Project Management Guide

Create projects, assign employees, and connect tracked time with project reports.

Project Management Guide screenshot

Setup Instructions

Step 1

Open Project Details.

Step 2

Create the project with name, dates, and status.

Step 3

Assign employees to the project.

Step 4

Ask users to select the project while tracking or adding timesheets.

Step 5

Review project activity and project reports.

Project Management Guide workflow screenshot
Project Management Guide workflow screenshot

Quick Actions

Project Details Assign Project Project Activity Project Reports