Accessing the Current Projects list

In the admin menu, click the ‘Projects’ link.

How to add a new Project

From the admin menu: Hover over Projects > Select Add New > Fill out the Title and Status fields (required) > Click the blue ‘Publish’ button in the ‘Publish’ box on the right of the page.

From the Projects list: Click ‘Add New’ button at the top of the page next to ‘Projects’ > Fill out the Title and Status fields (required) > Click the blue ‘Publish’ button in the ‘Publish’ box on the right of the page.

Note: Adding a new project will make it available for employees to select on the timecard entry form.

How to edit an existing Project

Hover over the Project you would like to edit > select ‘Edit’ > After making your desired changes, click the blue ‘Update’ button in the ‘Publish’ box on the right of the page.

How to delete a Project

Hover over the Project you would like to delete > select ‘Trash’

Note: Projects that are moved to the trash are not permanently deleted. You may retrieve them at any time from the ‘Trash’ section. To view projects in the Trash, click the ‘Trash’ link above the list of Projects in the admin page. Trashed projects will not show up in the timecard entry form.

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