Projects & clients

Project setup, clients, types, scopes, targets, and budgets.

• The Projects & Clients page

  Views, filters, scopes, statuses, and activity assignment.

• Create, edit, or duplicate a project

  Set the scope, client, type, billing, and budget, or copy an existing project.

• Set how a project bills

  Hourly rates, custom rates per person, fixed fees, and non-billable work.

• Set a project budget

  Set a time target, budget, or fee and read the Money view.

• View time for a client

  Inspect client hours, value, projects, categories, rates, and activity.

• Focus the app on one client

  Use client view to see only one client’s time, meetings, and exports.

• Mark a project complete

  Finish a project without removing its reporting history.

• Import projects

  Bring projects in from a spreadsheet, PDF, image, or text file.

• Activity categories

  Group work types, set billability, lock the list, and limit categories by type.

• How work is assigned

  How clients, projects, and categories relate to recorded work.