Managing a Project

Creating a Project
Start with a simple project and bill the client for actual hours worked.

Creating a Project by Duplication
Create a new project by duplicating an existing one.

Auto ID
Assign IDs to projects automatically for a clear and unique identifier.

Tags
Categorize projects into groups and evaluate them collectively.

Responsible People
Determine who can view and edit the project; filter projects in reports.

Discount on the project
Enter a discount for the client directly in Costlocker.

Project Billing
Plan and record completed billing; revenues reflect on the Dashboard.

Finishing a Project
Close a project when completed; it remains available in Finished Projects.

Exporting the Budget
Export the project budget to MS Excel (xls).

Locking a Project
Lock project items so they are removed from time tracking and cannot be edited.