Projects & clients

How work is assigned

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

Every activity can describe both where the work belongs and what kind of work took place. Clients, projects, and activity categories each answer a different question.

Clients group related work

A client represents the customer, account, or business the work was for. One client can have several projects, such as an annual audit, a software rollout, and ongoing advisory work.

When an activity is assigned to a project with a client, it also appears in that client’s totals. An activity can be assigned directly to a client when a separate project would add unnecessary detail.

Projects hold a defined body of work

A project represents an engagement, initiative, case, or other body of work you want to track separately. Projects can have a client, status, time target, budget, and responsible team.

Workspace projects can be used across the organization. Team projects belong to a particular team’s scope. Time tracked on a team can go to that team’s projects or to workspace projects, but not to another team’s projects. If you search for a project that sits on another team, the picker says which team it is on.

Uncategorized work stays in the record

An activity can remain uncategorized when its destination is unclear. It keeps its time and description, and can be assigned later during timesheet review.

Activity categories describe the work type

A client or project says who or what the work was for. The activity category says what kind of work took place. Categories might include writing and documentation, client communication, research, design, or administration.

The same category can be used across many clients and projects, which makes it useful for comparing time by work type.