Standard project tasks

1. Go to: Settings > Timesheet lists > Standard project tasks.
2. Click the 'Add' button in the top right corner.
3. Type a 'name' for the task. e.g. design, meetings, QA, inspections.
4. Check the utilized box if the task is for billable project work, and should counts towards the staff members productivity calculation. For non-billable tasks leave this box unchecked.
5. Save and close.

Delete a timesheet task if it has not been used on any project stages, project budgets, or staff timesheets. Delete a timesheet task by:

1. Go to: Settings > Timesheet lists > Standard project tasks and use one of the following methods:
   • Single row - Click the row action button  and select 'delete'.
   • Multi row - Select the check box(es)  on the row left for each item you want to delete. Then click the multiple rows action button  and choose 'delete'.
2. The list refreshes and the item(s) have been removed.

Make a timesheet task inactive to stop the item from being added to future created project stages, and also remove from drop down lists. The task is not removed from any existing project stages. Make a timesheet task inactive if it has already been used in a project stage, project budget, or included in a staff timesheet. Change a timesheet task to inactive by:

1. Go to: Settings > Timesheet lists > Standard project tasks, and use one of the following methods.
   • Single row - Click the row action button  and select 'edit'. Uncheck the 'active' box, and then save and close.
   • Multi row - In the list check the box(es)  on the left of the name column, and then click the multi rows action button . Choose the 'set as not active' option.
2. The list refreshes and only the active items remain in the list.

Update an existing task to change the name shown in drop-down lists, or if the task counts as utilized time.

1. Go to: Settings > Timesheet lists > Standard project tasks.
2. Click the row you want to update, or click the action button  on the row and select 'edit'.
3. Update the task name, or utilization Y / N checkbox as required.
4. Save and close.

Search

When a large number of items exist use the search or filter options to limit the number of rows shown in the list.

Search by clicking the search button  and typing the keyword into the search box. To return to seeing all items in the list click the clearbutton in the search bar.

Filter

Filter the list by selecting the search button . See the available filters by clicking the word 'active'. Select a filter from the drop down list and click the search button to apply the filter. The filter options are:

• Active - the default list filter that shows the items that can be used (seen in drop down lists).
• Inactive - see the items that can no longer be used, and are only shown when still linked to existing records.
• All - see both active and inactive items in the list.

Sample timesheet tasks are created with each new organization to provide. Use these samples as ideas of what default items that your the staff require to enter in their timesheets for project billable tasks. Delete or make inactive any of the timesheet tasks that are not required.

1. Name: Type a description for the task. The name must be unique within the project tasks list. The same name can exist in the internal timesheet tasks list e.g. There cannot be two tasks in the list called 'Client Liaison', as the task 'Client Liaison' can be entered here in the project tasks list and also in the internal office project tasks list.
2. Utilized: The utilized task check box indicates if the tasks counts towards a persons productivity calculation in the utilization reporting. Utilized hours are usually set for when the entered time can be on-charged to the client on the project. For non-billable time those tasks like creating a proposal could be marked as 'not utilized'. Utilized time is shown with this box checked, and when unchecked this is non-utilized time.
3. Active: If checked then the task is active, and will be shown in the default tasks lists and drop downs. If the task has been edited and the active box unchecked, then the tasks is inactive and unable to be used for entering timesheets.