Software system providing time card reporting using a calendar system

• US 20020069145A1
• Filed: 12/05/2000
• Published: 06/06/2002
• Est. Priority Date: 12/05/2000
• Status: Abandoned Application

• Current Assignee: Ben Gottlieb, Ben Tweel, Jim Austin, Jose Luis De Lafuente, Luis Collado, Stephen Ward
• Original Assignee: Ben Gottlieb, Ben Tweel, Jim Austin, Jose Luis De Lafuente, Luis Collado, Stephen Ward
• Inventors: Ward, Stephen, Austin, Jim, Tweel, Ben, Collado, Luis, Gottlieb, Ben, De LaFuente, Jose Luis
• Application Number:
  US09/730,234
• Publication Number:
  US 20020069145A1
• Time in Patent Office: Days
• US Class Current: 705/32
• CPC Class Codes: G06Q 10/06314 Calendaring for a resource
• CPC Class Codes: G06Q 10/109 Time management, e.g. calendars, reminders, meetings or time accounting

Abstract

A software system is provided for a conventional appointment calendar system having a calendar database for storing appointment information for plural appointment entries. The software system utilizes the date, time duration and descriptive appointment information for each appointment entry as the starting point for generating timecard records for export to an external accounting system. The software system is provided with an administrative interface for entering project information for each of a plurality of projects, a timecard user interface for creating timecard records by associating a selected calendar appointment entry with a selected one of the predefined projects, and a data export module for exporting the timecard records to the external accounting system.

Claims

1. A software system for an appointment calendar system having a calendar database storing plural appointment entries, each appointment entry containing date, time duration and descriptive appointment information, the software system comprising:

an administrative interface for entering project information for each of a plurality of projects;

a timecard user interface for creating timecard entries by associating a selected calendar appointment entry with a selected one of said plurality of projects; and

a data export module for exporting said timecard entries to a stand-alone accounting system.

2. The software system according to claim 1, wherein said project information is stored in at least one of a proprietary database and the calendar database.

3. The software system according to claim 1, further comprising a user report generator for generating timecard reports on one of a calendar period basis, a phase basis, and a project basis.

4. The software system according to claim 1, wherein said project information includes an hourly rate for each of plural hourly billing categories, and said administrative interface prompts an administrator to assign a selected one of said hourly billing categories to each user allocated to a given project.

5. The software system according to claim 1, wherein said project information includes at least one expense category, said user interface displaying said at least one expense category and receiving expense information only for the displayed expense categories.

6. The software system according to claim 5, wherein said project information includes a maximum expense amount for each said at least one expense category, said user interface alerting said user if said entered expense information exceeds said maximum expense.

15. The software system according to claim 1, wherein the administrative interface displays a warning message if a number of project to which a given user is allocated exceeds a predetermined number.

7. A software system providing seamless integration between an executive information system and a plurality of calendar systems each storing appointment information in a calendar database, the software system comprising:

a executive information system including;

a executive information system database;

an administrative interface for entering project information for each of a plurality of projects, user information for at least one user, and scheduling said at least one user to each of said plurality of projects, said project information being stored in said executive information system database; and

a system report generator for accessing said executive information system database and generating at least one of user reports for a selected user and global reports for said plurality users on at least one of a calendar basis and a project basis; and

a plurality of calendar systems each storing appointment information in a calendar database, and each including;

a calendar user interface for displaying said appointment information and said project information for a given user, and generating timecard records by associating said project information for a selected project with the appointment information for a selected appointment;

said calendar user interface allowing the given user to generate timecard records using the displayed projects only, and storing said timecard records in the calendar database; and

a user report generator for each calendar system accessing the calendar database and generating reports on a calendar basis and on a project basis;

at least one data transfer module for transferring timecard records from each of said plurality of calendar databases to said executive information system database; and

a data export module for exporting timecard records from said executive information system database to an external accounting system.

8. The software system according to claim 7, wherein said executive information system database is stored on a server and each said calendar database is stored on a separate personal computer which communicates with said server.

9. The software system according to claim 8, wherein selected ones of said plurality of calendar systems further comprise a first project file containing a list of projects to which a given user has been allocated, said first project file being periodically updated with information from said executive information system database such that said calendar user interface may continue to generate timecard records when the communication between the computer and the server is interrupted.

10. The software system according to claim 7, wherein said administrative interface is a graphical user interface providing drag-and-drop scheduling whereby users are allocated to a project by dragging and dropping a user object onto a project object.

11. The software system according to claim 8, wherein said project information includes an hourly rate for each of plural hourly billing categories, and said administrative interface prompts the administrator to assign a selected one of said hourly billing categories to each user allocated to a given project.

12. The software system according to claim 7, wherein said project information includes at least one expense category, said user interface displaying said at least one expense category and receiving expense information only for the displayed expense categories.

13. The software system according to claim 12, wherein said project information includes maximum expense for each said at least one expense category, said user interface alerting said user if said entered expense information exceeds said maximum expense.

14. The software system according to claim 9, further comprising:

a portable calendar system storing appointment information in a portable calendar database, said portable calendar system including;

a second project file containing a list of projects to which a given user has been allocated, said second project file being periodically updated with project information from one of a selected said first project file and said executive information system database;

a portable calendar user interface for displaying said appointment information and said project information for a given user, and generating timecard records by associating said project information for a selected project with the appointment information for a selected appointment; and

said portable calendar user interface allowing the given user to generate timecard records using the displayed projects only, and storing said timecard records in said portable calendar database; and

a data synchronization module for synchronizing said calendar database and said portable calendar database.