Project Management

What Is Project Management?

The Projects module allows organizations to organize work into structured projects, assign tasks, track time, and monitor budgets and billable activity.

Projects act as a central hub connecting:

• Tasks
• Time tracking
• Billing
• Team collaboration

Creating a Project

1. Navigate to Projects.
2. Click Create Project.
3. Enter project details (name, code, status, settings).
4. Configure financial and timeline settings.
5. Save the project.

Project Details

Basic Information

• Project Name (Required) — Primary identifier
• Project Code — Unique reference for reports and integrations

Project Status

Organization Scope

• Assign the project to:
  • A specific organization, or
  • Make it organization-wide

This determines visibility across teams.

Visual Identification

• Assign a color and icon to the project
• Used across:
  • Time tracking
  • Dashboards
  • Reports

Client Association

• Optionally link a client to the project
• Add client email for:
  • Notifications
  • Reporting communication

Financial Settings

Configure project-level financial tracking:

• Budget Hours — Total allocated hours
• Hourly Rate — Used to calculate billable amounts

Billing Type

Timeline

• Define:
  • Planned Start Date
  • Planned End Date

Used for scheduling and tracking progress.

Project Dashboard

Open a project to access the Project Dashboard, which provides:

• Task progress
• Time entries
• Budget usage
• Billing metrics

Managing Tasks

Tasks represent individual units of work within a project.

Accessing Tasks

• Navigate to Projects > Project > Tasks
• Use Progress Boards to track task status

Creating a Task

1. Open a project.
2. Navigate to Tasks.
3. Click Create Task.
4. Enter task details.
5. Save the task.

Task Details

• Task Name (Required)

Configuration

• Priority — Helps organize workflow (Low, Medium, High)
• Assignee — Assign one or more employees
• Deadline — Expected completion date
• Estimated Hours — Contributes to project budget tracking

Billing Control

Tasks can override project billing:

Work Description

• Add details about:
  • Work completed
  • Materials used
  • Issues or blockers

Time Tracking

Employees can log time directly against projects and tasks.

How It Works

• Select a project and task when starting a timer
• Log manual time entries if needed

Each entry is linked to:

• Project
• Task
• Employee

Time Entries

The Time Entries section provides a detailed log of all recorded work.

Features

• Displays all employee time logs
• Links entries to tasks and projects
• Supports filtering and reporting

Billing

The Billing section provides a financial overview of the project.

Key Metrics

• Total Billable Amount — Based on billable hours and rates
• Total Hours Tracked — All logged hours
• Non-billable Hours — Excluded from billing

Billing Configuration

Displays:

• Currency
• Budget hours
• Default billing behavior

Budget Overview

• Visual breakdown of:
  • Consumed hours
  • Remaining hours

Time by Team Member

• Shows:
  • Hours logged per team member
  • Corresponding billable value

Notes

• Project data updates in real time
• Budget calculations depend on time entries and billing configuration
• Access and visibility depend on user roles and permissions