Projects

Projects is for work that runs for weeks or months for one customer: fit-out and maintenance contracts, agency work, events, printing runs and workshop jobs. Each project has a contract value, a budget split into phases, a task board, the team's hours, its costs and the invoices you send, and shows its margin as the work goes on.

Project managers and the owner plan and invoice; the team records its own time and ticks off tasks from a phone browser without seeing contract values. Projects needs your customer list. It invoices through Books when Books is switched on, takes materials from Inventory stock and picks up expenses tagged to a project.

Start with Set up projects, then create a project.

• Set up projectsSwitch Projects on, choose the retention, markup and billing rate for new projects, the alert days, the timesheet week and hourly costs.
• Create a project with phasesCreate a project for a customer with its site, dates, contract value, budget and billing method, then split it into phases with milestones.
• Manage tasks on the project boardAdd tasks with an assignee, due date, estimate and checklist, then move them across the To do, Doing, Review and Done columns with comments.
• Record time and approve timesheetsClock in and out or type hours on a project from a phone browser, then approve each person's week or send entries back with a note.
• Add costs and materials to a projectRecord expenses, supplier bills and subcontractors against a project, take materials from stock at cost, and tag everyday expenses to a project.
• Invoice a projectBill a project by milestone, progress, time and materials, advance or retention release, preview it, and issue in Books or to the customer account.
• Follow project margins and alertsSee each project's and phase's budget against actual costs, invoiced and paid amounts and margin, download the projects report and act on alerts.