How to create a Project?

Keka timesheet helps you track time on your projects while identifying billable and non-billable resources in your services business. It aids in measuring the utilization rate of your professional staff to allocate resources effectively. 

You can create n number of projects and assign them to the project managers who will further create tasks and assign it to the employees and will manage everything related to that particular project. 

Go to the Project (1) section of the Keka Portal and click on Projects (2). Then go to the Project List (3).

You'll be taken to the Active Projects (1) tab. Click on +Create Project (2). 

Now, enter all the required details like Project Name, Project Code, Client, Project Manager, Start date and End date (1). 

End date is a non-mandatory column as sometimes end date may/may not be fixed.

Then select the Status (2) of the project from the dropdown.

Enable the toggle of Enable billing on this project (1), if it is a billable project (i.e. if the organization is willing to pay some extra amount to the employees apart from their salary as they have worked on a particular project.). Then select the billing model (2). 

Select Bill Time (time and materials) if you want to pay the employees according to the hours (per hour rate)

they have spent on a project.

 

Select Bill milestones/Fixed Fee, if there is a fixed amount for the employees irrespective of the total hours they have spent on the project.

If you select the check box of Allow expenses to be linked to this project, the employees will be able to request a claim for the amount that they have spent on this project. 

(2)

Employees can claim the amount that has been spend by them in the project that they are working on, by going to the same way of expense claim and selecting the project name from the dropdown.

Then click on Create (3).

This is how you can create a project.