Project Management
Navigate to CoreHR → Employee Data Management → Projects → Project.
Click the + Add New button.
Enter the Project Name, Client, Project Location, Project Manager, and Description.
Click Save & Continue, which will navigate you to the Project Activities tab.
From the Activities dropdown, select the required activity. Activities that are already created in the Activities master will be displayed in the dropdown list.
You can enable the Billable option for the activity and select the Start Date and End Date, if applicable.
Based on the configured Start and End Dates, employees will be restricted from adding timesheets outside the defined period.
Click the Tick (✔) icon to save the activity.
To associate additional activities, click the + icon or the Add New button and repeat the above steps.
Once a project is created and activities are associated, the project status will be displayed as Open.
To add new activities to an existing project, select the project from the grid and click the Edit button. Navigate to the Project Activities tab, click the + icon or Add New button, associate the required activities, and click the Tick (✔) icon to save.
To edit existing activities for a project, select the project from the grid and click Edit. Go to the Project Activities tab, click the three-dot (⋮) menu against the activity, select Edit, update the required details, and click the Tick (✔) icon to save the changes.
To close a project, select the project from the grid and click the Close Project button. The project status will then change to Closed.
To delete a project, click the Delete icon in the project grid and confirm by clicking Yes.
To clone a project, click the Clone button in the project grid. A pop-up window will appear where you can enter the New Project Name and choose whether to clone Project Only or Project with Activities. Click the Clone button to complete the process.
Fig: Add Project
Fig: Edit & Close the Project
Fig: Clone Project and Activities
Fig: Delete Project
The Project and Activities can be enabled at three levels: Employee level, Custom Group level, or Organization level, depending on the scope of access required.
Organization Level- Enables the project and activities for all employees across the entire organization, ensuring uniform access and visibility.
Employee Level - Enables the project and activities for a specific individual employee, allowing personalized assignment and tracking.
Custom Group - Enables the project and activities for a selected group of employees based on defined criteria, allowing targeted assignment and management.
Project Location Configuration
Navigate to CoreHR→ Org Structure → Location → Add New
The configured location will get displayed in the Project Location dropdown.
Fig: Add Location
Project Manager Configuration
Navigate to My Team → Team Summary → Select the employee and enable the Manager flag.
Only employees who are designated as managers will appear in the Project Manager dropdown for selection.
Fig: Project Manager
Custom Group Configuration
Navigate to CoreHR→ Employee Data Management → Custom Employee Groups
Click Add Group
Enter the Custom Group Name.
In Configured For, select Projects.
Create rules based on your requirements.
Click Save
Refer to Page No. 179 for detailed configuration instructions.
Fig: Custom Employee Groups
Fields Description
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