Projects
Project setup, delivery, budgets, and client work.
How-to guides 6
- Configure project statusesAdd, rename, recolor, reorder, and remove the statuses projects move through.
- Create a projectCreate a project with a name, code, linked client, team, and project type, optionally from a template.
- Create project templates and start projects from themBuild reusable project templates — from scratch or from an existing project — and spin up new projects from them with the structure already in place.
- Set a project's billing model and ratesChoose time and materials, a fixed fee, or one blended rate, and attach a rate card or discount.
- Track project budgetsSet a project's fee and cost budgets, then compare original budget, forecast, and actuals as work progresses.
- Use task groupsOrganize a project's tasks into groups for phases, departments, or deliverables, and keep them in order.
Concepts 3
- Forecast project deliveryThe project Forecast view projects hours, cost, and margin from allocations and approved time.
- The project roadmapThe Roadmap tab shows your initiatives and their projects on a timeline, with progress and demand signals, so you can see delivery at a glance.
- Where to find project reportsProject numbers live on each project's Money space, in Analytics project reports, and in a workstream's Flow panel.