Creating and Managing Projects

Create a project

1. Open Projects and choose the create action.
2. Enter a clear name and select the responsible team.
3. Add a description when it helps employees choose the correct project.
4. Optionally set an initial total or monthly budget.
5. Save and confirm the project is available to the intended team.

Track work consistently

Ask employees to select the correct project before starting a session. If the project is missing, check team assignment, active status and the selected company.

Tasks and communication

When Task Management is enabled, a project can contain status-based tasks with assignments, priorities, dates, hour estimates and attachments. Project conversations keep discussion in the same work context.

Budgets and reports

Project reports can filter tracked records by date and user and compare hours, activity and cost information. Budget history is separate from tracked cost; review both before interpreting utilisation.