Projects View

To review and manage a specific project or phase, navigate to its profile. In the Projects list, you can use the "Go to Project View" button to access the Project page, which includes the Overview, Phases, Tasks and Project financials tabs, plus a Members drawer opened from the page header. Alternatively, you can go directly to a Project or Phase page by clicking on its name in the Project List.

Overview Tab

The Overview tab provides a centralized summary of a project’s key information, structure, and administrative controls. It is designed for both visibility and quick management by users with the appropriate roles. Budgets Section If the Budget module is active for your organization, you can manage the project's relationship with budgets within the Overview tab. This section lists all budgets connected to the project. A project can be connected to multiple budgets. Budgets cannot be edited directly here, but:

• Clicking a budget tile redirects you to its Budget Details page.
• Clicking “Go to budget” takes you to the page with Budgets list.

You can remove a budget assignment by clicking the ❌ on the tile. To connect a Project/Phase with a Budget, click the "Add New" button in the top right corner of the Budget section and select from the list of existing budgets. Once saved, the budget will appear in the section.

Note: Projects and Phases can be connected to different budget. Additionally, if you want each project phase to be connected with the same budget as parent project, you will have to do it manually for each project phase. Notes Section A single common note can be added per project. Click “Add note” to provide the note initially. To edit an existing note simply click into the field, make your changes, and press Enter to save. When no note exists yet, an empty-state visual appears with the message “No notes for the project.”

Members Drawer

Project members are no longer managed from a tab. Instead, a Members drawer opens from the project page header and lists everyone assigned to the project. Old bookmarks or links to a "members" tab still work: they are redirected automatically to open this drawer. To add a member:

1. Click on the "Add employee" Button: Opens a form to select and assign an employee.
2. Select the Employee: Choose the employee from the list.
3. Assign a Role: Specify the role of the employee in the project.
4. Save: The employee will appear in the list.

Note: You can assign a role to an employee only once. However one employee can have multiple roles in the same project (e.g. 1 employee can be Accountant manager and Tech lead at the same time). If a role has already been assigned to an employee, it will no longer appear in the list of available roles.

Once saved, the employee will appear in the member list within the drawer. You can also modify a previously selected role by clicking "Edit employee" button and remove a member from the project by clicking the Bin button and confirming the choice.

Phases Tab

A Phase in Flowtly is a separate entity within a parent project. It operates with the same functionality as a project but maintains its own settings, such as:

• Independent Budgets – Each phase can have its own budget allocation.
• Distinct Start & End Dates – A phase can run on a different timeline than its parent project.
• Separate Employee Assignments – Employees can be assigned either to a specific phase or parent project.

Phases allow for better organization of complex projects by breaking them down into manageable sections while keeping all related work under one main project structure.

How to create a Phase

There are two ways to create a phase inside a project:

1. Creating a Phase from the Project Page

1. Navigate to the dedicatedProject page.
2. Go to the Phases tab.
3. Click "Add project phase".
4. Fill in the following form details:

• Name (Required)
• Type (Fixed price, Internal, Not billable, Time and Material)
• Date From (Optional)
• Date To (Optional)

5. Click Save.

Once saved, the phase will appear under the parent project in the Projects List.

2. Creating a Phase from the Projects List page

1. Click "Add project" on the top-right corner of the Projects List page.
2. Fill out the project creation form as usual.
3. Navigate to the Project edit mode of the newly created project.
4. Select a Parent project for it.
5. Save the changes.

Now, the project will become a phase of the selected parent project.

Employee Access & Time Logging

Employee assignments and time logging depend on whether the phase was created from scratch or converted from an existing project.

1. When a new Phase is created under a parent project

• All employees assigned to the parent project will be automatically attached to the phase.
• Employees can log time under both the parent project and the phase.

2. When a separate Project becomes a phase of another Project

• Employees assigned to the parent project will be granted access to the phase.
• Employees who were assigned only to the phase before the assigning will not gain access to the parent project.

3. When an Employee is added only to a Phase

• The employee will be able to log time only under that phase.
• The employee will not be displayed as attached to the parent project.

4. When an Employee is added to the parent Project

• The employee will automatically gain access to the parent project and all of its phases.
• They will be able to log time under both the parent project and any of its phases.

Key Takeaways

✅ Phases function as independent units but inherit employee access from the parent project.
✅ If an employee needs to work across all phases, assign them at the parent project level.
✅ If an employee should only work on a specific phase, add them directly to that phase.

By using phases correctly, you can better structure complex projects and ensure smooth collaboration among teams while keeping billing and resource management efficient.

Tasks Tab

The Tasks tab tracks the project's task lists and individual tasks, letting you break project work into trackable items with their own status and recurrence. See Project Tasks for details.

Project financials

The former Profitability tab is now Project financials, which follows the project's money from plan to actuals across several sub-tabs:

• Initial budget – the planned costs set up for the project.
• P&L over time – planned vs. actual profit-and-loss charts.
• Budget realization (preview) – a per-tag rollup of planned, contracted, and invoiced amounts; only shown once an Initial budget exists.
• Plan vs Actual (preview) – a table of planned vs. actual revenue, cost, and net per month; also requires an Initial budget.
• Related costs – every project transaction (and transaction assignment) linked to the project.

Each sub-tab is addressable via its own URL segment (/projects/:id/financials/:subTab), so a specific sub-tab can be linked or bookmarked directly.

Wherever these sub-tabs break actual figures down by month, a cost is counted in the month its document relates to rather than the month it was paid. See Budget P&L & forecast for the full rule and how it affects monthly comparisons.

Example use cases

• A Project Manager needs to quickly understand the budget status and key notes for a project before a client meeting.
• An Operations Manager needs to assign a new team member to a complex project and ensure they have access to all relevant phases for time logging.
• A Finance Controller wants to review the total labor costs and hours worked by employees on a specific project over the last quarter to assess profitability.
• A Business Analyst needs to break down a large, long-term project into distinct phases, each with its own budget and timeline, for better management and reporting.