Clients and jobs
- Add a client with a code and a name. Jobs belong to a client.
- Add a job with a code and a title. The timesheet shows the job as code and title.
- Inactive clients and jobs stay in the list for history and drop out of the choices on new time entries when you mark them inactive.
Work types
- Each work type has a name and a billable flag.
- Leave the resource list empty when everyone may use that work type, or limit it to selected people.
- The app keeps at least one work type. The last remaining type cannot be deleted.
Resources
- A resource is a person from your directory. Pick the person; a typed name that is not selected is not saved.
- Set the type to Employee or Contractor.
- Contractors can have purchase orders with an hour limit. Logged contractor time is checked against those limits.
- Assign a manager so submitted weeks route to the right approver.
Teams
Teams group people for reporting and for managers who review a set of resources. A team has a name and an active flag.