Budget Alerts send emails to people when a budget setting is exceeded or within a certain limit.  Budgets are checked daily at midnight, using your company’s timezone setting. Once triggered, an email will be sent weekly until the budget alert is removed.

There are four budget types:

• Cost Per Task – This budget type uses the Budgeted Cost defined for each task to determine when to trigger a budget alert.
• Hours Per Task – This budget type uses the Budgeted Hours defined for each task.
• Total Project Cost – This budget type uses the Budgeted Cost defined in the Project Overview.
• Total Project Hours – This budget type uses the Budgeted Hours defined in the Project Overview.

Note: Budget alerts use approved and unapproved time. Only administrators can create budgets. And you must be on a paid plan to use budget alerts. Budget alerts are sent at 11 p.m. EST.

Creating a Budget Alert

Click Settings then Projects.  Click on the Project you want to have a budget.  Under the Budget Alert section, click Add Budget Alert. Complete the form then click Add Budget Alert.

Delete a Budget Alert

Go to the Budget Alert section under a project then click Edit. In the bottom right, click Delete Alert then confirm by clicking Yes.

 

 

Copying Project Data

If you have projects that often have the same task and people assignments, you can simply create copies of that project to a new project or to an existing project.  You have the option of selecting to copy the people, the tasks, or both.  Basic project data is always copied when you copy to a new project. No information is ever erased or changed when copying.

Click on Settings then Projects. Click on the name of the project that you want to copy. Click Copy above the Project Overview.

Select where you want to copy and what items then click Copy Project.

A task is any activity for which you want to track time.  Tasks can be high-level (ex. Hrs Worked) or very specific (ex. Widget Testing).  It is entirely up to you.

Viewing Tasks

Each project has its own set of tasks.  Click on Settings then click on Projects. Click on the name of the project that you want to edit.  Tasks are listed under the Project Tasks section.

Adding Tasks

Looking at the task list, click Add Task. Fill out the task information then click Add Task. To add the task to multiple projects, select Yes for Copy Task to Other Projects then select the projects you wish to copy the task.

Editing Tasks

Looking at the task list, click Edit on the row of the task you want to edit. Update the task information then click Save Changes.

Archiving Tasks

Like Projects, tasks are never completely deleted or removed. Tasks can be archived.  Users are not allowed to enter time for archived tasks. Time already entered for that task remains.

Looking at the task list, click Archive beside the task you want to archive.

Recover Archived Tasks

Go to Settings -> Projects then click on the name of the project that you want to edit.  Looking at the task list, click Recover beside the task you want to recover.