Guide
Set up a project
Create a project for a job or contract, with a budget and rates.
Updated October 26, 2026
- Go to Projects and click New project.
- Name it and pick the customer.
- Choose how it's billed: hourly, fixed price, or not billed (internal work).
- Set the hourly rate (tasks can have their own), the tax for its invoices, and optionally a labour cost per hour so profit can be worked out.
- Add a budget in hours and/or dollars if you want to track it.
Add tasks on the project page (for example Diagnostics or Admin), each with its own rate, budget or non-billable setting. To put a cost on the project, open an approved bill or expense and pick the project on that line.
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