Projects
Organize your work into projects to track time, revenue, and profitability per engagement.
Overview
Projects help you group invoices, expenses, and time entries together. This gives you a clear picture of how profitable each project or client engagement is.
Creating a project
- Go to Projects > New Project
- Fill in:
- Name — A clear project name
- Customer — The client this project is for
- Description — What the project involves
- Budget — Optional budget amount
- Status — Active, On Hold, or Completed
- Click Save
Project statuses
| Status | Description |
|---|---|
| Active | Currently being worked on |
| On Hold | Temporarily paused |
| Completed | Finished — no more work expected |
| Archived | Stored for reference |
Project detail page
The project detail page shows:
- Overview — Name, customer, status, budget
- Linked invoices — All invoices related to this project
- Linked expenses — Costs attributed to this project
- Time entries — Hours logged against this project
- Profitability — Revenue vs. costs breakdown
Linking items to projects
When creating invoices, expenses, or time entries, select the project from the dropdown to link them. This automatically updates the project's financials.
- Invoices — Track revenue per project
- Expenses — Track costs per project
- Time entries — Track hours per project
Budget tracking
If you set a budget:
- See how much of the budget has been used
- Track remaining budget
- Compare actual costs against budget
- Get warnings when approaching budget limits
Bulk actions
- Change status — Update multiple projects at once
- Archive — Move completed projects to archive
- Restore — Bring back archived projects
Reports
View project performance in the client reports to see:
- Revenue per project
- Time spent per project
- Profit margins
- Comparison across projects
Tips
- Use projects even for small engagements — the insights are valuable
- Link both invoices and expenses to get accurate profit margins
- Archive completed projects to keep your active list clean
- Check the project-based dashboard profile for a project-focused view