Set Up Customer & Project Details – Admin Login

Project Allocation Management Guidelines>>

To effectively manage project allocation, the administrator must begin by establishing customer details alongside the projects associated with the company.

>Setting Up Customer Details:>>
1. Navigate to >>TIME > PROJECT INFO > CUSTOMERS>>.
2. Click on the >>ADD>> button.
3. In the >>Add Customer>> page, please provide the following information:
– >>Customer Name>>
– >>Description>>: Include relevant details such as the type of company, the services being provided, and their primary requirements.

>Establishing Projects for Each Customer:>>
1. Navigate to >>TIME > PROJECT INFO > PROJECTS>>.
2. Click on the >>Add Project>> button.
3. In the project setup page, enter the required project details:
– >>Project Name>> and >>Description>>: Indicate the name of the project and provide a detailed description along with the associated customer.
– >>Account Manager>>: This individual is responsible for building and maintaining client relationships.
– >>Project Administrator>>: This role focuses on the day-to-day management of the project.

4. >>Attendance>>: The administrator can decide whether to activate this option based on whether employees need to submit timesheets for hours worked on the project, in line with the contract agreement with the client.

5. >>Duration>>: Specify the start and end dates of the project. Employees may begin submitting timesheets only from the start date of the project.

Finally, click >>SAVE>> to confirm and add the project details.