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Documentation

Projects

The Projects page allows creating projects for time tracking and invoicing purposes. Billable time can be linked to a project and/or task, and both your revenue and expense invoices can be linked to a project for project reporting purposes.

Creating Projects

Projects can be created in the table. The table supports the following fields:

  • Name: the name of the project as it will appear throughout your organization's dashboard.
  • Client: the client associated with the project. A project cannot be associated with multiple clients.

Once created, click the view icon to configure more specific details about your project.

Configuring Projects

Click the view icon from the projects table to view the project's details.

Essential Details

The Essential Details tab supports the following fields:

  • Name: the name of the project as it will appear throughout your organization's dashboard.
  • Client: the client associated with the project. A project cannot be associated with multiple clients.
  • Currency: the billing rate for the project is entered in this currency if set. If not set, the client's currency is used. If that is not set, the organization's currency is used.
  • Billing Rate: the billing rate for the project. This is used if task- and user-specific billing rates are not set. If not set, the client's billing rate is used.
  • Active: indicate whether this project is active. Inactive projects cannot have new invoices or time billed against them.

Tasks

The Tasks tab allows creating tasks within a project for more granular control over billing and taxation.

Tasks can be created in the table. The table supports the following fields:

  • Name: the name of the task as it will appear throughout your organization's dashboard.
  • Billing Rate: the billing rate for the project. This is used if user-specific billing rates are not set. If not set, the project's billing rate is used. If that is not set, the client's billing rate is used.
  • Taxable: indicates whether billable time associated with the task is taxable. When billing time on an invoice, non-taxable time cannot have a tax rate associated with it.
  • Notes: any notes about the task. They are only viewable here.

Users

The Users tab allows associating users with a project for more granular control over billing. Note that any user can bill time to any project or task, but creating user associations allows for specifying user-specific billing rates.

User associations can be created in the table. The table supports the following fields:

  • User: the user from your organization that will be particpating in this project.
  • Billing Rate: the billing rate for the user. This takes priority over all other billing rates. If not set, the task's billing rate is used. If that is not set, the project's billing rate is used. If that is not set, the client's billing rate is used.