CONTENTS Title Page Copyright Page Preface 1 Introduction 1.1 Time Management 1.1.1 Tracking Tasks, Meetings, and Other Commitments 1.1.2 Breaking Down Work into Smaller Tasks 1.1.3 Setting and Maintaining Priorities 1.1.4 Recording Your Accomplishments 1.2 DECplan Time Manager Concepts 1.2.1 Planner 1.2.2 Task 1.2.3 Resource 1.2.4 View 2 Getting Started 2.1 Using Online Help 2.2 Using the Online Training 2.3 Using the Mouse and Keyboard 2.4 DECplan Server and Client 2.5 Starting DECplan Time Manager 2.6 Creating a Sample Planner 2.7 Sample Time Management Operations 2.7.1 Using the Day View 2.7.2 Using the Table View 2.7.3 Reviewing Your Assignments 2.7.4 Reporting Progress 2.7.5 Scheduling Meetings 3 Using Planners and Views 3.1 Planner, View, and Report Operations 3.1.1 Creating Planners 3.1.2 Opening Planners 3.1.3 Setting Planner Access 3.1.4 Setting Planner Security 3.1.5 Customizing Planners 3.1.6 Specifying a Default Planner 3.1.7 View Operations 3.1.7.1 Opening a Selected View 3.1.7.2 Opening the Default View 3.1.7.3 Customizing a Table View 3.1.7.4 Updating View Information 3.1.7.5 Saving and Restoring a View 3.1.7.6 Closing a View 3.1.8 Report Operations 3.1.9 Copying a Planner 3.1.10 Rolling Up Planner Information 3.1.11 Importing and Exporting Planner Information 3.1.11.1 Exporting Planners 3.1.11.2 Importing Planners and Files 3.1.12 Exiting a Planner 3.1.13 Deleting a Planner 3.2 Printing Operations 3.3 Item Operations 3.3.1 Finding Items by Name 3.3.2 Setting Keywords and Goals 4 Customizing DECplan Time Manager 4.1 Customizing a Planner Profile 4.2 Defining Your User Profile 4.2.1 Defining a Color Palette 4.3 Defining View Options 4.3.1 Selecting a Sort Key 4.3.2 Specifying a Filter 4.3.3 Creating Compound Expressions 4.3.4 Editing a Filter 5 Personal Planning Using Calendar Views 5.1 Using the Month and Year Views 5.2 Moving Around Calendar Views 5.3 Creating an Entry in a Day View 5.3.1 Changing the Size of a Timeslot 5.3.2 Deleting an Entry 5.3.3 Creating Overlapping Entries 5.4 Using the Clock in the Day View 5.5 Entering Day Notes 5.6 Marking Days 5.7 Printing Your Weekly Calendar 5.8 Customizing Calendar Views 5.9 Customizing a Day View 5.9.1 Customizing the Day View 5.9.2 Customizing Day View Icons 5.9.3 Customizing Alarms 5.9.4 Saving Customized Options 5.9.5 Changing the Shape of a View 6 Customizing and Using a Table View 6.1 Table View Structure 6.2 Table View Operations 6.3 Opening and Customizing a Table View 6.3.1 Opening a Table View 6.3.2 Performing Column Operations 6.3.3 Saving a Table View 6.4 Editing a Table View 6.4.1 Expanding and Contracting the Name List 6.4.2 Creating New Items 6.4.3 Changing the Hierarchy 6.4.4 Entering and Editing Information 6.5 Customizing a Table View 6.6 Printing a Table View 6.7 Creating a Report from a Table View 6.8 Displaying Multiple Planners in a Table View 7 Group Planning and Coordination 7.1 Negotiating Assignments 7.1.1 Sample Assignment Negotiation 7.1.2 Proposing an Assignment 7.1.3 Responding to a Proposed Assignment 7.1.4 Completing an Assignment 7.1.5 Withdrawing an Assignment 7.2 Scheduling Meetings 7.2.1 Scheduling a Meeting 7.2.2 Requesting a Free-Time Scan 7.2.3 Scan Suggested Meeting Times 7.2.4 Proposing a Meeting 7.2.5 Confirming a Meeting 7.3 Reporting Time Charges 7.3.1 Sample Time Charge Use 7.3.2 Creating a Time Charge 7.3.3 Completing a Time Charge 7.3.4 Posting a Time Charge 7.3.5 Correcting a Time Charge 7.3.6 Time Charges Dialog Box 7.3.7 Time Charge Posting Options A Number and Date Formats A.1 Number Formats A.2 Date Formats Glossary FIGURES 2-1 Help on DECplan Window 3-1 Planners Dialog Box 3-2 Show/Modify Person Resource Dialog Box 3-3 Security Dialog Box 3-4 Views Dialog Box 3-5 Update Notification Dialog Box 3-6 Reports Dialog Box 3-7 Export Planner Dialog Box 3-8 Import Planner Dialog Box 3-9 Import Data Dialog Box 3-10 Print Dialog Box 4-1 Show/Modify Planner Dialog Box 4-2 Profile Dialog Box 4-3 Sort Dialog Box 4-4 Filter Dialog Box 5-1 View Options Dialog Box 5-2 Time Slot Options Dialog Box 5-3 Icon Box Dialog Box 6-1 Sample Table View 6-2 Insert Column Dialog Box 6-3 Show/Modify Column Dialog Box 6-4 Create Report From Table Dialog Box 7-1 Sample Negotiate Dialog Box 7-2 Sample Negotiable Item Table View 7-3 Show/Modify Meeting Dialog Box 7-4 Sample Show/Modify Time Charge Dialog Box TABLES 2-1 Mouse Button and Keyboard Syntax for Items 2-2 Mouse Button and Keyboard Syntax for Text Fields 3-1 Sample Imported Table 3-2 Common Import Table Headers 6-1 Table View Mouse Button Syntax 6-2 Table View Keyboard Syntax