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Core concepts

Projects

A project is a piece of work for a client. It decides how time is priced — hourly, fixed fee, or non-billable — and can carry a 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 how time is priced.

Rate type

Every project has a rate type, which determines how its time entries are valued:

Rate typeWhat it means
HourlyTime is billed at an hourly rate (starting from the client's default, override per project).
Fixed feeThe project is billed at a set price, regardless of hours logged.
Non-billableTime is tracked for the record but never billed.

This is the middle of the rate cascade: the client default rate flows into a project, and the project rate prices the time logged against it. See Billing types and rates.

Budgets

A project can carry an optional budget, set either in money or hours, with warning thresholds so you get a heads-up as you approach the limit. Budgets are a guardrail — they help you see when a project is running hot, not a hard stop. 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

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