Stop duplicate projects, and merge two into one
Staff only see the projects given to their department or to them by name. Before, someone who could not see a project would add it again, and the hours were split across two copies.
When staff add a project
In My time, Add entry, New project, Clockade checks the name against every project in the company as they type. Capitals, spaces and small typos still count as the same name, so "Elite Auto Gear" finds "elite auto gear" and "Elite Auto Gaer".
If there is a match, it says This already exists and shows it. Use this one puts their hours on that project. If they were not on it, an admin is asked to add them. If it really is a different project, No, it's a different project. Add it as new lets them carry on.
The client name is checked too: if the client already exists with a slightly different spelling, they can use the company's spelling with one click.
Letting people in
On Clients & work, a request shows under the project: "Ayesha asked to join this project". Let in adds them to the project, so it is in their own list from then on. No just closes the request; the hours they already logged stay on the project. Clients with requests show under Needs review.
Merging two projects
Admins press Merge into… on the copy and pick the real project. Look-alike names are listed first. Clockade moves all of the copy's hours, payments and saved logins to the real project, adds the copy's people to it, then removes the copy. Departments are not added, only people.
Hours keep their dates, descriptions and invoice status, so nothing is billed twice. If the two projects are under different clients, the hours are billed to the real project's client from then on.
A merge can't be undone, so check the project names and hours first. The audit log records who merged what.
Related
- Logging hours to clients and projectsLog billable hours to clients and projects in My time, add many days at once, and create projects for approval.
- Clients, projects and hourly ratesSet up clients and projects in Clockade with hourly rates and billing currency, and see unbilled work per client.
- The audit logSee who did what in your Clockade company: sign-ins, failed attempts and changes, with filters and CSV export.
Still stuck? Press Help inside Clockade or send us a message.