Create a Project

Projects help you organize time tracking by client, engagement, or type of work.

Create a project

1. Go to Time Tracking
2. Click New project
3. Enter project details:
   • Name: Something recognizable (e.g., "Acme Corp - Website Redesign")
   • Client: Optional; link to a customer
   • Rate: Hourly rate for billing
   • Budget: Optional estimate in hours
4. Click Create

Project settings

Billable vs. non-billable

Mark projects as billable or non-billable:

• Billable: Time can be invoiced at the project rate
• Non-billable: Internal work, not invoiced (e.g., admin, learning)

Hourly rate

Set a rate for the project:

• Used when creating invoices from tracked time
• Can differ from your default rate
• Override per-entry if needed

Budget / Estimate

Set an expected total hours:

• Track progress toward the estimate
• Get alerts when approaching the budget
• Helpful for fixed-price projects

Link to a customer

Connecting a project to a customer:

• Streamlines invoicing (customer info pre-fills)
• Lets you see total time for a customer across projects
• Keeps things organized

Edit a project

1. Go to Time Tracking
2. Find the project
3. Click Edit (or the settings icon)
4. Make changes
5. Save

Archive or delete

When a project is complete:

• Archive: Hides from active list but keeps history
• Delete: Removes project and all time entries (careful!)

Archive is usually the better choice.

Tips

• Use consistent naming: "Client - Project" works well
• Set realistic budgets based on past similar work
• Review projects monthly; archive completed ones