Project Folders

Flowtly Editorial Team2 min

Flowtly lets you group related projects into folders so that large project lists stay organised and easy to navigate. A folder is a label you assign to a project; projects that share the same label appear together under a collapsible heading in the project list.

Enabling folder grouping

Folder grouping is an organisation-level setting. An administrator turns it on from the organisation settings. Once enabled, the project list offers a grouped view alongside the standard flat list, and each project can be assigned to a folder.

Organising projects into folders

  • Assign a folder to a project from the project details. Projects that have no folder are gathered under a "Without folder" heading, so nothing is hidden from view.
  • A project belongs to one folder at a time. Change the folder whenever you need to move a project to a different group.
  • Collapse or expand a folder heading to focus on the projects you are working with. Folders open collapsed so the list stays compact.

Finding projects across folders

  • Search the project list to reveal matching projects regardless of which folder they sit in.
  • Switch back to the flat list view at any time if you prefer to see every project without grouping.

Example use cases

  • A property manager groups all parking-related projects under a single "Parkings" folder, keeping the main project list short while still tracking each project separately.
  • An agency separates client work from internal initiatives by placing each set of projects in its own folder.
  • A finance lead collapses completed folders to keep active projects in view.

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