To register time, there must be projects with tasks that time can be registered on. The users must be associated with the project / tasks in order to be able to register time.
Here, A-Å reviews how to create a project.
You create a project through the user menu:
User menu > Projects > Create project.
Here you have to fill in the desired master data for the project; such as project name and number, customer name and contact, project type and status, ect. Then press Save project, after which you get the opportunity to create tasks, and fill in data in the other tabs.
NOTE! If you tick auto at the start and end date, it will adapt to the first task’s start date and the last task’s end date.
Start by creating the project’s tasks. You do this by pressing create new. Then comes a box where you can fill in data related to the task.
Fill in the relevant fields around the task; such as task name, hour type, phase, responsible, hourly budget, as well as start and end date.
If you add a description, this can be seen in the weekly note, by the employees who are allocated to the task.
After you have created the project’s tasks, you can fill in the remaining fields in the project form.
Here you choose the employees who must be able to be allocated to the different tasks. You add the employees to the project team by tapping the arrow to the left of their name.
When you create a project team, their assigned cost and sales price will appear, which you can edit here if the price is different for the project.
NOTE! The change in the employee’s cost and sales price will only apply to the project where it has been edited.
During staffing, they can add employees from your selected project team to the tasks you have created.
You add the employees by tapping add and if you want to add all employees from the project team, you can press add all under the task name.
To the right of each employee, you can enter the budget / hour and thereby get an overall view of the expected hourly spend.
On the budget tab, you can enter the expected revenue, cost price hours (DKK) and hours (h). This will give you a quick overview of the project’s expected revenue and contribution margin.
When the project starts and the employees register time and, for example, create an outlay or enter a run, this will appear in the column actually. Hereby you have throughout the project an updated status compared to the actual turnover.
Under the other tab, the project can be described in more detail in the field description. An invoice description that will appear as a description can also be added to an invoice when billing hours on the project.
You can also assign a role and / or department that can edit the project. You can also choose whether employees write a comment when they register time on the project. Here you can choose whether the comment should be optional, mandatory or not allowed.
Under the documents tab, you can, for example, link to an external project folder so that you can easily obtain external information when working with the project. You can also link to different files to be used for the tasks.
During the project log tab, the changes made to the project appear. Your project log is updated every time you save / update. You can also manually create a log that can be sent to the project team via mail.
Under the invoices tab, you can create a payment plan for when and what to invoice.
Insert a rate type, of which:
- Fixed: a fixed amount regardless of consumption of hours, outlays and driving
- Proposed: an amount defined by the number of hours spent, outlay and driving.
Manually created invoices will also appear under this tab.