Project Management

Create a new project in Taimer

Learn how to create new projects, manage won deals and add project details to the project card.

Written by Fredi Palmgren
Updated over a week ago

Manage projects and won deals

Learn how to manage your won deals and new projects using the List view and Kanban view.

Written by Fredi Palmgren
Updated over a week ago

Creating sub-projects, resourcing for sub-projects and tracking hours to sub-projects

How to create and manage sub-projects, allocate resources and track hours to sub-projects, and how to invoice sub-projects?

Written by Mohsen Koolaji
Updated over a week ago

Manage activities in the Kanban view

Learn how to schedule and manage project-related activities such as calls, meetings, events, etc. from the Kanban view.

Written by Fredi Palmgren
Updated over a week ago

Adding and assigning tasks from the Resourcing module

Written by Mohsen Koolaji
Updated over a week ago

Assigning tasks from the Time Tracker

Written by Fredi Palmgren
Updated over a week ago

Manage project finances, income and costs

Evaluate project finances such as net profit, gross profit, budgeted costs, actual costs, gross margin, invoices, expenses, and more.

Written by Fredi Palmgren
Updated over a week ago

Add custom columns & fields to projects

Customise project fields and lists with custome flieds

Written by Mohsen Koolaji
Updated over a week ago

Create a copy of an existing project

Learn how to duplicate or create a copy of a single project or an entire project tree.

Written by Fredi Palmgren
Updated over a week ago

Making bulk or mass edits to projects

Learn how to edit project details, export and delete multiple projects at the same time.

Written by Fredi Palmgren
Updated over a week ago

Build forms to collect project data

Learn how to collect project data and build customised forms using the form builder.

Written by Fredi Palmgren
Updated over a week ago

Manage internal projects and work hours

Learn how to manage internal projects, track vacations and sick leaves, and manage leaves using overtime hours and work-hour balance.

Written by Fredi Palmgren
Updated over a week ago

Manage internal costs & company expenses

Learn how to manage all your non-billable expenses and travel costs and how to reimburse your staff for their expense claims.

Written by Fredi Palmgren
Updated over a week ago

Program settings: Create fields for additional information in the project information (Standard & Pro)

Give more information about the project in the additional information field.

Written by Matti Patrakka
Updated over a week ago

Invoicing address and contact details explained (Standard & Pro)

How to add invoicing address and contacts to my accounts and projects?

Written by Fredi Palmgren
Updated over a week ago

Calendar: Calendar and user colors (Standard & Pro)

Stand out from the calendar with different colors. (Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

Projects: Add attachments to your projects (Standard & Pro)

You can easily add and delete important files on the project card.

Written by Matti Patrakka
Updated over a week ago

Calendar: Creating new calendars (Standard & Pro)

You can create new calendars in addition to the office calendar in Taimer. (Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

Hour reports: Summary by employee (Standard & Pro)

This report shows how many hours an employee has made towards a customer or a project

Written by Fredi Palmgren
Updated over a week ago

Calendar: Editing a calendar entry (Standard & Pro)

If you want to change the date and time of your entry, it's possible. (Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

Calendar: From a calendar entry into a time entry (Standard & Pro)

You can easily turn a calendar entry into a time entry. (Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

Functions of the Documents tool (Standard & Pro)

You can easily create documents for your projects in Taimer. Forms and documents can be created to meet each need perfectly.

Written by Fredi Palmgren
Updated over a week ago

Calendar: "Reserved" entry in the office calendar (Standard & Pro)

Let other users know that you are reserved in the office calendar. (Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

Hour reports: Customer summary (Standard & Pro)

This report shows you a summary of work hours per customers, per projects and per employees. ( Business , Enterprise )

Written by Fredi Palmgren
Updated over a week ago

Hour reports: Summary by branch of business (Standard & Pro)

This report shows all recorded hours classified by predestined branches of business

Written by Fredi Palmgren
Updated over a week ago

Calendar: User abbreviations in calendar entries (Standard & Pro)

The admin user deifnes user abbreviations for each user in the Settings tab. (Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

Your company information: Defining project level statuses gives you more possibilities in managing the sales pipeline (Standard & Pro)

Define the project levels in order to carry the project smoothly from a level status to another. (Team, Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

Hour reports: Invoicing rate (Standard & Pro)

This report shows how many percent of the hours put in by your employee have been billed.

Written by Fredi Palmgren
Updated over a week ago

Hour reports: Customers daily (Standard & Pro)

This report shows the daily hours towards accounts / customers.

Written by Fredi Palmgren
Updated over a week ago

Setup Calendar Synchronization (Standard & Pro)

Sync Microsoft Outlook invites with Apple device

Written by Fredi Palmgren
Updated over a week ago

Projects: Project's hour budget (Standard & Pro)

Define how many hours there are to be assigned to the project and make resourcing more efficient. (Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

Hour reports: Hours by user (Standard & Pro)

This report gives you an hour summary per employee on a yearly, monthly and daily level.

Written by Fredi Palmgren
Updated over a week ago

Resource scheduling and tracking hours to tasks - combine two project critical features and get team visibility in one app (Standard & Pro)

Lightning fast scheduling and team visibility

Written by Matti Patrakka
Updated over a week ago

Program settings: Project types (Standard & Pro)

By defining project types you can classify project by their types when reporting. (Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

Program settings: Registering hour entries for locked months (Standard & Pro)

Lock the possibility to edit hour entries saved earlier. (Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

User rights: Constricted time entry rights (Standard & Pro)

Below is an example of a user's rights with access to only modify time entries. (Team, Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

User rights: Time Tracker (Standard & Pro)

Define who has the right to see and edit someone's hour markings. (Team, Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

Hour reports: Daily summary by user (Standard & Pro)

This report shows how many hours each employee has worked for and towards which project as a daily summary

Written by Fredi Palmgren
Updated over a week ago

Project number and targeting information for electronic invoicing (Standard & Pro)

How to target invoicing and project numbers. Electronic invoicing

Written by Fredi Palmgren
Updated over a week ago

User rights: Editing time entries and moving them on to another project (Standard & Pro)

You can edit your own and others' inaccurate time entries.

Written by Matti Patrakka
Updated over a week ago

Add a Project to the Sales Funnel (Standard & Pro)

By adding projects to your sales funnel (pipeline), you can start generating sales figures, tracking hours and expenses.

Written by Matti Patrakka
Updated over a week ago

Admin Tools: Cover letters (Standard & Pro)

Adding and managing cover letters in cost estimates. (Team, Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

Project Category, Reporting Group and Project Type (Standard & Pro)

Three different ways of measuring and analysing your project sales, hours and invoicing

Written by Fredi Palmgren
Updated over a week ago

How to add a project manager for a project (Standard & Pro)

Define who is responsible for the project and make for example searching for projects easier.

Written by Fredi Palmgren
Updated over a week ago

Projects: Quick reports (Standard & Pro)

Written by Fredi Palmgren
Updated over a week ago

Admin tools: Fixing incorrect work hour balance by using the Work hours balance management tool (Standard & Pro)

If your work hour balance is off, the admin user can make changes in them in the settings tab. (Team, Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

Projects: Memo (Standard & Pro)

Written by Fredi Palmgren
Updated over a week ago

Define the default status for a new project and default methods for invoicing when project is set to on going (Standard & Pro)

How to change Default status for new project and default settings for invoicing methods

Written by Fredi Palmgren
Updated over a week ago

Admin tools: Importing Projects (Standard & Pro)

How do I import project information to Taimer?

Written by Matti Patrakka
Updated over a week ago

Resourcing: How to create a sub task (Standard & Pro)

It is possible to create smaller, daily sub tasks under a larger task

Written by Fredi Palmgren
Updated over a week ago

Admin tools: Setting work hours balance to start from a specific date (Standard & Pro)

Here are a few important points regarding balancing work hours in Taimer. (Team, Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

Projects: Actual costs (Standard & Pro)

Written by Fredi Palmgren
Updated over a week ago

Projects: Scheduled payments and invoicing estimates (Standard & Pro)

Written by Fredi Palmgren
Updated over a week ago

Summary by work task (Standard & Pro)

This report shows hour summaries by work task

Written by Fredi Palmgren
Updated over a week ago

Project status (Standard & Pro)

Defining or changing the status of a project

Written by Fredi Palmgren
Updated over a week ago

Project and sub-project defined (Standard & Pro)

How to manage and invoice sub-projects; resourced work phases, tracked hours and bills

Written by Fredi Palmgren
Updated over a week ago

How to define the invoicing status on the project card (Standard & Pro)

Invoicing data is given by the invoicing status attributes defined in the project information

Written by Fredi Palmgren
Updated over a week ago

Projects: Create a new project (Standard & Pro)

Creating projects is the key in Taimer.

Written by Matti Patrakka
Updated over a week ago

Projects: Order number / Reference number will be transferred on the invoice (Standard & Pro)

Define the reference number for sales invoices on the project card.

Written by Matti Patrakka
Updated over a week ago

Time tracking to boost productivity (Standard & Pro)

Knowing how long it takes to complete a task or a project aids in overall project planning and the ultimate success of you business!

Written by Matti Patrakka
Updated over a week ago

Projects: Hour balance multiplier (Standard & Pro)

You can multiply the amount of your project hours.

Written by Matti Patrakka
Updated over a week ago

How to set allocated hours (Standard & Pro)

Define how many hours can be used towards a project and make resourcing more efficient.

Written by Fredi Palmgren
Updated over a week ago

Projects: Start and end dates (Standard & Pro)

Define the start and end dates for the project and your team.

Written by Matti Patrakka
Updated over a week ago

How to make specific Hour pricing (Standard & Pro)

Written by Fredi Palmgren
Updated over a week ago

Projects: The project colour coding makes it easy for you to recognize projects in the calendar (Standard & Pro)

Define the project colours in the project's basic information and they will be visible in the calendar. (Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

How to Copy a project (Standard & Pro)

Written by Fredi Palmgren
Updated over a week ago

Resourcing (Standard & Pro)

This article explains about the resourcing module under a Project

Written by Fredi Palmgren
Updated over a week ago

Projects: Lost project (Standard & Pro)

Written by Fredi Palmgren
Updated over a week ago