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Projects

Bundle inquiries, quotes, work orders, invoices, tasks, work times, and files for one job in a single shared Workspace.

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Projects

A project is a container for one job: it bundles the sales records, execution work, time tracking, files, and conversations that belong together. Nothing forces records through a project — see Business flow — but once several records belong to the same customer job, a project gives them shared context.

What a project bundlesThe project sits in the center and connects sales records like inquiries, quotes, and invoices, execution work like work orders, tasks, and planner, time and billing data, and collaboration through discussion, resources, and files.

Sales

inquiries · quotes · invoices

Execution

work orders · tasks · planner

Project

status · client · folder

Time & billing

work times · revenue account

Collaboration

discussion · resources · files

The project Workspace

  • Open Projects for the project table with search and a status filter.
  • A project's status is one of Draft, Active, On Hold, Completed, Cancelled, or Archived.
  • Each project has its own tabs — General, Inquiries, Quotes, Work Orders, Invoices, Tasks, Work Times, Files, and Planner. You only see the tabs your permissions and Workspace features allow.

The General tab

The overview brings the whole job onto one page:

  • A process timeline lists the linked inquiries, quotes, work orders, and invoices in their natural order — it reflects what exists, you don't have to move the project through stages.
  • Work-time insights show current month, year, and all-time totals with charts and a per-work-order breakdown.
  • The discussion thread keeps project talk in place, with @mentions and file attachments.
  • Resources collect external links with previews (plain domains are saved as https://…); uploaded documents belong in the project's Files tab with its own folder tree.

Organizations on a project

  • A project can have one client organization plus additional involved organizations with roles — Lead, Partner, Supplier, or Other.
  • The overview also lists derived organizations found on linked inquiries, quotes, and invoices, so you can promote them into the project record with one click.
  • When a project resolves to exactly one client, new inquiries, quotes, and invoices created for that project prefill the client automatically; with several candidates you pick the client yourself.

Billing defaults

A project can carry a default billing wage and a revenue account. When invoice journal entries are built from allocated work times, the project's revenue account is used before the Workspace default.

Merge duplicate projects

  • Select two or more projects in the table and choose Merge projects from the selection actions.
  • Pick the project to keep — a comparison dialog shows the linked data on each side before you confirm.
  • Everything linked moves to the kept project: inquiries, quotes, work orders, invoices, tasks, work times, forms and submissions, organization links, resources, discussions, shares, project-scoped automations, page and email links, and activity history. Automation scope and active trigger references are rewritten to the kept project. Folder contents merge into its folder, and the duplicate project records are deleted.