Once shifts and time entries carry a project, you can read the work project by project: on the project’s own page, against its budget, on the schedule and the timesheet, and in Reports.
Beta
Projects are rolling out gradually, so your workspace may not have them yet. If Projects is
missing from the sidebar, ask us to turn them on.
On the project’s page
Schedule lists the shifts tagged with the project, by day. Upcoming, where it opens, runs forward from today; Past runs back. Timesheet lists its time entries, newest first. Add shift and Add time entry open the form on the tab with the project already picked, and Open in Schedule and Open in Timesheets open those pages filtered to it. Each tab appears while projects are on for shifts or time entries in Settings → Projects. Reports holds the reports assigned to the project. Choose Assign report to pick a saved dashboard or table report you can edit; to use a preset, duplicate it in Reports first. A report belongs to one project at a time, and choosing one assigned elsewhere asks you to confirm the move. Assigning keeps the report’s filters, owner and sharing: it does not filter the report to the project or give colleagues access. To take a report off the project, choose Remove from project in its menu.Follow the hours against the budget
Progress, in the panel at the right of the Overview and on the Reports tab, sets the project’s hours against the budget you gave it:
When the hours pass the budget, the bar says by how much. See the weekly chart opens Reports, where worked and scheduled hours are drawn week by week.
The hours show only to a role that may see everyone’s time entries and shifts, unpublished ones
included. Anyone else sees the budget alone.
On the schedule and the timesheet
Add the Project filter to keep only the shifts carrying the projects you pick, or switch it to do not include to hide them. The timesheet has the same filter. Set Grouping to Project under Display to give each project a band of its own, in name order. No project comes last, with the shifts that have none, time off and availability. Drag a shift into another project’s band to move it to that project, or into No project to take its project off. A completed, cancelled or deleted project keeps its band, but the band takes no shift that does not already carry it. On the timesheet, set Group by to Project for the same split, and switch on the Project column under Display.In Reports
Hours by project is a ready-made report: approved time entries this month, one row per project and one for No project, with the entries, people, reported time, paid time and breaks, highest paid time first. Duplicate it to change the period. Hours by project on a project’s Reports tab opens it on that project’s row. In a report of your own, choose Project under Summarise by or Group by for shifts or time entries, add it as a column, or filter on it, where No project is one of the choices. A record has one project, so project rows add up to the report’s total.Next
Presets
Duplicate Hours by project to change its period or columns.
Tagging work with projects
Get projects onto the work in the first place.
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