Assigning a daily or weekly timesheet:
1. Add a New Timesheet as normal
2. On the new timesheet form choose Daily or Weekly
3. Click Yes next to Assign to a Customer or Project
4. Choose the relevant customer from the drop down box
5. Choose the relevant branch from the drop down box or leave as head office
6. Choose a contract if applicable
7. Choose a project if applicable
8. Choose a phase if applicable
9. Choose a task if applicable
10. Add the rest of the details to the timesheet form
11. Click Submit
Assigning to a fast track timesheet:
1. Go to add a Fast Track timesheet as normal
2. Click Yes next to Assign to Customer or Project
3. Choose the customer from the drop down list
4. Choose the branch from the drop down list or leave as Head Office
5. Choose a contract if applicable
6. Choose a project is applicable
7. Choose a task and phase if applicable
8. Fill in the rest of the details and click Submit
Assigning to a Multiple Timesheet:
Multiple timesheets are slightly different because they MUST be assigned to either Internal or a Customer or Project.
1. Go add a Multiple Timesheet as normal
2. Choose the first customer from the drop down box
3. Choose a branch, or leave as Head Office
4. Choose a contract if applicable
5. Choose a project if applicable
6. Choose a task and phase if applicable
7. Fill in the hours you worked for this customer/ project
8. To add another customer or project click the Plus symbol and repeat the steps above
9. Click Submit