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Set up projects

Set up projects in Sage HR so employees can track time against tasks, deliverables, and activities.

Written by Julianna

Use projects in Sage HR to let employees allocate time to the work that makes up each project. You can track time against projects, approve hours, and control how work gets recorded.

What you can do with projects

You can:

  • Create projects for time tracking

  • Assign project managers to approve hours

  • Add employees to projects

  • Create work packages for specific tasks

  • Limit the number of hours employees can log


Get started

Use the guides below to set up and manage projects:

Create a project

How to create a new project that you want employees to track hours against.

Add a project manager

You can assign a project manager at any time. A project manager can approve submitted project hours.

Assign employees to a project

You can assign employees to a project you've created at any time.

Add a new work package to a project

You can create other work packages for a project if you require something more specific than 'General'.

Limit project hours

You can set a limit for hours worked on a project.

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