A milestone, a segment, or a task with several sub-tasks is referred to as a project activity. In basic terms, any activity that requires a number of tasks to be completed in order to complete that activity is known as a project activity. Project activities comprise multiple sub-tasks which need to be carried out to complete the entire activity. The administrators can define the projects they're working on in the organization as well as the activities that must be included in each one.
To add a project, select Time Tracking -> More-> Activity Info-> Projects. The Project Screen appears as below.
Step 1 - Click the ‘Add’ button on 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 "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 adds 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 and the employee as a project admin, the project admin is able to change project-related information only for that specific project. Ex: Add project members to the project, add activities to the project. |
Status |
Mark the Project Active or inactive. When you make a project inactive, it will no longer be available to select when submitting timesheets. |
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 'Add".
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 the "Members" tab, click "Add Project Members"
Step 4 - Enter the employees' names and Click Save.