Creating a project is compulsory to start tracking time in Timeneye. Users with the permission role of Admin or Owner can create projects. Group Managers can create projects, but only for the groups they're part of.
You can create a new project from the Register Time window or inside the Projects section of Timeneye.
1. Fill the Project information.
Type the Project name in the text box and select a color to identify the project in the Dashboard.
2. Add Team Members
Add the members of your team so that they can, too, track time for that project. Simply start typing the name of a team member and hit enter to add him/her.
If your projects are always available to all team members, simply select the option to Make the project public for the workspace: this will mean that all the team members present a future will be able to track time for that project.
- Add Phases
Phases are compulsory in order to track time on Timeneye. Set one or multiple Phases for the project by typing the phase’s name and hit enter to confirm. After a while of using Timeneye, the system will start suggesting the most common phases you use as you type: your phases will be set in a blink of an eye!
For Group Managers:
You can add your entire group by clicking on the Add group button on the right. Deactivated members that used to be part of the group cannot be added to the project.
Optional steps: set up clients, hourly budgets, billable hours.
You can add a new client to a project by clicking on Client. Type in the client name and it will be automatically added to your project.
You can also make your project as billable by activating the “Is billed per hour” box and then setting up an hourly rate.
The budget is the number of hours you want to allocate to that project.
You can use the Copy function to create a project with the same phases and team members as another project you already have.
How many times have you created the same type of project over and over again? We wanted to speed up such a tedious procedure, so we’ve added the possibility to create multiple projects using your existing projects as templates. Admins will find this option in the Projects section of the account, by clicking the drop-down arrow next to “New project”:
Choose a name for the project, then simply select the existing project that you want to use as a template. The new project will be an exact duplicate of the template (name aside).
To speed up the process, you can also import your projects and phases from a CSV file. Read how to do it here.
Updated 2 months ago