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Time - Project

Projects are a grouping of tasks to be performed by an organization. Projects can include billable and non-billable tasks.

Adding a Project

To add a Project, complete the following steps:

1. Expand the Module Menu.
2. Click the Time hyperlink to launch the Time module.
3. Hover over the Project group item to expand the Project fly-out menu.
4. Click the Add Project hyperlink. This will open the Add - Project page.
5. Complete the following fields on the Add - Project page:

   Field Name	Required?	Description
   code	Required	Enter the code for the Project in the code field. The code will serve as the Project's name and will be used in various lists and drop-down menus in netFORUM.
   description	Optional	Enter a short description of the new Project in the description field. If applicable, provide details on the purpose or goal of the Project.
   related customer	Required	Enter the first three letters of the customer's name in the related customer field and click the Search icon. A list of customers matching the search criteria will be presented. Click the name of the customer that is related to this Project to populate this field.
   owner (staff)	Optional	Expand the owner (staff) drop-down menu and select the staff person who is the owner of this Project.
   primary contact (staff)	Optional	Expand the primary contact (staff) drop-down menu and select the staff person who is the point of contact for this Project.
   start date	Optional	Click the calendar icon to open the date-picker. Click on the date this Project is set to begin. This date can also be entered manually in this field.
   end date	Optional	Click the calendar icon to open the date-picker. Click on the date this Project is set to end. This date can also be entered manually in this field.
   status	Optional	Expand the status drop-down menu and select the current status of this Project.
   comments	Optional	Enter any comments or notes related to this Project in the comments field.
   budgeted time	Required	Enter the number of hours that have been allotted for the completion of this Project.
   budgeted amount	Optional	Enter the amount of money that has been allotted for the completion of this Project.
   due date	Optional	Click the calendar icon to open the date-picker. Click on the date this Project is due to be completed. This date can also be entered manually in this field.
   completion date	Optional	Click the calendar icon to open the date-picker. Click on the date this Project was completed. This date can also be entered manually in this field.

6. Click the Save button.

   Once saved, you will be taken to the Project Profile where you can view details about the Project as well as add Project Tasks and so forth.

Finding a Project

Use the standard Find and List options available under the Project group item in the Time module, to find the Project you are searching for.

Managing a Project

The Project Profile is the hub for managing a Project. From the Project Profile you can modify the Project or add objects such as Time Entries and Project Tasks.

The Project Profile

The top portion of the Project Profile provides basic information about the Project. Click the Edit button to open the Edit - Project form to modify any of the basic information.

Note: Clicking the code drop-down option at the top of the Project Profile will display any comments that have been entered regarding the Project.

Project Profile Child Forms

The Project Profile has several child forms. These forms are broken up under various tabs. The tabs and child forms available on the Project Profile are:

• Tasks The Tasks tab has the following child forms:
  • project task - this child form lists the Project Tasks that have been added to this Project. There is an Add on this child form that allows you to add a new Project Task if needed.
  • project -> resources - this child form lists the Project Resources that have been added to the project. There is an Add on this child form that allows you to add Project Resources if needed.
• Time The Time tab has the following child form:
  • time - this child form displays any Time Entries that have been recorded for this Project.
• Work Types The Work Types tab has the following child form:
  • work types- this child form lists the Work Types that have been added to this Project. There is an Add on this child form that allows you to add a new Work Type to the Project if needed.
• Time Summary The Time Summary tab has the following child form:
  • time summary - this child form displays a listing of time entered for this Project broken down by Billing Period.
• Expenses The Expenses tab has the following child form:
  • expenses - this child form displays a listing a listing of all Expenses charged to a Project.
• Invoices The Invoices tab has the following child form:
  • invoices - this child form displays a listing of all invoices that have been created based on Expenses related to the Project.

Adding Time from the Project Profile

Clicking the add time icon on the Project Profile page will open the Edit - Project Time Entry pop-up window.

Please visit the Time Entry help topic for complete instructions on adding time.

Note: Before you can add time to a Project, you must have added Project Tasks and Work Types to the Project. If those have not been added first, the drop-down menus on the Edit - Project Time Entry form will be blank.

Adding Expenses from the Project Profile

To add Expenses from the Project Profile, complete the following steps:

1. Use the Find or List functions to locate the Project to which you would like to add an Expense.
2. Click the GoTo icon next to the Project name from your list of results to open that Project Profile page.
3. Click the add expense icon located in the Action Bar of the Project Profile.

   This will open the Edit - Project Expense Entry pop-up window.

4. Expand the project task drop-down menu and select the Project Task this expense is related to.
5. Click the calendar icon to open the date-picker and click the date this expense was incurred. You can also manually enter the date in this field.
6. Enter the amount of the expense in the expense amount field.
7. Expand the expense type drop-down menu and select the Expense Type this expense is related to.
8. Expand the paid method drop-down menu and select the payment method to be used for this expense.
9. Click the charge? checkbox if this expense is to be charged to the Project.
10. Enter a short description of the expense in the description field.
11. Click the Save button.

    The expense will now be visible on the expenses child form.