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Setting up the DYCE web app

The DYCE Web App is the platform on which the Time Tracking and Project and Resource Planning features are provided. Both areas also have their own setups (see Time Tracking and Project and Resource Planning).

Synchronization status​

On the Synchronization page, you can view the status of the synchronization and the related company in Business Central. The traffic light shows the status at a glance.

  • Green means that everything is working as desired.
  • Blue is displayed if a heartbeat has been missed.
  • If the traffic light is yellow, there is at least one data record that could not be processed.
  • If the traffic light shows red, synchronization cannot be achieved.

Unprocessed and unsent data can be opened directly. The creation of companies and the setup of synchronization are explained in detail in this section of the documentation.

Setup valid for all users​

These settings apply to all users in the company. Based on the settings, additional fields are displayed to all users in lookups or the selection in lookups is limited. The setup can be accessed in the Settings page in the Administration area.

Using tasks​

In the Tasks field, you can choose between the three options None, Optional, and Mandatory.

  • None
    The Tasks page will not be displayed in the sidebar. The user cannot filter by assigned tasks in the time recording lookups.
  • Optional
    The Tasks are displayed in the sidebar. In the time recording lookups, it is possible to filter by assigned tasks. The filter can be activated and deactivated using the Tasks icon in the time recording lookup. This allows the users to limit their selection in the time recording and optionally select from the entire list.
  • Mandatory
    All lookups in the time recording will be filtered to the assigned tasks. The filter cannot be deselected. This ensures that the users can only create time recordings for tasks that have been assigned to them. The Tasks are displayed in the sidebar.

Show Project Task No.​

The Project Tasks field specifies whether the Project Tasks numbers are displayed in the lookup.

By default, Project Task No. is deactivated. If a project is entered in the time tracking mask, the entries in the Project Task lookup are sorted by the description of the Projekt Tasks. If no project is entered, the entries in the Project Task lookup are sorted by Project No. and description.

If Project Task No. is activated, the display and sorting in the Project Task lookup changes. The Project Task No. is displayed in the first position in the lookup. The entries in the Project Task lookup are sorted by Project Task number. The number is not a number but a so-called code field in Business Central. In addition to numbers, letters and special characters can be entered in the field. Accordingly, a Project Task with the number 1000 is shown above of a Project Task with the number 200. Project Tasks with a letter at the beginning are always placed at the end.

Activity as mandatory field​

All mandatory fields must be filled in a Time Recording in order for it to be considered complete. Activity is not a mandatory field by default. If Activity expected is activated, new Time Recordings without Activity are displayed as incomplete.
Time Recordings without an activity can still be released in Business Central, but can no longer be edited afterwards. When released in Business Central, Time Recordings are marked as complete, regardless of whether the Activity is filled or not.

Important

The change is only applied to newly created Time Recordings. The change of Activity expected is not applied to all existing Time Recordings.

Display attendance​

Determines whether the page Attendance is displayed in DYCE Time Tracking.

Authentication​

There are two ways to authenticate with DYCE Time Tracking: with a regular user from your Active Directory or with a client for service-to-service authentication.

User​

For the user who sets up a new company in DYCE Time Tracking the Admin role is automatically assigned. All other users must be created manually for each company in the DYCE Web App.
Users are created in the Administration area on the Users page. New users from the Azure Active Directory (AAD) can be added to the company here. The users to be added can be selected via the large PLUS button. Users must be created per company.
To give users access to the respective areas, they must be assigned the corresponding roles.

Login​

The user must log in once for each browser and device. The login is saved and the user is automatically logged in on the next visit. If the user has only access to one area (Admin, Time Tracking), this area is opened. If the user has access to several areas, they must select an area.
The last used company and environment are used, when logging in. Both are stored in the local storage (company = company, environment = instance). If the environment does not exist, e.g. because the environment has been deleted from the local storage, the user must log in again.

Clients​

To create a client you need to have the Admin role assigned. Open the Administration section and navigate to the Clients page. Here you can create a new or edit existing ones. Select the PLUS button to add a client. Clients need a resource and roles just like users.
To authenticate with a client add the key, that you can receive from the overview (Client Key), to your HTTP requests Authentication header. Your requests also need a X-Instance and X-Company header with your environment configuration.

Authorization: 'Bearer <TOKEN>'
X-Instance: 'Sandbox'
X-Company: 'CRONUS DE'

Roles and permissions​

Permissions can be assigned via roles in the DYCE Web App. Different areas are shown or hidden depending on the role. Roles must be stored just like users per company. To simplify the assignment of roles, several users can be selected and the desired roles assigned.
To assign a role, one or more users must be selected and the Edit user roles (pencil top right) must be selected. In the following dialog, roles can be assigned or removed for the selected users.

Admin​

For users with Admin role assigned, the Administration section is visible. They are able to perform all setups without any restrictions. For the user who created a new company the Admin role is automatically assigned.

Admin

A user with the Admin role cannot revoke it or delete its own user.

Planning​

Users who wish to use project planning require the Resource Planning role. Without this role, the Planning area is not visible to the user.

Time recording​

In order to capture times users have to have Time Recoding role assigned. Without this role, the Time Tracking area will not be visible to the user. In addition to the role, a Resource must be assigned to the user. Resources are created in Business Central and times are captured for the assigned resource. Resources are assigned in the DYCE Web App in the User page.

All time recordings created for a resource are visible to the user(s) who have this resource assigned. Therefore, each user should be assigned a separate resource.

Users and resources

Users with no resource assigned will not get access to time tracking! If two users have the same resource, they see each other's time recordings. There is no way to distinguish these time recordings between these users.

Displaying the Exchange calendar​

On the Calendar page, the Exchange calendar of the logged-in user is displayed, provided that the user has granted read permission. The first time the calendar is opened in the Time Tracking app, each user is asked for read permission for the Exchange calendar. If the user grants permission, all appointments from the Exchange calendar are displayed in Time Tracking and can be used for time recording. The appointments are not stored in the Time Tracking app and cannot be edited there.
The permission can also be granted subsequently in the Settings in the Time Recording tab. The permission cannot be revoked. Alternatively, an administrator can grant read permission for the entire organization. In this case, the individual users are no longer asked.

Delete DYCE company / environment​

To delete an environment or company, please send the following information to support@dyce.cloud:

  • Tenant Id
  • Name of the environment
  • company code
  • E Mail of the Admin (for queries)