Projects

A project is the main container for client work. It connects the client, its tasks, the contacts who review time, and the users who log time.

What a Project Has

Each project:

• belongs to one client
• can reference one end customer
• has a default task and can have more tasks
• can have contact associations, which decide who reviews and receives copies of time
• can be assigned to users and user groups
• can have a Billing Category and an Hours Budget (Billing tab)
• can store custom fields, which are copied onto timecards as projectCustomFields

Project Options

These switches are on the project’s General tab:

• Completed: blocks new time submitted by administrators for this project.
• Auto Assign: assigns the project, and its tasks that have Auto Assign turned on, to newly created users.
• Archived: hides the project from new assignments and new time entry.

Default Task

Creating a project also creates a default task. The default task:

• has the project’s name
• has the description Default task for: <project name>
• is renamed when the project is renamed
• is archived when the project is archived

When a project has at least one active custom task, its default task is no longer offered for new assignments or new time entry. See Tasks.

Billing

• When a project has a billing category, it applies to all of the project’s tasks.
• A task can have its own billing category only when its project has none.
• Changing the project’s billing category updates its tasks to match.

Deletion

Deleting a project soft-deletes the project, its default task, and all of its contact associations. Custom tasks are not deleted.

Related

• Concepts: Tasks, Associations, Assignments, End Customers
• API: Projects endpoints
• Webhook events: projects.created, projects.updated, projects.deleted