Projects/My Projects

A project is a plan or proposal, a scheme, an undertaking requiring considerable concerted effort.

In CMMI models, a "project" is a managed set of interrelated resources that delivers one or more products to a customer or end user. This set of resources has a definite beginning and end and typically operates according to a plan. Such a plan is frequently documented and specifies the product to be delivered or implemented, the resources and funds used, the work to be done, and a schedule for doing the work. A project can be composed of projects.

One client may have several projects, so you can assign multiple projects to a client. If not charge for the services provided or expenses incurred, it is not necessary to assign the project to a client.

To assign tasks, users to a project, go to the Assignments view in the Projects category. To create sub-tasks (project phases, sub-system, etc), go to the Task Categories view in the Projects category. After edit, use the Assignments view to assign those task categories or tasks to a project.

How to use Projects View:

In the tool bar, you can add , clone or delete items. In the table part, you can select any item, and edit it with actions in the popup menu.

Project Entry Form:

Field Description Table

Field

Description

*Name

a unique project name (up to 250 characters).

Client

The client to bill this project. To add or edit a client, go to the Clients view in the Clients category. If no client to bill this project, you can let it empty.

Color

The color of the project . This color is reserved for future use.

Leader

The project leader. To add or edit a user, go to the Users view in the Users category. Usually, a project may have several teams inside. In such condition, the leader in a project is called a project manager or product manager, who should be different from the leader of a team. If one project just has one team, then the leader of the team and the leader of the project may be one person.

Status

The project status. Select "Estimate" or "Active" for the project to be listed in the timesheet entry tools. Select any other status to omit the project from lists in timesheet entry.

Start Date

The start date for the project.

End Date

The end date of the project.

Category By

The project category name. A project category is used to category similar types of projects together for reporting purposes.

To add or edit a project category, go to the Project Categories view in the Projects category.

Default Activity

The activity will be selected by default for this project when adding a new timesheet or tracking a task in a project.

Time Log is Billable

Time log is billable by default.

Inheritance Explanation:

	Time Entries <= Assignments <= Tasks, Projects
	Billable of Time Entries inherits from Assignments.
	Billable of Assignments inherits from Tasks or Projects.

If Billable attribute in a project is set to true, then Billable attribute in new created assignment inherits from that of the task, otherwise Billable attribute in the assignment is set to false. That's to say, if a task is billable, it will be billable in a billable project, but not billable in an unbillable project.

Although a time log or an assignment will inherit some attributes from a task or project, you still can specify them in the time log or assignment.

Expense is billable

Whether expense is billable by default.

Inheritance Explanation:

	Time Entries <= Assignments <= Projects
	Billable of Time Entries inherits from Assignments.
	Billable of Assignments inherits from Projects.

Although a time log or an assignment will inherit some attributes from a task or project, you still can specify them in the time log or assignment.

Billing By

The type of billing for the project (Fixed Cost, Actual Hours, Estimated Hours).

Project Cost

The project cost. This field is only available when you select Billing By Fixed Cost for this project. When you create an invoice for this project, Project Cost will be shown in the amount attribute of the invoice.

To add or edit an invoice, go to the Receivables view in the Clients category.

Milestone

Milestone of the project.

Code Number

Project code number.

Description

Text to describe the project.

To clone projects:

Click Projects -> Projects(or My Projects -> My Projects in Easy Tracker Lite) button on the left side shortcut bar, select the task you want to clone, then click the Clone button (Click the Clone button on the pop menu; click the Clone button on the top toolbar)
Modify if necessary, after modify, click the Save button.

To add projects:

Click Projects -> Projects(or My Projects -> My Projects in Easy Tracker Lite) button on the left side shortcut bar, Click the Add button (Click the Add button on the pop menu; Click the Add button on the top toolbar)
Optionally Choose Client of the project from the drop-down list.
Enter a unique project's Name (up to 255 characters).

The following steps are optional:

Choose Leader of the project from the drop-down list. Assigning a leader to a project permits that person to manage on that project.
Choose Status of the project from the drop-down list. The status is the state of the Project.
Choose the Start Date of the Project.
Choose the End Date of the Project.
Choose Category By of the project from the drop-down list. A project category is used to category similar types of projects together for reporting purposes.
Choose Default Activity of the project from the drop-down list. The activity will be selected by default for this project when adding a new timesheet or tracking a task in a project.
Check Time log is billable box. If Billable attribute in a project is set to true, then Billable attribute in new created assignment inherits from that of the task.
Check Expense is billable box.
Choose Billing By of the project from the drop-down list. The type of billing for the project.
Choose Milestone of the project.
Enter Code Number of project.
Enter Description to describe the project.

Hints:

	The fields marked with * are required fields. When adding a new entry, it must be filled in.
	Table View integrates a lot of buttons for easy operation, click here to learn them.
	Clone can easy of entry item. Just select an item, use the action of Clone to clone, and create a new entry with the same settings.
	Switch to the appropriate tab to add Notes, Phones and Addresses if have.

What do you want to do?

	Learn more about Table view
	Learn more about Assignments view

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