Creating Clients and Projects
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Project Structure (tasks)
Project/Task Assignments
Allowed Expenses
Project Information (excluding that listed below)
Project data that is NOT copied includes:
Project Name
Project Code
Project Leader
Client and cost allocation method
Default Billing Rate
Client/External Approver
Project/Task-type user defined fields
Time Entry Start Dateand Time Entry End Date
Expense Incur Start Dateand Expense Incur End Date
When you copy a project, the status of the new project will be Open (at the highest level), regardless of
whether the existing project has been closed. In other words, if you copy a new project from an existing
project that has been closed, the new project will still be open. The status of the tasks, however, will be cop-
ied directly from the existing project.
Managing Projects
Once you have created some initial projects, users can begin entering time and expenses against them. As
new projects arise, you or project leaders can add them, and users can then select them on their timesheet.
The sections below provide information on working with projects after they are created. Additional informa-
tion is provided in Chapter 15, Reporting on and Exporting the Data on page 87.
Changing Multiple Projects at Once
If you need to make a change to multiple projects, you can use the Mass Edit functionality. With Mass Edit,
you can:
Edit the basic settings, including estimates, startand end dates, and allowed expenses, for multiple
projects at once. For example, you may want to change the Project Leader on a number of projects
if a new project manager is hired and he takes over some existing projects.
Edit details of tasks from multiple projects
Edit the rates associated with existing rate type assignments for team members, across multiple
projects
Add a new user to the team of multiple projects
Assign a new rate type, and the associated rate, to an existing team member, across multiple
projects
For more information on using Mass Edit, see the online help.
Allowing Clients to Access Project Information
Clients can be provided access to Web TimeSheet to:
View report data for their projects