A step-by-step guide to creating projects in CloudBooks.
To start setting up a project, head to your Projects section, then click New Project in the top left of the page.
When you create a project, you’ll first enter the Client and Name of that project. There are also a few optional pieces of information you can add:
One of the useful parts of project setup is the Invoice Method and Budget. These will drive how your reports and invoices look in CloudBooks. The best invoice method for you depends on how you already organize your projects:
Billing hourly means that you get paid for the number of hours you actually spend working on the project. CloudBooks lets you choose from several different types of hourly rates when creating a project:
Person hourly rate – Based on the hourly rate for each member of your team. Each team member you add to the project will need to have a billable rate entered.
Project hourly rate – You’ll enter just one hourly rate for the entire project. This rate gets applied to all billable hours tracked to the project, regardless of who works on it or what type of work is being done.
Task hourly rate – Based on the hourly rate for each task added to the project. You’ll need to enter billable rates for all billable tasks.