SharePoint Project Management and Time Tracking Configuration

Create a new Project Management and Time Tracking site

To create a new Project Management and Time Tracking site you can create a new site collection in the SharePoint Central Administration, add a subsite to an existing site collection or, if you want to use it on an existing web, you can also activate a site feature.

Option 1: Create a new site collection

Open SharePoint Central Administration, go to Application Management -> Create site collection and enter the required information. Choose the template Project Management and Time Tracking in the sapiens.at tab. Click OK.

Create a new project management and time tracking site collection

Option 2: Create a new subsite

Open the site where you want to create the new sub web.
Click Site Contents –> New subsite.
Enter the required information. Choose the template Project Management and Time Tracking in the sapiens.at tab. Click Create.

Create a new project management and time tracking subsite

Option 3: Activate the site feature

Open the site where you want to use Project Management and Time Tracking.
Click Site Actions -> Site Settings -> Manage site features.
Activate the feature Sapiens.at.SharePoint Project Management and Time Tracking

Activate site feature

That’s basically it. The site is set up and ready to go.

Configure the Project Management and Time Tracking site

Now you can configure the site to suit your needs.

  • Add columns to the project, to work packages, common tasks or timesheets to enter additional information and synchronize it with work reports. For example add customer or department information, hourly cost and any other information you need for a complete report.
  • Create your own lists and types of tasks and make them available in timesheets. For example this enables you to create service contracts and a list to manage and track tickets, assign tickets to team members and thus enable them in timesheets.
  • Modify or create views and customize the site to meet your requirements.
  • Add workflows to notify the people responsible if any action is needed.

Continue with the User Guide and get started.