Projects

Projects are the backbone of Timeora reporting. A time entry that points at a project can appear in project reports, client reports and invoices; an entry without one cannot.

Open projects

What a project contains

Field	Why it matters
Name	Appears in the timer, reports and invoices. Keep it recognisable to the people who track time.
Client	Decides which client reports include the project.
Status	Decides whether the project is offered for new time entries.
Budget	Used to compare tracked time and cost against the plan.

Create a project

Before you start

• projects.create
• The projects feature in your licence tier.

1. Open Projects in the navigation.
2. Select Add project.
3. Enter a name, select the client and set a status.
4. Save. The project is immediately available in the timer.

Keep the list healthy

• Archive projects when the work is finished. Archived projects stay in reports for their period, but they stop appearing as an option for new entries.
• Rename carefully. The name is used in reports and invoice lines, so renaming changes what future documents say. Past entries keep pointing at the same project.
• Use the client field even when you only report internally. It is the cheapest way to make client reporting possible later.

Permissions

Action	Permission
Open the module and select the project in the timer	projects.read
Add a project	projects.create
Edit or archive a project	projects.update
Delete a project	projects.delete

If you can track time on a project but cannot change it, that is expected: the timer only needs projects.read.

Next steps

• Read the report guide to see how project time becomes report data.
• Review activities to make sure the second dimension of your reporting is useful.