Project Manager view Budget Hours not Budget $$
We want to use the Budgeting functionality of Projects, but our Project Managers don't need to see the Budgets in terms of Amounts ($), only in terms of Hours. Our Management Team need to see Project budgets in terms of Amounts ($) and not Hours. IsZoho Projects - Year End Review 2022
Hello everyone, As the year comes to a close, we would like to thank everyone who has been a part of the Zoho Projects journey. The past year was devoted to improving the product, enhancing user experience, and providing tools to boost productivity. Here'sEmbedding Zoho Analytics Dashboard in Zoho Projects
Web Tabs are browser tabs that can be accessed within Zoho Projects. You can associate a web tab to specific projects and user profiles. By doing so, only the users of that particular project will be able to access the web tab. To create a Web Tab, youSetting Tasks as default in Zoho Projects
Hey everyone, I have noticed that each time you switch between different projects it always goes to the dashboard page. I was wondering if there is a way to get the default to be the tasks tab rather than the dashboard tab? Any help is much appreciaCan't change project owner on some (not all) projects.
I've added a new user (Admin/Mgr) to ZOHO, but when I attempt to assign them as owner on a number of existing projects, the user's name does not show up in the list of available users on some, not all projects. I can assign them to 3/10 projects, but they do not show up on the list for the other 7... Seems very buggy to me... Also, I can not change User Profile settings on anyone.project location / maps?
is there a way to set the location for a project? as in an address that can be displayed or showed in google/apple maps?MS Project Import - Task dependencies, milestones and WBS not imported
New to Zoho. I've uploaded an MS Project from project 2013 and the dependencies & successors in project (Predecessors and Successors in Zoho) weren't populated, milestones weren't uploaded, and the work break down structure was lost. Did I do somethingZoho Issues
i have 230 issues in the exisiting project and i wanted to move all the issues to another project in bulk. Please suggestSend time tracking from Zoho over to Gusto for payroll.
Simple question. Do we have the ability to send time tracking from Zoho over to Gusto for payroll?Unable to customize Timesheet form layout
I want to customize layout of timesheet form. I want to add some custom fields into it but Zoho Projects has no feature to customize it. Kindly assist on this.Customer Approval of Project Timesheets
After a session with Zoho Support, it appears, that it's not possible to enable Client Approval of timesheets that are created within Projects. I have to assume other Projects users have the same need, i.e. Client Approval of timesheets in order to invoice.Tags Column: Show as Many Tags as Will Fit
For some reason, when looking at the main list of projects, only the first 2 tags are visible. Doesn't matter how wide you make the column, you only see the first two and a "+X" where X is however many more exist. Would be great if as many tags as willCan we set SLA as a default function for all projects
Hi, We are using Zoho projects for any material we receive for repair and maintenance. Our SLA is 2 days and need to escalate the project in case no action is taken in 2 days. Can we make SLA as a default feature in case we make any new projects withoutContext Menu in Zoho Projects
Context menus provide quick access to specific functions by a right-click on the mouse or touch-pad. Zoho Projects now supports context menus for the Users and Teams module. Context menus, as the name suggests, provide a set of functions based on thezoho timesheet email notifications
Hi all i've seen that in zoho project is possible to receive a reminder for the timesheet not compiled. I didn't find how to set that the administrator needs to receive the email for all the users Thanks in advance Marcoautomatic sending of a report
Hi all, is possible to configure automaic sending of report in zoho project? For example: I need to receive via email an automatic report of Timesheet of all my users Or I need to receive a report of all the projects that are close to end date ThaWeird glitch that happends randomly on some hours
This issue has occured on two or three occasions and I can´t grasp as to why this would happened? Anyone know why this happens or how to prevent or solve the issue?Move Timesheet from one Task/Issue to another
Timesheets are used for tracking time logs of tasks, and issues. You can control the number of hours a user can log into timesheets. In Zoho Projects, you can move these timesheets from one task/issue to another. Consider a scenario where John is an employeeAllow associating of tasks to other tasks
right now, we can associate tasks to issues(bugs) inside zoho projects desktop. this is helpful because when you complete the issue the tasks can still remain open. With tasks, if i want my techs to complete sub tasks, then i can create sub tasks on aquickly make subtasks out of (many) tasks.
is there a way to take 10 tasks, and quickly make them the subtasks of 1 master task? or do we have to drag one by one in? seems like with sub tasks, there is no QUICK way to do anything. for example when creating tasks, you can just type the task, press enter, and type the new task. When creating sub tasks (within a task edit view), it forces you to put the details of the new subtask in a pop up window, stopping you from quickly creating new tasks. There is no way to IMPORT sub tasks when importingWeb Tabs in Zoho Projects
Web Tab allows you to access external websites within Zoho Projects. You can associate web tabs to specific Projects by which, only the users of that particular project will be able to access the web tab . Create web tabs by embedding the URL of the externalZoho Projects: Quarterly Updates | Q3 2022
Dear Users, In the third quarter, we implemented a few new features and updates to improve user experience. Here is a summary of the most significant developments. Timesheet Settings Members of a team can now be granted access to log time for tasks orTasks - Order/Group By Owner
I have a view under the "Tasks" tab of a project. I would like to be able to sort by (or group by) "Owner" so all tasks belonging to a particular user are grouped together. This seems to be one of the few columns that are not "sortable". Any ideas?Revenue Budget in Zoho Projects
We have introduced Revenue Budget in Zoho Projects. Revenue is the payment that is expected from the clients and can be used to track the profitability of the project. Users can track the revenue budget of a project and compare it with the planned andTime Tracking in Zoho Projects
Time tracking is one of the important aspects of project management. In Zoho Projects, you can schedule tasks and restrict work hours by enabling the Time Log Period Settings and Time Log Restrictions. Here are some of the timesheet settings in Zoho ProjectsNew Cost per Hour is great, but...
The new 'Cost Per Hour' feature is great, so thank you. However, what we also need is the ability to create Profiles, such as a Project Manager, who can only see Budgets in terms of Hours, not Rates, For example, we need to empower our Project ManagersClosing off tasks automatically based on project status
Is there a way to close off all open tasks when a project is set as Cancelled?Timedoctor integration in two directions
We use timedoctor for automated timeregistrations. I can see in Timedoctor how long an employee has been working on a task. But is would be very nice to see that time in Zoho Projects where i can set the hours to be paid by client or not and make someMilestone gantt chart chronology
The milestone Gantt view does not reflect in chronological order by default. Milestones need to be manually reordered. The chronology Gantt view doesn't help as it leaves out the milestones and task lists. Please add an option for the milestone view toWidget for Zoho Project
Hello With JS SDK for Projects can i fetch all timesheets? Will be cool something like in analytics we can fetch hall table ThanksShow "Actual Hours" to a User
Hi, I've the necessity to show the "ACTUAL HOURS" value to user with specific "Profile", how can I do?Gantt and tasks not in chronological order
Why do the Gantt and tasks not show in chronological order by default? It is annoying to have to manually reorder everything, especially on a large project with hundreds of tasks. Surely the first activities should show first? The chronology Gantt viewForcing adding of attachments
We want to be able to force the user to attach some files when transitioning the status of a task via a blueprint. My guess is that this kind of an enforcement could be better forced by adding an "Attachment" type of field onto the task layout. Defining the attachments as task layout fields would also enable us to get reports about them and to analyze them.Zoho Projects: Quarterly Updates | Q1 2022
We would like to share the quarterly updates for the period January to March. User Hierarchy: Users can enable Hierarchy settings to maintain a tree structure based on user roles. You can assign reporting managers and approve Timesheets based on the reportingZoho Projects task fields definitions
Hi all, Is there any place that I can find a list of definition and/or example about existing task fields in Zoho Projects? Some are obvious, but not all for me... For not editable or calculated fields, I cannot always see where does the information comeSelect or assign a default view on a project dashboard through the project layout
We have started a new engineering change notice (ECN) project in the company and we are planning to use a separate project layout for these type of projects. This project layout gives an overall view of the project including links to specific SharepointTime Log Configuration
Time logs are an effective way to track your users' hours. In our previous post, we saw how to move timesheets from one task or issue to another. In this post, you will learn how to configure these timesheets from the setup page. For instance, considerField Dependency in Task Fields
Please consider introducing field dependencies such as you are doing it on Zoho Desk. Yesterday I was customizing a Task layout for the first time where I did require to relate 2 fields and I did assume that Projects would already have this feature because it was already being presented in another Product from Zoho but to my surprise I've found out that there isn't a dependency feature in Projects. Below is the "Field Dependency" option menu from Zoho Desk. This feature is not a full fledged solutionI would like to update a task's person in charge item with a function, but I get an error.
I'm running into the error again. I am writing a process to automatically assign the task to the creator when the last person in charge of the task is empty, but I cannot update it. I try to pass it as per the data I got from the api or update it similarTEAM assigned based on FIELD (defined in LAYOUT)
Hi, Need some advice how to tackle this. We have project template - 40 tasks. Projects are reapeatable with only difference: for few specific tasks they are either executed by local team or global team. I was wondering if I can have one template forNext Page
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Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions thatPower of Automation::Streamline log hours to work hours upon task completion.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Power of Automation :: Invoice your timelogs automatically once the tasks are completed
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automatePower of Automation :: Automatically schedule a Zoho Meeting when a Task is created in Zoho Projects.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Organize and Clone Task Custom Views
We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:
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Unable to add custom fields as columns in projects table
We have new products set up as projects, with the project name being the SKU. And then a custom field in this project template is the name of the product. I need a way to show the name of the product as well as the project name (SKU) and I am reluctantGet Custom Field API Name
I am trying to make a custom function to connect a Zoho Survey score into a custom field we have in a task layout for the QA Score. I need to input the custom field API name on the script, but I don't know how to get it. I've tried using the following
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Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions thatOrganize and Clone Task Custom Views
We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:Zoho Projects Roadshow, USA - 2024
Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutionsProject Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and serviceTip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable
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