© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.

Cookies help us run our services and make them more tasty. We've posted the full recipe on our Privacy Notice.

Whoa! Wait a minute ... how do I change my cookie settings?

Tap "Got it" if you're OK with cookies...

Got it

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.