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Eurécia supports you in your analytical management to help you track time and costs for your various activities.
You can create up to 5 different analytical axes to customize and adapt your analysis to your needs 😋!
Do you want to create analytical axes? Do you want to modify certain analytical axes? Follow the guide!
In this article:
Estimated reading time: 3 minutes
Analytical axes or accounts?
In Eurécia, we often speak of analytical axes and accounts. Analytical management allows you to allocate time and costs to your activities via different modules: Time & Activities, Expense Reports, Travel Request, resource schedule.
What is it?
You can create 5 analytical axes and customize them to meet your needs.
'Axes' allow you to create analysis types such as 'client', 'tasks', or 'missions' for example. 'Accounts' are the data or values attached to these axes. You can create as many hierarchical levels and as many accounts as you wish.
For example:
In this article, we will look at the settings for analytical axes. If you wish to access the settings for analytical accounts, click here: Add or modify analytical accounts.
Add or modify analytical axes
Access: Admin Area > General settings > Analytical axes > Open
- Open an existing analytical axis by clicking on it or click the '
' button to add a 'New Analytical Axis' - Enter a description
- Enter the currency to use
- The 'Active' checkbox allows you to enable or disable the use of this analytical axis (setting can be modified at any time). More info on archiving and deleting analytical axes in this article: Delete analytical axes or accounts.
⚠️ Warning!
Analytical axes should not be generated by year. Axes are your analysis types (client/project/tasks/mission) and are not managed like analytical accounts.
As a reminder: you can only create 5 types of axes.
'Time & Activities' section
- Check the 'Display in Time & Activities' box if you want your axes to appear in the Time & Activities menu to be selected by your employees in timesheets or for Time & Activities analysis
- Check the 'make entry mandatory' box:
- On the axis: if all of my employees must fill in this field in timesheets
- Per employee: if the requirement varies from one employee to another. In this case, determine the entry requirement in each employee record, Rules tab > 'Analytical axes' section
- Check 'Enable allocation keys' to display the allocation menu in analytical accounts
- Check 'Hide during timesheet entry' so that this axis does not appear on Time & Activities timesheets.
- You can 'Force comment field entry when axis is selected' if the box is checked
- 'Manager validation workflow management' allows you to define validation managers by axis
- Check the 'Project management mode' box to make the axis visible for workload and budget definitions
- Check the 'Prevent activity allocation' box:
- Before the start date of the analytical account
- After the end date of the analytical account
- Outside the start and end dates of the analytical account
'Expense Reports' section
- Check the 'Display in Expense Reports' box if you want to allocate data from the Expense Reports module to this analytical axis
- Check the 'make entry mandatory' box:
- On the axis: if all of my employees must fill in this field in timesheets
- Per employee: if the requirement varies from one employee to another. In this case, determine the entry requirement in each employee record, Rules tab > 'Analytical axes' section
'Travel Request' section
- Check the 'Display in Travel Requests' box if you want to allocate data from the Travel Request module to this analytical axis
- Check the 'make entry mandatory' box:
- On the axis: if all of my employees must fill in this field in timesheets
- Per employee: if the requirement varies from one employee to another. In this case, determine the entry requirement in each employee record, Rules tab > 'Analytical axes' section
'Resource Schedule' (Activity Schedule) section
- Check the 'Display in Resource Schedule' box if you want to allocate data from the resource schedule module to this analytical axis
- Check the 'make entry mandatory' box:
- On the axis: if all of my employees must fill in this field in timesheets
- Per employee: if the requirement varies from one employee to another. In this case, determine the entry requirement in each employee record, Rules tab > 'Analytical axes' section
- Indicate the color of events associated with this analytical axis
'More options' section
- Select the time unit on which the axis will be based
- You can also enter a 'Long description' as well as a 'Comment' regarding the axis (optional)
'Manager permissions' section
This section is only displayed when 'Project management' mode is enabled.
Determine the usage permissions of the analytical axis for managers by checking or unchecking the related rights.
Keywords: Time and activities · timesheets · time tracking · activity tracking · analytical axes · analytical accounts · client · projects · tasks · managers · special rates · selling price · daily · specific
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