Creating Clients and Projects
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Graphic Design - $50.00/hour
Scenario 2
You are a project leader at a large manufacturing company that completes many interdepartmental projects.
Because each project team usually consists of an entire department, charges are incurred based on each
team members level of expertise. To simplify interdepartmental billing, your company has categorized em-
ployees as follows:
Junior Level - $75.00/hour
Intermediate Level - $100/hour
Senior Level - $150/hour
Setting up Custom Fields for Projects or Clients
User defined fields are custom fields you can create to track information beyond the basic fields already pro-
vided. You can create custom fields for projects/tasks or for clients. For example, you may want to identify
which phase each project is in, or capture a billing address for each client.
Project user defined fields are configured at:
Administration > Timesheet Setup > User Defined Fields > Project/Task tab
Client user defined fields can be defined at:
Administration > Timesheet Setup > User Defined Fields > Client tab
For each field you create you can specify:
1. The name of the field, as it will appear for the project or client
2. The type of field, as described in Types of User Defined Fields Available on page 23
3. Restrictions on the values entered, such as minimum or maximum values or the maximum length of
the field. The available restrictions depend on the type of field.
4. The default value to show when users first create a project or client, if any
5. Whether users are required to enter a value
Setting Productivity Targets and Preferences
You can use Web TimeSheet to measure the productivity of users against billable hours targets you set. Pro-
ductivity is tracked at the user, department, project, and company level and each user can view their pro-
ductivity on their timesheet.
Enter each user's yearly or monthly billable targets at:
Projects > Productivity > Productivity Targets
Set preferences for productivity calculations at:
Projects > Productivity > Preferences
In this page, you can specify:
1. Whether productivity charts are shown on users timesheets
2. Whether only approved hours are included in productivity calculations
3. The productivity level at which, in the charts, users are considered to be meeting their targets
You can also configure how often productivity data is generated at: Projects > Productivity >
Monthly >
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