Getting started

Quick start

One simple project in eight steps: your rate, the first entry, the Time page, budget health and the effective rate, out-of-scope work, and a client report.

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Eight steps through Phased with a real job of your own, or a made-up one you can delete afterwards. A new account starts with 30 days of Pro, so every step is open to you from the first sign-in.

1. Check your rate and currency

During setup, Phased asks for the default client rate and display currency. The rate gives your tracked time a value. You can change both later under Settings › Rates & currency.

Use the hourly value you normally charge or want to measure against. A project or phase can have its own rate, but every workspace still needs this fallback.

2. Create a simple project

  1. Open Projects and press New project.
  2. Give the job a name, and keep Simple while the whole job can share one rate and one budget.
  3. If useful, choose or create its client.
  4. Add an optional budget in money or hours, check the rate below it, then press Create.
The New project form filled in: Brand identity, Simple selected, client Northstar Coffee, budget €1,200, rate €40/h from your workspace default, with the Create button. The New project form filled in: Brand identity, Simple selected, client Northstar Coffee, budget €1,200, rate €40/h from your workspace default, with the Create button.

A money budget is the agreed price for the original work. An hours budget stores the time you planned and works out its money value from the rate. You can leave the budget empty for ordinary hourly work.

3. Track the first piece of work

Open Calendar and drag over the time you worked. The entry panel opens with that length already set. Choose the project and press Add.

A block drawn on an empty afternoon and the New entry panel beside it: the project and a task chosen, the start, end and duration in the footer, and Add. A block drawn on an empty afternoon and the New entry panel beside it: the project and a task chosen, the start, end and duration in the footer, and Add.

Two other ways exist for other moments: the + opens a 15-minute entry at the current time for you to adjust, and choosing a project and starting the timer tracks work happening now. Every entry belongs to a project and phase, and a simple project handles its hidden phase for you.

4. Name and correct the entry

Select the entry to change its day, times, duration, project or phase. Add a task to name the work, and use the note for private detail you may want in an internal report.

An entry open for editing beside its calendar block: the project, a task, a note, and its start, end and duration. An entry open for editing beside its calendar block: the project, a task, a note, and its start, end and duration.

The task control offers your saved names, and a name you type becomes a new task from the create row. Drag the block to move it, or resize it from either edge. To divide one stretch of time, shorten the entry and draw a second one.

5. Review where the time went

Open Time to choose a date range and see total time, the average across days worked, the value at your rates, and Out of scope time. The chart shows when you worked and divides the hours by project.

The Time page for one week: 26 hours over 9 entries, €1,040 at your rate, 2 hours out of scope, a bar chart by weekday, and the entry table grouped by day. The Time page for one week: 26 hours over 9 entries, €1,040 at your rate, 2 hours out of scope, a bar chart by weekday, and the entry table grouped by day.

Filter by client, project, phase, task or scope, then group the entry table by day, project, client or phase. The CSV export follows the range and filters currently on screen.

6. Read the budget and effective rate

Open Profitability and find the project under Budget performance. A budget never stops time tracking. Budget health compares the original work with the time the agreed price can safely cover: below 80% is On track, 80% through 100% is Approaching, and above 100% is Over budget.

Budget performance for Brand identity: 24 hours logged against a €1,200 budget, 80% and Approaching, €240 and 6 hours left, 2 hours out of scope, target €40 an hour, effective €50 an hour. Budget performance for Brand identity: 24 hours logged against a €1,200 budget, 80% and Approaching, €240 and 6 hours left, 2 hours out of scope, target €40 an hour, effective €50 an hour.

The effective rate is the agreed price divided by the original-scope hours tracked so far. In the picture, €1,200 over 24 hours is €50 an hour, above the €40 rate, and the 2 out-of-scope hours are not in that division. The rate changes as more time is logged and settles when the work is done.

7. Separate genuine extra work

If the client asks for work outside the agreement, mark only those entries Out of scope. This works once the project has a budget. They stay in your records but stop using the original budget. You can price such work separately as Additional Work on a Phase or Project Report.

An entry marked Out of scope: the scope chip at the end of the row wears a plus-currency badge, and its open menu lists In scope and Out of scope. An entry marked Out of scope: the scope chip at the end of the row wears a plus-currency badge, and its open menu lists In scope and Out of scope.

8. Create a report and continue

Use a Time Report for a date range, a Phase Report for one phase, or a Project Report for several phases or the whole project. Open the saved report to check it, then download the PDF and share it outside Phased.

The Reports page with a saved Project Report open beside its row: the document's first page with the work summary, the agreed fee, the Additional Work line and the total, and a Download button. The Reports page with a saved Project Report open beside its row: the document's first page with the work summary, the agreed fee, the Additional Work line and the total, and a Download button.

Reports freeze their work and money figures, so later entry edits do not rewrite those saved figures. If this was practice, delete the report, then delete the project. Phased tells you how much time goes with it. A Phase Report also marks its phase reported, so choose Mark unreported on that phase first. Archive a finished project to keep its history. Save a repeatable setup as a template for the next job.

More on the steps: Time entry, Out of scope and Free and Pro.