To create a new project:
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Go to Projects from the left-hand menu
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Click “New Project” at the top left
📝 Project Details
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Project Name – The name of the project (visible to the customer)
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Select Customer – Choose the client linked to the project
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Billing Type – Choose one of the three billing options:
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Fixed Cost
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Project Hours – Based on total billable hours for the full project
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Tasks Hours – Based on hours per task and their hourly rates
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⚠️ Billing type cannot be changed once any billed tasks are added to the project.
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Select Project Members – Only selected staff members (or those with Manage Projects permission) can access the project
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Start Date / End Date
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Project Description
⚙️ Project Settings
Each project can have custom visibility settings per customer. You can toggle the following:
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✅ Allow customer to view tasks
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✅ Allow customer to comment on tasks (requires “view tasks” to be enabled)
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✅ Allow customer to view task comments
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✅ Allow customer to view task attachments
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✅ Allow customer to view task checklist items
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✅ Allow customer to upload attachments on tasks
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✅ Allow customer to view task logged time
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✅ Allow customer to view finance overview (not available for Fixed Cost projects)
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✅ Allow customer to upload files
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✅ Allow customer to open discussions
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✅ Allow customer to view milestones
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✅ Allow customer to view Gantt chart
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✅ Allow customer to view timesheets
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✅ Allow customer to view activity log
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✅ Allow customer to view team members
🧠 Notes & Tips
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By default, new projects inherit the settings from your most recently created project. You can update these as needed.
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Currency: The project will use the customer’s assigned currency. If no custom currency is set, it will default to your system's base currency.
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Permissions: If you want staff members to see only the projects they're assigned to, do not grant “View Projects” permission. That permission allows access to all projects in the system.