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Create and track your projects ​

A project groups the hours spent for a client or for your own company. It can have its own hourly rate and a budget, in hours or in francs.

Before you start ​

The list of projects ​

Open Projects. At the top: the amount To invoice (and the hours not yet invoiced), the number of Projects and the ones Over budget. Each project shows its status, its hours, how much of its budget is used and what is left to invoice.

The list of projects: the amount to invoice and, for each project, its hours, the budget used and the amount to invoice.

Search for a project by its name, code or client. Filter by Status, Client, Budget or To invoice, or use the Views: Active, To invoice, Over budget.

Create a project ​

  1. Click New project (1).

  2. Enter the Name and, if you wish, a short Code: it comes before the name everywhere, for example LAM-WEB.

  3. Choose the Client. Choose None (internal project) for time that is not invoiced: administration, training, prospecting.

    The New project window: name, code, client, rate and budget, rate per person, description and hours billable by default.

  4. Rate and budget, excl. VAT: the project’s Hourly rate and, if you wish, a Budget (hours) or a Budget (amount). Without a project rate, To Bill takes the person’s rate, otherwise the company’s.

  5. Rate per person on this project: optional, a different rate for a specific person. It takes precedence over all the others.

  6. Add a Description if useful, then check Hours billable by default: new hours on this project will be billable.

  7. Click Create project.

Track a project ​

Click a project to open it.

A project’s page: its client and rate, the hours recorded against the budget, the billable value, what is left to invoice and what is already invoiced.
FigureWhat it shows
Hours recordedAll the project’s hours, and the share of the budget in hours used.
Billable valueThe billable hours × their rate, and the share of the budget in francs used.
To invoiceThe billable hours not invoiced yet.
Already invoicedThe hours already put on an invoice.

Below, the To invoice tab prepares the invoice (see Invoice the time spent) and the All hours tab lists the project’s hours, with the person. Add time records hours directly on this project.

Edit, complete or archive a project ​

Click Edit. You can change every field, and the Status: Active, Completed or Archived. No more hours can be recorded on a completed or archived project; its hours and invoices remain.

Amounts exclude VAT

Rates and budgets exclude VAT. VAT is added on the invoice, at your company’s default rate.