Overview
Roles: Admin, Supervisor | Interface: Web
This article introduces managing projects in CrewCenter, covering how to create, import, and edit projects for accurate time tracking and cost allocation.
Create Projects Manually
Manual creation is ideal for adding individual projects as they arise.
- Navigate to the Projects tab on the left side of the Web app.
- Hover over the "+ Create" button and select "+ Create".
Fill in the required fields:
Obligatory:
- Project Name: The descriptive name of the project.
- Number: A unique identifier for the project ID.
Not obligatory:
- Cost Centre: Department or unit used to track project costs.
- Project manager: Person responsible for managing the project.
- Status: Set as Active or Inactive.
Notes:
Inactive projects do not appear in time tracking dropdowns.
Projects cannot be deleted once created; they can only be marked as Inactive.
Specify whether the project should be visible to all employees:
- If yes, toggle "All employees" on.
- If no, select "Employees assigned" and choose the relevant employees from the list.
Fill other fields:
- Client: Name of the customer or organization the project is for.
- Project location: Geographical location where the project takes place.
- Total planned hours: Estimated total number of hours required to complete the project.
- Start and End date of the project: Planned dates for when the project begins and finishes.
Import Projects via Excel
For bulk project creation, use the import feature to save time and ensure consistency.
- Open the Projects tab on the left side of the Web app.
- Hover over "+ Create" and click Import.
Download the provided template in xls.
Fill the template with the following details:
- Project Name: The descriptive name of the project.
- Project Number: A unique identifier for the project ID.
- Cost Center ID: Department or unit used to track project costs.
Save the file to your local device.
Upload the completed template by clicking on the Drag&Drop area and verify the imported projects in the Projects tab.
Notes:
Projects created via import are assigned to all employees by default.
The project ID has to be unique.
The system will ignore projects that already exist and only upload new entries. If the project already exists the system return the error message and the project will not be uploaded.
Edit Existing Projects
Update project details or status at any time to reflect current site conditions.
- In the Projects tab, locate the project you wish to modify.
- Click the pencil icon next to the project name.
Update the details as needed and click Update to save changes.