Projects

A project is something the organisation is working on: a name, one accountable owner, the dates it runs between, a budget, and everything that belongs to it — boards, milestones, risks, updates, people, files, a chat room and, when Time is installed, the hours booked against it.

Projects is the hub. The work itself lives on Boards, the hours in Time, the dates on the Calendar; a project points at them rather than copying them.

Where to find itCopy Anchor Link

Open Projects from the sidebar's app row or All apps (/projects). Its sidebar:

The foot of the sidebar shows how many projects are at risk; select it to open the Portfolio, grouped by health with the worst first.

Old links of the form /time/projects/{id} and /time/projects?project={id} redirect to /projects/{id}.

Roles and permissionsCopy Anchor Link

Roles are Viewer, Member, Manager and Administrator, granted at System console → Access → Roles. Everybody in the organisation can read projects with organisation visibility; a project set to its members is visible only to its members, its teams' members and its owner. Starting a project and adding milestones needs a managing role on the project or the module.

Main workflowsCopy Anchor Link

Find a projectCopy Anchor Link

1. Open All projects, My projects or Portfolio.
2. Search by name or code, and filter by State, Health, Owner, Customer or Tag.
3. Group by customer, owner or health.
4. When nothing matches, Clear filters resets the search and every filter at once.

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1. 1All projectsAll projects, My projects, Portfolio and Milestones, each a different cut of the list.
2. 2Name or codeSearches the projects by name or code.
3. 3StateShows only projects in the states you pick; Health beside it works the same way.
4. 4OwnerNarrows the list to one owner’s projects; Customer and Tag sit beside it.
5. 5Group byGroups the list by customer, owner or health.

Start a projectCopy Anchor Link

1. Press Start a project on any list.
2. Fill in the record: name, code, owner, customer, start and end date, budget (money or hours), priority, tags, visibility and whether time is tracked on it.
3. Open the new project and add boards, people and milestones from its tabs.

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1. 1NameWhat the organisation calls the project; with an owner it is enough to start.
2. 2OwnerThe one person accountable for the project.
3. 3Starts onThe day the work starts; Ends on beside it is the day it is due to end.
4. 4VisibilityThe whole organisation, or only the project’s members.
5. 5Start itCreates the project; add boards, people and milestones from its tabs.

Work inside a projectCopy Anchor Link

A project page has tabs: Overview, Work, Milestones, Updates, Risks, People, Files, Code, Finance (when Finance is installed) and Settings.

• Overview — dates, next milestone, booked hours (when time tracking is on), latest updates.
• Work — items from the boards the project names, with links to each item.
• Updates — a written status with a health (on track, at risk, off track). The portfolio and the at-risk count read these, never a calculation.
• Risks — the risk register.

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1. 1TabsOverview, Work, Milestones, Updates, Risks, People, Files and Settings.
2. 2Write an updateA written status with a health; the portfolio and the at-risk count read it.
3. 3How it is goingThe health its owner asserted, beside the budget, milestones and hours booked.
4. 4Recent updatesThe three latest updates; the whole feed is on the Updates tab.
5. 5Book timeBooks hours against this project in Time.

Track milestones across projectsCopy Anchor Link

1. Open Milestones in the sidebar.
2. Choose a range (e.g. Next 30 days) or set From/To; tick Include the ones already done to see history.
3. Open milestones whose date has passed before the range starts stay on top under Overdue and still open, so the badge in the sidebar and the page always agree.
4. Add a milestone to any project you manage.

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1. 1MilestonesWhat is due across every project; the badge counts the ones due soon.
2. 2RangeThe days shown, from a preset such as Next 30 days or your own From and To.
3. 3Include the ones already doneShows finished milestones too, for the history.
4. 4Add a milestoneAdds a milestone to any project you manage.

Archive a projectCopy Anchor Link

Project → Settings → Archive. A project is never deleted, because hours, appointments and messages name it. Put it back restores it.

Settings and adminCopy Anchor Link

Per project (Settings tab):

• The record — name, colour, owner, dates, budget, tags.
• Track time on this project — off means the project does not appear in Time.
• Visibility — the organisation, or its members only.
• Room — link or make the chat channel where the project is discussed.
• Boards — which boards count as the project's work; the Primary one is what a timer started on this project defaults to.

Module-wide:

• Roles: System console → Access → Roles (the Administration page in the sidebar links there for whoever may open the console).
• Module settings and installation: System console → Marketplace → Projects.

How Projects relates to other modulesCopy Anchor Link

TipsCopy Anchor Link

• Write an update whenever health changes; the portfolio only knows what owners write.
• Use My projects as your start page if you own several.