Table of Contents 6 Understanding Individual Permissions............................................................................................ 56 System Permissions ................................................................................................................. 56 Report Permissions .................................................................................................................. 67 Chapter 12 Adding Users.................................................................................................................. 69 Items to Set Up before Adding Users ............................................................................................. 69 Setting System Preferences for Users ...................................................................................... 69 Setting Default User Preferences............................................................................................. 69 Setting Up Custom Fields for User Profiles .............................................................................. 70 Checking Previously-Configured Items........................................................................................... 70 Adding Users ................................................................................................................................. 71 Standard versus External Users................................................................................................. 71 Setting User Options ............................................................................................................... 71 Adding Multiple Users at Once ................................................................................................ 74 Chapter 13 Creating Clients and Projects ..................................................................................... 76 Items to Set Up before Creating Clients and Projects .................................................................... 76 Setting System Preferences for Projects................................................................................... 76 Defining Billing Rates based on the Work being Done............................................................. 77 Setting up Custom Fields for Projects or Clients ...................................................................... 78 Setting Productivity Targets and Preferences ......................................................................... 78 Setting up your Clients................................................................................................................... 79 Adding Projects.............................................................................................................................. 79 Creating the Project................................................................................................................. 79 Setting Billing Rates ............................................................................................................... 80 Specifying who will Work on the Project................................................................................... 80 Defining the Task Structure...................................................................................................... 80 Specifying which Expenses can be Claimed ........................................................................... 81 Adding Projects using a Template........................................................................................... 81 Managing Projects ......................................................................................................................... 82 Changing Multiple Projects at Once ........................................................................................ 82 Allowing Clients to Access Project Information ........................................................................ 82 Posting Notes for Projects ........................................................................................................ 83 Chapter 14 Administering Timesheets, Time Off Bookings, and Expenses .............................. 84 Administering Timesheets.............................................................................................................. 84 Changing a Timesheet once it has been Approved................................................................. 84 Applying System Changes to an Approved Timesheet ........................................................... 84 Administering Time Off Bookings................................................................................................... 85 Reviewing a User’s Time Off Balance ..................................................................................... 85 Administering Expenses ................................................................................................................ 85 Changing an Expense Sheet once it has been Approved ....................................................... 85 Applying System Changes to an Approved Expense Sheet..................................................... 86