How to Use Projects

Create and manage client work in one place — track status, tasks, deadlines, and budgets so time rolls up correctly to timesheets and invoices.

Projects overview

1. Open Projects

   Go to Projects under Manage in the left sidebar. The list shows every project your role can access.

   

2. Summary cards

   At the top, four cards give a quick count of Active Projects, Completed, Overdue, and Archived — use them before drilling into the table.

3. Filter and find projects

   Switch between Active and Archived tabs. Filter by All Clients and All Statuses, then search by project name. Click + Add Project to create a new one.

4. Read the project table

   Each row is one project. Key columns:

   • Project Name

     Display name shown on timesheets, Live Feed, and reports when members track against this project.

   • Project Code

     Optional short code for exports and integrations — appears as a dash until you set one.

   • Client

     Linked client for billing — assign under Clients when invoicing by account.

   • Status

     Badge (for example, In progress, Open) plus task progress such as 6/17 tasks and a percentage bar.

   • Deadline

     Target end date when set; shows No deadline until you add one.

   • Action

     View (eye icon), archive, and Budget menu for budget setup and alerts.

Create and maintain projects

1. Add a project

   From the Projects list, click + Add Project. The General Details form opens — fill required fields, then click Create (or Cancel to go back without saving).

   • Project Name (required)

     Name shown on timesheets, Live Feed, and reports when members track against this project.

   • Start Date (required)

     When the project begins — defaults to Today; use the calendar picker to change it.

   • Status (required)

     Choose status from the dropdown (for example, Open or In progress) so the list badge and filters stay accurate.

   • Project Code (optional)

     Short code for exports; appears in the Project Code column on the list.

   • Select Client (optional)

     Link a client for invoicing — pick from Choose client or add clients under Manage → Clients first.

   • Deadline (optional)

     Target end date; otherwise the list shows No deadline until you set one.

   • Description

     Internal notes on goals or scope — visible to admins and managers reviewing the project.

   After creation, assign members and configure budget from the project list or detail view so the team can select this project in the desktop tracker.

   

2. Budget and billing

   Use the Budget action on a row to configure limits and monitor spend against logged time. Pair with Reports → Project Timing for month-end reviews.

   Time logged on a project flows to Timesheets, Dashboard, Invoices, and Reports — keep project and task names consistent for clean exports.

3. Archive instead of delete

   When work finishes, archive the project from the row action so historical time and reports stay intact. Switch to the Archived tab to find it later.