Projects and Clients for Timesheets
A timesheet is a document that indicates the hours an employee has worked, separated by days of the week.
Accessing Timesheets
Employees access timesheets via Time Management > Time Sheets.
| Timesheet Type | How to Access |
|---|---|
| Current week | Automatically generated |
| Previous weeks | Click the "Create Previous Timesheet" action button |
Setting Up Projects and Clients
Before employees can log time to timesheets, you need to configure projects and clients.
Location: Admin > Projects / Clients Setup
IceHrm is not a project management tool. It only stores minimum details about clients and projects. This information is used specifically for timesheets.
Setup Order
Projects and clients must be set up in the correct order:
1. Add Clients first
↓
2. Then create Projects and assign them to Clients
Each project must be attached to a client. You cannot create a project without first having a client to assign it to.
Step 1: Add Clients
Clients can represent both external clients and internal departments.
-
Go to Admin > Projects / Clients Setup
-
Click the Clients tab
-
Click Add New
-
Enter client details:
- Name — Client or department name
- Details — Optional description
-
Click Save
Example Clients
| Client Name | Type |
|---|---|
| Acme Corporation | External |
| Beta Industries | External |
| Internal Operations | Internal |
| Marketing Department | Internal |
Step 2: Add Projects
Once clients exist, create projects and link them to clients.
-
Go to Admin > Projects / Clients Setup
-
Click the Projects tab
-
Click Add New
-
Enter project details:
- Name — Project name
- Client — Select the associated client
-
Click Save
Example Projects
| Project | Client |
|---|---|
| Website Redesign | Acme Corporation |
| Mobile App Development | Acme Corporation |
| Annual Report | Internal Operations |
| Social Media Campaign | Marketing Department |
Workflow Summary
| Step | Action | Location |
|---|---|---|
| 1 | Add clients | Admin > Projects / Clients Setup > Clients |
| 2 | Add projects (assign to clients) | Admin > Projects / Clients Setup > Projects |
| 3 | Employees access timesheets | Time Management > Time Sheets |
| 4 | Employees log time against projects | Edit timesheet and add entries |
Quick Checklist
- Add all clients (external and internal)
- Create projects and assign each to a client
- Verify employees can see projects in their timesheets
- Communicate project codes/names to employees