Walkthrough of Accounts, Projects and Timesheets
A typical walkthrough when using accounts, projects and timesheets:
- Invite new users into the Concursive Documentation project.
- After new users login be sure to administratively assign them badges on their user profile, and review the new users User credentials in the Admin/User Search area, and make sure the users have access to add accounts and projects.
- Have the user enter an Account and always configure the Team Roles and Rates on the Account before creating Projects.
- Create a project. In the project, invite some users. The employee database will be imported when HGS approves this step.
- When a new project is first created, go to the Project's Timesheets tab and choose the 'Configuration' link to define any Job Descriptions. This isn't necessary, but it's a good time to do it. You do not normally edit the Roles and Rates for a Project. They inherit the Account ones.
- Create some Timeheets for the project.
- Review the Account rollup.
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