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Adding a Project

Time is entered against a project, rather than against a client. This makes it possible for a client to have several projects running concurrently that are billed either separately or collectively. A client can have an unlimited number of projects.

You can add a project only if you have been granted appropriate rights by the System Administrator.

1. To add a new project, open the Edit view in the left-hand pane, and then click Projects.

2. In the right-hand pane, click Add Project Wizard.

   

3. The wizard guides you step by step through the process of adding a new project.

   Some of the key pieces of project information you need to enter include:

   • Inactive:

     Selecting this checkbox prevents the project from being listed in the Project Review screen, or in any project selection drop-down list. An employee can't record time or expenses in an inactive project.

   • Activity Pricing:

     Selecting this checkbox overrides the charge-out rates associated with positions, enabling the user to specify different rates for the activities defined in the project.

   • Over-ride Rate:

     This enables you to select the charge-out rate table that will apply to the project.

   • Over-ride Cost Rate:

     A single cost rate that will apply to the project. This overrides the cost rates of individual users.

For more information about adding a project, see Projects.

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