Create projects step by step
Select Projects from the side navigation bar in Timely to access your Projects page. From here you can edit, archive or delete existing projects just by clicking "..." on a pinned project OR by a project name on the "All Projects" page,
But you're here to create a new project! To get started, click on the big, shiny green "New project" button in the upper left-hand corner.
This takes you to page where you can input all the data you need for your new project.
Here's a breakdown of what all those fields mean -
Project Name: chose a project name that describes the task you are tracking. There's no need to include the client, since projects are always organized under a client. Some of our customers are very specific with project names (e.g. "Front End Website Design Phase 2") while others are more general and might just call the same task "Website". Whatever you choose, remember you can specify your entries with tags later.
Project Color: using color helps you visually separate projects on your timesheet. Choose one of the nice colors picked out by our designers or make your own using the custom color picker! 😱
You can also use an HTML color code chart if you want even more variety!
Client: This is where you assign the project to a client. A client is who you're billing your hours to. You can also choose to assign the project to your own company name if the hours will be used to track internal work.
Tags: Many users ask for sub-projects, sub-task or just a simple way to track project phases. This section lets you specify Project tags that must be used for the project. Read more about Project tags.
Hourly rate: As an administrator, you can set a general hourly project rate or individual rates for different users. Using individual rates is especially handy if the project has a set budget, since you'll get a live overview of project spend at any time.
NOTE: Changing the hourly rate on a project will cause all hours previously logged on that project to be changed as well.
User Access: Select the users you want to access the project. If you selected individual rates in the Hourly Rate option, you'll be able to specify set rates per user here.
Budget Type: You can choose between a Time or Money budget. While the Time budget summarizes all hours spent on a project to indicate progress, the Money budget also calculates "hourly rate" x "logged hours per user" to create the logged money for the project.
Great! Now you are ready to create an entry and log your time!