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Projects

The project summary1:17
The project summary
Switching projects0:58
Switching projects
Deleting projects0:26
Deleting projects
Creating a project0:50
Creating a project
Using projects0:56
Using projects
Owners in projects1:38
Owners in projects
Workers in projects1:41
Workers in projects
Observers in projects1:42
Observers in projects
 

Using projects0:56

"Why would I want to use projects?" 

Projects allow you to keep track of how your employees spend their working day. Once an employee's clicked   Work-time menu > Start, they can then choose which project that time should be recorded against. 

As a manager, you can then go into each project and see reports showing how your team's spending their time. Here's where to find the reports. 

  • For example here's the "Hours ... daily" report. 
  • And here's the "Absences ... 30 days" report. 

But there's lots of other reports too. 

Updated: Fri, Feb 25, 2022. Headings: `What are projects?`, `How do I find the project reports?`
 

Creating a project0:50

"How do I create a project?" 

  1. First click through to:   Menu > Projects > New project 
  2. Once it's open, type in the name of the project. 
  3. Optionally, you can also scroll down to "Notes" and click the arrow to the right. 
  4. Then, type out all the notes you want to share to people in this project. 
  5. You can even format your notes using markdown! 

And that's it! That's all you need to do to create a project! 

To see your new project: 

  1. Click your way to:   Menu > Projects 
  2. You'll now see it in the list. 

Updated: Fri, Feb 25, 2022. Headings: `How do I add workers to a project?`, `How do I add Owners to a project?`, `How do I add Observers to a project?`, `How do I add notes to a project?`
 
 

To STOP people from seeing project reports:

  1. Add them to "Workers":

    Go to: Project > People > Add workers

  2. Ensure they're removed from "Owners" and "Observers".

If they're a "Worker" only (and nothing else), they can clock-in time for this project, but won't see any of the project's reports.

 

To ALLOW people to see project reports:

  • To allow them to only see reports, add them as an "Observer":

    Go to: Project > People > Add observers

  • To give them full access (including seeing reports), add them as an "Owner":

    Go to: Project > People > Add owners

 

To see a summary of all the project's people and their permissions:

  • Go to: Project > People > Summary
Updated: Wed, May 12, 2021. Keywords: hide, observe, limit, show, reveal. Headings: `How can I allow a person to see a project's reports?`, `What's the difference between workers and observers?`, `Where can I see a summary of all the project's people?`
 

Deleting projects0:26

"How do I delete and undelete a project?" 

If you no longer need the project and want to delete it: 

  1. Click through to: More > Delete 
  2. Then click: Yes ... delete 
  3. Now that the project's deleted, it's locked and nothing can be edited. 

If you change your mind and want it back again just click: Undelete 

Updated: Wed, Mar 2, 2022. Headings: `How do I get rid of a project?`, `How do I move a project to trash?`, `How do I move a project to bin?`
 

Switching projects0:58

"How do I switch projects?" 

Projects allow you to keep track of how your employees spend their working day. Once you've clicked Start, the next time you go to the   Work-time menu (top right): 

  1. You'll be able to click the  Switch projects option. 
  2. You'll now see a list of all the projects you're a worker on. 

If you're an admin, you'll also see the option to "Add" yourself as a worker on more projects. In this example: 

  1. We'll add a few more. 
  2. Now when you come back to  Switch projects you'll see the full list of your worker projects. 
  3. Click the project you'll be working on next. 
  4. Add any notes about work done on the previous project, then click: Switch 

From this point on, your timesheet time will be recorded against this new project. 

And that's it! That's all you need to do to switch projects! 

Updated: Fri, Feb 25, 2022. Headings: `How do I show more projects in the list when switching projects?`
 

The difference between worker, owner, and observer project roles is:

  • Workers: Can clock-in time for the project:

    Go to: Project > People > Add workers

  • Owners: Have full project admin access to every part of the project, like adding people, changing settings, and viewing reports:

    Go to: Project > People > Add owners

  • Observers: Can see all reports in the project:

    Go to: Project > People > Add observers

A person can be given more than one project role.

 

To see a summary of all the project's people and their permissions:

  • Go to: Project > People > Summary
Updated: Wed, Mar 2, 2022. Keywords: responsibilities. Headings: `Are there different roles in a project?`
 

The project summary1:17

"What's the project summary for?" 

A useful place to see the people on the project is on the project's summary. To get to the summary: 

  1. Click through to: People > Summary 
  2. Here you can see a full summary of everyone who's got access to this project. 

This shows exactly: 

  • What access each person has. 
  • And how they got that access. 

To understand the summary better, at the bottom you can see a legend that explains what each circle or check means. 

If you're an admin, you can: 

  • Click the Add buttons at the top of each column to add more people. 
  • Also, when you hover your mouse over any part of the summary, you can just click that part to make a change. 

For example, by clicking here, we're going to add Bruce as an Owner: 

  1. Once the right panel opens, click on Bruce to push him over to the list of Owners. 
  2. Then click: Save 
  3. Now you'll see a check on Bruce as an Owner. 
  4. As an Owner, Bruce can now add or change people in this project. 
  5. You'll also notice a circle on Bruce as he's also inherited Observer permissions. 
  6. As an Observer, Bruce can now see all this project's reports. 

And that's it! That's all you need to know to use the project's summary! 

Updated: Wed, Mar 2, 2022. Headings: `Where can I see a grid of all the workers, owners, and observers in a project?`
 

Observers in projects1:42

"What can observers do in a project?" 

The main reason to add someone as a project observer is to allow an outsider to see attendance reports on a single project. Even so, they still don't get access to anything else in your whole org. You can add as many observers as you'd like to any project. 

Observers can see reports and the lists of people in the project. Observers can't see the notes or bookmarks of the project, and can't make any changes. Also, if they're an observer only, they won't be able to see the contact details of people on the project. 

Anyone can be a project observer. Usually they'd be an outsider who needs oversight on what's happening on the project. In this example we'll add Clara as an observer on the "Warehouse" project: 

  1. First, click: Add observers 
  2. Then, when the right side opens, click on her. 
  3. Then click: Save 
  4. Clara now shows in the list as an observer. 

We've now just logged out as Wayne, and logged in as Clara. In this example, Clara only has observer access to the "Warehouse" project. You'll notice that Observers: 

  • Can see all the project's reports. 
  • But can't make any changes to the project. 

In addition: 

  • Observers can only see the projects that they've been directly added to, and none other. 
  • When an Observers clicks on a person in the project they only see limited contact information. 
  • This makes the observer role a helpful way to give an outsider full access to a project's attendance reports, whilst limiting other access. 

And that's it! That's how to set up observers in a project! 

Updated: Thu, Mar 3, 2022. Headings: `How do I add observers to a project?`
 

Owners in projects1:38

"What can owners do in a project?" 

The main reason to add someone as a project owner is to allow a team member to manage a project. Even so, they still don't get access to anything else in your whole org. You can add as many owners as you'd like to any project. 

Owners can add people, change notes, and add bookmarks to the project. Owners can also see timesheets for workers of the project. Owners can't rename or delete the project. 

Anyone can be a project owner. They don't have to already be an org admin. In fact, if someone's already an org admin, there's no advantage to adding them as an owner. Org admins can already do everything a project owner can do. 

In this example we'll add Sonia as an owner on the "Warehouse" project: 

  1. First, click: Add owners 
  2. Then choose her on the right side. 
  3. Then click: Save 
  4. Sonia now shows in the list as an owner. 

We've now just logged out as Wayne, and logged in as Sonia. In this example, Sonia only has owner access to the "Warehouse" project. You'll notice that Owners: 

  • Can see all the project's reports. 
  • And can make any changes to the project. 
  • However, if they're not an org admin, they still can't create new projects for the org. 
  • In addition, they can't change things like people's job titles or other info. 
  • And also they can't see any pay information. 

And that's it! That's how to set up owners in a project! 

Updated: Thu, Mar 3, 2022. Headings: `How do I add owners to a project?`
 

Workers in projects1:41

"What can workers do in a project?" 

The main reason to add someone as a worker is for them to clock-in time against the project. You can then track the time spent on each project in the reports found under attendance. Workers also get access to any notes and bookmarks in the project. You can add as many workers as you'd like to any project. 

In this example we'll add Odelia as a worker on the "Warehouse" project. 

  1. First, click: Add workers 
  2. Then choose her on the right side. 
  3. Finally, click: Save 

Odelia now shows in the list as a worker. 

We've now just logged out as Wayne, and logged in as Odelia. In this example, Odelia only has worker access to the "Warehouse" project. You'll notice that workers: 

  • Can't see any of the project's reports. 
  • And can't make any changes to the project. 
  • However workers can see the project's notes and bookmarks. 
  • Workers can also see the names of other workers, owners, and observers in the project. 

Now, as a worker in the "Warehouse" project, Odelia can record timesheet time against this project as she goes through her working day. She does this by: 

  1. Opening the   Work-time menu >  Switch projects 
  2. Then choosing the "Warehouse" project. 

And that's it! That's how to set up workers in a project! 

Updated: Wed, Mar 2, 2022. Headings: `How do I add workers to a project?`, `How do I track how long my employees spend on a task?`

© 2020–2022 1st Money Platform (HU) Ventures. All rights reserved.
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