A “Project” is the broadest type of record you can create. Under one single project you can have as many associated Tasks or Team members as you wish.
The Project feature, as we are about to exemplify, was in fact designed to provide a wide range of possibilities to our users when it comes to deciding what a “Project” really means in the terms of their own specific work context.
In that sense, you can put together a new Project and start by naming it, for example, based on any of the following goals:
a particular type of work (e.g., “Marketing chores”)
focusing on a precise period of time (e.g., “November 2021”)
dedicating it to an individual client (e.g., “Sony project”)
associating it with the work of a particular team member (e.g., “John Smith’s project”).
The way you customize your projects will determine their own function and overall utility.
To create a new Project, please follow the instructions below:
Go to Manage 👉 Projects
When on the Project dashboard page, do as follows:
Click on the “+Project” button on the top right corner of your screen
Fill in the necessary information to create your new project
Click on "Show more" to specify more attributes for this project (optional), as seen below (more information here):
After your project is created, you can immediately export the data presented on the projects' dashboard as a PDF, XLS or CSV file, simply by clicking on the button “Export as” and choosing your preferred format.
Note that “projects”, as most of the other elements in our app, unless purposely “locked” (like paid bills or approved time records), are highly editable and configurable. This allows our users to easily adapt the key features of our app to the specific needs of their work environment.
In case you need help or would like to share your ideas with us, please contact the prima:Time Support team by clicking on the black bubble in the bottom right corner of this page 🙌.