How to create and configure projects?

You will find all the steps for creating and setting up a project.

🔓 Required Permissions

Team: Create projects, manage phase models.

Project: View fees, manage fees, update projects.


Reading time 5min
Working time 10min
Step 4



I/ Project and client information 

II/ Invoicing phases

III/ Fees

IV/ Project planning


I/ Project and client information 

In the left column, click on Projects > Projects then add a signed project or on the + New Project button

+ new project

Complete the form :

  • Project title
  • Project ID (a business code that appears on invoices. Put whatever)
  • select the currency of the project (you will be able to put the project fees on the currency and invoice on this currency)
  • select the billing customer. If it has already been created or imported, choose it from the list. (Click on + Client to create the client)
  • the customer's name that will appear on the invoice
  • the customer code, to avoid customer duplicates. This code is used for third-party accounts
  • the billing address that will appear on the invoices (remember to return to the line by adding the PC and the city)
  • the other fields are optional and do not appear in the invoices
  • Click Create.

add client

  • VAT is the default VAT on project invoices. You can, whatever happens, modify the VAT on the invoices if necessary or put 0.
  • project start and end dates. To create a provisional schedule that can be modified. You can still create the schedule in the project if you do not put dates
  • project members. So that they enter their times and access the project
  • labels or tags

Here is the article about it.

Click Create.

add project

It's done ! 🎉

You have created your project!

Click on the icon to illustrate the project if you wish.

project summary

II/ Invoicing phases

These are the mission phases in the contracts.

These are the phases:

  • that you will charge
  • on which your employees can allocate their time

In the project, go to the Fees tab


You will find the default RIBA templates.

You can use the template, apply it and add/remove/edit phases, then click Apply Phases to update the project.

apply phases

The phases are applied to the project but you can modify these phases by clicking on Manage phases.

manage phases

Here are all the possibilities

change phases

If your model can be used as a basis for other projects, save it by clicking on the options ... > create a model then name it.

You can use more time it then modify it if necessary on other projects or missions.

create library

It's done ! 🎉

You have applied the phases of the project.

III/ Fees

By default, the calculation method is in percentage of the cost of the works.

Put the cost of the work of the project then your fees, in amount or in %.

base production fees

If your project is fixed price, only with fees and without work costs, modify the calculation method by clicking on Calculation method then uncheck Costs.

calculation method

The Work Costs line has been removed, you can now add fees.base production fees

Once the fees have been added, you can break down the amounts or fee % to the phases.

You can then change the status of the fees from “In review” to “Validated” so that it is counted in the turnover of the agency.

valid project

It's done ! 🎉
You have added the project fees.

fee project

IV/ Project planning

In the project, go to the Planning tab > Planning

Put the start and end dates of the project then save.

If you do not know the exact dates, put fictitious dates; the schedule is provisional and modifiable.

planning project

Your schedule is generated!

timeline project

To modify the schedule:

  • Click on a phase then move it
  • Click on the ends of a phase to expand/collapse.
  • For more precision, double-click a phase to modify its start and end dates.
  • move multiple phases together

on PC: do ctrl + click on the phases
on Mac: do cmd + click on the phases

Or click on Actions > Move > select the phases concerned in the drop-down menu then the direction in which you want to move it/them and the number of days.

displace fees

It's done ! You have created the project schedule.

💡 Click on Actions > Validate Planning Dates to display the established phases as dashed lines. Your schedule is likely to evolve during the project's lifespan. With these dashed lines, you can analyse how your schedule has changed over the course of the project!