How to Create Projects and Add Assignments?

What Is the Purpose of This Feature?

On Altee, you can organize tasks within your company into multiple projects and assignments. This facilitates billing and tracking the hours spent on each project.

Steps to Follow:

How to Create a Project?

• Go to the Worked Hours module, then to the Distribution tab. Next, go to the Assignment Management section.Click on the Create a Project button and name your project.
• Click on the Create a Project button and name your project.

Notes:

To modify a project's name, double-click on the name. Press the Enter key to save the changes. To delete a project, click on the trash icon on the right.

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How to Add an Assignment to a Project?

You can divide a project into multiple assignments.

• Click on the Create an Assignment button.
• Name the assignment.

Notes:

• You can create sub-assignments for assignments. Click on the Menu button (three vertical dots), select Add an Assignment, and name the sub-assignment.

• You can bill each assignment by entering the amount next to the Hourly Billing field. However, projects and sub-assignments cannot be billed directly.

• To modify an assignment’s name, click on the Menu button (three vertical dots), select Edit, make your changes, and press the Enter key. To delete an assignment, click on the Menu button (three vertical dots), then select Delete.

Notes:

• If the Details and Assignment option is activated in the Time Entries and Clock-ins tab, employees must select the project and assignment for the day from those you created in Assignment Management when logging their hours or clocking out. They can also add details for each assignment.

• If an employee is still in training, they only need to select the Training option in the assignment type. You can track the number of training hours for each employee in the Training Hours section.

• In the Assignment of Hours by Project section, you can view all the details of the projects and assignments created, with a summary of total hours for each employee and the billable amount.

How to Export Project and Assignment Details?

You can also export the details of all projects and assignments.

• Go to the Worked Hours module, then to the Project Distribution tab. Click on Export.

• Select the employees and data to export, then click on Export Excel (.xls).

• Find your Excel file in your downloads.