Overview

Flowtly Editorial Team2 min

Flowtly Projects covers the essential aspects of managing projects, from creation to profitability analysis. This includes project creation, team management, and time tracking. The system supports various project types: Fixed-price, Time & Material, Non-billable, and Internal.

When creating a project, you can define its name, client, currency, dates, assign team members with per-member rates, and set a unique colour/icon. Flowtly Projects tracks work times, supports invoice generation directly from project data, and allows for budget linkage.

Access and permissions within the Projects feature are controlled by specific roles: ROLE_PROJECTS_VIEWER, ROLE_PROJECTS_MANAGER, ROLE_PROJECTS_LEAD, and ROLE_ACCOUNT_MANAGER. You can interact with Projects through dedicated UI pages, including the /projects list, individual project detail pages, /project-tracking, /project-holiday-planner, and the profitability section.

Example use cases

  • Creating and managing a client project (e.g., Fixed-price or Time & Material), assigning team members with per-member rates, tracking work times, and generating invoices based on project data.
  • Setting up Internal or Non-billable projects to track team member time on company-specific initiatives without billing, and analyzing associated costs.
  • Monitoring project profitability by linking budgets and comparing actual tracked work times and associated costs for team members.
  • Utilizing the /project-tracking page to log work times for various projects and managing team member availability through the /project-holiday-planner.

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

Related terms