About Projects (Timesheets)Projects

Projects are used by Workers to post their time against. Projects include a name, notes, an option to make it an 'administrative project', and a status. When timesheets are entered the project's name is displayed for the selected tasks.

After they are created, tasks and Project Managers must be assigned to each project.

At least one project must be created by a Project Manager
Projects can be created from model projects
Each project must have tasks assigned to it
Each Worker must be assigned to the relevant tasks to record their time against.

Steps

Sign in as a Project Manager.
On the Timesheets page, select the Projects button.
On the Projects page, select the link and enter the name and any notes applicable to the project.

i. Select the Administrative Project box to allow Workers to post time to the project without being assigned to it.

ii. Choose a model project to base the new project on. The new project will automatically include all the tasks set up for the model project.

iii. Select the Save button.

On the Assign manager page, select the select the Add link to assign each Project Manager to the project.
Select the Done button.

Tip: Select the button to edit, or the button to delete.