How Do I Add A Client/Project/Activity With A Template

This admin guide will take you through the full process of adding a time entry item with a template for the first two levels. When adding an item with a template this can only be completed on the add new page a template cannot be added after an item has been created.

This guide presumes that your level 1 name is client and your level 2 name is project but this can be different for different organisations.

If 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.

1. Adding a Client
   Click Admin > Timesheets > Clients > Add New.
   
   
   
   
   
   
   
   
   
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.  
   click Template > Clone from Template - here you can select the client level template and the lower levels will be created from the template. 
   Click Save.
   
   
   

1. Adding a Project
   To add a new project with a template select the client you would like to add it to. Click the name of the Client you would like to add a project for on the left-hand side, click Project and then Add new
   
   
   
   
   
   

2. 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.  
   Click Template > Clone from Template - here you can select the client level template and the lower levels will be created from the template. 
   Click Save.

   
   
   

You may also be interested in the following guides

Adding a new Client / Project / Activity
Expiring A Client / Project / Activity