Add a project and track time on it
Create a project for a client or a piece of work, and see its hours, cost and budget.
Add a project
- Open Projects and choose New project.
- Type the Project name. Add a Client if there is one: type a new name or pick one.
- Choose the Type: Billable, Non-billable or Internal overhead.
- Choose Add project. Rates, budget, tasks and dates are on the project's page.
Starting out? Start from a template adds a ready-made set of common projects in one click.
The project page
- Overview: Hours, Labour cost, Billable value and Budget, then Hours by person and Recent time.
- People and rates: who can put time on it, and bill rates.
- Settings: Details, Locations, Tasks, the budget, and Close, copy or remove.
Using projects
People pick a project when they clock in, add hours or type into their timesheet. The list page shows hours against budget for every project: the lighter part of a bar is time still waiting for approval. Profit by project opens the report.
When the work is finished
On Settings, choose Close project. Closed projects cannot take new time and their hours stay in reports. Reopen brings it back, Duplicate copies its setup, Archive project hides it, and Delete project is only for one made by mistake.
Where to find it
Projects
Who has it: People who can manage projects. If it is not in your menu, your role does not include it.
If something goes wrong
- Someone cannot see the project when they clock in.
- Open the project. Under People and rates choose Everyone or tick that person. Then check Settings, Locations: if any location is ticked, the person must work at one of them.
- Two clients are the same company.
- Open Clients on the Projects page and use Merge into to combine them. You can also Rename a client there.
- No projects match.
- Choose Clear search, and check the Show filter is not set to closed projects only.
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