Definition of an internal project

A project defined as internal will allow you to track time spent on non-external/non-billable projects; e.g., internal meetings, administration work, study/personal development but also R&D, business development etc.

Time booked on an internal project will be identified as such which will allow:

Management to filter and report on it.

Employees to see it in their Personal dashboard.

In order to book time towards an internal project, one must select the option Internal in the Time Classification of a time entry.

Time booked on an internal project will be excluded from:

The hours included in the Utilization this week in the header of the timesheet.

The hours included in the Target Utilization % in the Personal dashboard.

How to create an internal project

To create an internal project, choose from the menu Projects and click Create.

Now go ahead and complete the requested information:

Field	Description
Name	Enter a name for this internal project.
Type	Select the project type, Internal.
Customer	Since this project is related to your own organization you will have to create a company for it and select it as the customer of this project.
Currency	Select the currency of the project. The Admin user can configure the currencies in the Currencies settings.
Due days invoice	You can leave the default value as is; it will never be of used since you won't invoice this project.
Project Manager	The person selected here will automatically see this project in his/her Project Dashboard.
Stage	Select the current project stage. By default, Active is set which means that the project is live, team members are notified that they have been assigned to the project and time and expense entries can be created. If you wish to set up the project before it starts, select the Proposal stage. No time or expense entries can be logged. The Closed stage is used once the project has been closed out. Archived is for archiving the project and moving it from the main Projects view.
Internal Project	Select Yes

You can leverage the standard contract template (named Internal) that comes out of the box in PSOhub and modify it or choose any other template.

Once you are done, click Create.

Your project is now created!

Your next step is to finalize your project; this will allow you to book time and expenses.