Create a Project

Set up projects to organize your tracked time.

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

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