Adding new projects

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  • Updated 4 years ago
I need to add new projects to an employees account. Can somebody explain how to do this for me?

(Originally posted by kweir)
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Posted 4 years ago

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Hi,

Thank you for using Replicon Community.

Replicon Gen-2:

Please find the steps to add a new project on Gen-2

- Click on the project tab. 

- Click on Add

- Specify the Project Name, Project Code, Clients Per Projects, Client, Default Billing rate 

- If you would like to based this new project on an existing project please specify the existing project name in Based on field. 

- Click Save. 



Please find the steps to add a user to a project. 

-  Within the Project click on the 'edit' button next to 'Project Team:' 
-  In the resultant window, identify the user that needs to be added and click on the (>>) button to move the user from the 'Available Project Team Members' list to the 'Project Team Members' list. Click on 'Save'. 
- If this user needs to be enter time to only specific tasks, you can click on the respective tasks under 'Project Structure'. 
- Under the 'Assignments' segment, ensure that the user is listed in the 'Allowed' window. In case the user is not required to enter time for a particular task, move the user to the 'Denied' window. A user can be moved to 'Allowed' or 'Deny' by merely clicking on the user name and pressing either the 'Allow' or 'Deny' button. 
- Click on 'Save' 
- While exiting the Project screen for the concerned project, click on 'Save'. 

Replicon Gen-3:

Steps to create a Project from Project tab.

-Go to Project Management tab.

-Click on Add Project Button under the Project tab

-Enter the Project Name, Start date, Project Status, Client (optional), Program (optional).

-Select the Billing type (Fixed Bid, Time and Material, Non-Billable)

-Select if the Project Time & Expense entry is going to be billable, non-billable or both.

-Click on Add Project.



Please find the steps to add a user to a project. 

-Click the Team sub-tab within the Project. 

-To add a user, Click Add User. 

- In the Add User to Project window, enable check boxes for the users you want to add. 

- Click "Add Selected".

I hope the above steps will help you achieve your requirements. 

Thank You!

 

Replicon

(Originally posted by Chanda)