Projects

12 articles

Projects in Flowtly serve as the core organizational units for managing and tracking business initiatives, client engagements, or internal work. They provide the structure for project creation, team management, time tracking, and profitability analysis. Flowtly supports several project types: Fixed-price, Time & Material, Non-billable, and Internal. Configuring each project with specific details aligns its tracking and reporting capabilities with your business processes.

Project Details and Management

Each project in Flowtly is configured with specific details to accurately track work, manage teams, and analyze profitability:

  • Name: A unique identifier for the project.
  • Client: The client associated with the project.
  • Currency: The currency used for financial tracking within the project.
  • Dates: The project's start and end dates.
  • Team members with per-member rates: Individuals assigned to the project along with their billing or cost rates.
  • Colour/icon: A visual indicator for easy identification in lists and dashboards.

Projects support tracking of work times, invoice generation directly from project data, and budget linkage for financial oversight. Team members involved in a project can be assigned different levels of access, such as viewing project data, managing project details, leading the project, or overseeing the associated account.

Example use cases

  • Client Billing: Track time spent by team members on various client projects for precise invoicing, especially for Fixed-price or Time & Material projects.
  • Internal Initiatives: Organize and monitor progress and resource allocation for internal development, marketing, or operational projects classified as Internal or Non-billable.
  • Budget Management: Link projects to budgets and track associated costs to ensure projects remain within financial limits, contributing to profitability analysis.
  • Team Performance Analysis: Understand how team members distribute their efforts across different projects using tracked work times and profitability data.

Connection map

Refers toDerived fromPart ofPlanned vs actual
Documented hereDocumented elsewhere
budget covers project. invoice billed from project. project is of type project-type. project staffed by person. project-rate rates person. project-rate applies on project. time-entry tracked against project. task belongs to project. project-folder groups project. project linked to budget. project needs role. booking planned vs actual time-entry.coversbilled fromis of typestaffed byratesapplies ontracked againstbelongs togroupslinked toneedsplanned vs actualBBudget — The financial envelope an engagement is measured against — what was planned, versus what has actually been spent.BudgetPProject — The core organizational unit for a business initiative, client engagement or internal work. Everything tracked — time, cost, invoicing, profitability — hangs off one.ProjectIInvoice — A sales document issued to a client: line items, dates, tax. It is created, reviewed, previewed and then sent.InvoicePProject type — Fixed-price, Time & Material, Non-billable or Internal. It decides how the project's tracking and reporting behave.Project typePPerson — An employee. The central record the rest of the workforce data hangs off — profile, documents, leave, benefits, rates.PersonMMember rate — A team member's billing or cost rate on a project. Rates are per member, so the same person can cost differently on two projects.Member rateTTime entry — What actually happened — work time logged against a project.Time entryTTask — A unit of work inside a project.TaskPProject folder — A grouping of projects, for organisations running more than a handful.Project folderRRole — One job to be done on a project. It may be open, partly filled, filled or over-filled, and it exists whether or not anyone is booked on it.RoleBBooking — One person committed to one role for a stretch of weeks, at a percentage of their time. A booking is a plan, not a record of work done.Booking

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