Manage company projects

Nov 15, 2019

HRStop enables admin to manage company projects.

  1. Navigate to: Control Panel -> Time Sheet

  2. Click on Manage Project on the top right corner

  3. A new page will open up showing fields to manage company projects

  4. Enter the Title and the Description

  5. Status: Select the Status (Only active projects can be assigned to employees)

  6. System provides accessibility of project to the respective module, if you enable the modules

  7. For more options, click on More option

    1. Select the Start date and the End date

    2. Mark the check to make it Billable

    3. Click on +Add Project (to add the project), option of Reset is also given (to remove the filled data)

The entry will appear in the list of projects. To view the list, down scroll the page. Entries can be deleted by the help of option given under Actions.

FAQ

When a project is marked as Closed, it becomes inactive and:

  • Cannot be assigned to any employee
  • Cannot appear in timesheet dropdowns
  • Remains in records for reporting/history

How to Check or Change Project Status:

  1. Go to: Control Panel > Timesheet > Manage Project
  2. Locate the project in the list
  3. Check the “Status” column
  4. To re-enable, click Edit, change status to Active, and click Save

No, it’s optional by default. However, if your organization wants employees to report time against specific tasks, you can enforce it.


How to Enforce Task Assignment:

  1. Go to: Control Panel > Settings > Modules > Timesheet Configuration
  2. Enable “Make all assigned tasks mandatory”
  3. Click Update

Employees will then be required to select all tasks assigned to them within the project while filling out their timesheets.

Yes. A single client can be mapped to multiple projects in HRStop.


How to Link Clients to Projects:

  1. Navigate to: Control Panel > Timesheet > Clients
  2. Add or select a Client
  3. While creating or editing a project:
    • Go to: Timesheet > Manage Project > Add/Edit Project
    • Choose the Client from the dropdown
  4. Save the project

This setup helps with billing, client-specific exports, and report filtering.