Projects page
The Projects page serves as your central hub to manage and oversee all company projects. Team Admins can view and configure all projects across the workspace, while regular team members can access only the projects assigned to them.
Permissions Note: Project billing rates and budget totals are visible exclusively to Team Admins. However, Admins can manually enable an option to make a specific project budget visible to all assigned team members.
1. Projects List & Organization
All workspace projects—both internal Everhour projects and synchronized integration projects—are consolidated into a single master list for seamless management.
From the Projects list, you can:
- Group Projects: Group items by Client, Billing Method, Budget type, or Integration source.
- Filter Views: Show or hide projects based on status (Active, Favorite, Budgeted only, or Archived).
- Assign Clients: Link projects to specific client profiles for organized invoicing.
- Configure Billing: Set billability status and select hourly or fixed billing models.
- Set Budgets: Establish time or financial thresholds with automated notifications.
- Access Summaries: Click any project title to open its detailed summary dashboard.
2. Project Billing & Budgeting
Everhour projects can be designated as billable or non-billable. For granular control, individual tasks within a billable project can also be toggled to non-billable.
You can choose between three flexible billing methods:
- Project Hourly: Applies a single, flat hourly rate to all tracked project time.
- Person Hourly: Calculates costs based on individual team member billing rates.
- Fixed Fee: Sets a total fixed price for the entire project regardless of hours logged.
Establishing project budgets allows you to monitor completion progress in real time and receive automatic email alerts when specified target thresholds are reached.
3. Project Summary Dashboard
Clicking a project name opens the Project Summary page. This dashboard aggregates critical project health metrics into visual summary cards, offering immediate clarity on budget consumption, logged hours, and team contributions.
4. Tasks & Activity Tabs for External Projects
Tasks Tab
The Tasks tab on an external project provides a report-like overview of all synced tasks, allowing you to review task progress and time logs without navigating complex report builder settings.
Project Activity Tab
The Activity tab logs chronological time tracking history within the selected timeframe. Use the date range picker in the top-right corner to adjust the period, or use the member filter in the top-left to isolate specific team members.
5. Internal Projects & Task Views
When working with native Internal Projects, Everhour provides a dedicated task management tab. You can toggle your work view between a standard List view and a visual Board view (Kanban).
Internal projects let you organize tasks, milestones, and time tracking natively inside Everhour without requiring external project management tools like Asana, Trello, or Jira.
