DayView Table of Contents Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Installing DayView. . . . . . . . . . . . . . . . . . . . . . . . . . 1 Setting Up Your System. . . . . . . . . . . . . . . . . . . . . . . . 2 Working the Menus . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Working the Windows . . . . . . . . . . . . . . . . . . . . . . . . . 3 The To Do Window. . . . . . . . . . . . . . . . . . . . . . . . . . . 5 The Expenses Window . . . . . . . . . . . . . . . . . . . . . . . . . 7 The Daily Summary Window. . . . . . . . . . . . . . . . . . . . . . . 9 The Appointment Window. . . . . . . . . . . . . . . . . . . . . . . 10 The Projects Window . . . . . . . . . . . . . . . . . . . . . . . . 12 Setting the Working Date. . . . . . . . . . . . . . . . . . . . . . 14 The File Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Running DOS . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Day Summary Report. . . . . . . . . . . . . . . . . . . . . . . 15 Week View Report. . . . . . . . . . . . . . . . . . . . . . . . 15 Time Sheet Report . . . . . . . . . . . . . . . . . . . . . . . 16 Expense Report. . . . . . . . . . . . . . . . . . . . . . . . . 16 To Do List. . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Work Record Report. . . . . . . . . . . . . . . . . . . . . . . 16 Project List. . . . . . . . . . . . . . . . . . . . . . . . . . 17 Changing the Colors . . . . . . . . . . . . . . . . . . . . . . . . 17 Managing Your Mouse . . . . . . . . . . . . . . . . . . . . . . . . 18 Saving your settings. . . . . . . . . . . . . . . . . . . . . . . . 18 Retrieving the Desktop. . . . . . . . . . . . . . . . . . . . . . . 18 The Calculator. . . . . . . . . . . . . . . . . . . . . . . . . . . 19 The Calendar. . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Future Plans. . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Why you should register . . . . . . . . . . . . . . . . . . . . . . 19 Getting Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 DayView Overview This is DayView - the first complete personal computer based daily time management system. It was designed to duplicate all the functions of your Day-Timer or Franklin Planner, except the restaurant guides. DayView is compact, we wrote it with laptops in mind, and DayView is powerful, as professional consultants we understand the need for a comprehensive scheduling and time tracking tool. The remainder of this document will introduce you to each of the features and functions of DayView. If you already use a calendar, the functions of each of the modules should be familiar, and if you use Windows or other programs with the SAA type of interface, you will have no trouble navigating through the system. While this version of DayView is text-based, not graphics, the concept of the window plays an important role. Each of the major functions of the system -- Appointment Calendar, Daily Work Record, Expense Reporting, To Do List and Project Definition, has its own window. You can keep multiple windows open at one time, and even make your screen look a lot like your desk calendar. Installing DayView How you install DayView depends on how you got your copy. If you downloaded or were given a copy of the file DAYVIEW1.EXE, you have the shareware release copy and the installation is as follows: Page 1 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide  Create a directory to store DayView and its files.  Copy DAYVIEW1.EXE to that directory.  Type DAYVIEW1 to execute the self extracting file.  Copy DAYVIEW1.EXE to a backup diskette and save it in a safe place.  Once DAYVIEW1 has created your primary program and data files, you should type DAYPRINT to run the system printer set up program.  Follow the instructions for Setting Up Your System below. If you purchased the system direct from us or a software retailer, you should have a system disk that says Day View version 1.00 on the label.  Make a working copy of the distribution diskette.  Create a directory to store DayView and its files.  Insert the copy of the distribution diskette in your disk drive.  Type A:INSTALL to execute the installation program.  Type in the name of the directory that you want DayView installed to. Setting Up Your System DayView is fairly smart about identifying the components of your system. It can tell if you have a mouse, and it can tell whether your display adapter is color or monochrome. It can't tell what, if any, printer you use, so you will need to make sure you configure DayView to print to your type of printer. The program DayPrint, supplied with DayView, is used to do just that. When you installed DayView, DayPrint was also placed on your hard disk; to run it just change to the DayView directory and type DAYPRINT. When DayPrint loads, you will see a small menu at the top of your screen. Press Alt-E to edit the printer control strings used in DayView. It helps to have your printer manual handy. When you are entering these strings, you should use the same format that you would in Lotus 1-2-3; for any character that you can't enter from the keyboard (such as Escape) enter a slash (/) followed by the three digit ASCII number for that character. The Escape key would be entered as /027. You must use three digits! If you need to put a real slash character into the control codes, type Page 2 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide two slashes in a row (//). When you have entered all the codes for your printer, press the Ok button with the mouse or press Alt-O. This will close the window. Next, press Alt-S to save your codes back to DayView. If you don't press Alt-O and Alt-S, your changes won't be saved! Press Alt-X to exit from DayPrint. DayView also can't tell when you have a monochrome monitor connected to a color adapter card, like many laptop computers do. In these cases, you should type Mode BW80 before running DayView (or set the two commands up together in a batch file) so that the program knows to display itself in one color mode. Working the Menus You've probably seen menus like the ones in DayView before. The format, called SAA/CUA compliant menus, is getting to be more common. Just like other programs that use these types of menus, you can either press Alt- and the highlighted letter of the menu option you want to select, press F10 and use the arrow keys to move the cursor to the desired option or move the mouse cursor over the desired option and click the mouse button twice. The Alt-X combination is the universal exit command. To exit DayView, you can either select Exit from the File menu, or press Alt-X. DayView will always save the information you have entered automatically, so you can press Alt-X at anytime without worrying about your data. The top line of the screen is the menu, and the ð symbol in the corner is the first option, System. The System menu can be selected by clicking on the symbol with the mouse or by pressing Alt-Spacebar. Underneath the System menu is a sub-menu which has three options -- About, Calculator and Calendar. Working the Windows The windows in DayView all function alike. The same keystrokes are used to move, resize, zoom, close and maneuver within a window. Below is a typical window. Page 3 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide ÉÍÍÍÍ[þ]þÍÍAppointmentsþÍÍÍÍÍÍ[]» º Hours º º 06:00 am  [ Add ]Ü º º 06:15 am ² ßßßßßßß º º 06:30 am ± [ Edit ]Ü º º 06:45 am ± ßßßßßßßß º º 07:00 am ±[ Delete ]Ü º º 07:15 am ± ßßßßßßßßßß º º 07:30 am ± º º 07:45 am ± º º 08:00 am ± º º 08:15 am ² Meet w± º º 08:30 am ²  º º º º º º [ Ok ]Ü [ Cancel ]Ü º º ßßßßßß ßßßßßßßßßß º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÄÙ The title at the top of the window (1) shows you the type of information displayed in this window. This title sits in the middle of the frame which is the border that runs around the box. If the window is the currently active window then this border will be double lined like the Appointments box above; if not, then the frame is single lined. There are three important "buttons" on the frame. The square button in the top left corner of the window is the Close button. Any time you click on this button with the mouse, the window will close just as if you pressed Alt-F3. If you are in a window where a choice or entry is expected, clicking the Close button will abort the process you were running just as if you pressed Esc. The second button, the arrow pointing up in the right top corner, is the zoom button. When you click on this button with the mouse, the window will zoom to the full size of the screen. In a zoomed window, the button will change to an arrow pointing down that will allow you to un-zoom the window. The last button is the resize button, the is the single-lined section in the lower right corner of the frame. If you click here with the mouse, you can drag this corner of the window anywhere on the screen until you release the mouse button. Use this option to change the size (width or height) of your windows from DayView's default sizes. Alternatively, you may press the Alt-F5 combination and use the arrow keys (with shift) to resize a window as well. Page 4 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide You can also use the frame to move the window. If you click the mouse with the mouse cursor on the top of the frame (but not on one of the buttons) you can drag the entire window to a new position. In each window you will find a box which contains the items available for that window. If you have data within the box, a highlight bar will appear over on of the items, and the scroll bar on the right of the box will indicate the highlight bar's relative position in the list. Use the arrow keys to move the highlight bar up and down through the list, or use the mouse and the scroll bar. The box always has a name appearing right above it, in the case above it is Hours. You can access this box by pressing tab until the highlight bar appears in the box, or press Alt and the highlighted letter in the box name. There are also five buttons within the window, three to the right of the box and two below. The two on the bottom of the window, the Ok and Cancel buttons, really don't do anything when you are looking at a normal window; they will when you call a window as part of an entry screen as described later. The three buttons to the right, Add, Edit and Delete do just what they suggest. To add a new record to the list, you press the Add button. An entry screen will pop over the window and you can then enter the information for this record. If you press Ok on the entry screen, the record will be saved and added to the list; if you press the Cancel button, your additions will be reversed and the list left unchanged. The Add button can be pressed with the mouse button, highlighted by pressing tab or accessed by pressing Alt-A. The Edit button, Alt-E, will pop up the same entry window, however it will show you the information saved for the record that the highlight bar is sitting on. This way you can change the information for a particular record. The Delete button, Alt-D, deletes the record under the highlight bar. You will be given a chance to cancel the deletion before it becomes final. DayView pops up a message screen asking you if you are sure you want to delete this record. If you are, press the Ok button, otherwise press the Cancel button. The To Do Window The To Do Window shows you all the open To Do items on file. A To Do record is characterized by an item, which is a line of text that describes the task to be done. In addition, a To Do record will have a due date, and a project code. Regardless of the Working Date, this list never changes; it always shows you the items in the To Do file that are not marked as Done. Page 5 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide Éþ[þ]þÍÍÍþ Things To Do þÍÍÍþ[]þ» º Items º º Get Mail from [ Add ]Ü º º Write DayView² ßßßßßßß º º Review Home C± [ Edit ]Ü º º Review System± ßßßßßßßß º º ± [ Delete ]Ü º º ± ßßßßßßßßßß º º ± º º ± º º ± º º ± º º ± º º ± º º  º º º º [ Ok ]Ü [ Cancel ]Ü º º ßßßßßß ßßßßßßßßßß º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÄÙ The figure above shows you a To Do window. The Items list displays the all of things on the To Do list that are not marked as Done. ÉÍ[þ]ÍÍÍÍÍ Things To Do ÍÍÍÍÍ[]Í» º Items º ºÉÍ[þ]ÍÍÍÍÍÍÍÍÍ To Do Item ÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºº º ºº Item º ºº Review System Move Risks º ºº º ºº Due Date º ºº 06-06-91 º ºº º ºº Project º ºº PD º ºº º ºº doNe [ Ok ]Ü º ºº ( ) Yes ßßßßßßß º ºº () No [ Cancel ]ܺ ºº ßßßßßßßßßßߺ ºÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÄÙ When you press the Add or Edit buttons, you will see the entry window above. This window is used for all To Do item entry and editing. The first field, Item, will have the cursor in it. Enter the description of the item that has to be done. Press Enter or Tab to move to the next field. Now enter the Due Date for this item, then press Enter or Tab again. You can press Shift-Tab to move backwards to a previous field. Page 6 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide In the Project field, you have two options: typing the code of a project, or pressing the Ins key and selecting a project. When you press the Ins key, a new window will appear - a small Projects window. Use the scroll bar or arrow keys to select the code of the project associated with this To Do item. If the item belongs to a new project, you can press Alt-A (or the Add button) to add a new project. You can, of course, edit or delete project codes as well. Once you have moved the highlight to the desired project code, press Enter or Alt-O (Ok) to place the code of the project into the To Do Entry Screen. You can press Esc or Alt-C (Cancel) to leave the To Do item's project code as it was. The done field has two choices: Yes or No. You can use the up and down arrows to change the checked box, or pres Alt-Y or Alt-N to choose an answer. When you are done editing the fields of this To Do item, press the Alt-O (Ok) button to save your changes. You can abort your changes (or additions) by pressing the Cancel button (Alt-C). The Expenses Window The Expenses window will always display the expense records that you have entered for the current working date. These are project related expenses that might appear on your expense report, or they could be your own personal expenses that you want to track on a daily basis. Éþ[þ]þÍþ Current Expenses þÍþ[]þ» º Expenses º º  [ Add ]Ü º º ² ßßßßßßß º º ± [ Edit ]Ü º º ± ßßßßßßßß º º ± [ Delete ]Ü º º ± ßßßßßßßßßß º º ± º º ± º º ± º º ± º º ± º º ± º º  º º º º [ Ok ]Ü [ Cancel ]Ü º º ßßßßßß ßßßßßßßßßß º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÄÙ On this window, all the button and boxes behave in the same manner as those on the To Do items window. In the box, you will see the description of the expense item that you entered when you added the expense record. Page 7 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide Pressing the Alt-A (Add) or Alt-E (Edit) buttons will bring up the entry screen below. Note that pressing the Alt-E button when there are no records will not bring up the entry window, DayView will ignore your key press. ÉÍ[þ]ÍÍÍ Current Expenses ÍÍÍÍ[]Í» º Expenses º ºÉÍ[þ]ÍÍÍÍÍÍÍÍÍÍ Expense ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºº Date Amount º ºº 06-09-91 0.00 º ºº º ºº Note º ºº º ºº º ºº Project º ºº Woodhaven º ºº Type Billable º ºº () Unknown () Yes º ºº ( ) Other ( ) No º ºº ( ) Airfare º ºº ( ) Lodging º ºº ( ) Meals º ºº ( ) Telephone º Ⱥ ( ) Entertainment [ Ok ]Ü º º ßßßßßßß º º [ Cancel ]ܺ º ßßßßßßßßßßߺ ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ The first field on this window is the expense date field. Even though you are only looking at expenses for one day, you can enter them for any day at any time. Again, tab and Shift-Tab will maneuver the cursor through the fields in this window. After entering the date, enter the amount of the expense. Next, enter a short explanation of the charge; this is the description that appears in the list box. You can also associate a project with the expense item by entering its project code. Pressing the Ins key pops up the small project window that was already described in the To Do Window section. The expense entry screen has two multiple choice fields. The first is the Type field which identifies the category of the expense. You can press Alt and the first letter of the expense type, or use the arrow keys to move the check mark from choice to choice. The same goes for the Billable field which indicates whether or not you can charge this expense to a client. Page 8 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide The Daily Summary Window The Daily Summary window keeps track of your work during the day. For each task that you complete, enter a task record, and DayView will be able to print a summary report at the end of the month that tracks your time by project. It will also be able to print a report that shows the things you've accomplished each day or each week. Éþ[þ]ÍÍÍ Daily Work Record ÍÍ[]þ» º Tasks º º Revise busine [ Add ]Ü º º ² ßßßßßßß º º ± [ Edit ]Ü º º ± ßßßßßßßß º º ± [ Delete ]Ü º º ± ßßßßßßßßßß º º ± º º ± º º ± º º ± º º ± º º ± º º  º º º º [ Ok ]Ü [ Cancel ]Ü º º ßßßßßß ßßßßßßßßßß º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÄÙ Once again, the window works just like the others described before. The only difference is that this window shows you the descriptions of the tasks you accomplished today. Press Alt-A (Add) or Alt-E (Edit) and you will see the Work Record entry window pop up onto your screen. Page 9 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide ÉÍ[þ]ÍÍÍ Daily Work Record ÍÍÍ[]Í» º Tasks º ºÉÍ[þ]ÍÍÍÍÍÍÍÍ Work Record ÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºº Date º ºº 06-09-91 º ºº º ºº Task º ºº Revise business plan for Woodhaven º ºº º ºº Started Finished º ºº 09:00 pm 11:30 pm º ºº º ºº Project º ºº Woodhaven º ºº º ºº Billable [ Ok ]Ü º ºº () Yes ßßßßßßß º ºº ( ) No [ Cancel ]ܺ Ⱥ ßßßßßßßßßßߺ ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ Just like with expenses, you can enter records for any day, not only the current working date, by changing the date of the record shown in the first field. The second field holds the description of the task you have completed. Third, enter the starting time of this task. When you first add a new record, the Start and Finish times are both set to the current time. You can add new records every time you begin a new task; just remember to edit it when you are done and change the Finish time accordingly. As you probably have guessed, the Finish time is the time you were done working on this task. Enter or select a project code to associate with this task. DayView can print reports showing time by project, or the detailed tasks that were accomplished for each project if you use this field appropriately. If the time used to complete this task can be billed to a client, then the Billable field should be Yes, otherwise it should be No. DayView will subtotal your time charges into Billable and Non- Billable when printing time sheets. The Appointment Window The Appointment Window should be used to keep track of all your scheduled events such as phone calls and meetings. Anything that must be done at a specific time should be tracked through the Appointment window. Page 10 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide Éþ[þ]þÍÍÍÍÍþ Appointments þÍÍÍÍÍþ[]þ» º Hours º º 06:00 am  [ Add ]Ü º º 06:15 am ² ßßßßßßß º º 06:30 am ± [ Edit ]Ü º º 06:45 am ± ßßßßßßßß º º 07:00 am ± [ Delete ]Ü º º 07:15 am ± ßßßßßßßßßß º º 07:30 am ± º º 07:45 am ± º º 08:00 am ° Mtg JC± º º 08:15 am ° ± º º 08:30 am ° ± º º 08:45 am ° ± º º 09:00 am ° Call B º º º º [ Ok ]Ü [ Cancel ]Ü º º ßßßßßß ßßßßßßßßßß º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÄÙ Regardless of whether or not you have entered any appointments, this window always shows time in fifteen minute intervals from 6:00 am to 8:00 pm. When you have entered an appointment, a bar will appear next to the times and stretching from the starting interval to the ending interval of the appointment. The topic of the appointment will be shown on the line next to it's starting time. To edit an appointment record, you must move the highlight bar to any time period within the scheduled time of the appointment. So to edit the record of an appointment that starts at 8:00 am and runs until 9:00 am, you must move the highlight bar to 8:00, 8:15, 8:30 or 8:45 am before pressing Alt-E. When you do, and when you press Alt-A, the Appointment scheduling window below will appear. Page 11 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide ÉÍ[þ]ÍÍÍÍÍ Appointments ÍÍÍÍÍÍ[]Í» ºÉÍ[þ]ÍÍÍÍÍÍÍÍ Appointment ÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºº Date º ºº 06-09-91 º ºº º ºº Start End Time º ºº 05:05 pm 05:05 pm º ºº º ºº Project º ºº Woodhaven º ºº º ºº With º ºº º ºº º ºº Topic º ºº º ºº º ºº Location º Ⱥ º º º º [ Ok ]Ü [ Cancel ]ܺ º ßßßßßßßß ßßßßßßßßßßߺ ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ You can enter an appointment for any date. The system assumes that you are adding records for the current working date, but you can change the date shown in the first field of the record. Next, enter the scheduled starting time for the appointment. Also enter the scheduled ending time. Enter or select a project code. Type in the name of the person, company or group that you are meeting with in the With field. The Topic field should hold a description of the subject matter for the meeting; this field. We envisioned the Location field holding the place of the meeting or event, or a note like Phone Call for non-meeting appointments, but you can use the Location field as you wish. The Projects Window The Project is the basic work unit in DayView. All To Do items, expenses, appointments and tasks have an associated project that let's you summarize the events in your day. The time and expense reports group and sort their information based on projects. If you don't have true projects per se, you can actually use the project record for any other type of classification strategy that suits your needs. Page 12 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide Éþ[þ]þÍÍÍÍÍþ Projects þÍÍÍÍÍþ[]þ» º Projects º º  [ Add ]Ü º º ² ßßßßßßß º º ± [ Edit ]Ü º º ± ßßßßßßßß º º ± [ Delete ]Ü º º ± ßßßßßßßßßß º º ± º º ± º º ± º º ± º º ± º º ± º º  º º º º [ Ok ]Ü [ Cancel ]Ü º º ßßßßßß ßßßßßßßßßß º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÄÙ The window above is the full sized project window which is just like the small one that appears over entry window, only bigger. In the list box you will see the codes of your projects. Pressing the Alt-A or Alt-E keys pops up the same Project entry window that you get when you are choosing a project code for another record. ÉÍ[þ]ÍÍÍÍÍ Open Projects ÍÍÍÍÍ[]Í» º Projects º ºÉÍ[þ]ÍÍÍÍÍÍÍÍÍÍ Project ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºº º ºº Project Code º ºº DayView º ºº º ºº Name º ºº DayView development º ºº º ºº cLient º ºº CMP º ºº º ºº Manager º ºº CMP º ºº [ Ok ]Ü º ºº Due Date ßßßßßßß º ºº 06-04-91 [ Cancel]Ü º Ⱥ ßßßßßßßßß º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ Page 13 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide The first field is the project code. This is the code that is saved with all the other records that are associated with projects. It makes sense to keep this field as short as possible without losing descriptiveness. The next field holds the full name of the project. This name is used on reports when grouping things like time summaries and expenses. Next, enter the name of the client that this project is for. If you don't have clients, use this field for anything you like. The manager field identifies the person with responsibility for this project. In the multi-user version, these two fields Client and Manager, may have more than informational purposes, so you might as well complete them now. The Due Date field is simply an expected completion date for the project. You can use it for any other relevant project date if you wish. Setting the Working Date The Working Date is always displayed to the right of the menu on the top line of your screen. This date is used by all the windows to determine which information you want to see. When ever you first run DayView, the Working Date is set to today's date. To change the current Working Date, press F9 or select Date... from the Option menu. You will see a small calendar appear in the upper right portion of your screen. This is the Working Date selector. The calendar will show the month and year of the Working Date, and the day will be highlighted. Selecting a new Working Date is equivalent to turning the page of your paper diary. To select a new working date, use the arrow keys to move the highlight from day to day, or use the mouse to point to a day and click. When you press Enter, the highlighted date becomes the current Working Date. All open windows on the screen will change to reflect the newly selected Working Date. The File Viewer A file viewer has been provided with DayView to permit you to view text files. It is intend to be used primarily for viewing reports that you send to disk instead of the printer, but it will work with any file. Press F3 or select File Open to use the File Viewer, and a dialog box will appear in the center of your screen. Enter, or select, the name of the file you want to view and the main file viewing window will open. By default, this window will zoom to the full size of your screen, but you can shrink it using the control described in Working the Windows. Page 14 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide Use the arrow keys to scroll through the text file - you can scroll horizontally as well as vertically. If you are using a mouse, you can click on the scroll bars to reposition the file in your window. Running DOS You can open a DOS shell while in the non-TSR version of DayView by selecting File DOS from the menu. To return to DayView, you must type EXIT at the DOS prompt. Reports DayView includes several standard reports that make keeping track of your day easier. Some of the reports are designed to be used when you are away from your computer; others are meant to assist you in documenting and reporting the time and expenses you incur during the month. Any report can be printed directly to your printer or to a file. Using the file output option lets you review or modify a report before it is printed. The DayView File Viewer was included specifically for this purpose! Below is a short summary of each report, and the information you will have to give DayView when generating one of these reports. Rather than be redundant in the descriptions below, each of the dialog windows for the reports will ask you for the print Location of the report. If you want DayView to sent the report to the printer, then don't change the field, leave it set to PRN. To send the report to a file, enter the name of the desired file in the Print location field. You can send reports to any drive, directory or filename on your system. WARNING! If you enter the name of an existing file, DayView will overwrite that file with the new report. Day Summary Report The Day Summary report gives you an overview of the day ahead. It will list all the open To Do items, all the Appointments scheduled, all the Task completed, all the Expenses entered and all the To Do items that were flagged a done on this date. To run the report, all you need to do is enter the print location as we described in the introduction to the reports section. Week View Report The Week View report prints a Week-at-a-Glance type page. When you run this report, you must give DayView the date of a day in the week that you want the report generated for. The report always runs from Sunday to Saturday. For those days before the Page 15 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide date you entered, DayView will show all the tasks completed that day; For the report date, and those following, the report shows the appointments you have scheduled. In the bottom right corner box, DayView prints as many open To Do items as will fit in the box. Time Sheet Report The Time Sheet is a monthly summary of the hours recorded in the Daily Work Summary window. Give DayView a month and year for the report in addition to the print location. DayView summarizes and sorts all daily work records by project and prints a one line summary of all hours spent on a single project on each day of the month. The numbers on this simple format can probably be transferred to you company's time report sheets without too much difficulty (unless you have the time reporting needs of a lawyer, in which case you could just print the daily summaries). At the bottom of the report, DayView totals the hours expended into Billable and Non-Billable sub-totals. Expense Report The expense report, a corporate torture tool unmatched since the end of the Middle Ages, just got easier to live with. DayView will print and summarize all expenses for a given time frame by project and expense category. You must supply DayView with a starting date and an ending date for the report. The system will then print a report showing each expense, sorted and subtotaled by projects, the category of the charge and the amount of the charge. It will subtotal charges for each category, and break out billable and non-billable expenses. To Do List This report is a simple listing of the To Do items in your data base that are not marked as done. It can be handy for taking on the road, or simply checking things off as you complete them. DayView needs only a print location to run this report. Work Record Report The Work Record report is similar to the To Do list, except it shows those To Do items that are marked as done. Enter the date you wish reported, and DayView will print the list. Page 16 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide Project List The Project List report is a listing of all the projects in your data base. Sorted by project Code, it shows all the information you have entered about each project including name, client, manager and due date. Changing the Colors The Colors that DayView uses can be changed by selecting Colors... from the Options menu. The color change window you see will depend on the type of display adapter you are using.  On color and black-and-white systems, it will contain two color palettes for choosing colors.  On monochrome systems, it contains a set of radio buttons instead of the palettes. This dialog box is where you can change the colors of different parts of the program. ÚÄ Group ÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³ Desktop ³ ³ Menus þ³ ³ Dialogs/Calc ±³ ³ Calendar ±³ ³ Ascii table ±³ ³ ³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ The Group list box contains the names of the different aspects of DayView that you can customize the colors for. ÚÄ Item ÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³ Color ³ ³ þ³ When you select a group from the Group list, the Item list box displays the names of the different views in that region. Ú Foreground ¿ Ú Background ¿ ³ °±²°±²°±²° ³ ³ ²°±²°±²°±² ³ ³ ²°±²°±²°±² ³ ³ °±²°±²°±²° ³ ³ ±²°±²°±²°± ³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÙ ÀÄÄÄÄÄÄÄÄÄÄÄÄÙ On color and black-and-white systems, you use the Foreground and Background palettes to select colors. Ú Colors ÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³ (ù) Mono low ³ ³ ( ) Mono high ³ ³ ( ) Mono underscore ³ ³ ( ) Mono inverse ³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ Page 17 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide On monochrome systems, you use the Colors set of radio buttons to modify the character attributes. ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³ Text Text Text ³ ³ Text Text Text ³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ On all systems, the display text (above the Help button) shows the current color or attribute settings. Changes do not take effect on the desktop until you close the Colors dialog box by choosing OK. The changes also will not become permanent in the initial single-user version of DayView; to save your color choices you must select the Save Desktop function from the Options menu. Then whenever you retrieve the Desktop, the colors you saved will be used. Managing Your Mouse DayView really shines when used with a mouse -- you can access any feature or command by pointing and clicking. When you chose the Mouse Controls Dialog box from the Options menu, you will be able to change the speed of a double-click or the actions of the mouse buttons. To speed double clicks, point the mouse cursor to the sliding bar on the dialog box and move the slider towards the word Fast. Moving to the right, towards Slow, allows you to double click more slowly. You can switch the functions of the mouse buttons (use the right button instead of the left button) by clicking on the Reverse Mouse Buttons check box. This feature should help those left- handed users, like us, who never can feel comfortable with the normal mouse button layout. Saving your settings You can always save the way you have arranged the windows, and the colors you selected, by selecting the Options, Save Desktop function. DayView will create a file called DAYVIEW.DSK in the current directory that has all these settings. To recall your settings, you must select the next option on the menu, Retrieve Desktop. Retrieving the Desktop When you select Options, Retrieve Desktop, DayView will search the current directory and the original program directory for a file called DAYVIEW.DSK. This file contains information about Page 18 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide the color preferences and the location and appearance of any open windows when you last saved the desktop. The Calculator DayView has a simple pop-up calculator. Select Calculator from the System menu, and the calculator will appear on your screen. You can use either the keyboard or the mouse to press the buttons. The Calendar One of the options from the System menu is the calendar. This calendar looks a lot like the Working Date calendar, except that you can't select a date, today's actual date is highlighted instead of the working date, and you can leave it on the screen while you work with other windows. Future Plans We at Pravetz & Associates have a number of future projects in mind, but we want to know what you would like us to do. Ultimately, if DayView is as successful as we expect, we will have developed three additional versions -- A Microsoft Windows version, a multi-user network version and a memory resident version. Of course, we might also develop a stay-resident network version or a Windows-based network version. We have put this question to you, and you can respond on the attached order form. mark off those software products that you think we should develop next; you are not obligated to us for anything by checking a box, we simply want your opinion! Why you should register Aside from the fact that it is just the right thing to do, there are a number of other reasons why you should register your copy of DayView with us. First, registered users are sent an upgrade to the next available version upon release after registration. On this diskette is a utility called DayKeep that is only available to registered users. DayKeep archives records from your main data files to archive files so that you don't have to have ever expanding files or worry about needing those records you manually deleted some time in the future. Yes, DayKeep let's you un-archive records as well. Second, registered users receive a typeset and bound User's Manual. It's the same manual you receive on disk with the shareware version of DayView, but it look's nicer. Page 19 Copyright 1990, Pravetz & Associates. All Rights Reserved. DayView User's Guide Third, registered users get to vote for their choice of future product versions and enhancements. See the registration form for the ballot. Fourth, we will go out of business, and DayView will die. Do you want that on your conscience? Getting Help We are available to answer any questions you might have about DayView. You can contact us through CompuServe ID 72657,2530. Additional support options may be made available to registered users in the future.