With our project management tool, you can easily create new projects, assign employees, and track their work hours. Additionally, you can edit projects as needed, and change their status to reflect their progress. 

How to create a project

1. On your sidebar, go to Projects
2. Click + Create project
3. Fill in the Basic information:
   • Project name
   • Project code
   • Select Client (if need it)
   • Start date
   • Due date
   • Description
   • Status
4. Define the roles of your project:
   • Project owners can edit projects, assign team members, and access financial information
   • Project editors can only edit projects, and assign team members
   • Project viewers can only view the project's details and development
   • Add as many as you want
5. Add the Financial details:
   • Legal entity
   • Fixed costs for indirect expenses essential for business operations, covering items like rent and administrative salaries
   • Choose to set it as billable or not
6. Specify the Project's budget:
   • No budget limit
   • Fixed price
   • Time and material
7. Hit Create project

Projects filters

You can filter projects by:

• Billing
  • Billable
  • Non-billable
• Client
• Legal entity
• Status
  • Active
  • Draft
  • Processing
  • Closed
• Project role
  • Owner 
  • Editor 
  • Viewer
• Users with role

Edit, duplicate or delete a project

1. Click on the three dots on the right and select between:
   • Assign people
   • Duplicate project
   • Settings (click here to edit the project’s basic information and roles)
   • Delete project 

How to duplicate a project

With this functionality, you can duplicate the entire project hierarchy, including assigned employees, with just one click. It helps save time and reduces the risk of errors during manual replication.

1. On your sidebar, go to Projects
2. Go to the project row you want to duplicate and click on the three dots
3. Select Duplicate project
4. Fill in the info:
   • Project name
   • Project code
   • Description
   • Start date and due date
5. Enable Duplicate all
   • Phases
   • Assignees
   • Clients
   • Tasks
     Or disable to choose individually
6. Click on Duplicate project

Assign and unassign employees to a project

1. Find the project you want in the Projects list
2. Click on the People tab
3. Click on Assign people

3. Choose whether you want to:
   • Assign the whole company
   • Manually select the employees
     • You can filter them by teams or managers
4. Click on Assign people

To unassign a person, just click on the three dots icon of that employee and choose the Unassign person option.