Group: Editing or Removing Clients and Projects:

Clients and Projects cannot be deleted once timesheets have been added against them, this is in order to preserve historic data for reporting purposes. If you are finished working with a Client, you should make them Inactive by selecting them from your Client list and clicking “Change Status” at the top of the page. Once …

We are no longer working with one of our Clients, can I remove them from our account? Read More »

If you need to add different tasks or stages to a project, you can use our “Project Tasks” feature. Head to Settings–>Project Tasks and select the box “Use Project Tasks”, and click “Save”. You will now be able to choose when adding a project if you would like to use tasks. If used, the tasks …

I would like to divide my projects into different tasks or stages, how can I do this? Read More »

To close a project, select it from your project list and click “Change Status”. This will render the project Inactive and it will no longer be available for employees to add timesheets against. You can always reactivate the project by selecting it and clicking “Change Status” again.

If you need to add different tasks or stages to a project, you can use our “Project Tasks” feature. Head to Settings–>Project Tasks and select the box “Use Project Tasks”, and click “Save”. You will now be able to choose when adding a project if you would like to use tasks. If used, the tasks …

I would like to divide my projects into different tasks or stages, how can I do this? Read More »

The Financial Summary is calculated using the Budgeted Revenue, Budgeted Cost and Percent Complete fields (available when entering or editing Project Details), and the Total Hourly Cost of each of your employees. The system calculates the cost to date by adding up the cost of the hours already spent on the project, and then uses …

When viewing my project details, there is a Financial Summary panel to the right, how is this calculated? Read More »

Expenses must be added by administrators from the project details screen. Select the relevant project and click “View Details”. Click the button at the bottom of the screen, “Add Expense”.

Yes, to edit a client or project, just select it from your list and click “Edit” at the top of the page.

The Project Code can be used in some custom reports, and is intended for companies that use a particular numbering system for their projects. It is not necessary to add a Project Code if it is not relevant to your company.

The Percent Complete field must be manually updated by an administrator as the project progresses. This will ensure that the financial projections the system provides are as accurate as possible.

By entering the Budgeted Revenue, Budgeted Cost and Percent Complete, you are giving the system the information required to provide financial projections for your project. This will help you to keep on track and avoid over-spending on the project. The financial projection will appear on the right hand side of the project details page, and …

Why should I enter a Budgeted Revenue, Budgeted Cost and Percent Complete? Read More »