Manage Agency

Use the Manage Agency menu to access functionality related to scheduling, planning, workloads, time sheets, expenses, and more.

Related topics:

  • Staff Scheduler
    One way to allocate tasks to staff is by using the Staff Scheduler.
  • Work Planner
    Use this page to manage and view resource management from a very high level. You can also drill down to lower levels in the data grid to adjust data.
  • Job Overview
    Use this page to see job progress based on the information entered into time sheets.
  • Staff Overview
    You use this page to view double or overlapping bookings.
  • Staff Workload Search
    You use this page to search for allocation and booked time information.
  • Weekly Time Sheets
    You use this page to view information about individuals' time sheets.
  • Time Sheet Search
    You use this page to view and report on individual time sheet lines that are recorded against a job.
  • Time Sheet Audit Search
    You use this page to see a history of all changes made to any time sheet entry in the system.
  • Document Store
    You use this page to manage stored files.
  • Correspondence Search
    You use this page to search for and output selected correspondence records from TrafficLIVE.
  • Expense Sheets
    You use this page to work with expense sheets and add expense line items to an expense sheet.
  • Expenses Search
    You use this page to locate expense line information and export it.
  • Manage Agency Procedures
    Use these procedures when working with Manage Agency features.