How to add/edit a projects (service lines)?

Option 1

When you start with time tracking a Time tracker form, you can just type Project name and click “Create new“. After that this project will be added to project list and appear into drop list in the Time tracker.

Option 2

  1. Select “Projects” button ins SET UP section of the main menu.
  2. Crate new project at the blue button “Create a new project”  in the right side and fill project name.

 

 

Instead of project name, you can decide set service line or business unit names in this section.

For example, the law office provides services in several areas of law: Labor Law, Business Law, Intellectual Property, Competition Law, Civil Law. For this type of business, project can be named as specific practice of law.

Besides, an audit or consulting firm may have service lines: audit, accounting, financial consulting, tax consulting, payroll.

Editing of project name

You can change the project name by clicking of “Edit” button in the project list.

Who can make a change?

Adding, editing or deleting a projects (service lines) is granted to team member with roles of “Аdmin” and “Editor. Role of “User” does not have a right to make any change in project set-up.

See other guides:

How to add team member?

How to set up a team member?

How to add/edit a client?

How to add/edit a task?