In this article we're going to go over how to set up your projects and work packages, so that employees can start allocating time spent on the different tasks, deliverables or activities that make up your projects!

Requirements:

📎NOTE: Only admins and timesheets administrators can add new projects.

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click PROJECTS.

  3. Click NEW PROJECT.

  4. Specify the name of the project, its start and end dates, and if required and optional project code that you use to help identify the project.

  5. Click SAVE.

  6. 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.

  7. 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 project manager.

  8. Click SAVE.

Once a project is created by an admin or timesheet administrator, then the project will be visible to the selected project managers through a new PROJECTS tab on the left menu.

Projects are created by default with a "General" work package, which employees can use to log their time spent in general activities of the project. Once created the project's employees can start filling their project timesheets and submit them for approval once ready.


Further reading

📖 Learn more about how employees can submit and get their project timesheets approved by project managers. - Read more >

📖 If project managers want employees to log hours to new activities in their projects other than the default "General" work package, then they can add new work packages - Read more >

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