Projects
The Projects section is where you manage active work. Projects are typically created from accepted offers and track budget, timeline, and deliverables.
What you can do
- Create a project - Click "New Project" or convert an accepted offer
- Edit a project - Update name, dates, budget, and other details
- Change status - Move a project through its lifecycle
- View line items - See the breakdown of work included in the project
- Link tasks - Associate tasks with a project for detailed tracking
- Delete a project - Remove projects that are no longer needed
Project statuses
| Status | Description |
|---|---|
| In Progress | Active work is underway |
| Completed | All work has been delivered |
| Invoiced | The project has been billed to the client |
Key fields
| Field | Description |
|---|---|
| Project Number | Auto-generated sequential number |
| Name | Project name |
| Client | The client this project belongs to |
| Status | Current lifecycle stage |
| Budget | Total budget for the project |
| Estimated Hours | Expected hours of work |
| Start / End Date | Project timeline |
| Task Prefix | Prefix used for task numbering (e.g., "PRJ") |
| Notes | Additional project notes |
tip
Use the Task Prefix to give tasks meaningful numbers like PRJ-001, PRJ-002 for easy reference.