Projects

In addition to tracking individual user attendance, the system also allows you to track work on specific projects. This means that users will not simply enter “Clock in” but rather, for example, “Clock in and work on the ‘Building A’ project.”

How to Add a New Project

  • In the Projects agenda, click the green Add button in the upper-left corner.
  • On tab 1 Basic, enter the Project Name. The system will automatically generate a unique project Abbreviation. Here, you can also enter Categories or Centers, which can be used to filter projects later (e.g., to display only projects from the Administration category). You can also set the project’s validity period or rounding rules here.
  • On Tab 2, Rate Adjustment, you can set the Hourly Rate. This is the “adjusted hourly rate” for users working on this project. Users may have their hourly rate listed in the Human Resources module as, for example, 4 EUR/hour; however, when they are working on this specific project, their rate should be 5 EUR/hour. Therefore, enter the value of 5 EUR in the “Remuneration Adjustment” tab for the relevant user — the system will then pay them this amount for as long as they are working on this project. This amount will also be included in the project’s costs.
  • On the tab 3 Applies only to, you can set the project's visibility using tags. Here, you can specify which users should see the project in the menu and which should not.

Project abbreviations appear, for example, in the Projects Plan. It is very difficult to plan a project without an abbreviation. Abbreviations are generated automatically. If you need to disable this feature, follow these steps: Go to the User Menu (your name in the upper-left corner) - Settings. On the tab 3 Default Values, uncheck the option “Automatically generate abbreviations for new projects”.

How and Where to Track Work on a Project

  • Web entry (in the web application): In the Attendance widget, select the desired project from the list - click the button (e.g., “Clock in” or “Work”).
  • Entering data on a time clock: Click the Projects bar at the top of the screen - select a specific project - then enter the attendance activity (e.g., “Clock in”).

How to add a projects bar to the home screen: Click the three-line icon (Menu) in the app and check the “Show projects” option.

  • Entering data in the mobile app: On the home screen, select Project - enter an attendance activity (e.g., “Work”). You can then change the project or activity in the same way.

Switching Between Projects Throughout the Day

If an employee finishes work on Project A and moves directly on to Project B, they do not need to enter a “Clock out”. They can simply select Project B and enter a new "Clock in" (or “Work”). The system automatically stops working on the first project as soon as work begins on the second one.

Agendas for Evaluation

  • Agenda Worksheet for person: Displays statistics on which projects a specific person worked on and how much time they spent on each (e.g., Jan Novák worked 20 hours on Project A and 10 hours on Project B).
  • Agenda Worksheet for project: Displays summary data from the opposite perspective - the total number of hours (for all participating employees) spent on a specific project (e.g., a total of 150 hours were worked on Project A…).

Data Exports in the Worksheet for person and Worksheet for project: The collected project data can be easily exported for further processing (e.g., to Excel for client invoicing or directly to your accounting software).

  1. In the Worksheet for person or Worksheet for project module, select the desired month.
  2. At the top of the screen, click the Print button and select the desired record.

Other Agenda Items Related to Projects

  • The Project Plan agenda is used for the Preliminary scheduling of employees’ work on individual projects in the future. For clear planning, as it makes it easy to schedule who will work on a specific project, when, and for how long. Project abbreviations are used for planning, ensuring clarity in the calendar view. For clear instructions for employees, since they can see directly in the app which projects they are scheduled to work on each day, which simplifies the day-to-day organization of their work.