Time Tracking projects, rates and tags

Projects lists a team's active and archived projects, and its tags. Team admins add and change them; every member can choose them for their time. Projects and tags belong to Personal or the selected team.

Projects

Choose Add project, enter its name and choose Add project. An entry does not need a project. A Proposal can also make a project for its client when the work starts; see Acceptance, signing and payment.

Open a project to rename it and set what new entries on it start with:

• Contact: linked to new entries that do not choose another Contact.
• New timers: whether a timer started on this project is billable.
• Hourly rate and Rate currency: the rate for new entries on this project.
• Billing rounding: how billed time is rounded when entries are added to an invoice: Exact, or the nearest 5, 6, 10 or 15 minutes. Time with no project uses exact time. The tracked entry keeps the time recorded.
• Hour budget: hours for the project, such as 12.5. The project shows the completed time everyone in the team has recorded against it.

These are copied to each new entry; changing them later does not change saved entries.

Archive project, on the project's page, keeps its entries but stops it being chosen for new time. Restore project brings it back.

Hourly rates

A new entry takes its hourly rate from the first of these that has one:

1. the project's Hourly rate;
2. the linked Contact's Default hourly rate, on the contact's page;
3. Default hourly rate in Invoicing settings, under Currency and payment terms.

A rate entered on the time entry itself replaces it. Contact and Invoicing rates use the default invoice currency; a project's rate uses the project's currency, or the default. Members see rates only when Rates visible to members is on, on the team page; see Time reports and exports.

Tags

Tags label entries across projects. An entry can have one tag. Choose + Add tag under Tags to add one, and click a tag's name to rename it. Delete tag removes it from the entries that have it; adding a tag with the same name brings it back.

For more help, Contact support.