Create Internal Admin Projects for a Calendar or Fiscal Year
Q360 will automatically create an Internal Admin Project for each combination of Company, Branch and Department. Each Internal Admin Project will display a Primary Resource (User ID) that corresponds with the associated Department
- Navigate to HR Menu > Admin Projects. The Admin Projects window will open
- Checking or unchecking the Active Only checkbox will display either only Active Admin Projects, or all Admin Projects
- To create a new or update an existing Internal Admin Project, from the Extended Menu, select Create or Update Project. A pop up Filters window will open
- Select desired filters from the drop down menus provided and click OK
- Confirm new Project creation in the pop up window that appears. If a Project exists for the selected filters, it will be used and new Tasks will be created. Any duplicate Tasks will be ignored.
- Click OK. Newly created Projects will now be visible in the Admin Projects grid
- Drill into a Project and click on the Tasks tab to view all Employees assigned to a Task