To assign a client and set the project's attributes such plan, budget, color, etc. go to Manage 👉 Projects 👉 click on the project's name
Project owner & Assigning a client
The owner of a project is by default the person, who created it. In case you would like to change the owner, click on the "Change" button.
Assigning a client
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, as seen below:
Private & Active project
By default, all projects are public. That means all the 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 the user, who has been given the “Time Tracking project manager” role by the admin/account owner. A private project, on the other hand, can be created by anyone.
The "Active" checkbox
By default, all projects are set as active. That allows you to see the project in the list of projects when creating a Time Record. Unticking the "Active" checkbox will make this particular project disappear from the list of projects when creating a new time record.
The project's time records will be kept and still visible in the report, as opposed to deleting a project, which will delete the project itself and all its previously created time records.
Beneficial & Billable
The "Beneficial" attribute
The beneficial attribute works as an evaluation of yourself. You can retrospectively decide that the project was not beneficial to you at all. Doing that will also set the related project's time records as not beneficial or vice versa.
The "Billable" attribute
By default, all projects are set as billable. The ticked "Billable" checkbox allows you to set hourly rates to the project's Time Records.
Concise project report & project buttons
A quick project's report in the infographic can be found on the right-hand side of the screen.
For more detailed analysis, press the different report and functionality buttons underneath the infographic.
In case you need help or would like to share your ideas with us, please contact the prima:Time Support team by clicking on the black bubble in the bottom right corner of this page 🙌.