Sales
To add a new project
- From the navigation menu, select “Time Tracking“.
- Select “Time Tracking Settings“.
- Click the card “Projects“.
- Click the button “New Project“.
- Input the new project information
- “Name“: Input the name of the project.
- “Active” checkbox: Check the checkbox to activate the project, uncheck to deactivate.
- “Add custom hourly rates“: Click to add custom hourly rates for each employee in case they have a custom rate for this project specifically.
- “Staff“: Select the employee you wish to add a custom hourly rate to using the drop-down menu.
- “Hourly Rate”: Input the hourly rate of that employee.
- Click “Add Custom Hourly Rate” to add one more custom rate as needed.
- Click “Save” once done.