How do I create a project?

To create a new project in Invoicera, Please follow the below steps:

Step 1: Login to your Invoicera Account.

Step 2: Go to Projects>> Projects

Step 3: Click on Add new project

Step 4: Fill out the required fields as shown in the image below.

Step 5: Click on Save

Following tips will ease your work :

Give the project a title. It can be whatever you want. Entering the client’s name in the project title may help you identify projects in the future.

Choose the client you will be billing for this project (if you aren’t going to bill, choose ‘Internal’).

Choose a Project Manager. This is the person who can generate invoices based on tracked time.

Note: The owner of the Invoicera account (administrator) always has project manager access no matter who is selected. The Project Manager role is for your staff.

Choose a Billing Method.

Enter a time-based budget. Invoicera does not support financial budgeting.

Choose which tasks you want associated with this project.

Choose which Team Members you want associated with this project.

Click on Save and start tracking your time 🙂

Updated on: 26/07/2024