Create a new project

How to add a new project.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

If you need to add a new project for employees to log hours against, this is easy to do.

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Projects.

  3. Click New project.


    A new project modal then appears.

  4. Enter the relevant details for the project:

    • Name

    • Description (optional) - Up to 200 characters

    • Start date and End date - Select the dates

    • Code (optional)

    • Budget (optional) - Select a currency then enter the amount

      📎NOTE: You can't amend the budget after you create the project.

    • Allocated time (optional) - You can select to limit submitted hours to this value

    • Notes (optional) - Up to 1000 characters

  5. Once done, click Save.

  6. Select all the relevant employees that will be logging time against the new project's activities.



    📌TIP: You can easily find employees by using the search and filters available.

  7. Click the Project Managers tab and select who will be responsible for approving the project's timesheets. This person will become the project manager.

    📎NOTE: If project managers also need to log their time spent on project activities, then you need to add them as an employee of the project as well as project managers.

  8. Click Save.

When you create a project it is visible to the selected project managers through a new Projects tab on the left menu.

📌TIP: By default, projects are created with a "General" work package, which employees can use to log their time spent in general activities of the project. Project managers can add new work packages for employees to log hours for new activities.

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