New Project

To create a new project:

1. Click your "Timesheet" tab.
2. Click your white "New project" link located near the top of your page.
3. Enter your project name.
   
4. Click your Create button located at the bottom of your page.

Additional Information

Associated Client: If there is a client that your new project is associated with, you can choose their name from the drop-down menu located just below the project name field.

Visible to client: Enabling this feature will add a "Project" tab to your associated client's account.  As a result, they will be able to view project hours and tasks at any time.

Project Manager: A project manager will be able to edit the project as well as generate invoices from this timesheet.  The project manager will also have access to view all staff hours associated with that project in staff timesheets and project reports.

Assigning Tasks and Staff: To add a task or staff member that's associated with your project, click the checkbox next to the appropriate task or staff name.  Alternatively, you can assign your staff to projects from the Staff edit page. For more information about creating clients or staff, see the New Client and New Staff sections.  For more information about creating tasks, see the New Task section.

Project Billing Details:  You may select one of four methods to bill your client.  "Hourly Staff Rate", "Hourly Task Rate", "Hourly Project Rate" or a "Flat Project Rate"

Associated Client: If there is a client that your new project is associated with, you can choose their name from the drop-down menu located just below the project name field.

Visible to client: Enabling this feature will add a "Project" tab to your associated client's account.  As a result, they will be able to view project hours and tasks at any time.

Project Manager: A project manager will be able to edit the project as well as generate invoices from this timesheet.  The project manager will also have access to view all staff hours associated with that project in staff timesheets and project reports.

Assigning Tasks and Staff: To add a task or staff member that's associated with your project, click the checkbox next to the appropriate task or staff name.  Alternatively, you can assign your staff to projects from the Staff edit page. For more information about creating clients or staff, see the New Client and New Staff sections.  For more information about creating tasks, see the New Task section.

Project Billing Details:  You may select one of four methods to bill your client.  "Hourly Staff Rate", "Hourly Task Rate", "Hourly Project Rate" or a "Flat Project Rate"

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You may also find additional help by visiting our support forum.