Articles on: Context Help

Project

Only when you have appropriate user role assigned, this functionality will be available.

If you want to add a new client and project to your XperienceHR account below you will find an easy to follow guide:

From your XperienceHR homepage click -> More
Click on Configuration scroll -> Clients and Projects
Highlight large + sign -> Add New Client / Add New Projects
Add New Client / Add New Project -> fill in the details
Boxes marked with star sign must be filled in

If you wish you can also use the Import projects feature to add a new project.

Please note that Project Code is a required field when using this feature.

Project import template:

Download

Updated on: 19/09/2023

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