A Project is a set of related tasks that Project Team Members can enter hours against.  Follow the Instructions below to Add Projects on Replicon Web TimeSheet:

  • Login as Administrator or a Project Manager/Leader.
  • Click on Projects tab in the top menu.
  • Click on Add button at the bottom of the project list.
  • In the Add New Project screen enter a unique name for a Project.
  • Entering Project Code, selecting Client etc.., are optional.
  • The Based On option allows to create a new project based on an existing project.
  • Click Save.

The Project screen shows up with options to setup Project Team, Roles, Tasks, and Allowable Expenses for the Project.

Role Setup

  • Click on Assign Roles under Billing Rates section.
  • Highlight the Allowable Roles and move them to Right box by clicking on >>. (Multiple roles can be selected by holding down the Control button on the keyboard and clicking on respective Roles)
  • Click Save.

Employee Setup

  • Click on Edit button under Project Team section.
  • Select Department name from the Drop Down list if you had to select Employee from a specific Department or else set it to All.
  • Highlight Employee Name and move them to Right box by clicking on >>. (Multiple Employees can be selected by pressing Control button down and clicking on Names)
  • Click Save.

Task/Sub Task Setup

  • Click on Edit button under Project Structure
  • Click on Add a sub-task under this task to Add new Tasks under the Project.
  • Enter Task name, and other details as per Organizational requirement.
  • Make sure the Time Entry Allowed option is enabled.
  • Task Status to be Open and Billing status to Billable/Non Billable
  • Select Department name from the Drop Down list if you had to select Employee from a specific Department or else set it to All.
  • Highlight Employee Name and move them to Right box by clicking on >>. (Multiple employees can be selected by holding down the Control key and selecting the employee names using the mouse cursor)
  • Check Add more Required Fields. (To add more Tasks to the Project)
  • Click Save.

Note:
Repeat the steps by clicking on Add a sub-task under this task under a Task name to Add Sub Tasks within a Task created.

Expense Setup

  • Click on Edit button under Allowed Expenses
  • Highlight Expense Name and move them to Right box by clicking on >>. (Multiple Expenses can be selected by holding down the Control key and selecting the expense names using the mouse cursor)
  • Click Save.