What Are Projects?

Business projects are an important part of every business. Managing the projects, dealing with clients and maintaining the information are some essential elements that are associated with projects. You can do it all within the billed account.

In this article, we will cover:

  • How to create a project?
  • Elements of A Project
  • Project Details
  • Project Overview
  • Add New Task
  • Generate Invoices in the Project

How to Create A Project?

Following are some ways to create a project:

  • Click on the "Dashboard" from the left menu, then press the "New" button at the top-right corner of the screen and select the “Project” option.
  • Go to “Projects” from the left menu and click on the “Add Project” button.
  • Go to the “Clients” section from the left menu. Then, choose the concerned client and click on “Projects”. Finally, press the “Add Project” button. (the project will be assigned to this client)

Elements of A Project

All the actions mentioned above will take you to a page. There you have to fill out the following details:

  • Project Title: Firstly, add the name of the project under “Project Title.”
  • Team Members: Select single or multiple team members in a project to collaborate effectively.
  • Project Client: Click on “Project Client” to view the options and then select a client.
  • Project Color: You can differentiate your projects by assigning them different colors. Choose any particular color for your project.
  • Billable by Default: Turn on this option to make all new entries initially billable.
  • Project Billable Rate: This option will let you write a project billable rate.
  • Project Estimate: You can select an option that shows how you want to track the project's progress. Select an option among “Time Estimate” and “Project Budget.”
  • Manual or Task Based: Choose an option among manual or task based.
  • Manual: If you select the option “Manual” then you have to write the total estimated time or budget. 
  • Task Based: If you select the “Task Based” option then the estimated time or budget will be as per tasks of the project.
  • Save: Finally, press the “Save” button at the bottom of the page to save the project.

Projects Details

Click on “Projects” from the left menu to approach the projects. Now, click at the top right corner of the screen. The following three options will appear. 

  • All: It is the default option and will show you all the projects, no matter if they are completed or not.
  • Completed: This option will show you all your completed projects.
  • Active: Select this option to view all your currently active projects.

You can view all the projects in the “Projects” folder. Each new project will be saved in your projects collection. The “Projects” folder will view the following details your projects:

  • You can view “Project Title” at the top of each project.
  • You will find “Client’s name” under the project's title.
  • Then, the total amount of the project is shown.
  • Lastly, the total time estimate or total budget estimate is mentioned.

Project Overview

Whenever you click a project you can see the following details:

  • Status: You can see the insights to the project like total amount, tracked and remaining. 
  • Tracking: A pie graph shows billable and remaining project tasks.
  • Task list: Under the pie graph, you can find a task list along with the date.
  • Invoices: At the bottom, you can see the invoices that belong to the project.

Add New Task

While viewing a project you can see the “Add New Task” option at the right side. Click on it to add a new task in the project. Here you have to fill out the following information:

  • Click on “Task Title” to add the title.
  • Then, choose an option among low, normal, high and critical according to the nature of the task.
  • Add the budget or time estimate.
  • Finally, click on the “Add task” button at the bottom.

Generate Invoices in the Project

While viewing a project, click on the “Generate Invoice” button from the right side. Now add the invoicing details and save it. You can view all the invoices that belong to a project at the bottom of each project.

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