Quick Start Guide

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Before starting, please go into configuration and select the User tab. At bare minimum, enter in your initials. Initials are used by the system to identify "ownership" of projects and line items, and also as part of temporary file names. They must be unique for each user, and should never be changed once you have started using QuickRef.
If you are working in a group on an office network, also enter in your name, and your email address on the User tab, then select the System tab. On the System tab, click the [...] button to the right of the Network Data Path, and select a shared network folder which everyone in your group has access to. We suggest creating a new folder called "qr_data" (or something like that). Next, do the same for the Linked Reports and Invoice Storage folders (we suggest making sub-folders inside "qr_data"). After setting these configuration items, please SAVE the configuration, and re-start the program.

Once the configuration changes are made, please follow through this step-by-step guide:
1) Select from the main menu Projects, Add New Project. The Project Information form will be displayed.


2) In the Project Name field, type in "Learn to use QuickRef". In the Project Number field, type in "A100". In the Client field, type in your name. In the Status field, type in "New". In the Money Budget and Time Budget fields, type in "10". Finally in the Scope field (the largest field on the project form) type in "Learn how to use QuickRef Project Assistant". (Please leave the Track Time, Track Money, and Publish Reports boxes checked for now.)
3) Save the project by selecting File, Save and Exit on the Project Information form menu.
4) Repeat steps 1 through 3, but make the project number "B100" instead, and change the other fields as well.
There should now be two projects listed in the lower left-hand section of the screen. Click on them each in turn, and notice how the display in the upper left-hand section of the screen displays the "header information" that you have entered in. Also note that QuickRef's main title bar (the very top edge of the screen) changes to reflect the project selected. Now select File, Refresh to return to "start-up" condition (no project selected).
5) Select one of the projects, and then double- click anywhere in the header information display. The Project Information form will show, and you can change any of the fields. Again save the project by selecting File, Save and Exit on the Project Information form menu.
6) Click on project A100 to select it. Type some notes in both the bullet points and general notes fields, and then click on project B100 and do the same. Switch back and forth between them, and notice that your notes are saved, without prompting.
7) To add time line items, first make sure that the clock face icon is displayed in the top left corner of the toolbar. (If it is not, then click the clock button just to the right.) Select project A100. On the main menu, select Records, New Record, or click the new record button.


The line item record editing components will temporarily replace the general note portion of the screen.


In the note field, type "Reviewing the quick-start guide". In the Hours field, type ".5" (or however long you have been doing this today). Now save the record as an actual time record by clicking the yellow star / check mark button. The new record will be displayed in the line item list (directly below the general note field).
8) To add "to-do" items, follow through step 7, but make the note "Finish reviewing the quick start guide", skip entering hours, and save it with the yellow star / push pin button. Notice that this line item is blue on the list - blue indicates the record is not actual.
9) Review what you have entered for A100 by selecting Reports, Single Project General Status from the main menu.
10) Now select File, Refresh to return to "start-up" condition (no project selected). Make a combined report on the two projects by selecting Reports, Multiple Project Status.