Creating Clients and Projects
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CHAPTER 13
Creating Clients and Projects
If you are using Web TimeSheet to track project costs or bill clients, before users begin entering time or ex-
penses you must set up the projects people are currently working on. You can do this yourself, or you can
provide project managers the permissions to add/edit projects.
This chapter provides information on final steps to take before entering clients and projects, and how to set
up projects once you are ready.
Items to Set Up before Creating Clients and Projects
Before creating projects, you must configure the following:
Once you have set up these items and have added all your users, you can add:
1. Clients, as outlined in Setting up your Clients on page 79
2. Projects, as detailed in Adding Projects on page 79
Setting System Preferences for Projects
Within the System Preferences page, you can configure options for projects. Project-related system pref-
erences can be configured at:
Administration > System Preferences
In the Usage section of the page, the following can be set:
1. Whether Web TimeSheet will be used to track billing information. If enabled, you will be able to as-
sociate billing rates with time and users will be able to designate expenses as billable.
In the Projects section of the page, the following can be configured:
1. Whether hours and costs for parent tasks should be calculated automatically by summing values
from child tasks.
Tracking time and expenses against projects requires a Project & Billing Edition license. If you are us-
ing the Time & Attendance Edition, you can allocate time using activities, as explained in Classifying
Time Worked using Activities on page 36.
Item to Configure
How they’re Used
Page
System Preferences
(Usage/Projects)
Specifies if Web TimeSheet will be used for bill-
ing, whether hours and costs are rolled up to
parent tasks, and whether multiple clients can
be associated with a project
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Roles
Required if clients are billed based on the type
of work done
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User Defined Fields
Required if you want to capture additional, cus-
tom information for projects or clients
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Productivity
Specifies the billable targets and preferences
used to determine productivity
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