Core-Outlook Add-in

Overview

Core-Outlook Add-in is a web add-in for Microsoft Outlook desktop and web application that allows you to create time entries in Core from Outlook calendar events and emails. Powered by Core's robust APIs, it enables you to create time entries from within Outlook, saving your time and making the process more efficient. Whether it is an appointment or a meeting on your calendar or an email message, you can create time entries from them using this add-in. While creating time entries, it populates some of the fields for the time entry from the appointment, meeting, or email.

Note: Employee Control and Project Assignments settings are obeyed when creating time entries from Outlook events and emails.

Basic Tasks

Enable Core Add-in in Outlook

Sign In to Core Company

Create Time Entries from Events

Create Time Entries from Emails

Enable Core Add-in in Outlook

To enable Core Add-in in your Outlook desktop application: 

  1. Open your Outlook application and from the File tab, select Info > Manage Add-Ins. This opens a link in your browser.

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  2. In the browser, you are asked to log in to your Outlook account if you haven't already. After logging in, it opens the Add-Ins for Outlook screen.
    Note: For Outlook on the Web, you can open the Add-Ins for Outlook screen by selecting an email message, clicking the More Actions (...) menu, and selecting the Get Add-Ins option. Check the Microsoft Support page for details.
  3. On the Add-Ins for Outlook screen > All panel, search for BQE Core and click on it in the search results.

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  4. In the detailed view of the add-in, click Add.

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The Core Add-in is now added to Outlook and you can start using it to create Core time entries.

 

Sign In to Core Company

After adding the Core Add-in to Outlook, you can access it from the contextual tab for a calendar event or email. For Outlook on the Web, you can access it from the More Actions (...) menu.

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It opens as a side panel and asks you to sign in to Core (if you haven't signed in yet). To sign in to Core from the Core Add-in, follow these steps:

  1. On the BQE Core side panel, click Sign In.

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  2. On the BQE Core-BQE Identity > Log In page, enter your Core company credentials and click Login.

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  3. On the Permission Request page, select the relevant permissions and Core company that you want to grant access to. Then click Grant Permission.

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You are now logged in to your Core company and can start creating time entries from Outlook.

 

Create Time Entries from Events

Outlook calendar events consist of appointments and meetings. You can create Core time entries from an appointment or meeting by following these steps:

  1. Open the detailed view of the appointment or meeting in Outlook.

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  2. Click BQE Core on the contextual tab (Meeting or Appointment). It opens the BQE Core side panel. For Outlook on the Web, the BQE Core option can be accessed from the More Actions (...) menu of the meeting or appointment.
  3. Sign in to your Core company if you haven't already. You can now see the time entry fields on the side panel.
  4. Enter the required information on the panel:

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      • Employee: Select the employee for whom the time entry is to be created. It remembers your last selection.
      • Units: Enter the hours for the time entry. The time duration of the event is pre-filled here by default. The smallest time increment limits from Global Settings are, however, obeyed when the time entry is created in Core.
      • Project: Select the project for the time entry. It remembers your last selection.
      • Activity: Select the activity for the time entry. It remembers your last selection. 
      • Description: Enter a description for the time entry. By default, the title of the meeting or appointment is prefilled here.
  5. Enter other information, if needed.
  6. Click Create Time Entry.

The time entry is now created in Core and the time entry date matches the date of the event.

Note: Any attachments with the event are automatically added as attachments to the time entry.

 

Create Time Entries from Emails

You can create time entries in Core from Outlook emails by following these steps:

  1. Open the email message in Outlook.

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  2. Click BQE Core on the contextual tab (Home tab if you are viewing the email in Compact View or Message tab if you are viewing the email in a new window). It opens the BQE Core side panel. For Outlook on the Web, the BQE Core option can be accessed from the More Actions (...) menu of the email.
  3. Sign in to your Core company if you haven't already. You can now see the time entry fields on the side panel.
  4. Enter the required information:

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      • Employee: Select the employee for whom the time entry is to be created. It remembers your last selection.
      • Units: Enter the hours for the time entry. By default, 0.25 is pre-filled here. The smallest time increment limits from Global Settings are, however, obeyed when the time entry is created in Core.
      • Project: Select the project for the time entry. It remembers your last selection.
      • Activity: Select the activity for the time entry. It remembers your last selection.
      • Description: Enter a description for the time entry. By default, the subject line of the email is pre-filled here.
  5. Enter other information, if needed.
  6. Click Create Time Entry.

The time entry is now created in Core and the time entry date matches the date of the email.

Note: Any attachments with the email are automatically added as attachments to the time entry.

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