A project groups a client's estimates, invoices, expenses and time entries together, so you can see everything related to one piece of work in one place. Projects aren't in the main sidebar — you create and manage them from inside a client.
- Open Clients and go to the client this project is for.
- Click New project.
- Fill in the Project Name, confirm the Client, and optionally add a Description, Hourly Rate and Currency. Set Status to "In Progress" or "Completed".
- Click Add project.
Once a project exists, its card on the client page has tabs for Estimates, Invoices, Subscriptions, Expenses and Time entries — each with its own "New..." button that creates the document already linked to that project, so your reporting stays grouped correctly.