Type: article, read
Duration: > 4 min
Do you want to create your first project or perhaps change an existing project? In this article you can read how to create or import a project and what the different settings are.
A step-by-step guide to creating a project.
Administrator, project managers
[Activate the internal app 'Projects' at settings > app center.]
Where do you create a project?
There are two ways to add new projects: manually and via an import.
Projects > + New project
Timesheets > dropdown at 'Which project?' > + New project
Settings> import> CSV / Excel
How do you create a project?
1. Go to Projects or Timesheets.
2. Click on + New project.
3. Set everything up (read below for more)
Via an import:
As an administrator you can also add projects in one go via a CSV file. Projects are first linked by project code. If no project code exists (for current projects and project from the import), the project is linked by name. Is there no match? Then a new project is created.
1. Create an Exel or CSV file with your project data
Tip: Name the columns, this makes importing easier
Tip: TimeChimp works best with importing a CSV file
You can import the following fields:
- Project name
- Customer Name
- Project code
- Start date
- End date
- Labels (read more about labels here)
2. Go to Settings> Import and click on the "CSV / Excel" tile
3. Make the choice to import projects
4. Select a file from your computer
5. Match the columns in the file with the columns in the popup screen in TimeChimp.
6. Click on "Start Upload"
7. You will receive feedback on the status of your import. Was the import successful? Then you will receive a success message. If your file has not been imported, you will receive a message why it was not successful. You can then adjust the document where necessary or upload a new document and try again.
Global overview of the project settings
When you create a new project, you set up the project that matches your working method / customer.
Tip! Does every project have the same settings? Then create a standard project as a template and set the basic settings. You then copy this template when creating a new project. The default settings are already there!
1. General: enter the basic information here, such as a customer, project name, project code and start and end date.
Tip! The last project code is displayed by default and it is filtered alphabetically.
Tip! When setting a start date, it is not possible to register for the start date on the project. The same applies for an end date - after this it is no longer possible to register.
Tip! Link a label to a project for quick and easy segmentation by projects. For example, when a project is 'On-Hold', you can add it as a label and it will be shown in the project overview and dashboard.
You can then filter on this in the project overview.
2. Invoicing: if you want the project to be invoiced on the basis of "Recalculation, Fixed Price or Subscription" tick the button at "Invoicing". Also select the invoice method and fill in the requested fields that are important to you. Read more here.
Tip! Do you want to invoice the same amount every month for this project? Then select the invoicing method 'Recurring term amounts'. You will automatically receive the extra 'Subscription' button. With Subscription you can then set the frequency, the term amount and more. Via uninvoiced you create an invoice easily and quickly for the new period.
Tip! Do you want to invoice in terms? Select the invoicing method 'Project rate' and switch 'Invoice periodically' ON. At Periods you enter the description of the periods (Term 1 - Term 2 etc.) and when invoicing should be done.
3. Budget: Do you have a budget for your project? Select your budget method here. To receive a reminder when a certain percentage of the budget has been used, tick the "Notification" button and enter a percentage when you wish to receive a notification. Read more here.
4. Tasks: select the tasks that apply to this project.
5. Employees: select employees who are allowed to register on this project and tick the project manager of this project. The project manager then has access to the project.
Tip! Do you want the employees to only see the projects in the register tab, to which they have access? Set in the general settings > general that registration on a project is required.
Want to go back to the Getting started in Timechimp workflow? Click here!