Projects

Projects are work-tracking categories employees can register time on. They are tagged onto timesheet entries and can require their own manager’s sign-off when employees book on them.

Overview

Projects appear in the timesheet next to the activity. When an activity allows or requires a project, the employee picks one of the workspace’s projects when registering time on that activity.

Each project carries:

• Name and description
• Start and end date — the window during which the project can be booked on
• Status — Planned, Active, On hold, or Closed
• Project manager (optional) — the employee responsible for the project
• Require manager approval (optional) — when on, timesheets that book minutes on this project must be approved by the project manager

Manage projects

1. Go to Settings › Projects
2. Use Add project to create a new project
3. Click a row to open the project editor

Configure a project

The project editor groups settings into sections.

Basic information

• Name — what employees see in the timesheet picker
• Description — optional details
• Start date / End date — optional bounds. Outside this window the project does not show in the picker.

Approval

Two settings drive whether a project triggers an extra approval step on the employees’ timesheets:

• Project manager — search and pick an employee. This is the person who will be asked to approve timesheets booking time on this project.
• Require manager approval — when turned on, every timesheet statement that includes minutes on this project must be approved by the project manager, in addition to the employee’s line manager.

The switch is only available once a project manager is set. Clearing the project manager automatically turns the switch off.

See Timesheet statements for the full multi-approver workflow.

Custom attributes

If your workspace defines custom project attributes, they appear in their own section at the bottom of the editor. See Custom attributes.