Project Setup

Project Setup

To add new project, follow these steps:

1Clients Drop down Box

Clients Drop down Box
Click on Project button in the toolbar. Please, see Advanced Time Reports / Toolbar.
In Client Drop down click on the client to which you would like to add new project.
Select *(Shared Projects) item to setup common projects that will be available for all of your clients.


2Add Project Button

Add Project Button Click on Add button to make new blank row appear.

3Project Name Field

Project Name Field In Project Name field, type the name of new project.

4Project Description Field

Project Description Field In Project Description field type the project relevant information.

5Hours Control

Hours Control Click on Hours cell you would like to add a required hours for a project. A down-arrow button appears on the right of the cell.
Click on down-arrow button to open a calculator dialog.
Here you can count or type the required hours for a selected project.

6Start Date Control

Start Date Control Click on Start Date cell you would like to add a Project Start Date. A down-arrow button appears on the right of the cell.
Click on down-arrow button to open a calendar dialog.
Select required month and date.

7End Date Control

End Date Control Click on End Date cell you would like to add a Project End Date. A down-arrow button appears on the right of the cell.
Click on down-arrow button to open a calendar dialog.
Select required month and date.

8Save Button

Save Button Click on Save button to save new project information.