Answers to the most common questions about creating projects, controlling project access, payments, expenses, and more.
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 […]
Kanban functionality currently exists at https://kanban.myintervals.com/. You simply enter your API token from your Intervals account. Once logged you will be able to see all your data from Intervals. The Kanban view is not a separate platform, it is simply just a different view into your data that we have for you to use. Any […]
In Intervals a person’s project access can be modified in bulk by looking up the person in the people section and editing the Project Access section. When in edit mode you can toggle between showing only active projects or all projects. You can then update the projects you want them to have access to by […]
The Daily Project Summary email is the most efficient way to get up to speed on a project. It contains the most recent information in an easy to read format. To receive a daily project status summary, simply follow a project and Intervals will dispatch a digest of the previous day’s activities to your inbox […]
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 […]
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 […]