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The Projects module gives your team a structured way to plan, execute, and bill client work — with full integration into Finance for billable time and Procurement for project-specific purchases.

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What Projects owns

  • Projects — the top-level project record with client, status, and budget
  • Tasks — individual work items assigned to team members
  • Time entries — logged hours against tasks and projects
  • Budgets — planned vs actual cost tracking per project

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Data flows out of Projects to

ModuleWhat it sends
FinanceBillable time for invoicing
ProcurementProject purchase orders
ReportsProject data

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Common tasks

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Create a project

1

Open Projects → New Project

2

Name the project and link a customer

Select the customer from your CRM. This links the project to the customer record and enables billing.
3

Set the budget

Enter the total project budget. The system will track actual spend against this in real time.
4

Assign team members

Add the employees working on this project. They can then log time against it.
5

Set the status and dates

Set the start date, expected end date, and initial status (e.g. In Progress).

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Add tasks

1

Open the project → Tasks tab → New Task

2

Name the task and assign it

Give the task a clear name and assign it to a team member.
3

Set priority and due date

Choose a priority level (Low, Medium, High) and set the due date.
4

Save

The assignee receives a notification. The task appears in their task list and in the project board.

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Log time against a task

1

Open the task or go to Projects → Time Entries → New Entry

2

Select the project and task

3

Enter hours worked and the date

4

Mark as billable if applicable

Billable time entries flow into Finance and can be included on the next client invoice.

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Bill logged time to a client

1

Open Finance → Invoices → New Invoice

2

Select the customer

3

Click Add Billable Time

The system lists all unbilled time entries for this customer. Select the entries to include.
4

Send the invoice

Time entries are marked as billed and will not appear on future invoices.

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Key features

Project management — Create projects linked to CRM customers. Set budgets, assign team members, and track progress through configurable stages. Task management — Kanban and list views. Tasks have assignees, due dates, and priority levels. Time tracking — Log time against tasks. Feeds into Finance for client billing and Reports for utilisation analysis. Budget tracking — Real-time actual vs planned spend. Alerts when approaching budget threshold.