Projects
Manage client projects, assign employees and groups to them, and track which project is being worked on when clocking in.
Projects let you organize work by client and indicate which project an employee is working on when they register hours. The project is then stored on each time record, so you can filter by it later in reports.
Go to /panel/projects to manage them.
Projects module required
Projects is an add-on module and must be active on your account. If you don't see it in the menu, contact MyChronos sales or support. Your user also needs permission to view projects.
Creating a project
Open the Projects list
Go to /panel/projects and click New project.
Fill in the basic data
- Code — Unique identifier for the project.
- Name — Project name.
- Client — The client the project belongs to.
- Type — Project type. You can create new types directly from this field.
- Schedules — One or more schedules available for the project.
Save
Click Create. The project edit page opens, where you can assign employees.
Assigning employees and groups
At the bottom of the project edit page there are two tabs:
- Employees — Assign individual employees to the project. For each one you can choose a schedule and a client department.
- Employee groups — Assign a whole employee group, also with an optional schedule and department.
Define schedules first
You must define the project schedules before assigning employees.
Closing and reopening a project
Projects that are finished can be closed so they stop appearing in the project selectors and in the default list.
- Click Close on a project row and confirm. The project is hidden from the list.
- To see closed projects, enable the Closed filter in the list.
- Click Reopen on a closed project and confirm to set it back to in progress. It appears again in the default list and in project selectors.
The Close and Reopen buttons are mutually exclusive: Close is only shown for open projects and Reopen only for closed ones.
Filtering and deleting
Use the Client filter to narrow the list, and the trashed filter to see deleted projects. Deleted projects can be restored with the bulk Restore action.
Where projects are used
- Time recording — Employees pick the project they are working on when clocking in.
- Reports — The Time Log and its report can be filtered by project.