Introduction to Projects

Define project details — Enter descriptive information and associate projects to other records. Categorize projects using preset types and categories plus custom pick lists for use in reporting and filtering.

Create and manage budgets — Break down project fees into budget phases (fixed fee or hourly). Define whether phases are for labor (time logging) or expenses (reimbursables, subconsultants). Expense budgets can be created by type or vendor and associated to multiple fee phases.

Set up rate tables — Enable or disable billing roles and set billing rates for each role. When people are assigned to a project, they get a billing role, and their time entries inherit that role for revenue calculations.

Browse and search projects — View projects with predetermined columns, filter by various category and classification fields, or search for projects across the system.

Use project templates — Create and modify templates that pre-populate budget, timeline, and task lists but have no actual assignments, time entries, or expenses.

Track imported projects — During initial setup, a dedicated view shows projects imported from your previous system with checkboxes for key setup criteria so your firm can track configuration progress.

Add Project — A form for entering the essential data needed to create a new project.

Project List — A filterable list of all projects with predetermined columns.

Project Search — Search for projects across the system.

Project Templates — Create and manage templates, accessible from Settings.

Overview — Basic information, categorization, and associations

Team — Billing roles and rates

Budget — Fee breakdown into phases and expense budgets

Tasks — Project tasks and assignments

Timeline — Gantt view of phases, tasks, and milestones

Expenses — Project expenses

Open — The project is actively being worked on. All features (time entry, invoicing, scheduling) are available.

Opportunity — The project is being pursued but not yet won. You can still add team members and schedule work or log time, but the project will not appear in the invoice dropdown.

On Hold — The project is paused. It will not appear in the invoice dropdown.

Internal Non-Billable — The project is for internal/overhead work and is not billed to a client. It will not appear in the invoice dropdown.

Closed — The project is finished and locked. It will not appear in the invoice dropdown.

TIME — Team members log time entries against project phases.

BILLING — Invoices are prepared and sent based on project budgets and time entries.

Schedule — Projects and their phases appear on the resource scheduler and timelines.

CRM — Opportunities in the CRM can be linked to projects once they convert.

REPORTS — Dashboards and printable reports analyze project profitability, hours, and budgets.

Messaging — Each project has a chat channel that team members are automatically subscribed to when assigned.