Creating Projects Step-by-Step
When you press Projects in the top navigation bar, you'll be taken to an overview of your projects. This is where you access your projects to edit users and hourly rates. By clicking on a project's name you can also archive or delete certain projects completely. In the upper right corner there's a big shiny green button for creating a new project.
This will open a window that let's you input all the data you need for the project.
Here's a breakdown of what all those fancy fields mean:
Project Name: It's usually wise to chose a project name that describes the task you are tracking time on. There's no need to name the client since projects are always organized under a client anyway. Some of our customers are very specific in their project names, e.g. "Front End Website Design Phase 2" while others organise their projects in more general terms and would call the same project "Website." Whatever you chose, remember that you can specify your entries with tags later.
Project Color: This option helps you distinguish projects visually from another in the calendar. You can choose one of the nice colors picked out by us or make one yourself with the custom color picker.
Organize under client: This is where you dedicate the project to a client. A client is who you're billing your hours to or your own company if the hours will be used to track internal work. Creating a new client is fast and easy, and you'll be able to digest reports on clients in our Reports-tool.
Hourly rate: As an administrator you can set a general hourly rate on a project or specify an individual rate for other users. Using individual rates can be especially handy if you or your company is on a retainer/money budget since you'll get a live overview of project progress at any time. It's also important to note that changing the hourly rate on a project will cause all hours previously logged on that project to be changed as well.
User Access: Ticking off the boxes next to each user will allow that user access to the project. If you chose individual rates in the last option, you'll be able to specify your desired rates as well.
Budget Type: You can choose between a Time or Money budget. While the Time Budget will only summarise all hours spent on a project to calculate the progress, the Money Budget will also take the differing hourly rates into account.
Read more about "What is a project?"