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Set up your Projects

All you need to know about managing projects.

Nina Janza avatar
Written by Nina Janza
Updated over a week ago

Create a new project

Please go to the Projects tab to add a new project to your account.

Once a project is created you will be able to further set up its billing information, budget, tasks, and project members:

1. Billable settings

Select a method by which a billable amount should be calculated for this project:

2. Budget

If you assign a budget to your project, all administrators and project managers will be reminded when it’s close to its limit.

The budget can be set in total hours, total billable amount, or total costs. You can choose between setting a total project budget or a task-based budget and even plan your budget for the entire project from start to finish, or on a monthly basis.

Depending on their privileges, your team will be able to see at all times how much budget is left for the project/task, so they can act accordingly.

3. Project description

You can add a project description which will be visible to other members that have access to the project:

4. Rounding of time

You can choose to round the time for billing purposes. You can set the tracked time to be either round-up, round-down, or round to the nearest interval.

For example, this will come in handy, if you bill in 15-minute increments and do not wish to show the exact tracked time in the reports or use the exact time when preparing an invoice. For your purposes, the actual duration of the logs will of course still be preserved.

5. Approval setting

By selecting 'Logs require approval', all recorded time logs on the project will be shown as pending, before one of the approvers approves them. You will be able to dynamically choose whether to only show approved logs in the reports or to show all time logs, including the pending ones.

6. Assigning users to a project

Only users that are assigned to a project, will be able to track time on it. If you haven't yet added other users to your account, you can add them here.

Go to the 'Members' tab of the project overview to assign users to the project:

You can then also assign users to specific tasks on the projects' task list. Learn more >>>

Here you will find a Quick Start Guide for your team members. Send them the link so they get familiar with My Hours and can start tracking immediately.

7. Task lists and tasks

If you wish, you are able to track time on specific tasks that will be performed on a project. This way you will get more detailed and insightful reports and also be able to plan better.

If you set a task-based budget for your project, you will be able to set a budget (in total hours, billable amount, or cost) for each task. This way you can follow its progress. When a task is finished, you can mark it as completed. You can create one or more task lists for a project and add tasks with detailed descriptions to them.

If you expect to have the same tasks across more projects, you can create and use task templates. This way you will be able to add them to projects faster.

8. Get the project report

Here you will be able to quickly access the detailed report for your project:

9. Edit, copy, archive, or delete a project

Once you’ve set up the project, you can edit, copy, archive, or delete it here:

If you archive a project, the project data will remain in the reports but no further time logs can be added to it. You will be able to restore the project if needed. If you delete a project, all data for this project will be lost.

By copying a project, the same project template will be applied to the new project.

10. Overview of all projects

In the Projects tab, you can get a great general overview of all projects. You can select the columns you wish to include in the view, such as budget information, billing information, costs, and total time spent.

This view can be exported as an Excel file. You can use the search box to narrow down the list of shown projects if you need to export just the information for a specific Client or Project.

Example projects

"Website" project
Project name: Website for DogsOffLeash
Client name: Dora Rodriguez
Billing method: User-based rate
Budget: Project-based budget, total billable amount: $5000
Tasks: Phone call, Live meeting, Prepare wireframe, Design primary page, Design secondary templates, Feedback meeting/call, Develop with CMS, Prepare staging and production environments, Deploying, Fixing issues
Members: Jimmy (Me - $100/h), Laura (Developer - $60/h), Ron (Designer - $50/h)


"Room" project
Project name: Larger room on 34th Street
Client name: James Donaldson
Billing method: Task-based rate
Budget: Project-based budget, total hours: 180
Tasks: Study existing blueprints ($50/h), Phone call ($50/h), Visiting client ($70/h), Prepare schedule ($50/h), Draw new design ($70/h), Present deliverables ($50/h), Incorporating feedback ($70/h), General work ($50/h)
Members: Laura (Me), Pete, Conrad, Annie

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