About
ProjectsA project constitutes a major category of work effort directed towards a particular objective. You can use TimeScope to manage and track unlimited numbers of projects, subprojects, and assigned employees. TimeScope's includes the following features to help you to create, maintain, and manage your projects:
Project editor for creating single or multilevel projects.
Rollup of subproject time, cost, billing, dates, and completion percentage.
Budgeting with automatic monitoring and email alerts.
Time and expense approval view for project leaders.
Project management reporting, and a report writer.
Explorer for viewing utilization, profitability, and progress at any level of detail.
Managing Projects
Administrators or managers use the Projects menu command to create and edit projects, optionally set project and task objectives, and to assign employees. Projects can be defined as single level items, or multilevel structures containing unlimited numbers of subprojects (tasks). You can cut, copy, and paste projects and subprojects using the project clipboard, thus allowing you to quickly create new projects of common structure. Depending upon the Project Editing property on the timesheet style form, timekeepers may also be enabled to add tasks to existing projects while entering time. Project leaders can be given approval authority over time and expenses charged to their projects.
Projects can be grouped into organization folders for distributed administration, improved security, and enhanced matrix management. Projects can be automatically numbered using any base and increment value, or ID codes can be manually entered.
TimeScope automatically rolls up time, cost, expenses, and dates from subprojects to the top project level. This summary information is available via reports, and is also available via the Explore feature.
Activity-Based Tracking
If you wish to manage and track activities (type of work), you can do so in two different ways. You can embed activities as sub-items within your projects, or you can define a global set of activities which can be associated with many projects for time reporting purposes. See the chapter on Activity-Based Tracking for details.
Budgets and Estimates
Budgeted time, cost, billing, or start/finish date estimates can be entered for any project (or task) via the the estimate tab of the project form. TimeScope automatically monitors actual to budget as employees begin entering time and expenses, and can automatically send email alerts should budgets be exceeded. In addition, project status can be automatically changed to the designated Overrun Status which may optionally prevent further time and cost charges against the project and its subprojects.
Project estimates can be developed from time, cost, billing, or date estimates entered at subproject (task) levels, or from employee assignment estimates made by project leaders, or from estimates reported by assignees via optionally inserted estimate columns on the timesheet.
Project Reporting
The Explore feature lets you view project costs, profitability, start/finish dates, and budget variances at any level of detail. The view starts at your management position within the enterprise. From there you can drill down through sub-organizations, projects, employee assignments, and time and expense charges.
Project management reports can present time, cost, billing, dates, and budget data by any combination of project, task, activity, employee, team, client, cost center, job title, or any other fields – including custom fields. Management style reports can show overall project totals without printing task detail, while project leader reports can show projects with indented subproject detail.