Reviewing and updating tasks by employee

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Supervisors or Accounting Managers (or other employees with security access) can review, change, and delete tasks for employees, as follows:

  1. From the > Manage menu, click Time & Expense.
  2. Click the Tasks by Employee tab, which contains a list of tasks assigned to employees.
  3. If you want to change the tasks you see in the list, click (Change View), make selections on the Change View window, and click OK.
  4. If you want to show or hide a column in the list, click (Customize) , select or clear the check box for the column, and click OK. 
  5. Do one of the following:
To Do this

Change information
  1. Change information for a task, as needed.
  2. Click Save.

Add a task

For an overhead project:

  1. Click the next available row.
  2. Complete information for the row.
  3. Click Save.

For a client project (or an overhead project), you can add tasks through the Project Command Center.

Delete a task
  1. Click the task that you want to delete.
  2. Click Delete.
  3. Click Yes to delete the task.
  4. Click Save.
  1. Click Close.

Note:

To print or inquire on the information, from the > Reports menu, click Standard Inquiries > Resource and select an inquiry.