3.4. Working with projects

3.4.1. About projects

Fanurio uses projects to help you organize work, expenses, trips and products you might want to sell to your clients.

Projects can be managed in the Projects tree from the Projects view. Projects are grouped by client and they are displayed in alphabetical order. Here's how to create, edit or delete a project.

  • To create a project, go to Business » New Project or click the New Project button from the toolbar.

  • To edit a project, right-click it (control-click on Mac OS X) and select Edit Project from the popup menu.

  • To delete a project, right-click it (control-click on Mac OS X) and select Delete Project from the popup menu.

You can also create a project whenever creating a task, an expense or a trip by using the New link next to the Project field.

3.4.2. Billing projects

Not all projects are billable (for instance internal projects) so in order to keep things simple, you can mark them as non-billable.

  • If a project is non-billable, it can only record non-billable elements (tasks, expenses or trips).

  • If a project is billable, its elements (tasks, expenses or trips) can be marked as billable. Also, for billable projects, you can record products that you may want to bill to your clients. Products can only be added to billable projects.

    A billable project cannot be changed to non-billable if it has billable elements or products. A billable project can be changed to non-billable only if it has non-billable elements.

If a project is billable, you can specify default billing settings for its tasks, expenses and trips in the Billing section. These settings are used when a new element is created for that project.

For instance, you can specify a default hourly rate and a default rule for rounding time. Each time a new task is created, it will have the default rate and rounding specified at project level. If you decide to change these settings at project level, existing tasks will not be altered.

3.4.3. Copying a project

If you need to create a new project that's similar to an old one, you can simply create a copy of the old project. Just right-click the old project (control-click on Mac OS X) and select Copy Project.

Fanurio will create a new project with the same list of tasks and products. Expenses and trips are not copied because it's unlikely that two projects have the same expenses and trips.

3.4.4. Hiding finished projects

Knowing which projects are finished and which aren't can be of great help when you only want to deal with one kind of projects. If you want to focus on your current work, you can choose to see only unfinished projects. But if you want to go over past projects, you can choose to see only finished projects.

To change the finished state of a project, right-click (control-click on Mac OS X) a project and mark it as finished or unfinished. To hide finished projects, click the small button below the projects tree and select Unfinished.

Please note that you cannot invoice finished projects and you cannot record time (manually or using the timer) for its tasks.