Creating a Project

A Project holds everything for one piece of Client work: its Tasks, tracked time, expenses and Invoices. Every Project belongs to a Client.

Create a Project

1. Go to Projects and click New Project.
2. Enter a Project Name.
3. Under Client, pick the Client. No Client yet? Click Add New Client in the list.
4. Fill in any of the optional fields below.
5. Click Create Project.

You can also start a Project from Add New › New Project in the top menu, or from a Client’s page.

Optional Fields

Field	What it’s for
Description	What the Project is about.
Status	Where the Project stands. Pick one from the list.
Budget	What the Client agreed to spend. hrglass tracks spending against it on the Project page.
Default Tax Rates	Tax rates added to new Invoices and estimates for this Project. They override the Client’s and workspace’s defaults.
Start Date and End Date	The Project’s timeline. The end date shows up as a deadline on your Dashboard and Calendar.
Assign To	Team plans only. Who’s working on the Project.

You can change any of these later on the Project page.

Tip

Don’t see Budget or Default Tax Rates? Those only show if you can see financial data in this workspace. Ask your workspace owner.

Next Step

Add the work to your Project. See Creating and Editing Tasks.