Managing Projects
Organise work into projects and track profitability
Projects help you group related work for a client. Track budgets, time, expenses, and profitability all in one place.
Creating a Project
- 1 Navigate to Contacts → Projects
- 2 Click Create Project
- 3 Select the client
- 4 Enter project name and description
- 5 Set budget and dates (optional)
- 6 Click Save
Project Tracking
Time
Link time entries to the project
Expenses
Assign expenses to projects
Invoices
Link invoices to track revenue
Jobs
Associate jobs with projects
Profitability
The project dashboard shows real-time profitability:
- Total invoiced vs budget
- Time spent vs estimated
- Expenses incurred
- Net profit/loss