Managing Projects and Clients
Organize client billing, project time, and team assignments so timesheets and hourly rates roll up cleanly in reports.
Clients and projects
Create a client for external work, then add projects underneath. Free workspaces are limited to two projects; Pro removes that cap so agencies can track more concurrent project time.
Budgets, rates, and assignments
Attach members to projects they should track. Member and project hourly rates support billable hours and Pro salary calculations. Use notes on sessions when context helps later client billing reviews.
- Keep inactive project assignments cleaned up to avoid wrong project selections in the timer.
- Align rate snapshots with how you invoice—report filters make reconciliations easier on Pro.
Archiving
Archive clients or projects you no longer need in the timer list. Historical sessions remain for analytics within your plan’s history window, while the workspace stays focused on active work.
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