Create and manage a project

In InnoBooks, a project brings together a client, a team and a rate (hourly or flat). Once the project is created, you log time and services against it, then track its profitability right from the list: logged time, unbilled amount and total amount. Here’s the full walkthrough.

What you’ll need #

• A client already saved in InnoBooks (you’ll assign it to the project).
• Permission to create projects.
• Team members already invited, if you want to add them to the project.

Steps #

1. Open the Projects page

   From the menu, open the Projects page, then click Create New Project at the top right. The add-project form opens.

   

2. Choose the type and name the project

   Select the Project Type, then fill in the Project Name and, if needed, a Description.

3. Assign the client and end date

   In Assign Client, select the project’s client. Then pick the expected End Date.

4. Set the rate and budget

   If the type is hourly, enter the Hourly Rate. You can also set a Flat Rate and a Total Hours as a budget. Tick Billable if the project’s work should be re-invoiced to the client.

5. Add members and services

   Under Member, click the “+” button to add team members to the project. Click Add a Service to list the billed services: each row shows Service Name, Rate, Quantity, Tax and Line Total (apply GST 5% and QST 9.975% as needed).

6. Save and track profitability

   Click Save to create the project. It appears in the list with the Logged, Unbilled and Amount columns. The cards at the top summarize Total Logged, Total Unbilled and Total Amount across all your projects.

Tips & edge cases #

• Time logged against this project through Time Tracking is automatically added up in the Logged column.
• Filter the list with the status selector (All Status, Active Project, UnActive Project, Archive Project), the search box and the date filter.
• A finished project can be Archived rather than Deleted from the three-dot menu; an inactive or archived project can be Activated again.
• The pencil button reopens the form to Edit a Project (rate, members, services…).

Frequently asked questions #

How do I set a rate or an hours budget? #

In the form, choose the Project Type: an hourly type reveals the Hourly Rate field. You can also enter a Flat Rate and a Total Hours as a reference budget.

How do I track a project’s profitability? #

From the Projects list: the Logged, Unbilled and Amount columns show the time logged and the amounts per project, and the cards at the top give the Total Logged, Total Unbilled and Total Amount totals.

How do I archive a finished project? #

In the list, open the three-dot menu on the project’s row and choose Archive. The project stays available through the Archive Project filter and can be Activated later.

Related articles #

• Track your time
• Approve your team’s timesheets