Create Projects

Projects > Overview

This where the basic attributes of the project are set such as name, number, etc. Set probability based on how likely the project is to actually be agreed to and performed.

Projects > Budget

Budget is where the project Quote is added.

The list of activities and their hourly prices is automatically imported from basics but can be changed per project or per customer.

Purchases and Consultants are for additional costs that are not regular full time employee hours.

Lastly, planned and sent invoices can be managed or added.

Projects > Employee hours

Overview of the hours logged on the project by each employee.

Help articles

New Year checklist
Quick guide to a new year

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