How to Create and Configure a Project

Overview

A project record holds the scope, customer, dates, billing type and progress for a piece of work. How you set it up decides how time is billed and what your customer sees.

Steps

1. Go to Projects and click New Project (/admin/projects/project).
2. Set the project name, customer and billing type (fixed rate, project hours or task hours).
3. Set the start/deadline dates and add the team members.
4. Choose which tabs/features are visible and how progress is calculated.
5. Save; open the project to manage it, and use mark as to change its status (e.g. in progress, on hold, finished).

Tips

• Pick the billing type carefully — it decides whether you bill a fixed price or by logged hours.