FleetAdmin - Organisation - Projects

Projects can be created to assign Managers, Project Timesheet Supervisors & Users to separate visibility amongst your staff.   

Projects work well with Timesheets & Dockets, allowing filtering for each Project. 

They can also be used in Fuel Logging to track fuel via individual Projects.

They are easily archived, to ensure only current Projects are visible to your team.

 

• In FleetAdmin
• Go to Organisation
• Click on Projects

If you Click on Add Project you will be prompted to enter a Name & Description of Project

 

Project Docket Recipient	This Email can be set to auto send Dockets directly from the TFO App.
Archive Project	Once archived, the project can not be selected by Users. Archived Projects can be restored with user lists preserved.
Project Managers	Assign Users to be managers of the Project
Project Timesheet Supervisors	Where Timesheets select a Project, the selected Users will be able to Review & Approve Timesheets.  Timesheet Supervisors will only see timesheets related to assigned projects.
Project Users	Assign Users allocated to Project

There are two ways to link users to projects in The Fleet Office:

• Project Managers: Assigning a user as a Project Manager currently allows them to review timesheets for that project.

• Timesheet Supervisors: This option is designed for users (e.g. admin staff) who need to review timesheets but are not project managers.

Please Note: When a user is assigned as either a Project Manager or Timesheet Supervisor, they are automatically given the Timesheet Admin role (Within User Access control). This grants access to the Timesheet Portal. If all project or supervisor assignments are removed, this role is also automatically revoked.

 

Next - Organisation - Setting up a Division