ClickTime has three different methods to control which Projects and Tasks someone can select when entering time. This guide will cover the default settings where Project and Task List Controls are turned off, meaning each user manages their own options. For more information on the other options, please see the Project Availability and Task Availability guides.
When Project List Controls are off, employees will see a My Projects page. This is where they can determine which Client/Project combinations they want to see on their time entry pages. By default, all active Projects will be selected (unless they specify otherwise, which we'll explain below).
From here, they can either indicate if they'd like to "Show All" Projects for a specific Client, "Hide All" Projects for a specific Client, or "Select" which Projects should display for a specific Client. To "Select", click the "Select Projects" link. This will display all the active Projects for that Client:
Any Projects that should be displayed should be checked. Then click Save to update the preferences.
By default, when a new Project is created, those Projects will be available to all employees. If an employee does not want to have access to any new Projects that are created, they should check the "don't show new projects for this client" option before Saving:
Please note that these restrictions will apply for those who use our Expenses Module - only the Projects that the employee can log time to will show as options to bill an expense to.
When Task List controls are off, employees will see a My Tasks page. This is where they choose the Tasks they want to use when logging their time. By default, all active Tasks will be available.
If the employees do not want to see certain Tasks when logging time, they can un-check the box next to the Task Code column and then click Save to update their preferences