You can assign a timesheet to a customer or project using the Clarity365 for Mobile app.
Please note: On our mobile app ALL user permissions will only see customers, contracts and projects they are assigned to. If you cannot see a customer, contract or project please check you are correctly assigned.
Assigning a Timesheet to a Customer or Project:
1. Go to add a new timesheet as normal
2. Click Yes next to Assignable
3. Choose the customer from the drop down list
4. Choose the branch from the drop down list
5. Choose the contract from the drop down list
6. Choose the project from the drop down list
7. Choose a phase & task from the drop down list
8. Fill in the rest of the details as normal and click Submit
Please note, all fields are mandatory. If you do not want to assign the timesheet to a contract, project, phase or task, please choose No Contract etc. from the drop down box.