Projects overview
Projects are where work happens — they hold tasks and time, set how the work bills, and track budgets and profitability.
A project belongs to a client and is where the actual work lives. It holds the project's tasks and time entries, sets how the work bills, and can track a budget and profitability.
- Role
- OwnerAdminManager
Owners, Admins, and Managers create, edit, and archive projects. Members see only the projects they're enrolled in and can't create or edit projects.
Where to find projects
Open Projects in the sidebar. The list at /projects has a view switcher. Click a project to
open its tabbed detail page — Overview, Tasks, Time, and more.
What you can do
Create a project
Add a project under a client and set how it bills.
Billing types & rates
Hourly, fixed fee, or non-billable.
Project budgets
Set an optional money or effort-hours cap.
Project members
Control who can access and track time.
Project profitability
See money, profit, and budget progress.
Archive a project
Hide a finished project reversibly.
How projects fit together
An Hourly project inherits its client's default rate when you leave the rate blank. Billable Hourly time and a Fixed fee project's remaining contract balance roll up into the client's ready to invoice amount. All project time remains available in reports as tracked effort.