To create a new project, go to Projects from the side menu and click New Project on the top left button.
- Project Name – The name of the project – Visible to the customer.
- Select Customer
- Billing Type – There are 3 billing types for projects (auto-selected from the most used billing type).
Billing type can't be changed if any billed tasks are found for the project.
- Fixed Cost
- Project Hours – Based on the project's total billable hours.
- Tasks Hours – Based on the tasks' total billable hours. The total is calculated per task hourly rate (When creating a task, you need to set the hourly rate for these tasks if billable).
- Select Project Members – Only project members and staff who have permission to Manage Projects will be able to access the project.
- Start Date
- End Date
- Project Description
Project Settings
Each project can have its own settings based on the customer:
- Allow customer to view tasks
- Allow customer to comment on project tasks – Not applied if Allow customer to view tasks is unchecked.
- Allow customer to view task comments – Not applied if Allow customer to view tasks is unchecked.
- Allow customer to view task attachments – Not applied if Allow customer to view tasks is unchecked.
- Allow customer to view task checklist items – Not applied if Allow customer to view tasks is unchecked.
- Allow customer to upload attachments on tasks – Not applied if Allow customer to view tasks is unchecked.
- Allow customer to view task total logged time
- Allow customer to view finance overview – (Finance overview for tasks is not shown if project Billing Type is Fixed Cost).
- Allow customer to upload files
- Allow customer to open discussions
- Allow customer to view milestones
- Allow customer to view Gantt
- Allow customer to view timesheets
- Allow customer to view activity log
- Allow customer to view team members
Notes:
- When creating a new project, initially the default project settings will be taken from the last project. You can adjust if any changes are required.
- Project currency will be your base currency or the customer’s currency. If the customer has set up a currency different from the base currency, the currency will be used from the customer profile.
- If your staff members are able to see all projects, make sure that the member doesn't have permission for Projects VIEW. VIEW allows the staff member to see ALL projects. If you only want them to see projects they are assigned (added as members), do not give VIEW permissions.