Projects
General | Project GroupsGeneral
Settings > Projects > General
Predefinable Standards
- Project List Sorting: Sorts within groups either alphabetically or by project number.
- Invoicing: Automatically sets the invoicing type when creating a new project.
- Hourly Rate: Automatically sets the hourly rate type when creating a new project.
- Time Tracking Personnel: By default, the project manager is added for time tracking, and additional teams or individuals working on the project can be selected. Alternatively, all can be assigned, which is recommended only for very small teams.
- Additional Services "Billable/In Budget": Automatically sets the predefined type "Billable" or "Non-billable" and "In Budget" or "Not in Budget". The visualization under the "i" clarifies the impact of the default setting.
- Additional Services "Expenditures Assignment Inactive": Default for newly created additional services. If an additional service is inactive for assignment, either no expenditure (incoming invoice/personal expenses) should be assigned, or the assignment is already completed.
- Profitability: Choose whether the project budget should be prioritized over the invoiced amount for profitability consideration. This is particularly useful when offering fixed-price projects and invoicing only after project completion, avoiding constant negative figures.
(English image not yet available)Project Groups
Settings > Projects > Project Groups
In "Project Groups," you can unlock a section under "Projects" that allows you to group projects and consolidate sub-projects. This option is particularly useful for managing and controlling campaign budgets or client accounts.
(English image not yet available)
In "Project Groups," you can unlock a section under "Projects" that allows you to group projects and consolidate sub-projects. This option is particularly useful for managing and controlling campaign budgets or client accounts.
(English image not yet available)






