The Client is the top tier of the work hierarchy. It groups your projects.

Number: Auto-generated. See the Number Maintenance section for setup information.

Name: The name of the Client.

Client ID: Specify if you have a specific ID.

Rate Card: Associated with the Client. See the Rate Card section for rate application details.

Projects are crucial in the Work hierarchy, because you can control time entry from the project level.

Number: Auto-generated. See the Number Maintenance section for setup information.

Status: Dropdown describing the project's status. When a project changes to closed, it is automatically set to inactive.

Client: Links back to the Client, creating the Work Hierarchy.

Rate Card: Associated with the Project. See the Rate Card section for rate application details.

Project / Finance Manager: References the User managing the project.

Start / End Date: Users can only enter time within these dates. After the end date, the project moves to Closed, Active is set to false, and Allow Time Entry is unchecked. The project can be reopened with a modified end date.

Active: If true and Allow Time Entry is true, users can enter time on their timesheets.

Allow Time Entry: If true and Active is true, users can enter time on their timesheets. An active project that doesn't allow time entry could be used for a project on hold.

Billable: Used for reporting only.

Tasks are the third tier of the work hierarchy, rolling up to projects.

Number: Auto-generated. See the Number Maintenance section for setup information.

Status: Dropdown describing the task's status. When a task is closed, it is set to inactive.

Project: Links back to the Project, creating the Work Hierarchy.

Rate Card: Associated with the Task. See the Rate Card section for rate application details.

Start / End Date: Users can only enter time within these dates. After the end date, the task moves to Closed, Active is set to false, and Allow Time Entry is unchecked. The task can be reopened with a modified end date.

Active: If true and Allow Time Entry is true, users can enter time on their timesheets.

Allow Time Entry: If true and Active is true, users can enter time on their timesheets. An active task that doesn't allow time entry could be used for a task on hold.