How Projects is organised
Two tabs at the top: Projects and Tasks. In list view, Budget across projects shows what is spent, committed and left for every project, and which are over budget. Inside a project: Overview, Tasks, Timeline, Time, Financials, Billing and Team.Common tasks
Create a project
Choose New Project. In Create New Project give it a name and code, a budget, the client (or keep it internal), the priority, a start date, the status it starts in and, if you like, a cost center.Plan the work
On Tasks, the board has the columns To Do, In Progress, Review and Done. A task can depend on another, repeat, carry comments and attachments, and show its estimated against logged hours. Timeline shows the plan as a chart over time. Overview holds the project’s Milestones and Risks.Add people
On Team, choose Add Member. Team members’ bookings in Resource Scheduling show there too, so clashes are visible.Log time
Time is logged in Human Resources, on the clock or as a time block with the project, task and whether it is billable. A project’s Time tab shows it; figures count only approved time.Watch the budget
Financials shows how much of the budget is used and what is left, the spending by category, and the invoices, purchase orders, bills and expenses behind it. Over 80% of the budget, a warning appears. Changes to an agreed budget go through the Approved baseline and Change requests.Bill the client
Billing sets payment milestones, each with a payment link for the client. To bill hours, create an invoice in Finance and choose Import Time: it lists approved hours not yet invoiced. The rate is the one agreed for the work, otherwise the project’s billing rate.See also
Human Resources
Where time is logged and approved.
Finance
Invoices and Import Time.
Project tools
Asana and Trello, with more coming soon.