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Changing Project Dates
Last Updated: June 3, 2025Changing start and end dates for a project, and its impact on tasks in that project Project Start and End Dates – Initial Set-up When you create a new project the start (1) and finish dates (2) default to the...
Inviting Resources to your Project
Last Updated: June 3, 2025Explains how to invite people, the project resources tab and who can view which projects Assigning a Resource to your Project via a Task You need to assign resources to your project in order to give them access to open...
Creating Projects from a Template
Last Updated: June 3, 2025How to create projects from a template Why Use Project Templates Project templates are extremely useful because many companies carry out similar or standard projects repeatedly, particularly in the case of projects that are externally billable to clients. Rather than...
Other Options for Filtering Project Lists
Last Updated: June 3, 2025Explains advanced filtering options for project search list Advanced Filters in Project Search List After clicking on ‘Show Filters’ (5) additional filter options are provided as follows: There is also a search bar located above the project grid. You can...
Keeping Track of Your Projects
Last Updated: June 3, 2025How to view, list and search for projects, as well as tracking key metrics or performance criteria on your projects Project List Go to ‘Projects’ to open the search list of projects that you own or which you are working...
Copying Projects
Last Updated: June 3, 2025Copy a project when you want to quickly set-up a new project which is similar to an existing one. Select the Project to Copy To copy a project click on Projects > My Projects in the standard menu. Copied Project...
Creating a New Project
Last Updated: June 3, 2025This article explains how to create a new project Navigate to Project Creation To start a new project click on Projects > List Projects in the top menu, you will see a list of your projects. Fill-out Basic Project Information...
What are Projects?
Last Updated: June 3, 2025This article explains the concept of a project and project management Definition of a Project Projects are a set or group of tasks designed to achieve a particular outcome or result. They might be internally funded or designed to make...
What is Time Evaluation & What are Typical Overtime Policies
Last Updated: June 3, 2025Explains what Time Evaluation is, as well as given examples of typical overtime policies What is Overtime? Overtime is time worked above the employee’s normal work-time or work-schedule agreement, and is often but not always paid out at a premium...
Pre-defined Timesheet workflows & How to Customize
Last Updated: June 3, 2025This article explains the pre-delivered timesheet approvals and typical ways they have been further customized Pre-defined Timesheet Workflows The following timesheet workflow approvals come pre-delivered in iBE: There are thousands of ways in which clients can customize their workflows in iBE, however...