How do I create a project?

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

Step 1: Log in to your Invoicera Account.

Step 2: Go to ‘Projects’>>’Projects’

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Step 3: Click on ‘Add’ new project

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

Step 5: Click ‘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 ‘Save’ and start tracking your time :)

In case the article was not able to help you with your queries, please click here to raise a support ticket to our Customer Delight Team.

Posted by Invoicera Support on 14 December 2015

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