Create a project

A project belongs to one client and bundles its tasks, time entries, files, comments and invoices.

Create

1. Open Projects and click New project.
2. Choose the client, enter the name and pick the Billing type.
3. Set the Budget or the Budget hours, and the rate if the project has its own.
4. Save.

Most projects start from a won deal instead, which fills in the client and the budget, see Convert a won deal.

Billing types

Billing type	How you bill it
Time & materials	Logged time at the project’s rate, through Bill project
Fixed price	A fixed sum, as progress invoices and a final invoice
Retainer	A monthly fee with an hours quota, billed per period
Milestones	Each milestone with its amount
Non-billable	Internal work, never invoiced

The billing type decides what the Bill project wizard offers later. See Bill a project and Retainers.

Budget and health

With a budget set, the project shows its budget burn: logged time valued at the rate against the budget. The project list and the project page carry a Health: On track, At risk or Late, derived from the burn and the plan. Projects at risk appear in Reports and in My Work.

The project page

Tab	What it holds
Overview	Budget, health, milestones, recent activity and the briefing
Tasks	The task list and board
Timeline	Tasks and milestones over time
Billing	Unbilled time, invoices and the Bill project wizard
Retainer	The period ledger, for retainer projects
Files	Uploaded files and folders
Comments	Discussion with @-mentions

The briefing at the top of the page is a short, automatically written summary of where the project stands. It is regenerated after changes, and notes you pin to it survive every regeneration.