Answers to the most common questions about creating projects, controlling project access, payments, expenses, and more.
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 […]
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 […]
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 […]
The short answer is, no. There is a one to many relationship between clients and projects. Meaning, a project can belong only to one client, but, a client can have multiple projects assigned. To see which client is associated with a project, use the project listing or the project profile pages. On the listing page, […]
Intervals does not natively do estimates that a client signs off on at this time. We are contemplating adding estimates but the feature is not on the development plan at this time. One of the challenges we have learned is that people do bids in very different ways. When we used to do primarily web […]
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 […]
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 […]
Work types and modules are an integral part of the project hierarchy in Intervals. Modules are typically used for a phase of a project or for a feature being developed. They are “categories” where time and tasks are attached for reporting and for management. For example, say designing a logo can be placed in a […]
The Project Dashboard is an overview that shows tasks and time. At the top there is a quick overview of the tasks by status and links to a report if you wish to see more detail. At the top right there is a time overview pie chart for a quick glance at the usage spread […]
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 […]
On the Project Dashboard and on the Outstanding Balances Report there are amounts labeled as uninvoiced. Unbillable work is billable time that has been worked but has not yet been invoiced (see screenshot below). In other words, the client hasn’t been billed for that time yet. As the uninvoiced amount increases you will need to […]
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 […]
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 […]
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 […]
The widescreen view works like the other listing views (clients, tasks, etc.) where additional columns of information are added to the listing. To enable the widescreen view on projects, roll your mouse over the gear icon and select show “Show widescreen view”. Additional columns of information will appear on the listing. The additional columns are […]
Any creative agency that has been in business for a short while will notice similarities between projects for different clients. Projects tend to repeat themselves and there is a lot of overlap between projects when designing and developing web sites. This is especially true for agencies that focus on clients in niche industries. Create a […]
Recording payments on each project is a great way to keep track of a project’s outstanding balance. Some projects might receive a payment up front, others may not receive payment until midway through and/or the end. By tracking payments, Intervals is able to show how much work was completed compared to how much money was […]
Each project can be configured to alert the project manager when a percentage of the overall budget has been reached. To set this up, go to the project profile page and edit the project. Enter the percentage of the budget that should be used to trigger the email alert. A good place to start is […]
Projects sometimes incur expenses outside of normal hourly billing. For example, you may need to purchase a typeface to use in a design, or pay for travel costs to visit a client. The expenses section of each project is the best way to capture this information. These steps show how to add new costs to […]