Fleet Admin - 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
 

Screen_Shot_2022-08-08_at_7.58.53_am.png

 

Select users from the dropdown, click on Add. Users can be easily removedScreen_Shot_2021-11-11_at_1.07.28_pm.png

 

Screen_Shot_2022-08-08_at_8.08.31_am.png

 

   
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

 

Next - Organisation - Setting up a Division

 
Was this article helpful?
0 out of 0 found this helpful