This guide covers how to set up your projects so that employees can start allocating time spent on the different tasks, deliverables or activities that make up your projects.
Requirements:
Timesheets module enabled
📎NOTE: Only admins and timesheets administrators can add new projects.
Click your name in the top right, then click Settings.
On the settings menu click Projects.
Click New project.
A New project modal then appears.
Enter the relevant details for the project:
Name
Description (optional) - Up to 200 characters
Start date and End date - Select the dates
Code (optional)
Budget (optional) - Select a currency then enter the amount
📎NOTE: You can't amend the budget after you create the project.Allocated time (optional) - You can select to limit submitted hours to this value
Notes (optional) - Up too 1000 characters
Once done, click Save.
Select all the relevant employees that will be logging time against the new project's activities.
📌TIP: You can easily find employees by using the search and filters available.Click the Project Managers tab and select who will be responsible for approving the project's timesheets. This person will become the project manager.
📎NOTE: If project managers also need to log their time spent on project activities, then they need to be added as an employees of the project as well as being project manager.Click Save.
Once a project is created by an admin or timesheet administrator, the project is visible to the selected project managers through a new Projects tab on the left menu.
Assigned employees can also start filling their project timesheets and submit them for approval.
📌TIP: By default, projects are created with a "General" work package, which employees can use to log their time spent in general activities of the project. Project managers can add new work packages for employees to log hours for new activities.
