Answers to the most common questions about creating projects, controlling project access, payments, expenses, and more.
A long-time customer asked the following question: I’m trying to export a client or project list by date. Is this possible? We have thousands of projects and hundreds of clients and we’d like to look at the work we created last year. So far, I’ve found a way to export client/project lists but it pulls […]
A customer submitted the following question. Hi. I’m managing Intervals in the interim I’m looking to add “shippers” to our Project Labels. Can you help me understand where I can make this change? Project Labels can be managed by any administrator user that has been granted access to the Settings & Defaults section. Hare are […]
One of Intervals more powerful features is its ability to break down a project’s tasks into modules. What are modules? Think of them as a list of task categories available to all of your projects. For example, modules can be used to break down a project into phases like discovery, design, development, and deployment. Once […]
A customer asked the following question: Is there a way to change or update task statuses to be use in a single project? So, we can have different statuses by project? There is not a way to configure per project task statuses. This is true for task priorities as well. Both of these items are […]
A customer asked the following question which got converted into a feature request and then a feature. Is there any way to change all the alerts for projects at one time? We have so many projects that manually changing them would be time consuming. Project budget alerts are a convenient way to receive a notification […]
A customer asked the following question: I was wondering if there was a way to set default rates for individual clients rather than only having the rates in system wide. Or even on the project level? There is not a way to create a pool of separate defaults for different clients. There is only one […]
Project labels, found under the Settings & Defaults section of your account, provide a way to customize your workflows at the project level. The labels in your list could be project steps, phases, tags, or categories. It’s really up to you how you want to customize your project labels. For example, this list can be […]
A customer asked the following question: I added a client but they don’t show up when I select “Add time” or on the task listing. Can you help? Typically when this happens it is because the client does not have at least one active project. Intervals is very project centric and all work happens at […]
Intervals is a flexible project management tool that is agnostic in regards to fixed price, time and material, and retainer projects. This flexibility enables you to designate and track different types of billable projects. This help article will cover our recommended best practices for configuring and managing a retainer project. Creating the project Create the […]
Modules are a powerful feature that enable you to segment your tasks into custom categories. After setting up the initial list of modules, each new project will contain a pool of those default modules that are available for tasks. As the project progresses, and more tasks are assigned, having them categorized by module makes for […]
When a project is completed its best to archive it by setting its status to inactive. By doing this the project will not be counted against your monthly project limit, and, this hides it so that you can focus on currently active projects. If you have several projects that need to be archived at once, […]
When a project is created the default list of work types will be copied to its Estimated Work & Rates section. After removing any unnecessary work types and adding any custom ones, this list becomes the pool of work types that will be available to anyone adding time to that project. However, there is not […]
We received the following support question from an Intervals customer: I need some assistance on changing a number of projects. Can we somehow update all projects to be non-billable? When creating new projects there is a billable / unbillable setting that controls the default add time behavior for the project. More information on setting projects […]
The hourly rates for each work type are initialized from the default hourly rates when the project is created. From then on, the hourly rate is applied to any time entries tracked on the project or its tasks. If an hourly rate is updated mid project, all of the time entries for that work type […]
There is not a way to add an expense directly to a task, but there is one option that usually accomplishes the goal. When adding an expense there is a note field. The note field can be used to reference the task. If you need to track the person that the expense is associated with […]
We recently received the following email from a customer. How to handle departments? We have several departments in our company, and we are trying to find a way to mark each task with a department code. Is that somehow possible? There are a few different options on this front. When Intervals is used primarily as […]
If you are unable to find a project, most likely your search is set to only view active projects. To search for ALL projects, active & inactive: Navigate to the “Projects” Tab. Click on the gear icon on the far right and ensure the option “Show active projects only” is unchecked. Note: Inactive projects will […]
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 […]
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 reschedule your […]
Administrator level users can easily change a project from Inactive to Active. 1. Find the Inactive project navigate to the “Projects” Tab. Click on the “More filters” icon on the far right and ensure the option “Show active projects only” is unchecked. If needed, you can add filter options in the left sidebar, to narrow […]