The first step to accurately tracking time and expenses is creating a task hierarchy that reflects your real world situation. To accomplish this task, you must be logged in as a user who has Maintain Tasks permission.
Employees at Acme consulting work for two different clients, First Northern Life Insurance and Third Rate Foods. For each client, there are multiple projects.
Timeless Time & Expense allows you to create tasks in two different and with the multiuser version, creating tasks at the top level is slightly different than creating tasks under another task. First let's create a top level task for First Northern Life Insurance. Select New Client from the Top Level menu on the Insert menu. 'New Client' is added at the top level and is highlighted. Type 'First Northern Life' in its place.
Now to create a task for 'Third Rate Foods' in a different way. Click on the empty space below First Northern Life with the Right mouse button. From the popup menu, select Client from the New Task Level sub menu. Enter 'Third Rate Foods'.
Add the Project 'Competitive Price Lookup' under Third Rate Foods by selecting New Project from the Insert menu. Then add the Sub Project 'Web Pages' under Competitive Price Lookup by right clicking 'Competitive Price Lookup' and selecting Task from the New Task Level sub menu.
