Deltek Accounting System Storyboard

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Deltek System Training Storyboard
1. Course Introduction
1.1 Course Introduction
Notes:
Time and Expense Essentials in iTRAC
1.2 Time and Expense Essentials

1.3 Welcome to iTRAC Time and Expense Essentials
Notes:
Entering timesheets and submitting expense reports are essential activities for Protiviti, because
our revenue is directly tied to billable hours.
If you don’t report your time and expenses in iTRAC, then your engagement manager won’t have
them in the system to invoice our clients. This not only affects Protiviti’s revenue on the project,
but may also mean we underestimate our cost to deliver similar services on future projects.
1.4 What You'll Learn
Notes:
iTRAC doesn’t make timesheets and expense reports go away, but it does make filling them out,
submitting them, and making corrections much easier.

One big benefit of iTRAC is that you can submit expense receipts, which are now required before
reimbursement online, along with your weekly expense reports.
In this course, you’ll learn how to enter your time and expenses into iTRAC. You’ll also learn
how to correct time and expenses that were entered incorrectly, and how to move time and
expenses from one project code to another.
1.5 About thiscourse
Notes:
All Protiviti employees must complete this 30-minute course. If you have
questions about the course, click the buttons displayed here for answers.
Otherwise, click Next to continue.
How long will it take? (Slide Layer)

Is this course for me? (Slide Layer)
Additional resources? (Slide Layer)
How do I navigate? (Slide Layer)

Completion (Slide Layer)
Any tips for success? (Slide Layer)
1.6 Who should takethis course

Notes:
Before you get started, we need to know a little bit more about you. Click the button on the screen
that best describes you as a Protiviti employee.
Non-Exempt 0 (Slide Layer)
2. Entering Time
2.1 Lesson Introduction
Notes:
Welcome to Lesson 1, where you’ll learn how to create, save, and submit your first timesheet in
iTRAC. You’ll also learn how to make adjustments to a timesheet you’ve already submitted, and

you’ll learn about submitting “stub” timesheets for weeks that cross over into a new month.
Along the way, we’ll share some features in iTRAC that make entering time quick and easy.
2.2 Entering Time (Non-exempt Employees)
Notes:
Welcome to Lesson 1, where you’ll learn how to create, save, and submit your first timesheet in
iTRAC. You’ll also learn how to make adjustments to a timesheet you’ve already submitted, and
you’ll learn about submitting “stub” timesheets for weeks that cross over into a new month.
Along the way, we’ll share some features in iTRAC that make entering time quick and easy.
2.3 Time and Expense Main Screen
Notes:

To get started, double click the iTRAC icon on your computer’s desktop.
Notes:
iTRAC starts and takes you to the Time Entry screen for the current week.
The top part of the screen shows information about you, time entered this week, and a calendar.
Fixed hours indicates how many hours to enter this week, based on your standard hours.
As expected, there is no time entered yet for this week.
You’ll enter your time here, in the Registrations area, using a separate line for each project and
task that you work on.

Notes:
iTRAC starts and takes you to the Time Entry screen for the current week.
The top part of the screen shows information about you, time entered this week, and a calendar.
Fixed hours indicates how many hours to enter this week, based on your standard hours.
As expected, there is no time entered yet for this week.
You’ll enter your time record here using in and out times that are called punches.
You’ll enter hours worked here in the Registrations area, using a separate line for each project
and task that you work on.

3. Entering Billable time
3.1 Entering BillableTime
Notes:
In this section, we will demonstrate how to enter billable time.
3.2 Click the panel
Notes:
First, we’ll minimize the menu to view more of the timesheet.

3.3 Click the list item
Notes:
Now let’s enter your billable time for Tuesday.
In iTRAC, you’ll enter time for each project or time category on a separate line or row.
Because in MyPlan you’re assigned to work on a project for Community Trust this week,iTRAC
automatically places the project in your Favorites. To view your favorites, click in the Favorites
field in the first blank row of the timesheet.

Notes:
Now click the drop-down arrow in the Favorites field.
3.5 Click the T&E CNV-COM054-2014 IA Cosource, BillableLabor list item
Notes:
Select the Community Trust project you’re assigned to this week.
3.6 Press Enter
Notes:
And then press Enter.

Notes:
iTRAC populates the Client Name, Project Name, and Task Description fields for you. Note
that in some cases, you may need to select the correct task description for the project.
Now click the time entry field for Tuesday,
3.8 Type 4
Notes:
Type 4,and press Enter.

3.9 Click the table
Notes:
When you press Enter, iTRAC saves your work and updates the Time Information section of the
screen.

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