Projects Overview
Projects help you organize and track larger pieces of work for your customers. Each project keeps your tasks, time entries, expenses, documents, products, and billing together in one place so you always know where the work stands and how it is performing financially.
Where to find Projects
Open Projects from the main navigation to see the project list. Each project shows its name, the account (customer) it belongs to, its status, and when it was created.
Key concepts
- Account – the customer a project is for. A project needs an account before you can invoice it.
- Status – where the project stands: Planning, In Progress, On Hold, Completed, or Cancelled.
- Priority – Low, Medium, High, or Urgent.
- Progress – a percentage that updates automatically as the project’s tasks are completed.
- Budget – an overall budget, plus optional breakdowns for labor, material, subcontractor, equipment, and other costs.
- Portal visible – controls whether the customer’s portal contacts can see the project.
What you can do inside a project
From a project’s detail page you can add tasks, log time entries, record expenses, attach products and services, upload documents, and create invoices from unbilled work. You can also download a financial report.
Tip: You can start a new project from a template to automatically include a set of standard tasks. See Create a project.