Create a Project
Click on TimeSmart
Click on Projects
Click on Create a Project
Type the Project Description
Select the Project Manager
Select the Project Board and Project Phase
Click on Create Project & Allocate Staff / Clients
You can edit details such as the Project Start Date and Project Due Date
Select the Client and click on Add Client
Select the Staff Member and click on Add Staff
Allocate a task to the Staff Member
Type the Budget Hours
You can add more than one Staff Member and allocate them a Task.
Click on Save & Finish
This will now appear under the Projects Dynamic Report
Updated on: 07/02/2024
Thank you!