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Please To create a new task, click on to create a new project.

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Task details

Then, enter a project task ID, project a task name and a description. You If necessary, you can also store select a customer, if necessary, provided you have already created one under Customers. Following this, define the project leader and the project duration Customers. 

Select the task manager and set the task duration (start and end date) so that the milestones progress can be monitored over time.

Budget details

Firstly, please select the dates or hours. Then you can define your own and the customer's budget.

If the budget can be overwritten, you will receive a message when it is exceeded. If this is not the case, no more working hours can be recorded for the project when the maximum budget has been reachedSet the time unit by selecting “Days” or “Hours”. Then you can set an internal as well as a customer budget.

You can have a warning about budget consumption generated and sent to you via e-mail as soon as the internal or customer budget is exceeded due to time bookings by the task team members.

Also, you can specify whether the budget can be overbooked. This setting can also be changed for ongoing tasks.

E-mail notification

Here, you can select who specify which employees should be informed by email if conditions have been defined.

Restrict recordings to

By default, there are no restrictions on who can record times on the project. If, for example, only one department or company is allowed to record time on the project, please select this.

The project is created after saving and is now available for tracking purposes in the time recordingnotified of the set budget details by e-mail.

For cases where the customer budget or internal budget may be exceeded, several percentage values of the budget consumption can be entered.

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Restrict bookings to

In case only a limited group of stakeholders should be able to book task budgets, booking can be restricted to a department, a company or a certain group of employees here. Only the employees specified can select this task for time recording in order to book times for it.

After saving, the task is created and is now available for booking in the Time recording application.