Create Projects

Projects are the highest-level unit against which project times can be recorded in PlainStaff. They can either be created manually in PlainStaff or generated from orders in the ERP system. The latter is only possible with the weclapp integration. The following settings can be configured for projects in PlainStaff:

1. Customer: Selection of the customer to whom the project belongs. Customers can be created manually here or imported from the ERP system.
2. Project number (optional): Unique identifier of the project.
3. Cost center (optional): Cost center for the project.
4. Name: Name of the project.
5. Description (optional): Description of the project.
6. Project manager: The list of project managers. Each project manager has full access to the project.
7. Additional mandatory fields (optional): Fields that are mandatory for all time bookings in this project. This setting overrides the one in global configuration.
8. Status: "In preparation", "Running", or "Finished". Times can only be recorded on projects with status "Running".
9. Currency: Currency of the project. If a currency other than the domestic currency is selected, conversion rates must be configured by an administrator.
10. Tax rate: Can be used to override the VAT rate configured in the integration settings.
11. Recording: Specifies whether hour quantities or start/end times should be recorded in this project.

Tasks

Projects can be subdivided into tasks, and these tasks can be nested to any depth. Ensure that the structure remains clear. The following settings are available for tasks:

1. Name: Name of the task
2. Description: Information about the task. These will be displayed to employees in their calendars with the task.
3. Status: Status of the task (New, Active, Closed). Times can no longer be recorded on closed tasks.
4. Budget: The task budget in €. For tasks without a fixed budget, simply enter 0 here.
5. Planned effort: The planned effort in hours. Enter 0 here if effort should not be tracked.
6. Start and end date: Times can only be booked on the task within these boundaries. The end date can be left blank for open-ended tasks.
7. Assigned employees: Assign employees or teams who should be able to book on the task. "All employees" can also be selected. An hourly rate and planned effort can be specified for each assignment.