Project Basics
Projects are what users enter Time and against. Expenses can also be used this
way, but it's not required. Projects
in Virtual Time+Expense are created from Companies and their jobs. In the Projects screen you create the
start date, types of time you can enter, tasks you can select, and which users
can enter time for the project.
Here are the basics for setting up a Project.
Setup Projects
1. Login as Admin – Click Settings
2. Click Projects – Select Project
3. In the Time section
a. Check Time Types (e.g. Regular Time) that are
allowed on this project
b. Check Any User Can Submit Time if you want this
project selectable for all users
c. Check Use Tasks and Tasks Mandatory if you
are going to require Tasks
d. Check Selected Tasks Only if you use only certain
Tasks on each project
4. In the Expense section
a. Check Allow Expenses if you want to track or bill
expense to this project
5. In the General Approval Settings section
a. Select Project Manager in the dropdown – Check
Project Manager Approves Time
6. In the Billables section
a. Select an Item – we require an Item on the
Project, User or Company
7. Scroll to Project Tasks (if you checked Use Tasks)
a. Selects Tasks you want selectable on this Project
8. Scroll to bottom to Project Rates section
a. Select Users to assign to this project (if Any
User Can Submit Time is checked above this section can still be used for
Bill and Pay Rates)
b. Set Bill Rate and Pay Rate (for a zero Bill
Rate or Pay Rate enter 0.00)
9. Click Save
For advanced concepts and settings see our
Admin Manual.
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