Project budgets and estimated work, how does it work?

In Intervals, every time you create a project, there is an optional budget amount: This project budget on the profile view is the high level budget for the project and can be whatever you like. If you flat bid it can be that amount. If you do a combination of flat bids and hourly bids it […]

What does uninvoiced mean?

On the Project Dashboard and on the Outstanding Balances Report there are references to uninvoiced. In the screenshot below the uninvoiced line item shows the amount of billable work that has been done, but not yet invoiced. Think of it as a cue that a client may need to get invoiced for work performed. In […]

How do I create a project?

Projects can only be created by administrator level users by going to Projects >> Create a new project. If your account is not a administrator you can reach out to an administrator on your account to create the project for you. They will also need to give you access to the project. The reason for this […]

How to create and use a task template

Intervals has the ability to copy tasks, as well as projects. Templates are handy for those elaborate tasks or projects that are repeatable where you don’t want to build them from the ground up each time. Task Templates If you regularly use the same task across different projects, we recommend setting up task templates and […]

Importing people: three ways to do it

Importing as contacts In Intervals, Contacts do not have ability to log in so none of their user account fields are required, such as the username or password. If an email is supplied, it will only be used to populate the contact card for that person. If you’re not already familiar with contacts, have a look […]

How do I add a project feed to my RSS reader?

Each Intervals project has a feed that is updated whenever a milestone, task, document or other project asset is added or updated. This feed is also available as an authenticated RSS feed. To add the feed to your favorite RSS reader, first make sure the reader supports authentication RSS feeds. The following instructions apply specifically […]

What makes an invoice outstanding?

The way project invoices are marked as paid/outstanding is a basic calculation that just looks at the total amount to be paid for the invoice vs. any payments. If the amount to be paid is greater than the payments, your account will carry an outstanding invoice. An invoice does not become overdue until it has not been […]

Can I create recurring invoices?

Intervals does not include recurring invoices at this time.  The closest functionality is copying an invoice.  When viewing an invoice there is a copy option in the left column toward the bottom of the page. Note: Invoices based on actual work performed cannot be copied. Only free form invoices can be copied.

How do I save a report?

To save a report, first generate the report by clicking on the “Filter” button in the left column. Scroll to the bottom of the report results and click on the “Save this report” link, give it a name and click Save. Saved reports can now be accessed at anytime and the filters will not need […]

Resource Allocation Report

The Resource Allocation Report is one of the many powerful and useful reports that can be found under the Reports tab. Intervals takes a lightweight approach to resource allocation to reduce the complexities that often accompany resource scheduling features. This report works by leveraging existing task management and time tracking data to provide detailed insight into […]

What kind of information can I see by using the milestone graphs tab?

Time tracking and task management graphs in the milestone gives project managers a visual overview of milestone health. Similar to the project dashboard, the milestone graphs will reveal milestone progress by task status, task modules, task assignees, as well as time tracked on milestone tasks broken down by person and module. The goal of implementing […]

Using the project feed to view project activity

The project activity feed, available to each project, provides a real-time list of recent project updates. Task updates, document uploads, time entries, milestone changes — every addition and update related to the project will be listed. The feed has options for viewing by day, week, or month. Ways to view the Project Activity Feed: From […]

How do I reschedule a milestone including its tasks?

You can reschedule a milestone by changing its due date. If the due date is changed, there are options to also change the due date for the tasks. Note: These options become available once the due date is changed. In this example, the date was changed to a date in the future. This gives you […]

Can I see tasks nested within milestones?

There are two places where you can view the tasks belonging to a specific milestone. 1. Any milestone view page Tasks are displayed when you click the Tasks tab. Note: This is the default view when viewing a milestone. 2. The milestone listing page Get a quick look at the nested tasks in the milestone by […]

If I deactivate a client what happens?

In Intervals the project is the centerpiece and if its client is inactive, you can still add time to the projects as long as the project is active. When a client is set to inactive, it will no longer appear in dropdown lists like the task list filter. The exception is in reports. In order to […]

How can I interact with my clients in Intervals?

To get your clients setup using Intervals, create accounts for them using the Executive user level. This is a limited account that is perfect for client logins. More information about the executive user level can be found here. When the user is set up you will also decide which projects they can see. If you […]

How do the project level permissions work?

Intervals features project level permissions. This means, any team member that has access to a project can see the tasks, project notes, and documents for that project. Administrators by default have access to all projects, but manager level users need to be given access to each project. This can be done in two ways: 1. […]

What is a client contact?

A client contact is a person who is associated with a Client, but they lack login information as well as project level access. This type of user can be setup by skipping the login and permissions steps by clicking on the “Save contact information only” button: Contacts can only be seen by Administrator level users. […]

A person left my company. What do I do?

We recommend setting the user to inactive instead of deleting the user. Deleting a user deletes their profile, contact information and the following data: time entries timers project permissions removes them from any assigned, owned or followed tasks and owned milestones removes them from any managed projects To preserve their data but remove their ability […]

How do I create a person?

Any Administrator level user can create people. Navigate to People >> Create a new person to start the process. Continue reading for a deeper dive into what the different options mean within Intervals. Creating a new person flow: Profile Client: Associating a person with a client, though not required, is useful for grouping them together […]

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