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New Project

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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 customer
  • Select customer
  • Billing Type – there are 3 billing types for the projects. (auto-selected from the most used billing type)
 The billing type can’t be changed if any billed tasks are found for the project.
  • Fixed Cost
  • Project Hours – Based on the project total billable hours
  • Tasks Hours – Based on tasks total billable hours – Total is calculated per task Hourly Rate (When creating task you need to set hourly rate for these tasks if billable.
  • Select project members – Only project members and staff who has 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 customers 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)Creating new project
  • Allow customers to upload files
  • Allow customers to open discussions
  • Allow customers to view milestones
  • Allow customers to view Gantt
  • Allow customers to view timesheets
  • Allow customers to view an activity log
  • Allow customers 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 currency. If the customer has set up currency differently than the base currency then the currency will be used from the customer profile.
  • If your staff members are able to see all projects make sure that the members don’t have permissions for projects VIEW. VIEW allows the staff members to see ALL projects. If you only want them to see projects they are assigned (added as members), do not give VIEW permissions.
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