Setup Internal Projects and Tasks

It is useful to record on timesheet spent on all activities in a business not just project related tasks. This allows deep analysis of where time and money is being spent in a business and identifies productivity or inefficiency issues that can be addressed.

In order to do this, you should create projects and related tasks to cover all business activities, not just project related activtities. This can include items such as recruitment, finance, payroll, personnel management, administration, training, meetings etc. It is recommended to create these tasks under a suitable project, eg all HR related tasks could be under a HR project.

You can create projects and tasks from the Projects page. This is described here. For these "non-project" tasks you should set the Project Type to be Management. If you want to restrict logging time against these tasks to certain individuals, add them as Resources onto the project and set the Restrict To Team option to be true. If you want to be able to schedule time against these tasks (rather than just enter actuals) then set the Enable Schedule option to be true.

Once these projects and tasks are created they are available for scheduling time and for recording actuals in a timesheet