Admin Guide

Projects

Projects are the core structure for organizing and managing work in Timesheet Hub. They group related tasks, time entries, and team members under a shared objective, providing a clear framework for tracking progress and performance. Each project can optionally be linked to a client when client tracking is enabled in General Settings.

Project Management

Project management in Timesheet Hub can be performed from two dedicated areas, depending on the user's role and permissions.

  • Projects I Manage – available under Projects & Tasks → Projects I Manage.
    Users assigned as Project Managers can access this view to update details, add tasks, and manage only the projects they are responsible for.

  • Administration → Projects – available for users with the App Administrator role.
    Administrators can create, edit, or delete any project in the system, regardless of project ownership.

This separation ensures that day-to-day project management tasks can be handled by project managers, while overall control and maintenance remain under administrator supervision.

project_management

Creating Projects

Steps to create user project

  1. Open view Administration->Projects in the left menu.
  2. Click the button "Create New'
  3. Select Create one or Create in bulk.
The Create in bulk option allows you to quickly import multiple projects using a spreadsheet-style view. Only basic project information is imported, additional details, such as tasks, can be added or modified later. projects_create

The Project Creation page consists of the following fields:

projects_create
  • Project Name (required) – Defines the name of the project as it will appear across the application, including timesheet forms and reports.
  • Project Manager (optional) – Assigns the user responsible for managing the project. Project Managers can access assigned projects under Projects & Tasks → Projects I Manage, view team members’ timesheets, and approve them if approvals are enabled.
  • Client (optional) – Available only if Client Tracking is enabled under Administration → Settings. Allows linking a project with a specific client for reporting and billing purposes.
  • Project Hourly Rate (optional) – Visible only if the Billing Amount Tracking option is enabled and Billing Rate Assignment Mode (under Administration → Settings) is set to Rate per Project. This rate is used to calculate billing amounts in timesheet reports.
  • Project Visibility – Determines which users can view and select the project in timesheet create/edit forms:
    • Everyone – The project is visible to all users.
    • Selected Project Members – The project is visible only to users explicitly assigned to it.
    • Selected Departments – The project is visible only to users from selected departments.
  • Tasks and Subtasks – Available if the Task Management Mode (under Administration → Settings) is set to Tasks linked to projects. Allows defining detailed task structures under the project for more granular time tracking.
  • Is Active – Indicates whether the project is active. When disabled, the project is hidden from end-users and no longer appears on timesheet forms.

Creating Tasks and Subtasks

The Tasks and Subtasks section is available if the Task Management Mode (under Administration → Settings) is set to Tasks linked to projects. It allows defining a detailed task structure under each project for more granular time tracking and reporting.

To add a new task, click the Create New Task button. Each task can include subtasks to further organize work within the project.

Use the three-dot menu next to a task to delete or add subtasks (option 'New item inside').

projects_create