In Timely, your work is logged to Projects which are linked to your Clients. Learn how to create a new project, set up your project budget, assign users and add tags.
Select Projects from the left navigation bar in Timely to access your Projects page. From here you can also edit, archive or delete existing projects just by clicking "..." on a pinned project OR by a project name on the "All Projects" page.
But you're here to create a new project!
To get started, click on the big green "New project" button in the upper right-hand corner.
This takes you to page where you can enter all the details for your new project:
Here's a breakdown of what all the Project Detail fields mean.
Choose a project name that describes the task you are tracking. There's no need to include the client, since projects are always organized under a client. Some of our customers are very specific with project names (e.g. "Front End Website Design Phase 2") while others are more general (e.g. the same task might be called "Website"). Whatever you choose, remember you can specify your entries with tags later.
Using color helps you visually separate projects on your timesheet. Choose one of the nice colors picked out by our designers or make your own using the custom color picker! 😱
You can also use an HTML color code chart if you want even more variety!
This is where you assign the project to a client. A client is who you're billing your hours to.
Assign a project to your own company name if the hours will be used to track internal work:
Once you've entered your Project Details, you're ready to enter the rest of your Project preferences.
Select the users you want to access the project.
If the project is billable, click the '+ hourly rates' option. Selecting individual rates will automatically assign the user's default rate to the project. You can edit individual hourly rates as needed. Selecting 'Same Rate for Everyone' will assign the hourly rate you specify for everyone on the project.
NOTE: Changing the hourly rate on a project will cause all hours previously logged on that project to be changed as well.
Assign a Budget Type
You can choose between a Time or Money budget. While the Time budget summarizes all hours spent on a project to indicate progress, the Money budget also calculates "hourly rate" x "logged hours per user" to create the logged money for the project.
If no budget option is selected, the project will automatically be created as 'no budget'.
Set a Recurring Budget
If you're on the Company plan, you'll also see the "Interval" tab, This lets you set a weekly or monthly budget. Read more about how recurring budgets work.
Add Tag Lists
Tags can be used as sub-projects, sub-tasks or just a simple way to track project phases. This section lets you specify Tags that are available for a project and which are required*. Read more about how to use tag lists.
*Required tags is a feature of the Company level subscription.
You are now ready to create an entry and log your time!