Add (Edit) Project

Flowtly Editorial Team4 min

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.

  1. 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.

  1. 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.

  1. 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.

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.

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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