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
- 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
- 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.
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(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.
- 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
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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.
- 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
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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
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