Projects

Organize client work into projects with tasks and time.

What is a Project?

A project is a body of work you are delivering for a client. Once a deal is won or a scope is agreed, you create a project to track work, time, tasks, documents, and financials all in one place.

Viewing Projects

Go to Projects in the top menu.

Filter by:

• Status — Active, On Hold, Completed, Cancelled
• Type — The category of project
• Contact — Projects linked to a specific client
• Organization — Projects linked to a specific company

Creating a Project

1. Click New Project.
2. Fill in the details:
   • Name — A clear descriptive name
   • Description — What this project involves
   • Status — Active, On Hold, Completed, or Cancelled
   • Type — The kind of project (e.g., consulting, development, design)
   • Budget — The approved budget for this project
   • Start date and End date
   • Contact — The primary client contact
   • Organization — The client company
3. Click Save.

You can also convert a won deal into a project automatically — see the Deals topic.

Project Statuses

What You Can See on a Project's Page

A project's detail page is the central hub for all project-related activity:

• Project info (name, dates, budget, status)
• Team members assigned to this project
• Tasks — all work items for this project
• Time entries — hours logged by your team
• Invoices issued for this project
• Proposals associated with this project
• Documents attached to this project
• Tickets raised for this project
• Notes from your team
• Onboarding steps (if an onboarding workflow is attached)
• Capacity allocations — hours assigned per team member

Adding Team Members to a Project

1. Open the project.
2. In the Team section, click Add Member.
3. Select a team member from your workspace.

Only team members added to a project can have time logged against it and will appear in capacity planning for that project.

To remove a member, click the remove (×) button next to their name.

Frequently Asked Questions

Can a project have multiple clients? A project is linked to one primary contact and one organization. If work spans multiple clients, create separate projects or use the notes/documents section to cross-reference.

How do I track how much time is being spent on a project? Use the Time section (see Time Tracking topic). All time entries logged against a project's tasks or directly against the project appear under the project's time tab.

How do I see if the project is profitable? Go to Reports → Project Financial Summary. This shows total revenue invoiced versus total hours and cost for each project.

What is the difference between a project and a task? A project is the overall engagement. Tasks are individual work items within the project. A project can have many tasks assigned to different team members.