Open Projects and choose New project. A project can also be created straight from an approved quote, in which case the quote’s lines, prices and customer data become the project’s starting point.
Create the project
- Give the project a name and a customer. Pick an existing customer or create one on the spot.
- Choose the billing model: hourly, fixed price or retainer.
- Add the team in the Team section of the project’s Overview tab – only team members can allocate hours to the project.
Add tasks
Tasks are created on the Tasks tab. The same task appears on the board, in the list and on the timeline – pick the view that fits the work. A task can have an assignee, an estimate and a schedule.
Allocate the hours
The employee picks the project – and optionally the task – on the working time entry row. When the day is confirmed and approved, the hours update the project’s actuals, costs and margin. No separate hour logging on top of the project is needed.
Costs and margin are visible only to roles with permission to see them.