> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/crm-project-manager/user-guide/self-service.md).
# Self Service
The **Project Manager Web Portal** allows users to access their assigned project tasks and timesheets through a web interface. This enables users to update their work without accessing the internal Sage CRM application.
**Note:** A **Sage CRM Self Service** license is required to use the Web Portal feature.
### Enable Self Service Access
To enable a user for the Project Manager Web Portal:
1. Navigate to **Administration → Users → Find User**.
2. Select the required user.
3. Open the **Self-Service** tab.
4. Click **Change**.
5. Select the **Self-Service** checkbox.
6. Modify the login details if required.
7. Click **Save**.
This enables the selected user to access the Project Manager Web Portal.
**Note:** Users accessing the Web Portal do **not** need to be active Sage CRM users. They can be user accounts configured as **Resources**
### Accessing the Web Portal
To launch the Project Manager Web Portal:
* Click **Start → Programs → Greytrix Project Manager**, or
* Click **Start → Programs → Greytrix Business Manager**, and then select **Greytrix Project Manager Web Portal**.
Enter your login credentials and click **Login** to access the Web Portal.
### Managing Tasks
The **Tasks** tab displays all tasks assigned to the logged-in user.
Users can:
* View assigned tasks.
* Filter tasks by **Status**.
* Filter tasks by **Task Name**.
These filters help users quickly locate and manage their assigned project tasks.
### Managing Timesheets
The **Timesheets** tab allows users to view and maintain their project timesheets.
Users can:
* View the current week's timesheets.
* View the current month's timesheets.
* Create new timesheet entries against assigned tasks.
#### Creating a Timesheet Entry
To create a new timesheet entry:
1. Open the **Timesheets** tab.
2. Click the required date to open the **New Timesheet Entry** window.
3. Enter the **Project Name** or click the **Project** lookup (magnifying glass) to search for a project.
4. Select the required project.
5. Enter the **Task Name** or click the **Task** lookup (magnifying glass) to select a task associated with the project.
6. Verify the entry date.
7. Enter the **Billed** amount.
8. Click **Save** to create the timesheet entry.
**Note:** Before creating a timesheet entry, Project Manager validates that sufficient **Allocated Days** and **Remaining Days** are available for the selected task. If the validation fails, the timesheet entry cannot be created.
