To set the project's attributes such as plan, budget, name, code, etc., go to Manage 👉 Projects 👉 click on the project's name
Project owner & Assignng a client
The owner of a project is by default the person, who created it. In case you would like to change the owner, simpy click on the "Change" button.
To assign a client to the project, click on the client field and pick the desired client. In case you do not have any clients defined, click on the "+Client" button.
Private & Active project
By default, all projects are public. That means all time records are visible to every member of your team. In case you do not want others to see your time records, tick the "Private" checkbox and the project will become private.
Note, a public project can be created only by the account owner, administrator or by a user, that has been given permission by the admin/account owner. A private project on the other hand, can be created by anyone.
By default. all projects are set as active. In case you finished a project, untick the "Active" checkbox, which will make the project inactive. This comes in handy, because that particular project will not appear among the options when creating a new time record. The project's time records will be still visible in the report though.
Benefitial & Billable
The benefitial attribute works as an evaluation of yourself. You can retrospectivily decide that the project was not benefitial to you at all. Doing that will also set the related project's time records as not benefitial or vice versa.
By default, all projects are set as billable. The active "Billable" checkbox allows you to set hourly rates of the project, its tasks and activities.
Update, delete, copy
As opposed to the "Active" checbox, deleting the project will delete all the previously created time records in that project.
There is also an option of making copy of a project. That is great when you would like to keep the same settings from a previous and just change the name.
An infographic can be found on the right hand side of the screen. Here you can find out for example how much time you have spent on this project, billable time and beneficial time.
For more detailed analysis, press the different report buttons underneath the infographic.
If you need help or would like to share your ideas, please contact the primaTime Support by clicking on the blue bubble in the bottom right corner of this page. All sorts of comments are very welcome. We are permanently searching for new inspiration to improve our software 📩🙏.