Billings Pro Help
Index

# About Projects

Projects are designed to reflect the organization of work in real life. All tasks—in the form of slips—along with estimates, file references, web references, and notes are grouped by project.

At a given time, you may be working on a number of different projects for single/multiple clients. Working from the Projects view (View > Projects), you can select a client in the client list and the project list shows all the projects for that client.

The Project window has 4 different tabs:

- The Details tab of the project window stores all major information about the project. A project can have one of the following stages: estimate, active, completed, or cancelled. If you choose to specify a nickname to the project, Billings Pro will identify the project with that nickname. This is useful if your project has a very complicated name and you wish to use an alternate name to identify the project. The project window has extra fields to record unique information about each project. For instance, you might use the extra fields to keep track of an internal client number, or other project-specific information.
- The Workers tab of the project window allows you to set an approver on the project, select the workers who will be on the project, and specify rates for workers to be used in that project only.
- The Links tab of the project window is useful for linking files and URL's to the project.
- The Notes tab is useful for storing additional project-related information. You can use notes to track miscellaneous information related to work you are doing. This information might include schedules, responsibilities, objectives, deadlines, or any other details you want to keep at hand.

## See also

Making a project

Hiding completed projects

Moving a project between clients