SweldoNow Knowledge Hub

# Projects

SweldoNow offers an integrated, basic project management tool that allows you to create and manage projects and tasks. This feature helps track and measure employee project utilization, including Time Offs and Holidays.

# Creating Project

To create a project, follow these steps:

  1. Click on Projects from the left navigation menu, then select the Manage Projects card.
  2. On the Manage Projects page, click on the + Create Project button.
  3. In the Add Project popup window, fill the following details:
  • Project Name
  • Project Code
  • Client
  • Description
  • Target Start Date
  • Target End Date.
  1. Click the more icon (...) to copy existing name.
  2. Click the Save button to create the project.

# Creating Task

To create a task, follow these steps:

  1. Click on Projects from the left navigation menu, then select the Manage Projects card.
  2. On the Manage Projects page, choose the desired project from the list and click on it.
  3. On the Project details page, click on the + Create Task button.
  4. In the Add Project Task popup window, fill the following details:
  • Task Code
  • Task Name
  • Task Description
  • Select Billable option if applicable.
  1. Click the more icon (...) to copy existing name.
  2. Click the Save button to create the task.

# Project Charges

# Filing Project Charges On A Per-Day Basis

  1. Click on My Attendance from the left navigation menu, then click the My Attendance Today card.
  2. On the My Attendance Daily page, click on the Add Project Charges icon.
  3. In the Add Project Charges popup window, fill in the following details:
  • Project
  • Task
  • Recurrence
  • Hours
  • Add Remarks if needed
  1. Click the Save button to save the record.
  2. To update the status to For Review, click the created project task record. It will redirect you to the Weekly Charges page.

# Filing Project Charges On Weekly Basis

  1. Click on Projects from the left navigation menu, then click the My Project Charges card.
  2. On the My Project Charges page, select Calendar Year from the menu button, then click the desired cutoff period.
  3. On the My Project Charges Details page, click the menu button, and then select Add Project.
  4. In the Add Project popup window:
  • Select the desired project to display the available tasks.
  • Click the specific task you want to add to your project charges.
  1. Repeat step 4 to add more project tasks if necessary.
  2. In the Project Charges Details table, enter the hours per task and per day as required.
  3. To save your changes, click the menu button and select Save. If you choose For Review, your changes will be saved and sent for review to your supervisor.

# Reviewing Project Charges

  1. Click on Projects from the left navigation, then click the Team Project Charges card.
  2. On the Team Project Charges page, choose the appropriate Calendar Year from the menu button, then select the desired cutoff period.
  3. In the approval list section of the Team Project Charges page, locate and click on the specific record you wish to review.
  4. On the Project Charges Details page, click on the menu button and select either Approve or Reject to indicate your decision.

# Project Reports

# Project Summary Reports

Project Summary Reports provide a comprehensive view of your company’s project charges for a selected period. Key features include:

  • Total Projects, Total Tasks, and Total Project Charges Hours.
  • Bar Chart displaying Monthly Total Charges.
  • Pie Chart showing Project Charges Distribution.
  • Grid View report with detailed monthly charges for all projects.

To view Project Summary Reports:

  1. Click Projects from the left navigation menu, then select the Project Reports card.
  2. On the Project Reports page, click the Project Summary Reports card.
  3. To filter by year, click the CY Menu button and select the desired year.
  4. To view detailed project charges for a specific project, click on the project record in the grid table.

# Employee Task Charges Reports

The Employee Task Charges Reports focus on project charges for individual employees over a selected period. Key features include:

  • Bar Chart showing Monthly Total Charges.
  • Pie Chart highlighting the Highest Project Charges.
  • Grid View report with detailed monthly charges for all employees.

To view Employee Task Charges Reports:

  1. Click Projects from the left navigation menu, then select the Project Reports card.
  2. On the Project Reports page, click the Employee Task Charges Reports card.
  3. To filter by year, click the CY Menu button and select the desired year.
  4. To view detailed project charges for a specific employee, click the employee record in the grid section.

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