Time Tracking - Managing Projects

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With Time Tracking, keeping up with ongoing projects is easy.

This article will go over how to create, edit, archive, and delete projects in the Time Tracking Module.

How to Create a New Project

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  1. In Time Tracking, head to the Projects tab
  2. Click the + Project button
  3. Fill in the general information for your project:
    • Project Name
    • A Description
    • Choose an approval flow to determine how logged hours will be approved for your project
    • If you choose the Project Owner approval flow, you’ll also need to select the project owner(s)
  4. Click on the Add or Remove Employees button
  5. In the pop-up, select the employees you’d like to assign to / remove from this project
    • Only employees who have already been added to Time Tracking will show up here. To learn how to add a new employee to Time Tracking, click here.
  6. Click the Save button to add them to the project

A note on visibility

The details entered in the project’s General Information section will be visible to all employees assigned to the project.

 

How to Edit a Project

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For Admins For Project Owners
  1. To view or edit a project, head to Time Tracking and click on the Projects tab
  2. In the project list, click on the project you’d like to view or edit
  3. Click on the Three Dots and select Edit from the dropdown menu
  4. Make any necessary changes
  5. When you’re ready, click Save to update the project in Humi

 

How to Archive a Project

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  1. To archive a project, head to Time Tracking and click on the Projects tab

  2. In the project list, click on the project you’d like to archive

  3. Click on the Three Dots and select Archive from the dropdown menu

  4. In the pop-up, confirm that you would like to archive the project by clicking the Archive button

    Important Note

    Once a project has been archived, employees will no longer be able to enter hours for that project.

  5. The project will be archived in Humi and all historical time logs will be available in the Reports tab

 

How to Activate an Archived Project

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  1. To activate an archived project, head to Time Tracking and click on the Projects tab
  2. In the project list, click on the project you’d like to restore to active status
  3. Click the Mark as Active button in the top right corner
  4. This will restore the project to active status, allowing employees to enter hours for the project

 

How to Delete a Project

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To help ensure you don’t lose any important data, Humi won’t allow you to delete a project that has any hours logged against it. If you have a project with logged hours that you’d like to remove, you can archive it instead by following the steps above.

If your project doesn’t have any hours logged yet, you can delete it by following the steps below.

Danger zone

You can’t restore a deleted project. Once a project has been deleted, employees will no longer be able to enter hours for that project and all data relating to the project will be removed from Humi. If you think you may wish to restore a project to active status in the future, consider archiving the project instead.

  1. To delete a project, head to Time Tracking and click on the Projects tab
  2. In the project list, click on the project you’d like to delete
  3. Click on the Three Dots and select Delete from the dropdown menu
  4. In the pop-up, confirm that you would like to archive the project by clicking the Delete button
  5. The project and all historical data related to that project will be permanently deleted from Humi.
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