Project creation and key fields

Beginning

Start project creation

• From the top bar, go to Projects.

• Select + Project from the top bar or the link in the middle bar.

  

The project creation process consists of the following steps:

1. Information

2. Billing & Budget

3. Participants

4. Tasks

If you're using the project plan feature, you can also use the Plan tab, but it's not included in this guide.

Information

Basic

Fields to be filled in:

• Name (required)

• Description (optional description)

• Time (start and end date)

• Customer (required – you can search for or create a new customer)

⚠ Setting up a billing customer is an additional feature that isn't enabled by default.

Billing & Budget

Billing settings

By default, the project uses the customer's billing setup. If necessary, you can also set up invoicing settings on a project-by-project basis.

Budget

• The budget can be set as a one-time or monthly budget.

• In budgeting, you can use an hour cap and/or a billing cap in euros.

Participants (optional)

• Assign assignees and teams

• Roles, time slots, and hourly budgets can be accurately allocated

• If you want load monitoring, fill in the time interval and the field "Total hours."

Tasks

Add tasks

• Recommended to use task groups: import completed tasks at once

• You can hide individual tasks or edit their names and billing settings

Create individual tasks

• Use the + New button

• Select a product from the list or search – serves as the basis for reporting and invoicing

• Specify the type of task:

  • Billable

  • Inner

  • Subject to the agreement

For example, lines that are subject to a contract can be named as "General ledger (SOP)".

Advanced options for tasks

You can also set more specific advanced settings for tasks. More detailed information on these in the technical instructions Tekniset ohjeet - Projektin luominen

Project Saving

Once all the boxes have been filled in and checked:

• Save the project from the bottom left corner