View, edit and clone a project
Go to PROJECTS > Projects to view, edit, clone or delete a project. If you want to see a filtered view, click the Settings icon or ADVANCED icon and customise your filter.
View a project
Hover your mouse over icon to show project description.
Time Budget, displayed as TB, shows you the project completion in regards of time.
Click icon to view the project.
Click icon to edit the project.
Click icon to clone the project.
Click icon to delete the project.
The Project Status is used to indicate the Project phase.
Projects have six possible statues:
ON HOLD
PROPOSAL
NOT STARTED
IN PROGRESS
COMPLETED
CLOSED
Note:
NOT STARTED: When Time is written to a project that is 'Not Started', it is automatically moved to 'In Progress'.
ON HOLD and PROPOSAL:
Users cannot write Time, Materials or Expenses to On hold and Proposal projects.
IN PROGRESS: When a Fixed Price project is moved to 'Completed' status, the final invoice is raised for this project, rolling up all the outstanding amounts.
CLOSED: Moving a Project to this status will mean that users are unable to write time, materials and expenses against the project, raise invoices, POs, etc. The details will not show in many reports.
You can change the status by clicking on the status at the top right. Click More details icon to see the project and financial details. Click EXPAND ALL to see the section details of this project.
Click Edit icon to edit this project.
Click Report icon to generate Project Financial Summary, Project Proposal or Project Cost vs Revenue report.
Click Print icon to print this project console screen.
Schedule will be explained in the Projects - How to schedule resources and book time.
The PROGRESS section shows the project overall status.
You can see whether a milestone is met or not from MILESTONES section and add/edit the milestones.
View the task progress and add/edit tasks in TASKS section.
View the subcontracts progress in SUBCONTRACTS section.
In TIME section, you can view all time entries in this project or select the time writer, date range to create a filtered view.
Click Time Approval to view the Approval screen, read Time, materials & expenses - Time, materials & expenses approval. to know how to approve time.
Click Time Entry to view the Time Entry screen, read Time, materials & expenses - Time, materials & expenses entries. to know how to enter time.
Click edit icon or Bulk Edit Mode to bulk edit the time entries.
In MATERIAL section, you can view all material entries in this project or select a material, date range to create a filtered view.
Click Materials Approval to view the Approval screen, read Time, materials & expenses - Time, materials & expenses approval to know how to approve material.
Click Material Entry to view the Material Entry screen, read Time, materials & expenses - Time, materials & expenses entriesto know how to enter material.
Click New Purchase Order to order a material for this project. Read Purchase - Create a purchase order to know how to create a Purchase Order.
Click edit icon to edit the materials.
Check the On-charge box, this material will be charged in this project.
Check the Purchase Order Required box to require a PO.
Check the Estimate box to indicate its an estimated charge.
In EXPENSES section, you can view all expense entries in this project or select a date range to create a filtered view.
Click Expense Approval to view the Approval screen, read Time, materials & expenses - Time, materials & expenses approval to know how to approve material. to know how to approve expense.
Click Expense Entry to view the Material Entry screen, read Time, materials & expenses - Time, materials & expenses entries to know how to enter expense.
In ADJUSTMENTS section, you can view all the project and time adjustments in this project.
Read Project - How to add project adjustments to a project and Project - How to add time adjustments to a project.
In TEAM section, you can view all the project members and click Edit Team to edit the roles.
In NOTES section, you can view all the notes that are related to this project.
Edit a project
You can click the edit icon the PROJECTS screen or click the edit icon within a project console screen.
Clone a project
Click the clone icon and select the items you want to include in the new project. Click CLONE, it will navigate you to the EDIT PROJECT screen, you can edit this new project or save.
