How do I create a project and decide who sees it?

Projects live under Task tracking, then Projects. Owners and co-owners always see the screen; a manager sees it when Allow managers to create and edit projects is on. If the whole section is missing, this explains why.

Adding one

1. Go to Task tracking, then Projects, and select Add project.
2. Enter the Project name. It is the only required field.
3. Pick a Customer if the work is billable. That link is what turns the hours into billable work for a company.
4. Choose a Colour from the palette. It is what people recognise the project by in lists and charts.
5. Set Visible to teams and Visible to people if the project should be restricted.
6. Enter a Budget or leave it empty for an unlimited one. Notes are optional.
7. Save. Everything except the name can be changed later without touching the hours already tracked.

The visibility rule reads backwards

Leaving both lists empty makes the project visible to everyone in the organization. An empty list is not the same as nobody selected: it means no restriction. Adding a team narrows the project to that team, and adding people narrows it further. The selectors carry an All teams and Everyone row for exactly this reason.

A manager who edits a project does not see the visibility fields, but the values are kept and sent back untouched. A narrowed project cannot lose its restriction by being edited.

What a row shows

• Customer, the teams and people it is limited to, and a colour dot.
• Expanding a row loads time spent, and when cost management is on, budget, cost so far and the billable amount. Those three are calculated on request, which is why they arrive a moment after the row opens.
• The search box matches the project name and the customer name.

Deleting

Deleting is limited to owners and co-owners, even where a manager may create and edit. The confirmation counts the tasks attached to the project first, because the tasks are deleted with it and there is no way to bring them back. Hours already tracked stay where they are and keep counting towards your reports.

Next: creating tasks inside a project and importing them from Asana or Trello instead.