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Creating projects

Projects can be created from Projects or Timesheet view. For more information about creating projects from Timesheet view, see Creating log items. Most project information is available in Projects, Timesheet, and Invoices view, but some information such as due date and invoicing details is only available in Projects view.

If you can't see your project list, click the Projects button or choose View > Projects.

To create a project:

  1. Click the Projects button or choose View > Projects.
  2. Click the Add (+) button and choose Add Project...
  3. Type the text in the fields provided
  4. Select a category from the Category pop-up button.
  5. If the category is not in the list, click the Edit... button. For more information about creating categories, see Creating categories.

  6. Select a contact from the Contact pop-up button.
  7. This is typically the project manager. If the person is not in the list, click the Add... button. For more information about creating contacts, see Importing from Address Book and Creating new contacts.

  8. To tell Hourly to invoice a different contact, select that contact from the Billing pop-up menu.
  9. Click the Add button

See also

importing from address book

creating new contacts

creating categories

creating log items