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