Managing Projects
What are Projects?
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.
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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