Tag a shift or a time entry with the project the work is for, so the project’s page lists it and its hours count against the budget. Each one carries a single project. The tag travels with the work: clocking in on a shift picks its project for you, and a template or a shift pattern puts its project on every shift it makes.
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.
Turn projects on where you use them
Both switches start off. Go to Settings → Projects and turn on Time entries, Shifts or both under Use projects in.
You can turn a switch off again. Work already tagged keeps its project, and it shows again when you turn the switch back on. Reports still filter and break down hours by project. Workflows and Begin AI put no project on work where a switch is off.
Tag a shift
Open the shift, or start a new one, and pick its project in Project under Classification. Your projects, the ones you lead or work on, come first, then Projects, then Closed for completed and cancelled ones. No project takes it off. Creating a shift in a project’s band, while the schedule is grouped by project, fills that project in. Hover a shift to read its project, or choose Project for a card’s Top field or Bottom field under Display. Shift templates and shift patterns carry a project too: every shift made from a template, or from a pattern day with its own hours, arrives with it. To change many shifts at once, select them, open Actions and choose Set project. Every selected shift gets the project you pick, and No project takes it off. Time off and availability are left alone. Or ask Begin AI (Cmd / Ctrl + J):Add a shift for Jonas Petrauskas on Thursday from 09:00 to 17:00 for the project Harbour café refit.
Tag time
Time entries have the same Project field, in Add time and when you open an entry. At clock-in, Select project sits in the tracking bar and in the Time tracking widget on the dashboard, already holding the project of the person’s shift. An entry added from a shift takes the shift’s project too. Clock-in takes only an open project: a completed or cancelled one is refused. On the timesheet, tick entries and choose Set project to change them together; it needs a role that can edit other people’s time. A workflow can also set or clear the project on a shift or time entry when something happens to it.Add a milestone
A shift or time entry can also carry one of its project’s milestones, so you can see which step of the project the work went to. Milestones start off. In Settings → Projects, turn on Time entries, Shifts or both under Use milestones in. Each switch works only while projects are on for the same place. Once a project is picked, Milestone appears under Project: in a shift’s Classification, in Add time and an open entry, in the tracking bar and in the Time tracking widget. It lists the project’s milestones in order, done ones included, and No milestone takes it off. Picking another project clears the milestone. Clocking in on a shift, or adding time from it, takes the shift’s milestone along with its project.Require a project
For planning, open Policies → Schedule and set Require a project to Require under Requirements. A shift then needs a project before it can be created or changed. Open shifts, time off and availability are exempt, and a bulk change that would clear a required project leaves that shift as it was. For reporting, set Project to Require in a clocking policy. It covers clock-in and Add time, and a linked shift fills its project in. An automatic clock-in goes through only when the shift carries a project; terminal punches do not ask for one. Both rules wait until projects are on for that surface, your workspace has an open project and the person can see projects. When someone else saves the shift or time for them, that person must be able to see projects too, or the rule does not ask them for one. Time linked to a shift that carries a project is held to the reporting rule either way. The empty field shows what to supply and which policy requires it.Next
Seeing work by project
Read a project’s shifts, time and hours against its budget.
Clocking restrictions
Require a project when people clock in or add time.
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