussion/75/copy-project-notes/ https://www.myintervals.com/forum/discussion/75/copy-project-notes/ Sat, 24 Mar 2007 11:15:58 -0700 Michael Intervals Document | File Storage going live this Saturday (March 24) https://www.myintervals.com/forum/discussion/73/intervals-document-file-storage-going-live-this-saturday-march-24/ https://www.myintervals.com/forum/discussion/73/intervals-document-file-storage-going-live-this-saturday-march-24/ Wed, 21 Mar 2007 17:10:44 -0700 Michael Document | File Storage Going Live this Saturday, 7:00 AM Pacific

    This weekend we will launching Intervals Document | File Storage. We do not anticipate any down time, but there may be a few minutes of spotty performance while we launch the new feature.

    What can you expect after the launch?

    • You will be able to upload files to Tasks and Projects

    • There are no file type restrictions so you can upload whatever you need (contracts, screenshots, logos, design comps, etc.)

    • Document Support includes versioning control so you can view iterations of a file over time

    • Executive users can upload files with the work requests they submit


    We're excited to get this vital feature in and it brings us one step closer to achieving our goal of making Intervals the one service that small businesses, creatives, designers, PR firms, communication companies, and web shops use to get all of their business needs done:

    • real time control of budget vs. actual for all of your projects

    • task management and organization of prorities

    • time tracking made easy

    • reports on the health of your business

    • tracking overall productivity to see if you are spending your time and energy where you think you should be

    • AND

    • file storage - centralize all of the files and documents you need to get your work done

    ]]>
    "Add Time" AJAXified and more Intervals improvements https://www.myintervals.com/forum/discussion/70/add-time-ajaxified-and-more-intervals-improvements/ https://www.myintervals.com/forum/discussion/70/add-time-ajaxified-and-more-intervals-improvements/ Tue, 27 Feb 2007 20:04:37 -0800 Michael Tonight we pushed live:

    - The add time functionality in Intervals has been significantly overhauled. Each time you "add time" it will be via AJAX instead of a popup window. Also, you won't get bounced to a new page. Each time you add time you will be kept on the same page where you are adding time.

    - More restricted manager level user - the new manager user is less like an Administrator. They can only see and manage the projects that an Administrator creates and gives them access to.

    - Enhanced task and project note searching

    - Onyx theme tuned

    -"Canned Dates" added to reports - instead of always having to select the start and end date you can select things like current quarter, current month, etc.

    - My Scratch pad can be dragged and repositioned

    - Modules layered into more places - more reports feature module options and there is a new "time summary" in the project section where you can view an individual project by modules

    - If a user has too many unsuccessful login attempts and gets locked out, Administrators can "unsuspend" their account

    We have more upgrades and improvements coming down the pipeline...thanks again for all of the suggestions and feedback.]]>
    Intervals Infrastructure Improvements https://www.myintervals.com/forum/discussion/61/intervals-infrastructure-improvements/ https://www.myintervals.com/forum/discussion/61/intervals-infrastructure-improvements/ Wed, 10 Jan 2007 17:15:36 -0800 Michael Infrastructure Improvements Scheduled for this Saturday, 7:00 AM Pacific

    This weekend we will be increasing the number of servers and changing hosting providers. There is really no good time to make such an important move, but after extensive research into hosting options we are excited about the change. We expect to see big improvements after Saturday.

    Reasons for the upgrade

    • Growth to accommodate additional Intervals customers

    • Additional servers for better performance, better redundancy, and better backups

    • Server expansion in preparation for Document Support

    • Upgrade to the latest versions of our Operating platforms

    • Latest and greatest hardware for speed


    The upgrade is scheduled for Saturday, January 13th between approximately 7:00 AM Pacific and 9:00 AM Pacific. A short period of down-time is likely during this window. If you experience any issues after the transfer and upgrade is complete, please email us at support[at]myintervals.com and we will troubleshoot immediately.]]>
    Task Filters https://www.myintervals.com/forum/discussion/69/task-filters/ https://www.myintervals.com/forum/discussion/69/task-filters/ Wed, 21 Feb 2007 12:05:08 -0800 lhui
    A few example task filters


    • All tasks I opened that people set to verify and close...aka, I need to come in and close out the task or reopen it

    • All tasks set to needs assistance

    • All tasks assigned to me by due date



    You can customize your task filters to suite your own needs.]]>
    Task Management https://www.myintervals.com/forum/discussion/66/task-management/ https://www.myintervals.com/forum/discussion/66/task-management/ Thu, 15 Feb 2007 09:13:17 -0800 lhui
    When a new task is created or an existing task changes status, an email is sent to notify whoever has been assigned the task and brings them back to Intervals to track their work. The task feature is built around changing status – to filter tasks or trigger alerts. The history, notes, and comments are all stored in the task, making it easy to reference previous work and eliminating the process of digging through archived emails.

    Another useful feature of task management is the ability to track your time. When you begin working on a task, start the timer. You can pause the timer at any point and come back to a project later and restart the timer once again. This is incredibly useful in tracking how much time you spend on each client and for tracking how much time is spent on internal projects.]]>
    Clients https://www.myintervals.com/forum/discussion/68/clients/ https://www.myintervals.com/forum/discussion/68/clients/ Thu, 15 Feb 2007 10:04:59 -0800 lhui
    In addition to external clients, you may also set yourself up as a client. In this way, you will be able to track how much time is being spent on internal company projects.]]>
    Project Management https://www.myintervals.com/forum/discussion/67/project-management/ https://www.myintervals.com/forum/discussion/67/project-management/ Thu, 15 Feb 2007 09:33:30 -0800 lhui
    In addition to tracking time (both billable and unbillable), you can also log project expenses and payments. The dashboard page provides a quick overall view of the project status. In one quick glance, you can see an overview of the tasks, a breakdown of time spent on the project, and any outstanding balance. For a more detailed breakdown, everything logged into the project is linked to a variety of different reports in Intervals.

    These reports (found in the reports section) include:
    - pie charts by work type and who completed the work
    - detailed project activity reports which show every piece of time logged in a project and it's dollar value
    - weekly trends showing how many hours spent per week on a single project and who completed which type of work

    If you check out the reports section, you will see a variety of other types of reports. Explore these to find out which ones are right for your needs. The report sections gives you quick access to the information you need. Reports are easy to generate, easy to export, and easy to print and you can run them hi-level for general trends or very detailed for micro fine time analysis.]]>
    Request queue https://www.myintervals.com/forum/discussion/65/request-queue/ https://www.myintervals.com/forum/discussion/65/request-queue/ Wed, 07 Feb 2007 10:14:04 -0800 lhui
    How can I use it?
    -To streamline formal work requests
    -For personal use - If you're on the go and need to start a task but don't have time to log in all of the details, you can add it to your request queue and come back to it later.
    -For interoffice use – If you answer a call for a project that is not your own, you can record your notes in the request queue so the project owner can create a new task.]]>
    Intervals Database Upgrade (Jan. 3, 2007) - Service Interruption https://www.myintervals.com/forum/discussion/60/intervals-database-upgrade-jan-3-2007-service-interruption/ https://www.myintervals.com/forum/discussion/60/intervals-database-upgrade-jan-3-2007-service-interruption/ Wed, 03 Jan 2007 11:30:24 -0800 Michael
    The upgrade is geared at improving database performance and speed with searches.

    Thanks for your patience.]]>
    What are "project notes"? https://www.myintervals.com/forum/discussion/59/what-are-project-notes/ https://www.myintervals.com/forum/discussion/59/what-are-project-notes/ Wed, 27 Dec 2006 14:40:45 -0800 Michael
    Project notes are used to store any information that may pertain to that given project. We use them for procedures, login information, versioning control information, etc. It's like an over simplified version of a wiki.

    You can mark a note as "private" if you want to control who can see it. Making it private also encrypts it at the database level for added security.]]>
    What reports should I look at? https://www.myintervals.com/forum/discussion/58/what-reports-should-i-look-at/ https://www.myintervals.com/forum/discussion/58/what-reports-should-i-look-at/ Wed, 27 Dec 2006 14:17:07 -0800 Michael
    1. Weekly Trends- if you know how many weekly hours you need to break even, this one is the health of your business
    2. Project Activity Report- this one can be run cumulatively across all of your projects or singularly for a single project or client]]>
    How do I get my client involved in the process? https://www.myintervals.com/forum/discussion/57/how-do-i-get-my-client-involved-in-the-process/ https://www.myintervals.com/forum/discussion/57/how-do-i-get-my-client-involved-in-the-process/ Wed, 27 Dec 2006 14:15:16 -0800 Michael
    1. submit work requests
    2. review outstanding tasks
    3. run reports on project activity
    4. review hi-level budgetary information]]>
    Intervals Update - 11/17/06 https://www.myintervals.com/forum/discussion/53/intervals-update-111706/ https://www.myintervals.com/forum/discussion/53/intervals-update-111706/ Fri, 17 Nov 2006 16:40:57 -0800 jreeve

    • Cleaned up the visual design (new warm grey background, softer edges)

    • Added x and y axis highlighting to crosschart report

    • Cleaned up formatting for user profiles

    • Built in more memcache settings so Intervals will run faster

    • Streamlined the ajax functionality

    ]]>
    What's the best way to track time in Intervals? https://www.myintervals.com/forum/discussion/52/whats-the-best-way-to-track-time-in-intervals/ https://www.myintervals.com/forum/discussion/52/whats-the-best-way-to-track-time-in-intervals/ Thu, 16 Nov 2006 16:30:53 -0800 Michael Intervals Performance Improvements :: Going live Saturday, November 4th https://www.myintervals.com/forum/discussion/50/intervals-performance-improvements--going-live-saturday-november-4th/ https://www.myintervals.com/forum/discussion/50/intervals-performance-improvements--going-live-saturday-november-4th/ Fri, 03 Nov 2006 09:49:09 -0800 Michael
    Improvements Going Live Tomorrow:
    - More responsive interface (AJAX layered in for lists, timers, and areas with a lot of data)
    - Web server change to lighttpd (Faster performance for static content)
    - Additional use of database caching (Faster database performance)
    - PHP Accelerator (Faster execution of PHP)

    We are excited about this improvement and are optimistic that you will immediately feel the improvement.]]>
    Problems accessing Intervals https://www.myintervals.com/forum/discussion/49/problems-accessing-intervals/ https://www.myintervals.com/forum/discussion/49/problems-accessing-intervals/ Tue, 31 Oct 2006 09:13:58 -0800 Michael Scheduled Downtime for September 20th https://www.myintervals.com/forum/discussion/45/scheduled-downtime-for-september-20th/ https://www.myintervals.com/forum/discussion/45/scheduled-downtime-for-september-20th/ Thu, 07 Sep 2006 14:28:22 -0700 Michael Recent Case Studies - Companies Currently using Intervals https://www.myintervals.com/forum/discussion/47/recent-case-studies-companies-currently-using-intervals/ https://www.myintervals.com/forum/discussion/47/recent-case-studies-companies-currently-using-intervals/ Wed, 20 Sep 2006 21:30:42 -0700 Michael Graphic Designer
    Quality Assurance Department
    Communications Firm
    Software Developer
    Web Design and Web Development Shop]]>
    If a client asks, "Can I get a detailed listing of all work that was performed?", run this report. https://www.myintervals.com/forum/discussion/41/if-a-client-asks-can-i-get-a-detailed-listing-of-all-work-that-was-performed-run-this-report/ https://www.myintervals.com/forum/discussion/41/if-a-client-asks-can-i-get-a-detailed-listing-of-all-work-that-was-performed-run-this-report/ Fri, 28 Jul 2006 13:05:40 -0700 Michael
    - each task #
    - the title of the task
    - the type of work that was performed
    - the amount of work performed
    - the dollar value of each chunk of work performed
    - the total dollar value of the entire task

    We created this report for precisely that question.

    Where is the report located? You have two options:

    1. at the bottom of the project dashboard in the 'reports' section (Projects >> Individual Project >> Project Dashboard >> Project Activity Report)

    2. in the reports section (Reports >> Project Activity Report)]]>
    New Features: copy a Task, add person to all projects, revised home page, quick task search https://www.myintervals.com/forum/discussion/40/new-features-copy-a-task-add-person-to-all-projects-revised-home-page-quick-task-search/ https://www.myintervals.com/forum/discussion/40/new-features-copy-a-task-add-person-to-all-projects-revised-home-page-quick-task-search/ Mon, 24 Jul 2006 16:14:27 -0700 Michael
    - Revised Home Page
    - Quick Task Search
    - Adding a person to all projects
    - Copy a task

    View screenshots here:
    http://tinyurl.com/zz3rj]]>
    New Features https://www.myintervals.com/forum/discussion/39/new-features/ https://www.myintervals.com/forum/discussion/39/new-features/ Mon, 24 Jul 2006 16:11:36 -0700 Michael Firefox Saved Passwords https://www.myintervals.com/forum/discussion/35/firefox-saved-passwords/ https://www.myintervals.com/forum/discussion/35/firefox-saved-passwords/ Sat, 03 Jun 2006 13:20:29 -0700 Michael
    We will be implementing a fix within the next week or so. It won't be an issue after that.]]>
    Cost of Intervals... https://www.myintervals.com/forum/discussion/26/cost-of-intervals/ https://www.myintervals.com/forum/discussion/26/cost-of-intervals/ Tue, 11 Apr 2006 12:09:45 -0700 engagedmedia
    I'm currently testing the software and it's really great. The layout is pretty easy to navigate and the ability to email the team/clients is awesome with some great functionality. This has definately been throught through.

    After I'm done Beta Testing, I have the issue fo cost. I personally think that the cost of the software at $36 for three projects, and $75/month to manage 15 projects, is high - $250 a month for unlimited???!!!. Between all of the fees for DSL, insurance, office, hosting, voicemail, etc, having to pay almost $100 for the ability to manage 15 projects (we have 8-12 on average going on at all times), I'm not sure I will be able to afford it. Other than my budget, I just think it is a high price to pay when there are project management systems, albeit very shabby, I can download and tweak myself.

    I know you are probably wanting to work with million-dollar companies, but I think it would be great to have a more rounded systems like, because there are more small businesses than there are companies that can pay this kind of money each month:

    3 projects - $18
    15 projects - $30
    50 projects - $60
    Unlimited - $100]]>
    Intervals Goes Live Today https://www.myintervals.com/forum/discussion/34/intervals-goes-live-today/ https://www.myintervals.com/forum/discussion/34/intervals-goes-live-today/ Sat, 03 Jun 2006 12:32:47 -0700 Michael
    There could be some intermittent outages. Thanks for your patience.]]>
    Descriptive title tags for browsers that support tabs https://www.myintervals.com/forum/discussion/31/descriptive-title-tags-for-browsers-that-support-tabs/ https://www.myintervals.com/forum/discussion/31/descriptive-title-tags-for-browsers-that-support-tabs/ Thu, 11 May 2006 19:47:47 -0700 Michael Email notificaiton when a new work request is submitted https://www.myintervals.com/forum/discussion/24/email-notificaiton-when-a-new-work-request-is-submitted/ https://www.myintervals.com/forum/discussion/24/email-notificaiton-when-a-new-work-request-is-submitted/ Tue, 14 Mar 2006 17:25:05 -0800 Michael
    "Also, is there a way for me, the administrator, to be notified by email when a client submits a work?"]]>
    Task Title displayed for timers currently in the footer https://www.myintervals.com/forum/discussion/28/task-title-displayed-for-timers-currently-in-the-footer/ https://www.myintervals.com/forum/discussion/28/task-title-displayed-for-timers-currently-in-the-footer/ Wed, 26 Apr 2006 13:25:06 -0700 jennifer
    I wanted to restart my timer on a task, but wanted to do it from the footer instead of having to navigate to the task page. I wanted to make sure I was starting the timer for the right task and just as I was thinking "it would be cool to be able to see what the task is," I rolled over the task number and the title of the task appeared. So cool!

    You guys think of all the cool little things that make this app, that much better!]]>
    Can I see how much revenue I've generated for a time period? https://www.myintervals.com/forum/discussion/27/can-i-see-how-much-revenue-ive-generated-for-a-time-period/ https://www.myintervals.com/forum/discussion/27/can-i-see-how-much-revenue-ive-generated-for-a-time-period/ Thu, 13 Apr 2006 10:43:30 -0700 Michael
    1. How much revenue has been generated for a time period
    2. How much revenue an employee or contractor has generated for a time period
    3. How much revenue is being managed by a single project manager]]>
    Rich Text Formatting for summary https://www.myintervals.com/forum/discussion/23/rich-text-formatting-for-summary/ https://www.myintervals.com/forum/discussion/23/rich-text-formatting-for-summary/ Tue, 14 Mar 2006 10:27:46 -0800 Michael Approved timesheets set to 'overdue' https://www.myintervals.com/forum/discussion/25/approved-timesheets-set-to-overdue/ https://www.myintervals.com/forum/discussion/25/approved-timesheets-set-to-overdue/ Wed, 15 Mar 2006 16:38:14 -0800 Michael
    How does this impact you?
    Unfortunately, any timesheets that you had approved will now be set to overdue.

    The 'overdue timesheet' notification will be set in the header and the timesheets will have to be submitted and approved again.

    The update should improve the performance of the time section quite a bit.

    Thanks again for participating in our beta program and thank you for your patience.]]>
    Generic Timer (aka a timer without a task) https://www.myintervals.com/forum/discussion/8/generic-timer-aka-a-timer-without-a-task/ https://www.myintervals.com/forum/discussion/8/generic-timer-aka-a-timer-without-a-task/ Mon, 27 Feb 2006 13:50:28 -0800 Michael Intervals used as a communication tool, not just a time/task tracker https://www.myintervals.com/forum/discussion/21/intervals-used-as-a-communication-tool-not-just-a-timetask-tracker/ https://www.myintervals.com/forum/discussion/21/intervals-used-as-a-communication-tool-not-just-a-timetask-tracker/ Sun, 12 Mar 2006 13:45:34 -0800 Michael _ _ _ _ _ _ _ _ _ _

    "In my arena, we don’t bill for our work. We use Intervals to see where our time is going, but more importantly, I use it to stay in the loop with what my team is working on. I like my team to work independently without me asking what they’re doing all the time, so I use Intervals to stay in the loop...and let me tell you, it is awesome!

    My favorite report is the Summary Report. I just pick a certain time period, sort by person and I see what everyone, including myself, has worked on. I read their comments for the work done and I feel like I know more of what is going on. It’s great!"

    - Jen
    _ _ _ _ _ _ _ _ _ _]]>
    How much did this one task cost? https://www.myintervals.com/forum/discussion/20/how-much-did-this-one-task-cost/ https://www.myintervals.com/forum/discussion/20/how-much-did-this-one-task-cost/ Sun, 12 Mar 2006 13:35:33 -0800 jennifer I want to quickly see what my entire team has worked on in a given week. https://www.myintervals.com/forum/discussion/19/i-want-to-quickly-see-what-my-entire-team-has-worked-on-in-a-given-week/ https://www.myintervals.com/forum/discussion/19/i-want-to-quickly-see-what-my-entire-team-has-worked-on-in-a-given-week/ Sun, 12 Mar 2006 13:34:36 -0800 jennifer
    This is a great way to stay in the loop with what’s going on. Not only do our reports spit out numbers…they also help improve communication among team members!]]>
    Deleting a user with submitted time, assigned tasks, etc…what happens? https://www.myintervals.com/forum/discussion/18/deleting-a-user-with-submitted-time-assigned-tasks-etcwhat-happens/ https://www.myintervals.com/forum/discussion/18/deleting-a-user-with-submitted-time-assigned-tasks-etcwhat-happens/ Sun, 12 Mar 2006 13:29:56 -0800 jennifer
    1. All time associated with that user is deleted.
    2. All tasks assigned to that user will be assigned to the user performing the deletion.
    3. All tasks owned by that user will be assigned to the user performing the deletion.
    4. All projects managed by that user will become managed by the user performing the deletion.

    You will be prompted with this information and asked to confirm deletion. We suggest deactivating the user to retain the time worked on a project.]]>
    Monday, February 13th - Slowness & Upgrades https://www.myintervals.com/forum/discussion/17/monday-february-13th-slowness-upgrades/ https://www.myintervals.com/forum/discussion/17/monday-february-13th-slowness-upgrades/ Sun, 12 Mar 2006 13:23:26 -0800 Michael Can time be edited once it has been approved? https://www.myintervals.com/forum/discussion/16/can-time-be-edited-once-it-has-been-approved/ https://www.myintervals.com/forum/discussion/16/can-time-be-edited-once-it-has-been-approved/ Sun, 12 Mar 2006 13:20:48 -0800 jennifer Does time have to be assigned to a task? https://www.myintervals.com/forum/discussion/15/does-time-have-to-be-assigned-to-a-task/ https://www.myintervals.com/forum/discussion/15/does-time-have-to-be-assigned-to-a-task/ Sun, 12 Mar 2006 13:15:38 -0800 jennifer Multiple Timers https://www.myintervals.com/forum/discussion/7/multiple-timers/ https://www.myintervals.com/forum/discussion/7/multiple-timers/ Mon, 27 Feb 2006 12:31:47 -0800 Michael Intervals Beta Open as of February 28 https://www.myintervals.com/forum/discussion/2/intervals-beta-open-as-of-february-28/ https://www.myintervals.com/forum/discussion/2/intervals-beta-open-as-of-february-28/ Mon, 27 Feb 2006 12:29:11 -0800 Michael What happens if I delete or deactivate work types or modules? https://www.myintervals.com/forum/discussion/3/what-happens-if-i-delete-or-deactivate-work-types-or-modules/ https://www.myintervals.com/forum/discussion/3/what-happens-if-i-delete-or-deactivate-work-types-or-modules/ Mon, 27 Feb 2006 12:29:51 -0800 Michael
    What if I don't want to use that item any more?
    You can always deactivate an item if you do not want it to be used any longer. Deactivated items still show up in drop downs and will have an * by them. Deactivating is like saying "OK, we don't use this any more, but we need to keep it around for historical information".]]>
    What types of industries are the current beta testers? https://www.myintervals.com/forum/discussion/1/what-types-of-industries-are-the-current-beta-testers/ https://www.myintervals.com/forum/discussion/1/what-types-of-industries-are-the-current-beta-testers/ Mon, 27 Feb 2006 12:28:36 -0800 Michael
    Freelance designers
    Web Design
    Web Development
    Creative Services
    IT Services
    Software Development
    Retailer
    Home Improvement / Remodeling
    Quality Assurance Department of a Large Software company


    Intervals was designed to be an "accountability" tool and although we are a web design and web development company we deliberately did not make it for our industry only.]]>