Projects

Step 1: Input search criteria.
Step 2: Click on the Search button to get results.

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Step 1: Click on “Add New Project”.

Step 2: Input the necessary information then click the OK button.
Important: To use the project, remember to add UserGroups and Activities to the project.

Step 3: Add an activity to the project by selecting the “Activity” tab. You can find the activity you need by clicking “Search Activities”.
Step 3.1: Select activities from the list and click the OK button.

Step 4: Add User Group to Project by selecting the “UserGroup” tab.
Step 4.1: Select user groups from the list then click the OK button to add them to the current Project.
You can find the user group you need by clicking “Search user group”.
Step 4.2: Click on the OK button.

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To copy an existing project, you simply click ‘Copy’ next to the relevant project:

It will then open the new project, which you can then choose to save if you wish.

If you have defined a ForeignKey on the existing project, a new ForeignKey will be created for the copy. Please make sure that this is correct.

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You may often work on the same kinds of projects, where a project template could be useful.

To do so create a project as you normally would, which you wish to use as a template:

An idea is to give it for example a ‘1’ in the beginning of the name, to make it appear first in the alphabetical order of your projects, to make it easier to find.

Optional: If you don’t want users to be able to create time entries for this template, you should not add any user groups to it:

To create a new project from this template, you simply click ‘Copy’ next to the template:

It will then open the new project, which you can then choose to save if you wish.
You may want to change the name of the new project.
If no usergroups are selected on the template, you should select the relevant ones now, to make it available to the relevant users.

If you have defined a ForeignKey on the existing project, a new ForeignKey will be created for the copy. Please make sure that this is correct.

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Step 1: Click on the project name that you wish to update.
Step 2: Input necessary information.
Step 3: Click the OK button to update or Cancel button to return.

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Step 1: Click on “Delete” to delete the corresponding Project.
Step 2: A confirmation message will be displayed: Click “OK” button to delete project or “Cancel” to return.

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Step 1: Click on the User Group tab on the project.

Step 2: Then click the ‘Advanced’ button next to the user group that you want to specify activities for.

Step 3: Click ‘Specify’ and select the subset of activities that you want for this user group.

Step 4: Click OK below the activities, and then click OK for the project. That’s it.

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