Add (Edit) Project

As a manager, you have the ability to add new projects to your organization. To ensure that your project is added correctly and is ready for management, follow these steps:

1. Navigate to the Projects Item from the Main Menu

This will bring you to the Projects list page where you can manage existing projects or add new ones.

2. Click on “Add project”

On the Projects page, click on the “Add project” button located on the top right corner of the page. This action will open a form where you will enter the details of your new project.

3. Fill Out the Form

In the form that appears, you will need to provide the following information:

• Name: Enter the name of the project. This should be a descriptive title that clearly identifies the project.
• Type: Specify the type of project from the available options. The types include: Fixed Price (Projects with a fixed cost), Internal (Projects carried out within the organization), Non Billable (Projects that do not generate revenue), Time and Material (Projects where costs are based on time and materials used).
• Date from (Optional): Represents the start date of the project.
• Date to (Optional): Represents the end date of the project.

  Note: If no dates are set, the project status will remain active until manually changed. If a Date To is specified, the project will stay active until that date, after which it will automatically change to inactive. If a project reaches its Date To, it will be displayed under the Inactive tab on the Project List page. Another possible status is Partially Active, which appears based on the statuses of the project's phases.

4. Save the Project

Once you have filled out all the necessary fields, click Save to add the project to the system.

Following these steps will ensure that your new project is successfully added and is ready for management within our system. You will now be able to view and edit the project details, manage employees assigned to the project, and track its progress through various phases.

Edit Project

On the Overview tab of the Project page, project information is now grouped into distinct sections, each with its own Edit option. This modular approach allows users to manage specific segments independently without editing the entire project.

1. Basic Information Click the Edit button in the top-right corner of the Basic Information section to modify the following fields:

• Name: Edit the name of the project.
• Parent Project: Specify a parent project, if applicable.

Note: Once linked, the project will appear nested under its designated Parent Project in the Projects list.

• Type (required): Choose between Fixed Price, Internal, Non-Billable, or Time and Material.
• Date from: Select the project’s start date.
• Date to: Select the project’s end date.
• Client: Select the associated client, if applicable. All changes are saved by clicking Save changes within the modal form.

Notes The Notes section allows users to add internal comments and information related to the project. If no notes have been added yet, the section will display a placeholder message: "No notes for the project". To add the first note, click Add note + in the top-right corner of the Notes box. Once a note is created, it becomes visible in the section and can later be edited. This is useful for tracking ad-hoc updates, decisions, or reminders directly within the project context. Users with Admin role can remove any Notes. You can update a project’s avatar from any tab within the Project view. Simply hover over the avatar (next to the project name) and click the edit icon that appears. This opens the Change avatar dialog, where you can either select a new project color from the palette or upload a custom logo/image from your device. Once selected, the updated color or image will be applied to the avatar and reflected consistently across the platform.

Deleting a Project

You can delete a project from its Overview tab: open the project, click Delete in the project header, and confirm.

Who can delete a project

Deleting a project requires the Administrator or Projects Manager permission. Roles that include Projects Manager — Account Manager, for example — can delete projects too. Without one of these, the deletion will not go through and Flowtly will tell you that you may not have permission to delete projects; ask your organization administrator to grant it.

When a project cannot be deleted

Two things stop a project being deleted, and each has to be cleared first:

• Budgets are linked to the project. Detach the project from its budgets, then try again.
• Property bookings are linked to the project. Remove or reassign those bookings first.

Nothing else blocks deletion. Tasks, contracts, invoices, logged work time and resourcing plans attached to a project do not prevent it from being deleted.

Note: if a project has budgets or property bookings attached, Flowtly currently reports the refusal with a general error message rather than naming which of the two it was. Check the project's budgets and property bookings if a deletion does not go through and you do have permission.

Note: deleting a project removes it from your lists and reports. It is not the same as deactivating one — if you only want a project to stop counting as active, set its Date to instead, which moves it to the Inactive tab on the Project List page.

Example use cases

• Onboarding a new client project: Create a new project, select 'Fixed Price' or 'Time and Material' type, assign the relevant client, and set initial start and end dates.
• Launching an internal initiative: Set up an 'Internal' project to track progress on new product development, process improvements, or team training programs.
• Adjusting project timelines: Edit an existing project to update its 'Date to' field when the project has been extended or completed ahead of schedule.
• Documenting project decisions or updates: Add a new note to a project's Notes section to record key decisions made during a client meeting or an important internal update.