Create And Edit Project

Application: https://app.tracki.fi/project/new

Create and manage projects in the system.

Project Details

Project Name (required): Enter a descriptive name for your project.
Project Code: Your internal identifier for the project. If left empty, it will be generated automatically (for example 0001 would be the first).
Customer: Select an existing customer or create a new one by clicking the "+" icon.
Status: Choose between Active (Default), Created, or Ended. Active projects can have records added.
Start Date (required): The date from which records can be added to this project.
End Date: Optional date until which records can be added. Must be after the start date.
Project Manager (required): Select the person responsible for this project.
Budget: Enter the project budget amount if applicable.
Budget Type: If a budget is set, specify if it's Weekly, Monthly, Yearly, or Total.
Billable: Toggle whether this project is billable to the customer or internal.

If the project is marked as billable, additional billing information can be provided:

Billed by Period: Billing is done per defined period (e.g., monthly, per project).

Billing Type: Choose between "Billed by Hour" or "Billed by Period".
- Billed by Hour: Every logged hour is billed. -Billed by Period: Billing is done per defined period (e.g., monthly, per project).
PO Number: Purchase Order number provided by the customer.

Note: Customer invoicing details can be managed separately. Only add value below if it differs from the customer's default settings.

When creating a project, you can:

Select an existing customer from the dropdown
Create a new customer by clicking the "+" icon
Edit a customer by clicking the pencil icon next to their name in the dropdown input.