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17
Operations Very high business impact

Projects & Resource Management

Allocations, timesheets & scorecards

the problem

Project work, resourcing, and timesheets are tracked outside the HR system, disconnecting delivery effort from billing and performance data.

the solution

End-to-end project resourcing — allocations, resource requests, task templates, timesheets that flow into invoicing, and KPI scorecards for project delivery.

business impact / growth model

How this module moves the business

impact level

Very high

mechanism

Logged timesheet hours flow directly into invoice generation, which is then routed through HR approval — making this the most direct revenue-linked workflow in CoreHR.

metric moved

Billable utilisation and invoice cycle time

workflow / step-by-step

How Projects & Resource Management works

01
Projects
Project Dashboard, Projects List, Allocations with Approve Allocations and Approved List, and My Profile.
02
Resource management
Create, view, and approve Resource Requests.
03
Tasks
Task Master and Task Templates for standardised project work breakdowns.
04
Timesheets
My Timesheets, Remarks, View All, and Manager Report.
05
Scorecard (project KPI evaluation)
Setup metrics → Employee Self-Evaluation → Supervisor Review → BU Head Finalize → Results, with a Scorecard Dashboard, Manual Scorecard, status tracking, and KPI-level details.
06
Reports
Project Reports, RM Reports, and Scorecard Status.
07
Master data
Teams, Clients, and Team Assignments.
08
Notifications
Scorecard Alerts — on page load, queries unevaluated scorecards due within 30 days for the current employee and renders toast notifications linking to the self-evaluation page.
09
Invoice workflow
Timesheet hours logged → Generate Invoice → submitted for review → HR Approval → Approve (finalized) or Reject (returned).

sub-modules in this workflow

Projects & allocations Resource requests Task master & templates Timesheets Project scorecard Teams, clients & assignments Project & RM reports Invoice workflow

cross-module integration

Connected modules

12
PAR — Performance Appraisal Review
3-stage formal appraisal sign-off
18
Expense Management
Claims from submission to payment
15
Reports
Central analytics across all modules
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