Projects
Project tasks and budgets
Split a project into tasks, set a budget in hours or money, and be warned before it runs out.
Tasks
- Open the project and choose Settings.
- Under Tasks, choose Add a task.
- Enter the Name, for example Design, and a Bill rate if this task is charged differently.
- Choose Add task. Mark a task Closed when it is finished.
Tasks are optional. Projects work fine without them.
Budget
- On Settings, enter the budget. Leave it empty for no budget.
- Under Counted in, choose hours or money. Money counts time at its bill rate.
- Set Warn me at, %. People who manage projects are told once when the project reaches it.
- Tick Resets every month for a monthly retainer.
- Choose Save.
The budget bar on the Projects page and on Overview fills as time is logged and says Over budget when it is passed. The alert is sent by Project budget alert in Automations.
Tip. Tick Time on this project needs a note if the client wants a description with every entry.
Where to find it
Projectsa projectSettings
Who has it: People who can manage projects. If it is not in your menu, your role does not include it.
Open Projects Opens the app. You may be asked to sign in first.
If something goes wrong
- Nobody was warned.
- Check Project budget alert is on in Automations. Each project warns once, when it first passes the percentage.
- The bar is over budget but work continues.
- A budget warns, it does not stop time being added. Close the project to stop new time.
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