Organize projects in the timesheet by client or folder
How to organize timesheet projects by client or folder
To organize projects in the timesheet, click the little gray button at the top-left corner of the timesheet. A menu will appear. Choose Group Projects. You can then choose the ways to organize your projects.
Organize by Client
When you choose to group projects by Client, the timesheet will first display all the clients that have projects under them. It will then list all the projects that are not assigned to a client. In this mode, the timesheet continues to work as it did before. You simply open a client to view the projects under it. Opening a project reveals the tasks.
Some projects may not be assigned to a client. Those are displayed after the list of clients in the timesheet.
Organize by Folder
When grouping projects by Folder, the timesheet first displays all the folders that have projects under them. It then displays the projects that are not in any folder. Just as with clients, you simply open a folder to see the projects, and then open the project to see the tasks.
Depending on the folder structure, you may see subfolders under a main folder, and then see projects under those subfolders.
You may wonder how to create folders for projects. To create folders, choose Tools, Projects. Click the new Tools menu in that new window and choose New Folder. Once created, you can click and drag a project into the new folder. Press OK to see the new folder in the timesheet.
Folders are optional, but useful for organization.
Also see: Video: Project Resource Allocation, Video: Project Management Features In Timesheet, Video: Cloud-based Project Management and Task Management, Video: Project Portfolio Management, Video: How To Choose a Project Management Tool, Video: 8 Dirty Secrets of Project Tracking
More videos to explore
-
Interviews (2 - 3 min)
Interviews about timesheets, project tracking, PTO, and management techniques. Get the general concepts of time and project tracking. Read More
-
Short Intros (60 sec)
Short intros to the basics of time tracking and project management techniques. Learn how employees use the timesheet. Read More
-
Cartoons (60 sec)
The lighter side of time tracking and project management, in cartoon format. Learn what the makers of Standard Time really think! Read More
-
Animated (30 sec)
Introduce and inspire use of the timesheet and project management techniques. You will learn what can be done and be tempted to try it. Read More
-
Whiteboard (60 sec)
Introductions to time tracking and project management. Get ideas, get inspired, try new things, and learn what your timesheet can do Read More
-
Instructional (3 - 6 min)
Screencast videos with deeper instruction for project management, employee timesheets, PTO, expenses, and client invoicing Read More
-
Old-Timey (60 sec)
Tracking time and expenses in the modern world? See the most modern technique for time sheets and time management Read More
-
Quick Questions (2 - 4 min)
Answers to quick questions we have received regarding the employee timesheet, projects tracking, and PTO. See the product in action. Read More
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
