On this page we have gathered relevant project information regarding all the projects on their client, so you can get hold of this without having to go into each project. The accesses listed here depend on whether you are an administrator and whether you have access to your client's time record module. Regardless of your access, you will be able to create projects here. You will also have a separate quick list that shows the projects you have added and a work list that shows an overview of your project tasks.
The work list contains tasks that are due within 14 days from today's date. The tasks must satisfy the following criteria in order to be included in the list:
- You must be a participant in the task.
- The assignment must have expired or expire within 14 days of today's date.
- The assignment must not be canceled or completed.
In addition to this, the administrator of a client has the following features that ordinary users do not have access to:
- Management of project roles.
- Ability to view all hours for approval through the Projects menu with hours for approval.
Search for projects
Search for projects allows you to search for projects by name, project number and customer name. You can also add or remove relevant projects to your quick list via the search form.
Tasks Displays all project tasks you are involved in across projects.
Tasks Displays all overdue tasks on projects that you are a participant in that are in your quick list. The overview does not take into account whether you are a participant in the assignment or not.
Project assignments due this week
Displays an overview of all project assignments that you are participating in due this week.
Upcoming Project Meetings
Displays an overview of all future appointments for projects that you are a member of and that are in your quick list.
Reports Gives you access to available project reports.
Billing Allows you to be able to invoice multiple projects at a time without having to go into each project.
Projects with hours for approval
Displays an overview of the projects where there are hours that must be approved.
Go to Hour Recording
This is a link to the Hour Recording module.
Go to Hour Approval
This is a link to the hours approval module .