Difference between revisions of "Projects and time tracking"

Revision as of 14:41, 13 January 2010

With the projects module you can easily manage project information in one place and keep track of worked hours, material usage and travel costs. You can also share projects with customers and co-workers. At the project information panel you can easily access related comments, tasks, appointments, files etc. as you can see in the screenshot.

Administration

In the administration window you'll find the following tabs:

Permission types

Each project has a permission type. Those types control who can read, write or book hours to the project. If you add a user to the permissions with read permission the user may view the project information. If you raise the permission level to write the user may may edit the project, create subprojects and book working hours. If you have the timeregistration module installed too you might want to add users to the "Book permissions" tab so they can book working hours.

Default fees

Here you can set an internal and an external fee for each user that has access to the timeregistration module. The fees can be used for reporting and billing.

Special fees

Here you can setup non-default fees which users can select if the fee is different then usual. A fee for travel miles instead of hours could be created here for example.

Statuses

Create statuses to filter projects on.

Project templates

You can create multiple project templates here. In a template you can control exactly which fields and custom field categories will be applicable to the project type. When you create a new project the project template will be selected first. For a toplevel container you might want to disable all fields except for name and description for example. Within those you might have some different project types too.

Report templates

Here you can create different templates for PDF documents. There are some predefined templates here that you can use for reporting about timeregistration or project information.

Expense & Income types

Create types of expenses here that can be selected for expenses for projects. Like copy costs, materials etc.

Create a project

Click on "Add" from the main screen. If there are multiple #Project templates then a popup with the available templates will be presented. If there are no or one template then this popup will be skipped and the project dialog will appear. You can create subprojects by double clicking a project and thereafter click at "Add" on that project level. You can also create a subproject from the "New menu" in the information panel.

Share a project with a new user / customer

You need administrator access to perform these tasks. First you need to create a user at:

Admin menu -> users -> Add

You must give the user access to the projects module.

Then you must create a project type at:

Projects -> Administration -> Permission types -> Add

Add the new user to the project type and optionally other users that need access to this type of projects.

Now create a project with this type or update one with it. This project will be available to the new user.

Reports

todo...

Time tracking

There are two ways of doing time tracking which the company has to decide on to use system wide. You can enter times in a grid with all projects and weekdays. This is very easy but has only one limitation that you can't enter multiple registrations on the same project on the same day. If you want to do that you'll need the other time tracking mode. You can change this at:

Time tracking -> Administration