Projects: the work you deliver, its team, budget and due date
A project holds the work you deliver for a customer — its tasks, milestones, logged time and team. Its members and managers see it; its health, budget used and progress are on its page.
A project is the work you deliver — a website, an installation, a campaign. Projects are in Projects; creating and changing them needs the CRM Editor or Admin role, deleting them the Admin role.
Who sees a project
A project is seen by:
- its owner and its members;
- the people it was shared with;
- managers (the CRM Admin role), who see every project.
The person who creates a project and its owner become members on their own. In the list, managers have the tabs My projects and All; everyone else sees their own projects.
Create a project
- Projects → + New Project. A won deal offers Create project too, with its company filled in.
- Basic Information: Project Name, Project Code (optional, unique in the workspace), Owner, Status (Planning, In Progress, On Hold, Completed, Cancelled), Priority and Description.
- Relationships: the Company and the Related Deal.
- Timeline & Budget: Start Date, Due Date and Budget in your workspace's currency.
- Tags, then Create Project.
The team
On the Team tab, + Add Member adds colleagues (a manager can). What a member may do in the project follows their CRM role: a Viewer sees it and works on their own tasks, an Editor changes the project and its tasks. Remove takes a member out. See Project views for the team's workload.
Budget used and health
The cards on the project's page: Progress, Tasks, Budget and Time Logged.
- Budget used is the time logged on the project × each entry's hourly rate — billable or not. Time without a rate adds nothing. See Time tracking.
- The health badge next to the name:
- On Track — nothing below;
- At Risk — over 90 % of the budget used, progress more than 20 points behind the time passed, or a task overdue;
- Critical — the budget exceeded, the due date passed, or more than 30 % of the tasks overdue.
The Overview tab says why, under Project Health.
Clone, edit, delete
- Clone makes a copy with all the tasks and milestones — for a project you repeat.
- Edit changes the details.
- Delete moves the project to the trash, for an Admin; see Users, tags, logs and trash.
- Bill time turns the project's unbilled time into a draft invoice — see Time tracking.
If something doesn't work
I do not see a project
You are not its member or owner and it was not shared with you. Ask its owner or a manager to add you.
The code has already been taken.
Another project uses that code. Pick another or leave it empty.
Budget used stays 0
No time with an hourly rate is logged on the project yet. Add a rate to the time entries.