Add Projects

Projects are the largest unit in PlainStaff for capturing project times. They can be created manually in PlainStaff or generated from orders in the ERP system. However, the latter is only possible with the wecalapp integration. The following settings can be configured for projects in PlainStaff:

1. Customer: Select the customer to which the project belongs. Customers can be created manually or imported from the ERP system.
2. Project number (optional): Definite identifier for the project.
3. Name: Name of the project.
4. Description (optional): Description of the project.
5. Project managers: The list of project managers. Each project manager has full access to the project.
6. Status: “In Preparation,” “Running,” or “Completed.” Only projects in the “Running” status can have times recorded.
7. Currency: Project currency. If a currency other than the default currency is selected, the administrator must provide the corresponding exchange rates.
8. Tax rate: This field can override the VAT rate set in the integration configuration. In this way, invoices for this project will be created with the modified VAT rate.
9. Start date: This field determines the project’s start date. Times cannot be recorded before this date. This field is only available for projects without tasks.
10. Budget: This is where the budget for the project is set. Bookings are only possible until this budget is reached. If no budget is set, simply enter 0. This field is also available only for projects without tasks.
11. Do not use tasks: If this switch is activated, no tasks can be set for the project. Employees can then book directly to the project. This is especially suitable for smaller projects. In this case, under the “Assigned Employees” tab, assign the employees who should book on the project. In the other case, tasks for the project can be defined under the “Tasks” tab.