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How to view a project

This module explains how to view all the details of a project, and takes you through the details of each section.

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Step 1.

Go to Projects under Projects to view, edit, clone or delete a project. If you want to see a filtered view, click the Settingsicon or Advanced icon and customise your filter.

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Step 2.

Hover your mouse over to show project description.

Time Budget, displayed as TB, shows you the project completion in regards of time.

Click to view the project.

Click to edit the project.

Click to clone the project.

Click to delete the project.

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Step 3.

Projects have six possible statuses.

  • When Time is written to a project that is Not Started, it is automatically moved to In Progress.
  • Users cannot write Time, Materials or Expenses to On hold and Proposal projects.
  • When a Fixed Price project is moved to Completed status, the final invoice is raised for this project, rolling up all the outstanding amounts.
  • Moving a Project to Closed status will mean that users are unable to write time, materials and expenses against the project, raise invoices, POs, etc. The details will not show in many reports.

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Step 4.

You can change the status by clicking on the status at the top right. Click More details to see the project and financial details. Click Expand all to see the section details of this project.

Click Edit icon to edit this project.

Click Report to generate Project Financial Summary, Project Proposal or Project Cost vs Revenue report.

Click Print icon to print this project console screen.

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Step 5.

The Progress section shows the project overall status.

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Step 6.

You can see whether a milestone is met or not from Milestones section and add/edit the milestones.

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Step 7.

View the task progress and add/edit tasks in Tasks section.

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Step 8.

View the subcontracts progress in Subcontracts section.

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Step 9.

In Time section, you can view all time entries in this project or select the time writer, date range to create a filtered view.

Click Time Approval to view the Approval screen.

Click Time Entry to view the Time Entry screen.

Click edit icon or Bulk Edit Mode to bulk edit the time entries.

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Step 10.

In Material section, you can view all material entries in this project or select a material, date range to create a filtered view.

Click Materials Approval to view the Approval screen.

Click Material Entry to view the Material Entry screen.

Click New Purchase Order to order a material for this project.

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Step 11.

Click edit icon to edit the materials.

Check the On-charge box, this material will be charged in this project.

Check the Purchase Order Required box to require a PO.

Check the Estimate box to indicate its an estimated charge.

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Step 12.

In Expenses section, you can view all expense entries in this project or select a date range to create a filtered view.

Click Expense Approval to view the Approval screen.

Click Expense Entry to view the Material Entry screen.

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Step 13.

In Adjustments section, you can view all the project and time adjustments in this project.

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Step 14.

In Team section, you can view all the project members and click Edit Team to edit the roles.

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Step 15.

In Notes section, you can view all the notes that are related to this project.

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Related Guides

Want to learn more? Check out these related guides

How to bulk import materials

This feature allows you to bulk import your materials faster.

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How to disable and delete a material

If you are no longer using certain material items, you can choose to disable them. To disable a material item, you first need to have the right permissions. Users with Purchaser, or System Administrator permission can disable material items.

Read Guide

Set up departments

At least one company department is required. Add departments, e.g. Administration, Sales and Warehouse to suit your company. Once added, departments are available via a drop-down list when adding or editing users.

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All TidyBuild Written Guides

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Set up Xero connection
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The Customer Portal is where your customers can view the details of projects in which they are the selected customer. Only charge, not cost, information will show up and they will not be able to edit any details. Visibility of each project can also be set on an individual project basis.
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This guide shows you how to set up your customers. If you integrate with Xero, you can import all your customers straight from Xero. If you don’t integrate with Xero, this guide also explains how to add customers without Xero.
Set up templates
Under the templates tab can customise templates for proposals, quotes, orders, etc. and set a default option for each.
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The Sales tax tab allows you to add any sales tax options relevant to your business. You can add as many as you need. These values can also be mapped back to Xero.
Set up project groups
Project groups are used to populate a drop-down list available when creating and editing a new project. This is required information. These groups are then used to group your projects when they are displayed on the heat map and dashboards.
Set up departments
At least one company department is required. Add departments, e.g. Administration, Sales and Warehouse to suit your company. Once added, departments are available via a drop-down list when adding or editing users.
Set up expenses
Expense categories and expense types are used to populate drop down lists within Expense entry. They are required information and must be selected when entering an expense against a project.
Set up currencies
Here you can set up the currencies for your company. To enable multiple currencies you need the Jet plan.
Set up charge rates
Global charge rates are available for selection as a default external charge rate for a particular user or for an alternate charge rate on a project when allocating resource. These rates enable variable charge rates for any particular resource on a project.
Set up company settings
In this screen you can add and edit company defaults to provide general company information for use in other areas of the application.
Set up alerts
Alerts show when: profitability exceeds revenue, milestones are overdue, budget exceeds planned costs, earned value is less than planned costs, time is rejected, utilisation exceeds capacity.
Set up activities
A Task is typically a small goal of your organisation, it is achieved by performing activities. Project Managers are responsible for deciding on the tasks that must be achieved to complete a project. Project administrators can add to the pool of activities from which you can select to achieve your tasks.
Set up countries
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Inventory

Learn how to manage your inventory in your Tidy account
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If you are no longer using certain material items, you can choose to disable them. To disable a material item, you first need to have the right permissions. Users with Purchaser, or System Administrator permission can disable material items.
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Projects

Learn how to complete projects within your Tidy account
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This guide explains how to export project data.
How to export payroll
You can easily export payroll data from your Tidy account to a connected Payroll provider that Tidy offers. Tidy offers integrations with multiple Payroll providers. These are: Smart Payroll, iPayroll, IMS Payroll
How to add project adjustments to a project
In this module, learn how to add project adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.
How to add time adjustments to a project
In this module, learn how to add time adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.
How to create combined project invoices
Combined Project Invoices is only available on the Rocket plan of TidyWork, TidyBuild, and TidyEnterprise. With Combined Project Invoices enabled, Project items ready for invoicing on the Invoice Queue which have the same customer, can be combined onto one invoice.
How to use the project calendar
The Project calendar allows users to view Projects visually in a selected date range.
How to schedule resources and book time
If the Resource Scheduling feature is enabled for your organisation, your Project Managers will be able to write future booked time against your resources, and they will be able to see these allocations when adding time entries.
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This module explains how to view all the details of a project, and takes you through the details of each section.
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This module explains how to clone the details of a project.
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How to enter materials
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How to approve time
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How to enter time
This guide explains how to enter time for a project.
How to approve expenses
In this module, learn how to approve expense entries once they have been submitted. Only users with approver permissions will be able to do this.
How to enter expenses
In this module, learn how to enter expenses against a project you have been assigned to.
How to view a quote
In this module, learn how to view a quote’s information.
How to edit a quote
In this module, learn how to edit a quote’s information.
How to clone a quote
In this module, learn how to clone a quote.
How to create a quote
Quotes allow you to present the estimated time, cost, material, tasks, etc. for a project.

Bulk Imports

Learn how to import data in bulk to your Tidy account
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This feature allows you to quickly import your customers in bulk.
How to bulk import materials
This feature allows you to bulk import your materials faster.
How to bulk import users
This feature allows you to quickly import your users in bulk.
How to bulk import suppliers
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