Help Overview Using Hourly Create a project

Getting Started

Before you start

Hourly set up checklist

Creating an account & logging in

Create a new account Joining an existing account Log in to Hourly

Adding your team to Hourly

Add others to your account Adding and removing users

Importing data into Hourly

Import data into Hourly

Your Hourly trial

How does the Hourly trial work?

Getting the most out of your trial

How do I get the most out of my Hourly trial?

Using Hourly

Time tracking

The time page Time tracking in Hourly Changing the date for time tracking Time tracking methods Incomplete or missing time entries Time entry FAQ

Expense tracking

The expenses page Expense entry FAQ

Invoices

Invoicing in Hourly Draft invoices Approved invoices Invoicing FAQ

Reports

Client report People report Project report Everything report Scheduled report

Clients

Create a client Archive a client Delete a client

Projects

Create a project Archive a project Delete a project The project page

People

Add more people Archive people Delete people

Profile

Edit your profile Connect a chatbot Change your password Add a profile image

Account

Edit your account Close your account Manage your subscription Update your payment details

Integrations

Xero

Xero integration overview Connect Hourly to Xero Xero integration FAQ

Trello

Trello integration overview Connect Hourly to Trello Trello intregration FAQ Reauthorising your account

Slack

Slack integration overview Connect Hourly to Slack

Create a project

How do Projects Work in Hourly?

Projects are what time entries are linked to for for reporting and billing.

In Hourly, there are two kinds of projects:

Client Projects

Are used for projects where the work is for a client - a company or entity external to your business. Client projects can be billable or non-billable. Billable projects can be linked to budgets.

Internal Projects

Are used when you're working on something internally in your business - for example, recruitment.

Create a New Project from the Project Page

1. In the left sidebar, click Projects.

2. Click Add a New Project.

3. Enter a Project Name.

4. You can choose to add a Project Description to let team members know what the project is about. This can help others work out which project to track time for.

5. You can also add an Image for the project. This makes it easier and faster to recognise projects in Hourly. You can either Upload an Image (PNG, Gif, JPG etc) or Create an Icon using Hourly's inbuilt tool which lets you pick from an icon collection and set a background colour.

6. Set the Project Type. Pick Client Project for external work or Internal Project for work happening within your business that's not chargeable to any client.

7. For client projects only, use the check box to decide if the project is Billable or Non-Billable.

8. For billable client projects only, you can also select a budget for the project to use. Note: multiple projects can be linked to a single budget.

9. You can also choose to set a Project Lead, this helps team members know who to talk to for questions about the project.

10. To finish, click the Create button at the bottom of the dialog.

Create a New Project from the Project Drop-Down

1. To save time, you can also create projects from the project drop-down. Click Add a Project.

2. Then follow the same steps as above (they're the same).