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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Project Tracking

Steps: Set Up Project Tracking

Review setup considerations for project tracking.
Project Tracking enables you to create and manage projects designed to track time and expenses. You can:
  • Record and analyze worker time logged against projects and tasks.
  • Track project costs using project expense reports.
Since Project Tracking only gives you access to a limited set of Projects features, you can't create billable or capital projects. You also can't use advanced resource management features, such as resource forecasting and budgeting.
  1. Set up Project Tracking security.
  6. Set up the resource plans.
  10. (Optional) Access the
    Create Risks
     task.
    Define the risks associated with the project.
    Security:
    Manage: Project Details
     domain in the Project Tracking functional area.
If you have Time Tracking or Expenses, project workers can log their time or expenses against a project.
You can view and report on:
  • Time entered for projects. (Time Tracking only.)
  • Project expenses. (Expenses only.)