Create projects and assign usersNow that you've created the users it's time to create customers and projects so that the user can book hours. Go to Manage -> Customers and create a customer by entering a name and code. Users are assigned to a project, which in turn are assigned to a customer. When adding a project you see your previously created customer appear in the dropdown. With the customers, projects and users in place you can now assign users to a project. To do so, click on assignments. Select the user you want to assign a project to. After you've selected the user you can assign him/her to a project by filling in the description (Developer/project manager/etc), hourly rate and start and end date. When you've added the project assignment you'll see it appear in the list above the form. There are quicker ways to bulk assign a number of users to a project, have a look at Five ways of assigning users Congratulations, the first user can now track time for this project! |