Costlocker guide
  • GETTING STARTED
    • What is Costlocker and who is it for
    • Registration and Company setup
    • Quick start in 5 steps
      • 1. Add People
      • 2. Create Activities
      • 3. Create Clients
      • 4. Create Projects
      • 5. Time Tracking
    • What's next?
  • Projects
    • Managing a Project
      • Creating a Project
      • Creating a Project by Duplication
      • Auto ID
      • Tags
      • Responsible People
      • Discount on the project
      • Project Billing
      • Finishing a Project
      • Exporting the Budget
      • Locking a Project
    • Recurring project
      • Creating a Recurring Project
      • Working with a Recurring Project
      • Manually Duplicating a Recurring Project
    • Types of Budgets
    • Project Detail
      • Overview
      • Report
      • Alerts
      • Cost Estimate
      • Billing
      • Rates
      • Business Reports
      • Timesheet
      • Notes
    • Project Expenses
      • Project Expenses Report
    • Billable vs. Non-Billable Hours
  • People
    • Adding people
    • User Roles
    • Activating / Deactivating a Person
    • Salary
    • Bonuses
    • Calculating an Employee's Hourly Rate
  • Activities
    • Creating Activities
    • Activating / Deactivating an Activity
  • CLIENTS
    • Creating a Client
    • Activating / Deactivating a Client
    • Setting Default Client Rates
  • Time Tracking
    • Time Tracking
  • Timesheet
    • Daily Time Entry
    • Weekly Time Entry
    • Timesheet Views
      • Summary
      • Day by Day
      • Weekly
      • Live
  • Reports
    • Company Performance
    • Report of Finished Project
    • Workload
    • Business Reports
    • Project Expenses
    • Billing
  • Profitability
  • Your Company
    • Basic Overviews
    • Alerts
    • Overhead Costs
    • Fixed and Monthly Rate
    • Calculation of Overhead Cost per Worked Hour
    • Analysis Cost Allocation in projects
  • Settings
    • My Account
    • Desktop Application
    • Company
    • Groups
    • API
  • Applications
    • MacOS Application
    • Windows application
    • iOS Mobile Application
  • Integrations
    • Integration with Make
    • API
  • Subscription
    • Trial period
    • Switching to a Paid Account
    • Subscription Settings
    • Billing email adress
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  • Project Name
  • 1. Setting the Project Recurrence Frequency
  • 2. What Should Happen After the Period Ends
  1. Projects
  2. Recurring project

Creating a Recurring Project

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Last updated 4 months ago

Creating a Recurring Project is done in the same way as creating a One-Time Project via the Projects section -> Add New Project:

In the project creation form, switch to Recurring Project:

The Recurring Project will then modify part of the form.

Differences Compared to a One-Time Project:

Project Name

The project name will be supplemented with the recurrence frequency.

So if you name the project Internal Meetings, the name of each individual project will be:

  • For monthly frequency, it will be supplemented with the month and year, resulting in Internal Meetings 8/2024.

  • For quarterly frequency, it will be supplemented with the quarter number and year, resulting in Internal Meetings Q1 2024.

  • For annual frequency, it will be supplemented with the year, resulting in Internal Meetings 2024.

1. Setting the Project Recurrence Frequency

In this section, you set three pieces of information:

Start From Date

The date when the project instance will be created—until then, the project will not be available among running projects.

Stop recurring at a specific day

By checking this box, you can enter an End Date—upon filling in this date, the last project will be generated on this date.

Frequency

Here, choose the frequency at which you want to create a new project.

2. What Should Happen After the Period Ends

In the next field, we choose what happens when the project ends.

Creating a new project
Selecting a Recurring Project Type
Set the project recurrence frequency
Setting up project closure after the project period ends