Projects
A project groups related work under one client – a redesign, a migration, a retainer’s worth of small fixes. Work doesn’t have to belong to a project (plenty of jobs are one-offs), but a project makes it easy to see everything that went into a piece of work and to bill it as a unit.
Hourly or fixed-fee
A project has a billing type:
- Hourly – the work logged against it bills at your normal rate (the client’s, or your default if the client has none set – projects don’t carry their own rate). Good for open-ended or time-and-materials work.
- Fixed-fee – a single agreed price, regardless of the hours. The fee becomes a line you add when you build the invoice. You can optionally set an hours budget and choose what happens to time logged over it: bill the client for the overflow (it then shows up as unbilled work on the Money screen and in the composer) or absorb it (covered by the fee). With no budget set, the logged hours are just for your own record.
Example. You quote a $2,000 fixed-fee redesign with a 20-hour budget, overflow set to bill the client. You end up logging 24 hours. The first 20 are covered by the $2,000 fee – you log them same as any other work, but they don’t add to what the client owes. The extra 4 hours bill separately at your hourly rate, showing up as unbilled work ready to invoice alongside the $2,000 line. Set overflow to absorb instead, and those 4 hours are simply on you – logged for your own record, never billed.
Filing work under a project
When you log work, pick the project in the dialog. Already have a pile of loose entries? Select them in the work ledger and assign to a project in bulk – no re-entry.
Where to next
- Capture the time: logging work.
- Bill the project: building an invoice.