Projects
A project is client work billed hourly, invoiced as a fixed contract, or kept non-billable, with an optional budget.
A project is a piece of work for a client. It's the second link in the Clients → Projects → Tasks → Time → Invoices → Payment chain, and the place that decides whether time is billed hourly, recorded as fixed-fee delivery effort, or kept non-billable.
Rate type
Every project has a rate type, which determines how its time entries are valued:
| Rate type | What it means |
|---|---|
| Hourly | Time is billed at an hourly rate (starting from the client's default, override per project). |
| Fixed fee | Invoice all or part of a contract balance; logged hours are delivery effort only. |
| Non-billable | Time is tracked for the record but never billed. |
For Hourly projects, the client default rate can flow into the project and price logged time. Fixed-fee and non-billable projects have no hourly rate. See Billing types and rates.
Budgets
A project can carry an optional budget with warning thresholds. Hourly and non-billable projects can use a money or hours cap; fixed-fee projects can use only an effort-hours cap. Budgets are a guardrail, not a hard stop or a substitute for the fixed contract value. See Project budgets.
Who can see a project
Projects are how access works for your team. Members only see projects they're added to — they won't even know other projects exist. Add a Member on the project's Members tab, or assign them a task, which adds them automatically.
Managers, Admins, and the Owner see all projects in the workspace. Members are project-scoped. See Project access.
Doing it
Create a project
Add a project under a client.
Billing types and rates
Hourly, fixed fee, or non-billable.
Project budgets
Cap a project in money or hours.
Project members
Control who can see and work on a project.