Managing Projects

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Timesheets Lite projects are managed from the Manage Data->Manage Projects screen (seen above). Employees can book their time against projects. Projects can also be used as a filter or selection criteria for reports. By default closed projects are hidden on the manage projects screen. You can show them by checking the Show Closed Projects checkbox. You can also filter the projects displayed on this screen by entering some text into the Filter text field. You can filter projects by project number or project name.

Adding a Project.

A new project can be added by clicking the New Project button. You'll then be shown the Add/Edit Project screen (see below).

Editing a Project.

An existing project can be edited by either double clicking on a project in the project list or by selecting a project from the project list and clicking the Edit Project button. You'll then be shown the Add/Edit Project screen (see below).

Copying a Project.

An project can be copied by selecting the project in the project list and clicking the Copy Project button.

Deleting a Project.

A project can be deleted by selecting the project in the project list and clicking the Delete Project button. You'll then be required to confirm the delete action.

Printing the Project List

You can print the entire project list by clicking the Print Project List button.

The Add/Edit Project Screen - Project Information.

Above you can see the Add/Edit Project - Project Information screen. Descriptions of each field on this screen can be seen below.

Field	Description
Project Name	The project name.
Project Number	The project number.
Project Description	The project description.
Customer	The project customer.
Internal	Check this box to mark this project as an internal project.
Non Billable	Check this box to mark this project as non billable.
No Employee Posting	Check this box to prevent normal employees posting time to this project. Project managers and super users will still be able to post time to the project.
Created By	The employee that created this project.
Manager	The employee that manages this project.
Created	The date this project was created.
Closed	Check this box to mark this project as closed and use the date selector to choose the project closed date.
Fore Color	The fore (or text) color of this project on the timesheet screen.
Background Color	The background color for this project and timesheet screen.
Help	Click this button to get help for this screen.
Save Changes	Click this button to save the changes made and close this screen.
Exit	Click this button to discard any changes made and close this screen.

The Add/Edit Project Screen - Financial Information

Above you can see the Add/Edit Project - Financial Information screen. Descriptions of each field on this screen can be seen below.

Field	Description
Purchase Order No.	The project purchase order number.
Purchase Order Value	The value of the purchase order.
Purchase Order %	The percentage of the value of the purchase order that comprises this project.
Net Revenue	The net value on the purchase order comprising this project.
Budget Labor Costs	The budget labor costs for this project.
Budget Project Expenses	The budget project expenses (and material costs) for this project.
Budget Travel Costs	The budget travel costs for this project.
Budget Project Hours	The budget labor hours for this project.
Budget Hourly Rate	The average budget hourly rate for this project.
Estimate % Complete	An estimated percent completion for this project.
Help	Click this button to get help for this screen.
Save Changes	Click this button to save the changes made and close this screen.
Exit	Click this button to discard any changes made and close this screen.

The Add/Edit Project Screen - User Defined Fields

Above you can see the Add/Edit Project - User Defined Fields screen. The fields are used to store additional information about the project.