Add, revise, or delete a non-project activity: added.
Add a new, blank project / Discount: corrected formula.
Unstaff an assignment: corrected.
Delete an assignment: added.
Using the Offline Time & Expense Tool: added.
Delete an item from the calendar: added.
Understanding the ServicePort approval process: Added a note on how to reroute sheets when the members of an approval group or project approval track change.
Add, change, or delete the “hosted for” logo: added.
Reference / Reports / Resource / Project Staffing: revised to reflect addition of Select by Project and other changes to selection dialog.
Reference / Reports / Time and Expense / Time by Project: added note on Activity field.
Reference / Time zone codes: added.
General: Throughout the manual, "Bid Type" has been changed to "Bid By" and/or "Cost By."
Supported browsers: added note about browser window size.
Reinstate a terminated user's ServicePort account: added instructions on searching for terminated people.
Set the calendar time zone: added.
Run a report: added note about List Completed Reports.
Create a new project and assignments with the Bid Calculator: added a reference to the Excel 2000 help section regarding installation of add-ins.
Update imported Microsoft Project tasks: corrected (workspace permission required is Modify).
Add an assignment to a project / Cost: added.
How assignment role bill and cost rates are calculated: revised to reflect ability to set Bid By and Cost By independently and related changes.
Schedule a meeting: added access privilege requirement (View Contact Info for the users to be invited).
Reference / Fields / Project, page 2 / Cost By: added.
Reference / Reports: Whole section has been expanded and updated.
General: Throughout the manual, "data-extract report" has been changed to "data-export report."
Delete a time or expense sheet: added instructions on changing status from Approving to In Use.
Understanding the ServicePort approval process: added.
Change the calendar display: corrected (added View Project Calendar and View Group Calendar to access privileges required).
Run a report: added notes "Reports include only the data ..." and "If your access privileges are limited ...."
Run a data-export report: added new access privilege requirement (Export/Extract Time/Expense Data), clarified differences between reports.
View or change membership in a derived project security group: corrected (added View Project Summary to access privileges required).
Managing automatic e-mail messages / Messages regarding time and expenses: revised to reflect changes.
Reference / Access privileges / Global access privileges / Access Workspaces and Library: corrected (said "not used").
Reference / Access privileges / Global access privileges / Admin Email Notification: added.
Reference / Access privileges / Global access privileges / Export/Extract Time/Expense Data: added.
Reference / Access privileges / Business-unit access privileges / Update Group Calendar: added.
Reference / Access privileges / Business-unit access privileges / View Group Calendar: added.
Reference / Access privileges / Project access privileges / View Project Details: corrected (required to view project's Security tab).
Reference / Access privileges / Project access privileges / View Project Calendar: added.
Reference / Access privileges / Project access privileges / Update Project Calendar: added.
Reference / Access privileges / Project access privileges / Administer Project Security Groups: added.
Reference / Fields / Project, page 2 / Discount: corrected formula.
Reference / Reports / Data / Expense Export: moved notes on e-mail field to "Run a data-export report.".
Reference / Reports / Data / Time Export: moved notes on e-mail field to "Run a data-export report.".
Logging in: revised to reflect new login URL.
Add a new, blank project / Manager: added a note regarding manager's time and expense sheets.
Add a new, blank project / PM Approval: deleted.
Add a new, blank project / Time Approval: added.
Add a new, blank project / Expense Approval: added.
Import tasks from Microsoft Project and Update imported Microsoft Project tasks: added notes explaining that imported MS Project dates have no effect on assignment dates.
Delete a time or expense sheet: added.
Time and expense security: revised to reflect new project time and expense approval chains.
Managing automatic e-mail messages / Messages regarding staffing / Dates and/or allocation for a person on a project are changed: corrected error in example message.
General: Revisions have been made throughout the manual to reflect the following changes.
Add a new user: revised description of Std Role field to reflect changes. Now, when a user bills time to a project in which they have not been staffed on an assignment, ServicePort uses the bill and cost rates from their personal profile.
How assignment bill and cost rates are calculated: revised "by person" and "custom" descriptions to reflect changes in rate calculations.
Add a new business group: added discussion of new Is Active field and Expense Template fields.
Add or modify a master expense category: renamed, added discussion of expense category templates.
Add or modify a master mileage rate: renamed, revised to reflect changes.
Add or modify an expense category template: added.
Reference / Reports / Resource / Utilization Historical: revised to reflect change in report design.
Getting started / ServicePort basics / Workspaces: revised to reflect removal of bulletin boards, discussions, and team lists from individual workspaces.
Customize your home page: added.
Add a new, blank project / Contract Type: changed field name from Contract to Contract Type.
Understanding workspaces: revised to reflect removal of bulletin boards, discussions, and team lists from individual workspaces.
Run a report / Download data for use in a spreadsheet: added note about additional information in Using e.Analysis.
Run a report / Display data in an e.Analysis pivot table: added.
Customize the default home page: added.
Reference / Fields / Project: changed field name from Contract to Contract Type.
Reference / Reports: added notes indicating which reports are not available when the optional Project Accounting module is installed.
Reference / Reports / Resource / Person Profile: added.
Fill out, revise, or submit a time sheet: deleted warning about creating multiple rows with same Project, Task, Activity, and Role, since this is no longer allowed.
Create additional time sheets for a reporting period: added.
Add a new user: added a note that the Approval Grp setting has no effect if the selected group has no members.
Add a new, blank project: added a note that PM Approval has no effect if no project manager has been assigned; deleted incorrect statement that Pay Title field could be used in Project Accounting reports.
Delete a project: added a note that you cannot delete a project to which time or expenses have been charged.
Add a role to a project / Allocation: added information regarding weekly allocations.
Understanding weekly allocations: added.
Reference / Fields / Personal Profile, page 3 / Cost Rate: changed maximum value.
Reference / Fields / Personal Profile, page 3 / Bill Rate: changed maximum value.
Reference / Fields / Project / Staff Role: added note that field is editable when project bid type is "custom."
Reference / Fields / Admin / Lists / Staff Role / Billing Rate: changed maximum value.
Reference / Fields / Admin / Lists / Staff Role / Standard Cost: changed maximum value.
Reference / Reports / Financial / Revenue Actual Hourly: revised description of revenue calculation.
Reference / Reports / Financial / Revenue Weekly: added.
Supported browsers: revised to reflect Linux support.
Logging in: added discussion of Start Page option.
Stop Internet Explorer from displaying documents inline: added a note that Microsoft's instructions for Windows NT reflect the use of regedt32.exe.
Add a new user / Cost Rate: revised to reflect change (value no longer copied from Standard Cost value for the Std Role defined at Admin / Lists / Staff Role), added note that this can also be set in Project Accounting.
Add a new user / Bill Rate: revised to reflect change (value no longer copied from Billing Rate value for the Std Role defined at Admin / Lists / Staff Role), added note that this can also be set in Project Accounting.
Define a new role: added notes that Billing Rate and Standard Cost can also be set in Project Accounting.
Search for documents: added a note that when a document is added to a workspace there may be a delay before it appears in search results.
Run a report: added.
Run a data-extract report: added.
Messages regarding time and expenses: added note regarding effect of e-mail settings in personal profiles.
Revise the expense and calendar Activity picklist: notes on the removed Active field replaced with notes on the new "Display for billable or non-billable projects" field.
Reference / Fields / Personal Profile, page 3 / Currency: changed "currency rate" to "currency".
Reference / Fields / Project, page 2 / Currency: changed "currency rate" to "currency".
Reference / Fields / Admin / Lists / Activity Type: Active field replaced with "Display for billable or non-billable projects" field.
Reference / Reports: updated section to reflect new and changed reports. Comma-delimited files produced by the Expense Export and Time Export reports (formerly Data Export-Expense Details and Data Export-Time Details) now include field-name headers. Time Extract report can now select date range using either reporting period start dates or time sheet approval dates.
Add a new user: revised description of Cost Rate and Bill Rate fields to reflect recent change in ServicePort that may affect subscribers who have projects with Contract set to "by person" or "custom."
Add a new, blank project: added description of Bid Type.
How project role bill and cost rates are calculated: added.
Assign a person to a project role: added instructions on viewing individuals' skills from the Role Search Results list.
Default workspace security settings / For personal workspaces: corrected description of user permissions.
Data Export-Expense Details and Data Export-Time Details: added note about missing e-mail address field.
Reference / Fields / Project, page 2: revised description of Std Cost to reflect recent change in ServicePort that may affect subscribers who have projects with Contract set to "by person" or "custom".
Supported browsers: added.
Reinstate a terminated user's ServicePort account: added.
Import tasks from Microsoft Project: added alternate method using drag and drop.
Update imported Microsoft Project tasks: added alternate method using drag and drop.
Delete a subproject: added.
Convert a subproject to a standalone project: deleted. This is not possible.
Fill out and submit a time sheet: the manager of the users's reporting group cannot revise or submit the user's time sheets.
Fill out and submit an expense report: the manager of the users's reporting group cannot revise or submit the user's expense reports.
Understanding time sheet and expense report status: corrected description of Locked state.
Enable or disable e-mail commands: added.