Creating Projects

Overview

Creating a project sets up the foundation for time tracking, budgeting, and reporting. This guide walks you through the project creation process.

Creating a Project

To create a new project:

1. Navigate to Projects in the sidebar
2. Click Create Project
3. Fill in the project details (see below)
4. Add team members
5. Click Create Project

Project Details

When creating a project, you'll configure:

Basic Information

• Project Name (required) - A clear, descriptive name
• Project Code (optional) - Short identifier (e.g., "ACME-001")
• Description - Overview of the project scope
• Color - Visual identifier in calendars and charts

Client Association

• Client - Link to an existing client for billing
• Select "Internal" for non-billable projects

Project Dates

• Start Date - When the project begins
• End Date - Expected completion date (optional)

Budget Settings

• Budget Type - Hours or monetary amount
• Budget Amount - Total allocated budget
• Billing Rate - Default hourly rate for this project

Adding Team Members

After creating the project, add team members:

1. In the project details, go to Team tab
2. Click Add Member
3. Search for team members by name or email
4. Select their project role (Member, Lead, Manager)
5. Optionally set a custom billing rate for this member
6. Click Add

Project Settings

Additional settings you can configure:

Time Tracking

• Require descriptions - Force descriptions on time entries
• Require tasks - Time must be tracked to specific tasks
• Time rounding - Round entries to nearest interval

Notifications

• Budget alerts - Notify when budget thresholds are reached
• Weekly summary - Send project progress reports

Editing a Project

To modify an existing project:

1. Navigate to Projects
2. Click on the project name
3. Click Edit Project or the settings icon
4. Make your changes
5. Click Save Changes

Archiving a Project

When a project is complete:

1. Open the project settings
2. Change status to Completed
3. Optionally Archive to remove from active lists

Related Topics

• Managing Tasks
• Budgets & Billing
• Managing Clients