Can I edit the project number or use custom project numbers?

If you happen to have project numbers/codes that are not numerical or that are not sequential, there is not a way to add an additional field to projects at this time but a workaround is to append or prepend the number/code to the project name. We have seen Intervals customers that have pretty customized job […]

Can I add a cost rate per person and per client?

The intent with Intervals is to track the client facing total as opposed to an internal cost total and Intervals is light on accounting functionality in general. There is not a way to enter a cost rate and a client facing rate at this time. Data can be exported and the rates modified to apply […]

Can I see who has not tracked time?

One of the core features of Intervals is time tracking project management. When users track their time in Intervals, the time entries are aggregated into a weekly timesheet which can be submitted for approval. All Administrator level users are notified and can approve submitted timesheets. To see users that have not submitted their timesheet(s), as […]

Can I setup pre-pay contracts and retainers?

You can and Intervals handles this scenario really well. When we first built Intervals we were doing a healthy amount of web development on the Pelago side of our business. We typically did custom development projects that were followed up with maintenance contracts. We would offer pricing discounts on our hourly rate based on how […]

How do I address an invoice to a client contact?

After an invoice has been created, it can be edited to change the recipient. When the top half of an invoice is in edit mode, a drop down menu will appear that shows any of the people in Intervals (contacts or users) that have been associated with the client. In the following example, an invoice […]

Can I add a discount to an invoice?

The best way to add a discount to a project invoice is to add a negative line item. A project credit can be issued as well but that will not show up on the invoice. Invoices based on actual work performed and free from invoices both have the option to add a line item manually. […]

Can I create task dependencies?

Intervals is designed in a fashion that does not include traditional task dependencies like the waterfall method and MS Project utilizes (Finish to Finish, Start to Start, lag, lead, etc.) and is built more around Agile project management philosophies where tasks are more free form in nature and milestones are utilized heavily. The closest functionality […]

Can I pay annually or quarterly? and by check?

The only payment option at this time is via credit card (debit or credit). The accepted payment methods include AMEX, Visa, MasterCard, and Discover. There is no annual billing option at this time. An annual option is being considered and may become a reality in the future. Per our terms of service the current payment […]

How do I move time from one project to another?

To change the project that saved time is associated with, you’ll need to edit the time directly from the Timesheet (for a specific person) or on the Edit Time page. Note: If you’re editing time directly on the task, changing the client/project is not allowed. The Edit Time page allows for bulk editing of time, […]

Does Intervals include CRM functionality?

If you are looking for true CRM functionality in a system with leads, opportunities, contact management and a funnel, Intervals doesn’t do that. However, our project management software can be used as a sales tool to keep track of leads and bids. A sales project can be used to keep all of your template documents stored […]

Can a project belong to more than one client?

There is a one to one relationship with clients and projects and a project cannot belong to more than one client at this time. This is done primarily from the project level permissions Intervals features where non administrators (managers, resources and executives) only see projects where they are members of the project team and for […]

I can’t add time? What is an approved time frame?

If you see this error message while adding time, it means that the timesheet for the given week has been approved. By design, approved timesheets are locked and cannot be edited without unapproving the timesheet first. Administrator level users can unapprove timesheets that are locked. To unapprove a timesheet: 1. As an Administrator, navigate to Time […]

Can I run a report that shows hours by task status?

There are a couple of options on this front. The task listing itself can be used to filter tasks by a desired status. Click here for an example of what that looks like. This will show the estimated and actual hours for the tasks as well, but there will not be a breakdown of the […]

Can I create recurring tasks?

Intervals does not include true recurring tasks at this time, but tasks can be rescheduled or copied to achieve a similar purpose. Copying a task does NOT retain the notes, history, time or comments from the original task. If keeping this information is desired, reschedule the task by modifying the due date and/or start date. […]

Can I setup a rate per person?

The most common use for work types is for the type of activity being performed as opposed to the person, but Intervals is pretty flexible with how it handles work types and you can create rates per person. We have seen a lot of different ways to do it. For example: Junior Copywriting Senior Copywriting […]

How do I locate the link to my account in order to login?

Each Intervals account comes with a unique subdomain that identifies the account. This is done by design so that you can personalize Intervals to match your brand as much as possible without the name “Intervals” being front and center. Sometimes people forget the unique URL for their account so they don’t know where to login. […]

Should a “job” be a project or a task?

It really depends on how big the job is. Think of a project as a “container” for multiple tasks. If in order to execute the “job” you need to have multiple tasks to complete it, create a project that houses all the tasks that make up that job. If the job has a short lifespan […]

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