With internal projects, you can track hours and expenses that are not related to customer projects, for example your own staff's sick leave and absence hours, travel, internal meetings and internal work.
Permissions: Projects, Time Tracker
PSA plans: Business, Enterprise, Enterprise+
How to create internal project
You can create a new project from several views, see the instructions here: Create a new project
Note that for the internal project select:
- Account: your own company
- Pipeline: Internal projects
- Invoicing Status: Vacation/Leave, if it's an absence project (project hours will appear in the Absences column on the Hours > Billable rate report)
- Hour multiplier: 1, or 0, depending on whether the project accumulates or deducts hour balance.
- Job types can be selected in Hourly rates and selected as non-billable
Adding hours to internal project
- Add hours from the view you want.
- Select your own company under Account.
- Under Project, select the desired internal project.
- Select Jobtype. Jobtypes are fetched from general or project settings.
- Fill in other information and Save.
Vacations
Vacations can be handled through hour entries to internal vacation projects. You can also create tasks for staff vacations, and target hours to them, so that other users can be informed about vacations as well.
The program doesn't have a specific vacation approval feature, but if the company has the Time Approval feature activated (Settings > Feature Settings > Time Management > Approve hours before billing), vacation hour approval can be done in the same way.
Note: If Saturday is not typically a workday but vacation hour entries are made also for Saturday, users may get unexpected extra hours in their hour balance depending on the settings. This can be resolved in one of the following ways:
- Do not add saturday vacation hours in PSA.
- Create a separate internal project for Saturday vacation days with an hour multiplier of 0.
- Use employment templates to set an exceptional weekly work time expectation for the duration of the vacation (e.g., 7.5 hours also on Saturdays).
- Manually correct users' hour balances afterwards.