Projects

Our guide on how to set up and manage Projects and Budgets

Layal avatar Mathias Mikkelsen avatar Amy avatar
17 articles in this collection
Written by Layal, Mathias Mikkelsen, and Amy

Recurring Budget Projects

Track monthly- or weekly-recurring project budgets
Layal avatar
Written by Layal
Updated over a week ago

Assign project colors in Timely

Color code projects to help visualize how you track your time
Layal avatar
Written by Layal
Updated over a week ago

Create a fixed-rate project

Our work-around for adding fixed-rate projects in Timely
Layal avatar
Written by Layal
Updated over a week ago

Projects with multiple rates

How to manage projects with more than one rate in Timely
Layal avatar
Written by Layal
Updated over a week ago

Employee Capacity

The essential tool for effective team resource planning in Timely
Layal avatar
Written by Layal
Updated over a week ago

The Individual Project Page

Check a specific project's status, review hours and create quick reports
Layal avatar
Written by Layal
Updated over a week ago

How do I create a project?

A step-by-step guide to creating a new project in Timely
Layal avatar
Written by Layal
Updated over a week ago

The Projects Page

Track and manage project health in seconds across all your clients
Layal avatar
Written by Layal
Updated over a week ago

Set a budget in Timely

Add a budget to your project to ensure you're always on-target
Layal avatar
Written by Layal
Updated over a week ago

Label Hours "Billed" or "Unbilled"

How to mark entries as "billed" to avoid double billing your clients
Mathias Mikkelsen avatar
Written by Mathias Mikkelsen
Updated over a week ago

How to use Tag lists

Track project phases and tasks in Timely with Tags lists
Amy avatar
Written by Amy
Updated over a week ago

What does "active project" mean?

Getting to know the various project states on the Project Page
Layal avatar
Written by Layal
Updated over a week ago

Can I import Projects and Clients into Timely?

Requesting a CSV import of your existing projects and clients
Amy avatar
Written by Amy
Updated over a week ago

Clients in Timely

How to create, edit, archive, and delete clients in Timely
Layal avatar
Written by Layal
Updated over a week ago

How do I move a project to another client?

Need to move a project to another client? Look no further!
Amy avatar
Written by Amy
Updated over a week ago

How do I archive a project?

Clean up your Project page by archiving your completed projects
Amy avatar
Written by Amy
Updated over a week ago

How do I delete a project?

How to permanently remove a project from your account
Amy avatar
Written by Amy
Updated over a week ago