Projects & Time

Overview and core concepts

Organize delivery work and record the time your team actually spends.

The project manager is a responsibility field; it does not automatically make that person an active project member.

Time requires an active project and active membership. A task is optional when the form allows it; Project tasks describe delivery work, while CRM tasks describe sales follow-ups.

Time is stored as integer minutes. A rate snapshot preserves the recorded valuation when a member rate later changes. Billable does not mean invoiced.

Project 360 and explicit selected-time → Sales invoice drafts with captured rates and reservations that prevent double billing, when Projects + Sales and their billing workflow are active.

Before you start & permissions

Select the right company and confirm that this app is active.

Projects viewing and the relevant project, member, task, milestone and own/all-time permissions.

Getting started & common workflows

1. Create a draft project and choose its manager. Add the required project members explicitly.
2. Set milestones and delivery tasks. Activate the project before entering time.
3. Choose the active project/member, date, optional task and integer minutes; mark billable or non-billable.
4. Review the project time summary and rate snapshots. Complete or archive work using its supported lifecycle actions.

Related modules

Shared records and explicit handoffs keep work connected. Each module still requires its own access and permissions.

Troubleshooting

• Cannot add time? Check project activation, active membership and your time permission. Being the manager is insufficient.
• Rate differs from today’s rate? Existing time keeps its rate snapshot.
• For a missing connected action, check the selected company, matching active apps, permissions, workflow enablement and readiness. Historical records are not backfilled.

Current platform notes

• Selected-time invoicing requires Projects + Sales and an enabled billing workflow. Time entry alone never invoices or posts; historical rates are never inferred.
• No Gantt, resource forecasting or payroll.