(click image to enlarge)
Step 1 – Create Your Project
• In the appropriate boxes, provide a Project Name and a Project Description.
• Select the currency you will use. The default is the United States dollar.
• Select “Me Only” (this will skip all
Step 2 – Set YOUR Preferences
• First, set your Billing information. In this section, enter your Cost rate, Bill rate and Allocated Hours for time on this project (optional).
• In the next section “Your Report Details”, designate whether or not your Cost and Billing Info should be displayed in reports and site pages. The default for a person selecting “Me Only” is to display both types of Information.
• Once Project Setup is finished, you will not be able to edit these display settings.
Step 3 – Set your Time Entry Preferences
• Select the method of Time Entry you want for your project. Your options are Timesheet or Timecard.
• Timesheet has a Sunday through Saturday workweek. Timecard allows you to select a workweek-ending day of Friday, Saturday or Sunday.
• Once you set up your project and time is recorded, this selection cannot be changed.
• Rolling your cursor over the different sections of this screen will provide you with helpful information about these options.
Step 4 – Add Tasks to your Project
• This screen presents your Master Task List, and asks you to check the tasks you want associated with this new project. This will enable you to enter time by task for more detailed tracking.
• If you have not set up your Master Task List prior to using Project Setup, you will see a blank screen for tasks.
• You can create tasks right away by clicking on Edit Tasks and adding the tasks you want. Then hit “continue” and you will return to
• Put a check mark in the boxes of all or just some of your tasks to attach them to this project. Then click “continue”.
• You can also click “continue” now (instead of “Edit Tasks”) and add tasks to your project at some other time.
Step 4 (optional) – Edit Your Master Task List
• If you chose “Edit Tasks” in Step 4, you were brought to this screen.
• Enter the name and a description for each task you wish to add, and “Save”. They will list at the bottom of the page as you save them.
• You can delete or edit existing tasks by clicking on them to bring them to the top box where you can make changes.
• When finished, click on “Continue” and you will be returned to the “Add Tasks” screen where you can now select tasks for this project from your newly updated list.
• You can also edit tasks at any time by going to the Home/Master Task List tab.
Step 5 – Project Summary
• You will be shown a summary of your new project at this point.
• Double-check that everything is as you want it. To change something, use the “edit” button in the appropriate section.
• When you are satisfied, click on “Finish”. That will save your project.
• Note - If you sign out prior to “finishing”, you will lose all your work. You will receive a warning.
Now that you have finished with Project Setup…
• Go to Time/Enter Time to record time to your project.
• If you need help, specific instructions are in Help – “Instructions for the Worker…” (Skip over the steps about accepting your invitation. They are not relevant to you since you originated your project).
• As soon as you record any time to a project, you will be able to access that data through running “Personal Detail" reports.
• You must submit the time you record (Go to “Submit and Monitor Time” and click on “submit”) – in order to run reports under My
• Since you are a “
==