How do I set up a project?

 After you have created a project, you have to set it up.

Open the project from Activities & projects > Projects by clicking on its row. The project view has three tabs: Activities, Members and Settings. 

Contents

• Add an activity to a project
• Assign members
• Set rates

Add an activity to a project

A project activity is based on a general activity. The general activity defines the type: paid working, paid non-working or unpaid non-working. It appears in the Based on column of the activity list.

Follow these steps

1. Open the project and switch to the Activities tab. 
2. Click Add activity.
3. Enter a name and pick a colour.
4. Select the general activity to base this project activity on.
5.  Optianal: assign activity tags. 
6. Optional: link one or more geolocations to the activity.
7. Click Save.

Assign members

The Members tab shows the project lead and everyone assigned to the project. Each member's account-level role is shown alongside their name.

Follow these steps

1. Open the project and switch to the Members tab.
2. Click Edit members to add or remove members.
3. To remove a single member, open the actions menu on the member row and select Remove.
4.  To change the project lead, open the actions menu on the project lead card. 

Set rates

Rates are used to calculate costs and revenue in reports. You choose how rates are defined for the project. 

Follow these steps

1. Open the project and switch to the Settings tab.
2. In the Rates section, pick one of the three options:
   • Disable rate calculation — activities have no rate fields. Cost and revenue are not calculated.
   • Per activity — set an hourly rate per activity, for example Activity A: €130/h, Activity B: €95/h. Recommended when rates vary by activity.
   • Per user — set hourly rates per person in their profile, for example Senior: €150/h, Junior: €80/h. Recommended when rates vary by person.