• Welcome to TrafficLIVE Help
• Home
• Common Themes and Functions
  • Navigation
  • Keyboard Shortcuts
  • Navigation in Data Grids
  • Navigation in Trees
  • Multiselect Line Items
  • Profiles
    • Column Selector Profiles Pop-Up
    • Search Filter Profiles Pop-Up
  • Customize Searches
  • Export and Output Information
  • Create a Link on the Home Page
  • Common Themes and Functions Procedures
    • Add a New Profile
    • Edit a Profile Name
    • Delete a Profile
    • Set a Default Profile
    • Customize Searches
    • Export Data
    • Output Data
    • Create a Link on the Home Page
• My Traffic
  • My Calendar
    • Understanding My Calendar
    • My Calendar Page Common Fields, Links, and Buttons
    • Allocated Tasks Tab
      • Allocated Tasks Tab Fields and Buttons
    • Task Information Expansion
      • Task Information Expansion Fields and Buttons
    • Task Search Tab
      • Task Search Tab Fields and Buttons
    • All Tasks Tab
    • Milestones Tab
      • Milestones Tab Fields and Buttons
    • Booked Time Tab
      • Booked Time Tab Fields and Buttons
  • My Quotes Search
    • My Quotes Search Page Fields and Buttons
      • About the Sales Funnel
  • My Jobs Search
    • My Jobs Search Page Fields and Buttons
  • My Time Sheets
    • My Time Sheets Page Fields and Buttons
    • Daily Time Sheet Dialog
      • Daily Time Sheet Dialog Fields and Buttons
  • My Time Sheet Search
    • My Time Sheet Search Page Fields and Buttons
  • My Expenses
    • My Expenses Page Fields and Buttons
    • Create Expense Line Page and Buttons
  • My Settings
    • Calendar Settings Pane Fields and Buttons
    • Correspondence Signature Pane Fields and Buttons
    • Saved Output Locations Pane Fields and Buttons
  • My Traffic Procedures
    • My Calendar Procedures
      • Synchronize Your Calendar
      • Create an Allocation
      • Create a Time Sheet Entry from the Task Search Tab
      • Create Time Sheet Entries for Time Worked on a Task
      • Enter Time against a Task via the All Tasks Tab
      • Edit Time Sheet Entries
      • View Milestones in a List
      • View Milestones in Your Calendar
      • Complete Milestones
      • Create a Booked Time Entry in Your Calendar
      • Edit a Booked Time Entry
      • Delete a Booked Time Entry
    • My Quotes Procedures
      • Locate and Display Quotes that You Own
      • Use the Sales Funnel
    • My Time Sheet Procedures
      • Create a Time Sheet
      • Edit a Time Sheet
      • Output a Time Sheet
      • Search for Time Sheets
    • My Expenses Procedures
      • Create an Expense Sheet
      • Submit and Print an Expense Sheet
    • My Settings Procedures
      • Enable Calendar Synchronization
      • Change the External Calendar that You Synchronize with Your TrafficLIVE Calendar
      • Choose or Change Your Language
      • Delete All of Your View Profiles
      • Set or Edit a Standard Signature for Correspondence
      • Embed a Hyperlink in Your Standard Correspondence Signature
      • Embed a Picture in Your Standard Correspondence Signature
      • Specify Locations for Storing Saved Output
• Contacts
  • Contacts
  • Org Chart
  • Contacts Sheet
• Quotes
  • New Quote Page
    • New Quote Page Fields and Buttons
      • Create Quote Pop-Up Fields and Buttons
    • Understanding How to Use Foreign Currency with Quotes
  • Quote Search Page
    • Quote Search Page Fields and Buttons
  • Quotes Page
    • Quotes Page Fields and Buttons
  • Move Quote Pop-Up Fields and Buttons
  • Issue Quote Dialog Fields and Buttons
  • Templates Dialog Fields and Buttons
  • Quotes Procedures
    • Create a Quote
    • Add Line Items to a Quote
    • Remove a Line Item from a Quote
    • Use Stages with Line Items
    • Remove a Stage from a Quote
    • Use a Custom Rate Card on a Quote
    • Copy a Quote
    • Move a Quote
    • Version a Quote
    • Issue a Quote
    • Transition a Quote to a Job
    • Using Foreign Currency on Quotes
      • Use a Foreign Currency Rate Card on a Quote
      • Set the Currency and Rate Card on the Client instead of the Quote
      • Perform the Conversion on the Fly
    • Apply a Template to a Quote
    • Create a Template from a Quote
    • Create a Template Folder
    • Change the Name of a Template or a Template Folder
    • Delete a Template or a Template Folder
• Jobs
  • Understanding Projects, Jobs, Stages, and Tasks
  • Navigating Around the Jobs Area
  • Financials Page
    • Financials Page Fields and Buttons
    • Overview Tab
      • Overview Tab Common Fields and Buttons
      • Data Visualization Page
      • Financial Analysis Page
        • Financial Analysis Page Fields and Buttons
    • Job Details Tab
      • Job Details Tab Fields and Buttons
      • Job Details Tab Grid Fields and Descriptions
    • Time Tab
      • Time Tab Fields and Buttons
      • Time Tab Grid Fields and Descriptions
    • Expenses Tab
      • Expenses Tab Fields and Buttons
      • Expenses Tab Grid Fields and Descriptions
    • Purchases Tab
      • Purchases Tab Fields and Buttons
      • Purchases Tab Grid Fields and Descriptions
    • Billing Tab
      • Billing Tab Fields and Buttons
      • Billing Tab Grid Fields and Descriptions
    • Create Job Pop-Up
    • Move Job Pop-Up
    • Link to Quote Pop-Up
    • Quick Schedule Pop-Up
  • Schedule Page
    • Schedule Page Fields and Buttons
    • Task Info/Staff Allocation Sidebar
    • Moving Tasks with Dependencies
    • How the Schedule is Stored and Used on a Template
    • Job Schedule Settings Pop-Up
    • Shift Schedule Settings Pop-Up
    • Auto Schedule Settings Pop-Up
  • Job Search
    • Job Search Page Fields and Buttons
  • Invoice Search
    • Invoice Search Fields and Buttons
      • Invoice Search Grid Summary View Fields
      • Invoice Search Grid Detail View Fields
  • Task Search
    • Task Search Page Fields and Buttons
  • Jobs Procedures
    • Job and Quote Procedures
      • Create a Job
      • Create a Job from Client Contacts
      • Populate a Job from a Template
      • Copy Allocated Resource Figures to the Estimates
      • View Details of an Existing Job
      • Search for a Job
      • Turn a Quote into a Job
      • View a Job that is Related to a Quote
      • View a Quote that is Related to a Job
      • Set the Default Job Costing Band
    • Task Procedures
      • Add a Task to a Job
      • Delete a Task
      • Add a Milestone to a Job
      • Delete a Milestone
      • Allocate Resource Time Using Quick Schedule
      • Edit Resource Time Using Quick Schedule
      • Search for a Task
      • Move a Task within a Stage
      • Move a Task Out of a Stage
      • Reorder Tasks within a Stage
      • Rename a Task
      • Delete a Stage
    • Project Procedures
      • Add a Project
      • Rename a Project
      • Delete a Project
    • Invoice Procedures
      • Find an Invoice
      • Delete an Invoice
      • Enable Rights to Delete an Invoice
    • Schedule Procedures
      • View a Job Schedule from the Job Search Page
      • View a Job Schedule from the Financials Page
      • Display More or Fewer Columns in the Schedule Grid
      • Move a Task to a Different Date
      • Edit Task Duration
      • Schedule a Job Automatically
      • Schedule a Job Manually Using Drag and Drop
      • Schedule a Job Manually Using the Task Info / Staff Allocation Sidebar
      • Add a Task Constraint on the Schedule Page
      • Delete a Task Constraint on the Schedule Page
      • Edit a Task Constraint on the Schedule Page
      • Allocate Employees to a Task
      • Allocate Employees to a Recurring Task
      • Remove Employees from a Task
      • Change the Approval Status on the Job Schedule Page
• Manage Agency
  • Staff Scheduler
    • Rules When Working with Staff Scheduler
    • Staff Scheduler Fields and Buttons
    • Staff Scheduler Sidebar
  • Work Planner
    • Work Planner Fields and Buttons
    • Work Planner Profiles Dialog
    • Resources or Tasks Profiles Dialog
      • Resources New Search Pane
      • Tasks New Search Pane
    • Grid Settings Dialog
    • Data for Current Cell Pop-Up
  • Job Overview
    • Job Overview Fields and Buttons
  • Staff Overview
  • Staff Workload Search
  • Weekly Time Sheets
    • Weekly Time Sheets Fields and Buttons
    • User Time Sheet Entries Pop-Up Fields and Buttons
  • Time Sheet Search
    • Time Sheet Search Fields and Buttons
  • Time Sheet Audit Search
  • Document Store
  • Correspondence Search
  • Expense Sheets
    • Expense Sheets Fields and Buttons
    • Expense Sheet Detail Fields and Buttons
  • Expenses Search
    • Expenses Search Fields and Buttons
  • Manage Agency Procedures
    • Staff Scheduler Procedures
      • Change the Calendars that You Can See
      • View Multiple Calendars
      • Allocate a Task to an Employee
      • Move an Allocation to Another Time Slot on the Same Calendar
      • Move an Allocation from One Calendar to Another
      • Reallocate Tasks Quickly
      • Remove an Allocation from a Calendar
      • Remove an Allocation from a Task
      • Split an Allocation into Two
      • Add Booked Time to a Calendar
      • Reschedule Booked Time
      • Approve a Single Allocation Request
      • Approve Multiple Allocation Requests
      • Filter Tasks
      • Create a Task Search Profile
    • Weekly Time Sheet Procedures
      • View Daily Time Submissions in More Detail
      • Create a Time Sheet from the Weekly Time Sheet Page
    • Time Sheet Search Page Procedures
      • Export Information
      • Output Information
      • Sign Off on Time Sheets in Bulk
    • Expense Sheets Procedures
      • Search for an Expense Sheet
      • Create an Expense Sheet
      • Add Expense Line Items to an Expense Sheet
      • Submit and Print an Expense Sheet
      • Approve, Pay, or Deny an Expense Sheet
    • Expenses Search Page Procedures
      • Search for Expenses
• Purchasing
  • Purchase Order
    • Find Purchase Orders Page Fields and Buttons
    • Purchase Order Page Fields and Buttons
    • Purchase Order Reporting
  • PI Search
  • Tenders
    • Tender Fields and Buttons
    • Creating Tenders
    • Assigning Suppliers
    • Issuing a Tender
    • Entering Prices as They Arrive
    • Adding Tender Prices to a Job
    • Awarding a Tender
  • Purchasing Procedures
    • PO and PI Procedures
      • Create a Purchase Order from the Jobs Area
      • Create a Purchase Order from the Purchasing Area
      • Link Items from Jobs to a Purchase Order
      • Search for a Purchase Order
      • Issue a Purchase Order
      • Issue a Purchase Order in a Foreign Currency
      • Enter Purchase Invoice Details
    • Tenders Procedures
      • Create a Tender from the Quotes Page
      • Create a Tender from the Jobs Area
      • Create a Tender from the Purchasing > Tenders Page
      • Add Line Items to a Tender
      • Assign a Supplier to a Tender
      • Issue a Tender
      • Enter Prices from the Supplier
      • Enter Foreign Currency Prices from the Supplier
      • Add Tender Prices to a Quote
      • Award a Tender from the Tender Compare and Award Tab
      • Create a Purchase Order from a Successful Tender
• Analytics
• Admin
  • Company Management
    • Locations, Depts, and Staff Pane
    • Common Buttons
    • Configure Company Details (Company Details View)
      • Finance Details Tab
      • Destination Currency Rates Tab
      • Date and Time Tab
      • Non-Working Day Tab
      • Weekend Definition Tab Fields
      • General Tab
      • Company Message Tab
      • Company Logo Tab
      • Default Company Location Tab
      • Integration Settings Tab
    • Location Details
    • Department Details
    • Staff Details
      • Staff Details Fields and Buttons
      • Charge Bands Tab
      • Staff Groups Tab
      • Correspondence Signature Tab
      • Employment Intervals Tab
  • User Permissions
    • User Permissions Page Fields
  • List Management
  • Charge Bands
  • Import
  • Templates
    • Templates Pop-Up
  • Tags
  • Staff Search
  • Locked Time
  • Admin Procedures
    • Configure Company Details Procedures
      • Predefine or Modify an Exchange Rate
      • Set or Edit Date and Time Preferences
      • Set the Default Job Costing Type
      • Set a Default Tax Code
      • Add a Tax Code
      • Edit a Tax Code
      • Add a Non-Working Day
      • Edit a Non-Working Day
      • Delete a Non-Working Day
      • Set Weekend Days
      • Edit a Prefix and / or Number
      • Set the Default Scheduling Status
      • Set Remote Access for Deltek Support Staff
      • Define Password Security Settings
      • Enable Single Sign-On
    • Location Details Procedures
      • Set a Company Location
    • Staff Details Procedures
      • Add a New User
      • Add a New Generic Resource
      • Update an Existing User
      • Set a Personal Rate Charge Band
      • Define User Skills via Charge Bands
      • Reset a User's Password
      • Disable a User Account
      • Set Up a User for Single Sign-On
      • Generate an API Key
    • User Permissions Procedures
      • Change User Permissions
      • Set Maximum PO Issue Amount
    • Template Procedures
      • Display the Templates Pop-Up
      • Nest a Template Folder
      • Modify a Template Folder Name or Template Name
      • Apply a Template to the Current View
      • Save the Current View as a Template
• Concept Topics
  • Deleting Tasks, Stages, Jobs, and Projects
  • Stages
  • Work Hours
  • When Work Enters the Workflow - Approval Status
  • Billing Jobs
  • Realization
  • Calculating Percent Complete and Percent Risk
  • Fees when Adding Users