How-to
Manage projects: add or edit company projects
On this page
Overview
The Manage Projects section lets you add, edit, or review projects that employees will log time against via the Timesheet module. Projects can be billable or non-billable and can be linked to specific clients, departments, and modules like Timesheet or Expense.
Navigation path
Control Panel → Timesheet → Manage Project
Steps to add a new project
- Click “Manage Project” located in the top-right corner of the Timesheet section.
- Click the “Add Project” button. A project form appears.
- Fill in the required details: Field
Description
Project Name
Enter a clear and descriptive project name.
Project Code
Assign a unique code (e.g., PROJ001). Useful for reporting.
Description
Summarize the scope or purpose of the project.
Start Date
Choose the date when the project is scheduled to begin.
End Date (Optional)
Enter this if you know when the project is expected to be completed.
Status
Select Active or Closed. Only Active projects can be assigned.
Billable Resource
Enter the number of employees that are billable for this project.
Non-Billable Resource
Enter for support/internal roles that aren’t billed to clients.
Modules
Tick checkboxes to indicate where the project should appear: Timesheet, Expense, or both.
Edit or delete a project
- In the project list (shown below the form), locate the project.
- Use the Edit or Delete icons under the Actions column.
Additional information visible
- Mapped Employees count next to each project name.
- OH Cost (Overhead cost), Total Billable/Non-Billable Cost if configured.
- Project Status, Last Updated By, and module availability.
Best practices
- Keep project names consistent and descriptive (e.g., “ClientABC_Q2_WebDev”).
- Use Project Codes to align with client billing or internal tracking.
- Always mark projects Inactive/Closed once completed to avoid assignment errors.