Build the project
- 1
Choose the client
Select an existing client or create a new client by name from the form.
Open this page - 2
Add the basics
Enter a name and optional code, dates, and notes. Dates do not prevent time outside the range.
- 3
Choose visibility
Keep the project report with administrators and project managers, or show it to everyone assigned to the project.
- 4
Set billing and budget
Choose Time & Materials, Fixed Fee, or Non-Billable, then configure the supported rate and budget basis.
- 5
Assign tasks and people
Common tasks are preselected. Add or remove tasks, choose billability, and assign people and project managers.
- 6
Save
The project opens on its detail page with progress and hours charts.
Good to know
Project notes are initially described as administrator-only. The workspace stores a project-note visibility preference, but its broader behavior is not fully wired across all project surfaces.
Who can create projects
Administrators and managers can create projects. Plain members can track work only against projects and tasks made available to them.
Open this workflow in Unify Revenue
These links open the relevant product page. Sign in first if the workflow belongs to your workspace.