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The Time module allows you to track and report on time spent on projects, as well as understand the billing and costing implications this has on your business.
Within the system you're able to setup Project Managers and Project Roles.
Project Managers have different levels of access to Projects if you wish.
You can also set up Project Roles and assign these to certain employees, so that when they track time against a project, you can understand the cost and billing implications this has.
The Time module allows you to track and report on time spent on Projects, as well as understand the billing and costing implications this has on your business.
Project Management roles are available to allow flexibility around who can create and manage Projects. The roles are as follows:
Project Manager: a Project Manager has access to the 'Manage' page within Projects. These users can be added as named Project Managers on a specific Project.
+ Create: Project Managers can be given additional access to create Projects
+ Billing: Project Managers can be given additional access to view Project billing
+ Cost: Project Managers can be given additional access to view Project costs
The Create, Billing & Cost roles can only be added to those with the Project Manager Role.
Project Admin: a Project Admin has the ability to manage all Projects - they automatically have Create, Billing & Cost access across all Projects and can assign specific Project managers to Projects.
To grant any of these roles, go to Roles & Access > Project Management.
Tick the access levels you wish to grant and then click Save Changes.
Project Roles are used when planning Projects. Each role can be allocated a default Billable and Cost hourly rate which can optionally be overridden for individual projects.
When planning Projects, an estimated number of hours can be allocated to each role, which produces a Project Estimate cost. When employees track time against a Project, the role they are assigned is used to measure time spent therefore populating the Project Actuals.
For further information about Project Roles, take a look at the following article: Project Roles.
To configure Project Roles, go to Time > Config > Project Roles.
You can create your own Project Roles or import our Defaults.
To create your own, click New Project Role. Then fill out the details in the dialog box and click Create.
Once you've added the Project Roles to your configuration, you can then assign them to your employees, so that when they mark time against the activities, your Project Billables and Costs will calculate automatically.
To add these, go to Organization > Employees.
Click on an Employee's name and then go to the Time tab.
Use the dropdown to select the Project Role and define a Cost Rate for the employee. The Cost Rate will be used in the Actuals of the Project, while the Role Cost will be used in the Estimates.
Click Save Changes.