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Projects

Create and manage projects linked to invoices

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Projects

Learn how to create and manage projects to organize your work and link them to invoices.

Creating Projects

To create a new project:

  1. Navigate to the Projects section from the sidebar
  2. Click on New Project button
  3. Fill in the project details:
    • Project name (required)
    • Client (select from existing clients)
    • Description
    • Start date
    • End date (or mark as ongoing)
    • Budget (optional)
    • Status (Active, On Hold, Completed)
  4. Click Save to create the project

Create Project

Editing Projects

To edit an existing project:

  1. Go to the Projects list
  2. Find the project you want to edit
  3. Click on it to view project details
  4. Click the Edit button on the top of preview.
  5. Update any fields as needed
  6. Click Save to apply changes

Edit Project

Linking Projects to Invoices

When creating an invoice:

  1. Go to the Projects list
  2. Find the project you want to edit
  3. Click on it to view project details
  4. Click the Add to Invoice button on the preview.
  5. The system can automatically populate line items from the project scope to Invoice form.
  6. Save the invoice

All invoices linked to a project appear in the project's invoice preview.

Link to Invoice

Project Status

Track your projects through different stages:

  • Active - Currently being worked on
  • On Hold - Paused temporarily
  • Completed - Project finished
  • Cancelled - Old project for reference

Link to Invoice

Viewing Project Details

Each project profile includes:

  • Overview - Basic information and timeline
  • Budget - Estimated vs. actual spending
  • Invoices - All invoices related to this project
  • Timeline - Project milestones and dates

Link to Invoice

Cancelling Projects

To cancel a project:

  1. Open the project profile section
  2. Change the status of the project to Cancelled
  3. The project status will be changed.

Note: You cannot delete a project after creation.

Project Organization

Organize your projects by:

  • Status - Filter active, completed, or on-hold projects
  • Client - View all projects for a specific client
  • Date Range - See projects by timeline
  • Budget - Track projects by budget allocation