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A project is one engagement for one client. It is where tasks live, where time is tracked, and where the budget is measured.

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What is a project?

A project sits between a client and the work:
Every project carries:
  • A name, an icon and a project key that prefixes its task numbers
  • A client, or No client for internal work
  • A billing method
  • A project manager and a member list
  • Optional start and due dates, a status and tags
  • Sections – the columns tasks move through
  • Optionally a budget, and the profitability that follows from it

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The project list

Click Projects in the sidebar. Click a row to open the project.

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Controls

1

Search

Filters on what you can read – project name, client, status and member names.
2

Sort

Click a heading. Projects with no budget or no tasks sort to the bottom rather than pretending to be at 0%.
3

Active / Archived / Trash / All

The dropdown beside New project. Defaults to Active.
4

Rows per page

The footer shows the filtered row count and lets you page through 25, 50 or 100 rows.
5

New project

Opens the create form.

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Empty states

  • Nothing yet: “No projects yet – create your first project to get started.”
  • An empty Archived or Trash view: “No projects in this view.”

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The Budget column and cost visibility

A money budget is measured against actual cost, so the column only shows figures to someone who may see cost (time.viewCost or rate.viewCost). Without that, the cell reads No budget set because no figures were sent at all. An hours budget takes no rate or cost input, so it is visible to everyone.

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Inside a project

Opening a project gives you four tabs. The tab lives in the URL, so a link to a specific tab keeps working. Above the tabs sit the project name and an Actions dropdown for Archive, Restore, Delete and Delete permanently.
Overview reports. Settings configures. Both budget buttons on Overview take you to Settings, because there is exactly one place a budget is written.

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What you can see

Project reach follows your role’s supervision scope:
  • A role scoped to Everything in the workspace sees every project.
  • Any narrower scope sees only the projects it manages or is staffed on.
This one rule also decides which clients and which tasks you see. Read /projects/project-visibility.

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Example

Northwind Studio’s project list: Sarah Lin is staffed on Website Redesign only, and her role is scoped to her own projects. Her list shows one row.

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Permissions

See /projects/project-permissions.

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App and plan gating

Projects live inside the Projects & tasks app. Switch it off in Settings → Apps and Projects disappears, along with Clients and Tasks. Nothing is deleted. See /concepts/plans-and-features.

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Common questions

Yes. Choose No client. You can track time and set a budget, but you cannot invoice it.
It prefixes every task number in the project – CL-1, CL-2. See /tasks/task-numbers.
Either no budget is set, or it is a money budget and your role cannot see cost. An hours budget would still show.
It shows who is staffed on the project. A group in the wider product is a standing team – see /team/groups. Project membership is per project.
It was probably archived or deleted. Switch the list to All.

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Troubleshooting

See /projects/troubleshooting for the full list.

Create a project

Every field on the create form.

Project settings

General, Group and Finance.

Project sections

The stages tasks move through.

Project visibility

Who sees which projects, and why.

Project overview page

The financial dashboard.

Clients overview

The layer above projects.