How Do I Add A New Client/Project/Activity

This admin guide will take you through the full process of adding a complete client structure for a three-tier setup. We will refer to the levels as follows 

Level 1 - Clients
Level 2 - Project
Level 3 - Activity 

Please note this is the most common configuration for a client structure but yours may be different. If you have a different client structure or you are unable to complete any of the steps in this guide please use the Submit a request button in the top right of this page to contact our team for help.

If you are looking for a guide on adding clients to your timesheet please use this guide Filling out your Timesheet

1. Adding a Client
   Click Admin > Timesheets > Clients* > Add New.
   *Please note that your level 1 name may not be Clients. The level names are set in the Admin > System Settings > Edit section
   
   
   
   
   
   
2. Please fill in the following fields to add your new Client
   
   Code - This is used internally by Tempora and is recommended to use the first 5 letters of the client's name.
   Description - This is how the client will be named in timesheets and reports.
   Short Descr - This will be automatically populated from the description. This is used in a few reports where the full description is too long to be displayed.  
   (Optional) click Template > Clone from Template - If you have created a client template you can select it here and lower levels will be created from the template. 
   (Optional) Internal - This indicates this client is internal work and is non-billable 
   Click Save.
   
   
   
   
   

3. (Optional) For additional information on the Template, Other Details and Filters sections, please expand all sections and click the help icon in the bottom right to activate the user tour.

   
4. Adding a Project
   We have created a client we can now add a project to this client. Simply click the name of the Client we created on the left-hand side, click Project* and then Add new
   *Please note that your level 2 name may not be Projects. The level names are set in the Admin > Edit section
   
   
   
   
   

5. Please fill in the following fields to add your new Project

   Description - This is how the project will be named in timesheets and reports.
   Short Descr - This will be automatically populated from the description. This is used in a few reports where the full description is too long to be displayed.  
   (Optional) Time Entry Level - If you would like staff to be able to record time at this level please tick this box
   (Optional) click Template > Clone from Template - If you have created a client template you can select it here and lower levels will be created from the template. 
   Click Save.

   
   
   
   
   
6. Adding an Activity
   We have created a project we can now add an activity to this project. Simply click the name of the Project we created on the left-hand side, click Activity*, and then Add new
   *Please note that your level 3 name may not be Activity. The level names are set in the Admin > Edit section
   
   
   
   
   

7. Please fill in the following fields to add your new Activity

   Description - This is how the activity will be named in timesheets and reports.
   Short Descr - This will be automatically populated from the description. This is used in a few reports where the full description is too long to be displayed.  
   Time Entry Level - If you would like staff to be able to record time at this level please tick this box
   Click Save.

   
   
   
    

Adding additional Clients - to add additional clients please repeat steps 1 and 2

Adding additional Projects - to add additional projects please repeat steps 4 and 5

Adding additional Activities - to add additional activities please repeat steps 6 and 7

You may also be interested in the following guides

Adding a new Client Using Templates