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5. How do I switch projects?

Switching projects2:48

"How do I switch projects?"

When people start their clocked-in timesheet time, there's the option of assigning their time worked to a project. You can then use the project's "Attendance" reports to see how everyone's time on that project has been spent.

But before you can assign your time worked to a project, you first have to be added as a worker on the project.

To see a list of all projects you're already a worker on, and to switch projects:

  1. First, to start your clocked-in timesheet time, tap: Work-time menuStart
  2. Now that it's started, you can now tap: Work-time menuSwitch projects
  3. You'll now see a list of all the projects you're already a worker on.
  4. Tap the project you'll be working on next.
  5. Add any notes about work done on the project you're switching away from.
  6. Then tap: Switch
  7. And finally, you'll see a confirmation (at the top). The message confirms you that from the second you tapped Switch, your clocked-in timesheet time is now recorded against the newly selected project.

To add more worker projects for yourself:

  1. First, with your clocked-in timesheet time already started, tap: Work-time menuSwitch projects
  2. If you're an admin, you'll see an option to Add yourself as a worker on more projects (at the bottom of the list).
  3. Tap Add, and then tap the projects you'd like to add yourself as a worker on.
  4. Then tap Save, and you're now a worker on your newly added projects.
  5. And finally, when you tap: Work-time menuSwitch projects, you can switch to one of your new projects.

To add more worker projects for another person:

  1. First, select the person on: MenuPeople
  2. Then tap: ProjectsSummary
  3. Under the "Worker" column, tap the Add button that shows when you hover.
  4. Tap the projects you'd like to add the person as a worker on.
  5. Then tap: Save
  6. And finally, you'll see checkmarks showing that the person is now a worker for the selected projects.

Keep in mind that:

  • Only admins and project owners can add workers to a project.
  • If you want more projects in your "Switch projects" list and you're not an admin, you'll need to ask an admin to do it for you.

For advanced usage:

  • It's safe to later remove a person as a worker on a project.
  • All their existing clocked-in timesheet time is still safely stored.
  • However, the person can't add any new time to that project.

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

Updated: Sat, Feb 24, 2024.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.
www.1st.money/help/Time_and_Attendance/5._How_do_I_switch_projects