# Project

### **How to approve timesheet entries?**

**Step 1:** Select ‘Project’ and then ‘Approval’ from the left side menu.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FJoXSxEBDOQjT8gRx4O2A%2FApprove%20Timesheet%201.png?alt=media&#x26;token=0021a3bc-2967-4df5-a5f6-4cf8e2087a69" alt=""><figcaption></figcaption></figure>

**Step 2:** Select ‘Timesheet Approval’ tab at the top.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FsSvdEYo9TeWus0rFDT6G%2FApprove%20Timesheet%202.png?alt=media&#x26;token=da02c95d-64f1-4806-859d-c8a037da245c" alt=""><figcaption></figcaption></figure>

**Step 3:** Select the month and year and click on the ‘Search’ button to search for timesheet entries.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FaQbCHspNuDibzxfaurlN%2FApprove%20Timesheet%203.png?alt=media&#x26;token=0ac3b596-0478-445f-9034-5e4330b83733" alt=""><figcaption></figcaption></figure>

**Step 4:** You will be able to view the timesheet entries of all employees assigned to you. You can click on the ‘Details’ button against each entry to check the details.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FxrxVlXiqQkM8eFGVOqC1%2FApprove%20Timesheet%204.png?alt=media&#x26;token=b73da1f9-5265-439a-b8fb-bf142e9280a0" alt=""><figcaption></figcaption></figure>

**Step 5:** Click on either the ‘Approve’ or ‘Reject’ option against each entry to approve or reject each entry individually. You can also tick the ‘Approve’ or ‘Reject’ check box at the top of the list to approve or reject the entries in bulk.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Fv1CkXADAzaWy3enyHgLE%2FApprove%20Timesheet%205.png?alt=media&#x26;token=aa496ec2-748d-4791-8d2b-d4abe1b90438" alt=""><figcaption></figcaption></figure>

**Step 6:** Click on the ‘Save’ button to save the timesheet approvals.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FspJyWcwXWct439niB1Ap%2FApprove%20Timesheet%206.png?alt=media&#x26;token=51a876ee-8ebc-4167-a1c0-d71b746d2648" alt=""><figcaption></figcaption></figure>

### **How to download your team’s timesheet reports?**

**Step 1:** Select ‘Project’ and then ‘Team Report’ from the left side menu.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Fd9lE3Tl7H4KStW97U5D9%2FTeam%20Timesheet%20Report%201.png?alt=media&#x26;token=aacda561-9126-4316-848c-585284d2fb19" alt=""><figcaption></figcaption></figure>

**Step 2:** Select ‘Timesheet Report’ tab at the top.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FbxLKuuNFMAV1x9xrxU9S%2FTeam%20Timesheet%20Report%202.png?alt=media&#x26;token=bf2c6cd1-e9cc-4d37-8d1f-99796d6f6893" alt=""><figcaption></figcaption></figure>

**Step 3:** Select the required parameters and click on the ‘Download Excel’ button to download the report.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F0CHAVUwp6QiZL7rmDZlx%2FTeam%20Timesheet%20Report%203.png?alt=media&#x26;token=4292ab19-e01c-4478-bec2-367d7e729cd3" alt=""><figcaption></figcaption></figure>

### **How to create a new project?**

**Step 1:** Select ‘Project’ and then ‘Project Master’ from the left side menu.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F6LBtMrwn449uWM52If5B%2FCreate%20Project%201.png?alt=media&#x26;token=8a3f5386-75a6-456d-b3ad-e58753ba8400" alt=""><figcaption></figcaption></figure>

**Step 2:** Select ‘Project’ tab at the top.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FIcx9hDJ4ZA1kWQ3g7wZ8%2FCreate%20Project%202.png?alt=media&#x26;token=64a778ea-3227-4588-877f-01518f2d082d" alt=""><figcaption></figcaption></figure>

**Step 3:** Click on the ‘+ Add’ button to the top right corner.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Fh8ANdeMt6MGFVt0hOpoH%2FCreate%20Project%203.png?alt=media&#x26;token=47c4821d-9c28-4d1b-a5ec-2616e1c72591" alt=""><figcaption></figcaption></figure>

**Step 4:** Enter the required details and click on the ‘Create’ button to create a new project.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FKXbigWK8RilH3bDw6Ckq%2FCreate%20Project%204.png?alt=media&#x26;token=e826e510-ab1e-42b5-9831-0de501189369" alt=""><figcaption></figcaption></figure>

### **How to create a new task for a project?**

**Step 1:** Select ‘Project’ and then ‘Project Master’ from the left side menu.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FhOncOZPAv9MV30dmZ9zb%2FCreate%20Task%201.png?alt=media&#x26;token=038f07df-e509-45ca-85c1-ce294738d00a" alt=""><figcaption></figcaption></figure>

**Step 2:** Select ‘Task’ tab at the top.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FLRvChZlZD6H7h1hvd8Df%2FCreate%20Task%202.png?alt=media&#x26;token=dc06e7aa-068b-46c1-b84b-d3e71bcf6592" alt=""><figcaption></figcaption></figure>

**Step 3:** Click on the ‘+ Add’ button to the top right corner.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FGiHn5nDHygnh5zvkerSC%2FCreate%20Task%203.png?alt=media&#x26;token=41c9c908-f25a-44d2-ac46-b6ca0a172bce" alt=""><figcaption></figcaption></figure>

**Step 4:** Enter the required details and click on the ‘Save’ button to create a new task.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FqokdnYqQ6SF0IjxuknL7%2FCreate%20Task%204.png?alt=media&#x26;token=0e6469b4-45c7-4722-b3f0-1ade160e9e71" alt=""><figcaption></figcaption></figure>

**How to add client details for a project:**

**Step 1:** Select ‘Project’ and then ‘Project Master’ from the left side menu.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FnNA6GsaE9wZfk6NCAE9s%2FClient%20Details%201.png?alt=media&#x26;token=547435f1-8999-4bfc-a474-a74f70256f07" alt=""><figcaption></figcaption></figure>

**Step 2:** Select ‘Client’ tab at the top.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FhJtT9Mawpq1qCPL7W6Lm%2FClient%20Details%202.png?alt=media&#x26;token=b03f3c22-4146-4128-90ae-476aca1f0061" alt=""><figcaption></figcaption></figure>

**Step 3:** Click on the ‘+ Add’ button to the top right corner.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FGa2TuiJK9uWD9HXgUpCn%2FClient%20Details%203.png?alt=media&#x26;token=f6e6d5f4-c6d2-43b2-8fa9-9c2c863d502d" alt=""><figcaption></figcaption></figure>

**Step 4:** Enter the required details and click on the ‘Save’ button to create a new client.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F1JjxFClThdJ7ttn4BB3N%2FClient%20Details%204.png?alt=media&#x26;token=85c1e853-0257-4e78-a832-7a1403d1fda5" alt=""><figcaption></figcaption></figure>

***Note:** Once a client is created, assign a project to a client by clicking on the ‘Project’ button, entering the Project name, and then clicking on the ‘Save’ button.*

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FALqDvrWt5lhHjVoXdG29%2FClient%20Details%205.png?alt=media&#x26;token=00de791f-6917-44f5-ae6e-7fc923c86b46" alt=""><figcaption></figcaption></figure>

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F0kVzNLGOa73KaIH1Qfmc%2FClient%20Details%206.png?alt=media&#x26;token=c8878945-acaf-4a31-b7ee-8f5cc6c1b1b7" alt=""><figcaption></figcaption></figure>

### **How to create a sub-project?**

**Step 1:** Select ‘Project’ and then ‘Project Master’ from the left side menu.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F6DyN3LxaweVgZ9B7UlOX%2FCreate%20Sub%20Project%201.png?alt=media&#x26;token=3e36cd11-4e9c-4bcb-b031-64c5df6e9e78" alt=""><figcaption></figcaption></figure>

**Step 2:** Select 'Sub Project' tab at the top.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FoypNHTuWqr9TLwnF5KIh%2FCreate%20Sub%20Project%202.png?alt=media&#x26;token=038e41f0-02d9-4d02-b7f6-dd982670a42c" alt=""><figcaption></figcaption></figure>

**Step 3:** Click on the ‘+ Add’ button to the top right corner.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FIR6azPNLjgyxMWhXZXx9%2FCreate%20Sub%20Project%203.png?alt=media&#x26;token=634254aa-621a-4263-a96a-6cdae8c7321c" alt=""><figcaption></figcaption></figure>

**Step 4:** Enter the required details and click on the ‘Create’ button to create a new sub-project.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FePVqVgMCEllQuH9MsqXW%2FCreate%20Sub%20Project%204.png?alt=media&#x26;token=69f128fc-17ba-43c1-9247-194bb2ec1d03" alt=""><figcaption></figcaption></figure>

### **How to assign task to a project?**

**Step 1:** Select ‘Project’ and then ‘Project Master’ from the left side menu.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FvSR6UP2k2Tfm6auSFUW9%2FAssign%20Task%201.png?alt=media&#x26;token=e2a728cd-117b-4b2d-852e-786a277e67bc" alt=""><figcaption></figcaption></figure>

**Step 2:** Select ‘Project’ tab at the top.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FWXN7zTz52Zps7gFVUS0c%2FAssign%20Task%202.png?alt=media&#x26;token=b3d1f3c4-a8c1-43a1-a4c1-f81e9cc1abc8" alt=""><figcaption></figcaption></figure>

**Step 3:** Click on the ‘Task’ button adjacent to the project name for which you need to assign the task.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FtfOFHqTOC5TLGQtmwPoR%2FAssign%20Task%203.png?alt=media&#x26;token=4a2e7396-99e0-4a2b-9fb2-8b15876d006a" alt=""><figcaption></figcaption></figure>

**Step 4:** Click on the ‘+ Add’ button to the top right corner.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F3kOF6kxlddMRNNyqDEP3%2FAssign%20Task%204.png?alt=media&#x26;token=4e1d9447-7d73-480d-af2b-82437c7b3821" alt=""><figcaption></figcaption></figure>

**Step 5:** Select the ‘Task Name’ and enter the required details and click on the ‘Save’ button to assign the task to the project.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FLvMb0nTHZNvnkUeBSkR6%2FAssign%20Task%205.png?alt=media&#x26;token=ec21118e-b6ac-4869-821e-ea6e305529bb" alt=""><figcaption></figcaption></figure>

### **How to assign members to a task?**

**Step 1:** Select ‘Project’ and then ‘Project Master’ from the left side menu.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FjKe3gmrgRsjZtnT6pWGG%2FAssign%20Members%201.png?alt=media&#x26;token=0a7be958-0173-4214-80af-864e069d13e4" alt=""><figcaption></figcaption></figure>

**Step 2:** Select ‘Project’ tab at the top.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Fteey2y0o6U0BxVh015yR%2FAssign%20Members%202.png?alt=media&#x26;token=a1d3b24e-c320-4e66-97e3-3f738af6bfc3" alt=""><figcaption></figcaption></figure>

**Step 3:** Click on the ‘Task’ button adjacent to the project name for which you need to assign members.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FwT18dHf6em0n9FWMgKse%2FAssign%20Members%203.png?alt=media&#x26;token=ded2f1af-4eea-46af-bea9-41c53cec38b9" alt=""><figcaption></figcaption></figure>

**Step 4:** Click on the ‘+ Members’ button adjacent to the task name for which you need to assign members.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FXwTaFryQW1bsgm18hbx9%2FAssign%20Members%204.png?alt=media&#x26;token=feda32a8-0407-469e-8969-9f5596756372" alt=""><figcaption></figcaption></figure>

**Step 5:** Enter the member’s name and select the required members. Click on the ‘+ Members’ button to assign the members for the task.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FKtc429VNUIP7ujsD8v03%2FAssign%20Members%205.png?alt=media&#x26;token=7cca755b-6cef-4e74-93d7-ad78febcb951" alt=""><figcaption></figcaption></figure>

&#x20;For any queries, contact <support@pockethrms.com>
