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Simple or phased

Simple uses one billing setup for the whole project. Phased separates the work into visible phases. Simple can split later, phased cannot go back.

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Use Simple for one project-wide phase

Choose Simple when the project does not need separate phases. It has one hidden phase behind the scenes, so every task and time entry still has a phase. You work with the project as one unit.

A simple project can have a budget, but it does not have to. With no budget, its value is tracked hours × rate. With a budget, that budget is the agreed price and health target for the whole project.

To change its budget, open the project row's menu, choose Edit project, then open the Budget row.

Use Phased for separate phases

Choose Phased when parts of the job need their own names, budgets, rates or progress. A phased project starts with two visible phases and must always keep at least two.

Projects with a phased project expanded: the project row, then one row per phase with its hours, budget, health label and status. Projects with a phased project expanded: the project row, then one row per phase with its hours, budget, health label and status.
The New project form with Phased chosen: the name, the client and budget rows, two phase rows named Concept and Artwork, and Add phase. The New project form with Phased chosen: the name, the client and budget rows, two phase rows named Concept and Artwork, and Add phase.

Expand the project on Projects to see each phase's time, budget and status. Choose Edit project to add, rename or remove an empty phase, and to set budgets and rate overrides.

Split a simple project into phases

  1. Open the project's menu and choose Edit project.
  2. Under Project billing, choose Split into phases.
  3. Rename Phase 1 and Phase 2, then adjust their settings as needed.

The split happens immediately. Phase 1 receives the simple project's existing tasks, entries, budget, rate override, work status and report or payment flags. Phase 2 starts empty. Nothing is duplicated or lost.