Project manager - start working with TimeGuard

Applicable to:    TimeGuard Network | TimeGuard Pro



1. Login by clicking the 'Employee' link in the 'Input' window and select your name from the list, then type your password (ask the administrator for your password).

2. Define a new project (right-click to see the navigation pop-up menu and select 'Project--->New...') *
During the definition of the new project you might want to add new clients or currencies (again - right-click will enable you to do that easily).

3. You might want to add task types to the project - either  particular task types (relevant only to that specific project), or general task types (which can be used by all the projects).

4. When the project and tasks are defined, you are ready to go. Use the Input window to report tasks and expenses. If the Input window is not visible, click the orange star icon at the lower right-hand corner of the screen.

5. To view reports, open the desired view of TimeGuard reports window (right click and select Activity & Billing reports,    Expenses reports or Projects report in the navigation pop-up menu). Select the specific report and the desired properties in the 'Report definition' section, at the bottom of the window.

 


* Menu items in the navigation pop-up, vary according to the user's status.
Below are 2 configurations of the navigation pop-up:

  1. Project manager's pop-up (the tallest).
  2. Employee's pop-up (the shortest).

 

      


See also:
User status and permissions