Modules
Projects & Time Tracking
Track project time, budgets, and generate invoices from billable hours.
Projects
Projects let you track time and budget for client work.
Project Fields
| Field | Description |
|---|---|
| Name | Project name |
| Client | Associated contact |
| Status | Active, Completed, Archived |
| Budget | Total budget in cents |
| Hourly Rate | Default rate for time entries |
| Start / End Date | Project timeline |
Time Entries
Log time against projects from the project detail page.
Each time entry includes:
- Date — When the work was done
- Description — What was worked on
- Duration — Hours and minutes
- Billable — Whether this time is billable
Generating Invoices
From the project detail page, click Generate Invoice to:
- Collect all unbilled, billable time entries
- Create an invoice with line items for each entry
- Mark the time entries as invoiced
- Update the project's total billed amount
The project must have an associated contact to generate invoices.
Budget Tracking
The project page shows:
- Total Hours — Sum of all logged time
- Total Billed — Sum of all invoiced amounts
- Budget Used — Percentage of budget consumed