How do I delete a project?

A project can be deleted by finding the project in the projects section then clicking on delete in the left-hand column. This will take you to a confirmation dialogue where the deletion must be confirmed. For a project that has a healthy amount of data accumulated we recommend setting the project to inactive. When a […]

Is there a Gantt chart?

There is. In the reporting section there is a Gantt and when viewing an individual project in the project section there is a Gantt chart link to view a Gantt chart for that particular project. The Gantt chart helps you visualize your tasks, milestones and projects and includes the ability to drag around elements to […]

Can I track time off (vacation & sick leave)?

Intervals doesn’t do accruals but if you need to track total time it can definitely do that. Vacation and sick leave can be tracked in Intervals by utilizing a “Time Off” project. Unless you need modules we recommend creating one “general” module for this project. That way, when time is added and the project is […]

How do I use the Modernistic interface?

The modernistic interface is available as a theme. To use the new interface the account needs to be set to use the Modernistic theme that is available in Settings & Defaults. There is no new functionality with the new theme. The Modernistic theme is visual in nature. Here are the steps. Navigate to Options >> […]

Parking an Intervals Account

If you need to pause your Intervals account, but do not want to cancel the account there is an option. Per our terms of service when an account is cancelled the account data is deleted except for some general usage data. This is done to protect the privacy of your data. Since you cancelled we […]

How do I set a project as billable or unbillable?

Intervals allows you to set a project to billable or unbillable when editing or creating a new project. The billable yes/no preference is on the project profile page. This option controls the default setting for the Add Time dialogue for that specific project. When a project is set to billable, the Billable checkbox on the […]

Can I change the color of the calendar notes?

You can. Using different colors for notes on the home page calendar can help keep your notes organized. For example, a certain color can be used for vacations or when the office is closed. Another color can be used for special announcements and so on. When you right click on the home page calendar to […]

Is there an expenses report?

Intervals does include an Expenses Report. It is available in the reporting section and via the links on the Project Dashboard. The report can be exported to a spreadsheet program, emailed or exported to PDF like most of the reports. Accessing from the Reports menu: Accessing from Project Dashboard: The report can be run for […]

What can I do if I am not receiving emails sent from Intervals?

On occasion spam filters do block the emails sent from Intervals. Checking a spam filter is definitely the best place to start. If that does not turn out to be the culprit, all emails from Intervals are sent from updates@myintervals.com on behalf of the user. Approving updates@myintervals.com as an authorized sender and/or whitelisting all email […]

Can I see who has timers running?

Intervals allows Administrator level users to see who has an active timer by navigating to Time > Active timers. There are filtration options to select the desired client, project or person and there is an option to only show running timers (timers that are not paused). Here are a few of the uses for the […]

Can I reset another user’s username and password?

By design passwords are private to each person but there are two options on this front. Administrator level users can look up the person in the people section and then click on the link at the top of the person’s profile to trigger an email to set their log in information. Another option is to […]

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 […]

Don't have an Intervals account? Start your own unlimited trial.

No credit card required. No software to install. Cancel any time.

Try it Free