Refer to this article if your version is above 7.4.1
The administrators are able to define the projects that they are handling in the system managed by the company. To add a project, select Time> Project Info>Projects.
The Project Screen appears as below.
Step 1 - Click ‘Add’ button in the Screen. The Add Project Screen will appear as below.
Step 2 – Complete the following fields.
|
Field |
Description |
|
Name |
Name of the project |
|
Visibility |
There are two options available as "Private" and "public".
|
|
Select New customer/Add new customer |
Select an existing client or add a new one. |
|
Customer name |
Select the client if it’s an existing one or add the name of the new client |
|
Customer Description |
Applicable only if it’s a new client |
|
Project Cost Center |
Include the Cost center as defined Add Cost Center Article. |
|
Project Admin |
Once added, the employee will be able to change project related information. |
|
Status |
Mark the Project Active or not. If a user is added as a project admin, they also can change the project status. |
|
Description |
Describe the project. |
Making Projects Active-Inactive
Step 3 – Click Save. An activities section will appear below the project information.
Step 4 – You can add activities to the project one by one or copy from an existing project. To add one by one, click the Add button. Add project activity screen will appear.
Step 5 – Give a name and click save.
Step 6 – To copy activities from another project, click Copy from.
Step 7 – Select the project you want to copy from. A list of activities for the selected project will appear.
Step 8 – Select/Deselect the act ivies you want to add and click Copy.
Add Project Members
Upon saving the project info, the system shows another tab to add the project members.
Step 1 - Go to "Members" tab, click "Add Project Members"
Step 4 - Click Save
