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Projects & ExpensesUpdated October 5, 2026

Creating projects and deliverables

Set up hourly or fixed-price client projects, then add deliverables once the project is created.

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Projects organize your billable work and tracked hours by client.

How to create a project

  1. Navigate to Projects in the sidebar and click New Project.
  2. Enter the Project Name and select the Client.
  3. Choose the Project Type: Hourly Rate or Fixed Price, and enter the rate or price.
  4. Add a Description and set the Status (Active, Completed or On Hold).
  5. Click Create Project.
  6. Click Deliverables on the project's row, then Add Deliverable.
Projects list showing active client projects, rates, budgets, and deliverable tracking
Helpful TipThe Free plan supports up to 3 active projects. Pro and Business plans include unlimited active projects.
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