Projects
The projects module lets you organize work by client project, track task progress and calculate actual profitability against the budget.
What you can do
Section titled “What you can do”- Create projects with budget, dates, client and hourly rate.
- Manage tasks inside each project, with kanban or list view.
- Register time entries per task and user.
- Check project profitability: budget, hour cost, expenses, income and margin.
Prerequisites
Section titled “Prerequisites”- At least one customer must be registered (
Customers). - Internal users must exist so they can be assigned to tasks.
- (Optional) Create purchase and sales invoices linked to the project so profitability reflects real income and expenses.
Create a project
Section titled “Create a project”- Go to
Sales → Projectsand click New project. - Fill in the required fields:
- Name and code of the project.
- Customer (optional but recommended).
- Budget and hourly rate.
- Start and end dates.
- Status (
active,on_hold,completed,archived).
- Click Save.
Project statuses
Section titled “Project statuses”| Status | Color | Meaning |
|---|---|---|
| Active | Green | The project is ongoing |
| On hold | Orange | Temporarily stopped |
| Completed | Purple | Successfully finished |
| Archived | Grey | Historical, no activity |
Project tasks
Section titled “Project tasks”Inside a project record, on the Tasks tab:
- Click New task.
- Enter title, description, assignee, due date and estimated hours.
- Change status by dragging the card in the kanban board or using the selector.
Task statuses
Section titled “Task statuses”| Status | Meaning |
|---|---|
todo |
Pending |
in_progress |
In progress |
done |
Done |
Time tracking
Section titled “Time tracking”On the Time tab of the project:
- Click New time entry.
- Select the task, date, user and hours spent.
- Mark whether the hours are billable or not.
The total recorded hours appear in the tab header.
Profitability
Section titled “Profitability”The Profitability tab shows:
| Concept | Calculation |
|---|---|
| Budget | Budget entered in the project |
| Hour cost | Recorded hours × hourly rate |
| Expenses | Sum of linked purchase invoices |
| Income | Sum of linked sales invoices |
| Margin | Income − expenses − hour cost |