Skip to main content

Projects and Clients for Timesheets

Timesheet hours in IceHrm are logged against projects, and every project belongs to a client. Before your team can fill in timesheets, set both up in the Time and Work area under Manage > Projects.

Projects module

IceHrm is not a project management tool

It stores only the minimum details about clients and projects — just enough to track and bill time on timesheets.

Set up in this order

  1. Add clients first — a project cannot exist without a client.
  2. Then add projects, assigning each one to a client.
  3. Optionally, assign projects to employees so each person only sees the projects relevant to them.

Step 1: Add clients

Clients can be external customers or internal departments.

  1. Go to Time and Work > Projects and open the Clients tab.
  2. Click Add New.
  3. Enter the client's name, and optionally contact details and an address.
  4. Click Save.

Clients tab

Step 2: Add projects

  1. Open the Projects tab.
  2. Click Add New.
  3. Fill in:
    • Name — the project name, for example "Website Redesign".
    • Client — the client this project belongs to.
    • Details — an optional description.
    • Status — keep it Active while time can be logged against it.
  4. Click Save.

Add Project form

Step 3 (optional): Choose who works on which project

By default, every employee sees every project on their timesheet. To show each person only their own projects:

  1. Go to System > Settings > Other and set Projects: Make All Projects Available to Employees to No.
  2. Back in Time and Work > Projects, open the Employee Project Assignments tab.
  3. Click Add New and pair each employee with the projects they work on.

Employee Project Assignments tab