Projects are assignments that employees work on. Each projects is associated to a client and different jobs are associated to a project.
If an organization wants to track time for work done for their clients, adding clients and associating them with the relevant jobs and projects is important.
Managing Projects
To manage projects navigate to Operations > Timesheet > Projects.
Adding Projects
On clicking Add Project, you will be required to add the project details, which includes selecting the client to associate the project with.
Additionally, a project head and project manager can be selected. You can directly associate the project with a specific set of users or select the corresponding department or divisions.
Adding a job to a project
Jobs can be added from the Jobs tab (you will have an option to select the project when doing so) or you can directly click Add Job from the project listing in Operations > Timesheet > Project tab.
Associating projects to users, departments or divisions
In addition to associating projects to different users, department or divisions when adding or editing a project, you can also do the same from Operations > Timesheet > Project. Select projects using the checkboxes provided and click on the corresponding button.
Importing and exporting projects
Click the ellipses icon () to view options to import and export projects. You can directly import projects from Zoho Projects as well.
Project Dashboard
The Project Dashboard is a comprehensive space to directly manage all actions related to any specific project, including jobs, users, attachments, and related feeds. You can use a variety of widgets to gain insightful data and draw inferences.
To view the project dashboard of an existing project, simply click on one of the projects in the project listing.
The Project Dashboard includes the following information:
Description: If you gave a description while you were adding a project, it will be displayed here. If no description has been given you can add one directly from the dashboard. This description is extremely useful to summarize the key aspects of the project.
Estimated vs Logged Hours: Displays the overall estimated hours and logged hours for the project as a whole.
Jobs - Estimated vs Logged Hours: This breaks up the estimated and logged hours for each job in the project.
In-progress vs Completed jobs: Displays the overall jobs in the project that are in-progress and completed.
Billable vs Non-Billable Hours: Displays the overall billable and non-billable hours in the project.
Billed vs Unbilled Hours: Displays the overall billed and unbilled hours for this project.
Overdue Jobs: Displays the in-progress jobs that are past their set date of completion.
User Job Status: Displays the job status for each user.
User-Estimated vs Logged Hours: Displays the estimated and logged hours for each user.
Top 5 Active Jobs: Lists the top five jobs with the maximum logged hours.
Top 5 Contributors: Lists the top five employees who have the maximum logged hours.
Least 5 Contributors: Lists the bottom five employees who have the least number of logged hours.
Top 5 Busy Bees: Lists the five busiest employees with the maximum number of completed jobs.
Weekly Report: Displays the day-by-day comparison of the hours logged for the project for the current week.
Watch our video on Managing Projects:
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What is a Job? A job is a task that is assigned to an employee. Jobs can be associated to projects. Employees can also add jobs that they performed. Managing Jobs To manage Jobs, navigate to Operations > Timesheet > Jobs Adding Jobs Jobs can be added ...
Who are Clients? Clients are customers for whom Jobs are done. Projects are associated with Clients and Jobs are done on Projects for Clients. If an organization wants to track time for work done for their clients, adding clients and associating them ...
What are Timesheets? Time logs collated together are known as timesheets. These sheets can capture details such as total hours, breaks taken, billable hours, etc. Managing Timesheets To manage timesheets navigate to Operations > Timesheet > ...
Zoho People's Timesheet lets an employee add jobs and track the time they spend on various jobs and associated projects. Using Timesheet, an employee can log time, create time logs, submit timesheets for approval, schedule jobs, and view important ...
Purpose With the help of Zoho People's integration with Zoho Projects, you can achieve the following: Import your Projects, Tasks, and Timesheets from Zoho Projects to Zoho People manually or automatically. Push approved time logs from Zoho People to ...