How is the Actual Total Hours field value calculated?

Actual Total Hours represent the total number of hours users recorded in their time sheets against the project, whether on specific tasks or without specifying a task. Only time items with an “In progress”, “Submitted” or “Approved” status are taken into account. Rejected time isn’t.

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How is the Actual Project Hours field value calculated?

Actual Project Hours represent the total number of hours users entered in their time sheets on the project but without specifying a task. Only time items with an “In progress”, “Submitted” or “Approved” status are taken into account. Rejected time isn’t.

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How do I associate a client to a project?

If necessary, you may 1st add your client to the client list through Administration  =>  Clients. Here is the step-by-step to associate a client to a project: Select Project Tab > Edit Project if you already have a project tab for the given project. Otherwise, select  Home => Projects > Projects and then click on the […]

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What is the Next Task Number?

The “Next Task Number” field allows you to specify the Number field value of the next task to be created in the current project. Thereafter, the task numbers will automatically be incremented by one each time. Should you wish to leave “holes” voluntarily in a task series, you may increase the Next Task Number accordingly.

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How should I use Task Statuses?

Task statuses are used to inform users on the state of completion of tasks. Each status must be associated with a predefined status type (“Waiting”, “In Progress” or “Completed”). Furthermore, a “Predefined % Done” can be associated to each “In Progress” status. The % Done can range anywhere from 0% to 100%, in 10% increments.

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How should I use Task Types?

Task types are great to create categories of tasks in your project, for easier management. You may also use them as tags. Here are a few examples of how task types can be used: In a software development project: “Programming”, “Graphic Design”, “Documentation”… In a financial/accounting project: “Invoicing”, “Monthly Meeting”, “Government Paperwork”, … In a […]

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How should I use Task Groups?

Task groups are great to divide a project into several parts, phases or sections, for easier management. You may also use them as tags. Here are a few examples of how task groups can be used: In a software development project: “Phase 1”, “Phase 2”, “Phase 3″… In a financial/accounting project: “Accounts Receivable”, “Accounts Payable”, […]

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