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Getting started with project management

Wilfrid Paul Robert Dusseaux
Updated on 11.11.2026

6 mins de lecture

0:00 8:05

The Projects module is for running projects, for your own organisation or for a client: their tasks, the team working on them, the schedule, the time spent and, if your permissions allow, the finances (budget, costs, margin, billing). This article introduces the module as a whole, explains who sees what, then shows how to create, archive and delete a project. It is aimed at project leads, managers and administrators; members of a project team will find what they see on their side.

The module at a glance #

The module opens from the Projects menu entry, which offers All projects and, if you can create projects, New project. The screen is split in two: the list of projects on the left, the open project on the right. When no project is selected, the first one in the list opens.

Projects screen: on the left, the New project button, the All, Active, Archived and Drafts filters with their counts, the My projects entry and the list of projects with their code and number of members; on the right, the project Refonte de l’intranet, marked Active, with its Overview, Tasks, Collaborators, Organisations, Exchanges and Settings tabs and the Progress, Completed tasks, Overdue and Members indicators.
The project list on the left, the open project on the right.

A project is organised into tabs:

Before you start #

  • The Projects module has no installation of its own: it is active as soon as the Expense Reports module or the Attendance module is installed in your workspace (see Installing modules and choosing who can use them).
  • Permissions are set in the Projects section of the role matrix (see Understanding roles and permissions):
    • Project — Overview tab (Access level): open the module and read a project;
    • Project: at the Execute level, create a project, edit its information and status, archive or delete it;
    • Project task: at the Access level, see the Tasks tab; at the Execute level, create and edit tasks;
    • Project assignment (Execute): add, remove or block a member and change their role;
    • Sub-projects — Manage, Cost lines — Manage, Hourly rates — Manage, Billing milestones — Manage: read (Access) or manage (Execute) each area;
    • Budget — View and Margin preview (Access): see the budget, sale price, spending and margin.
  • In the roles supplied, administrators have all these permissions; managers and payroll managers create and manage projects; accounting manages the financial areas; all employees read their projects and work on their tasks; auditors read.

Who sees which projects #

Projects are private. There are two cases:

  • Cross-project managers see and manage every project in the workspace. Anyone who holds, at the Execute level, the Project, Project assignment or Sub-projects — Manage permission, or one of the financial permissions (cost lines, hourly rates, billing milestones), is a cross-project manager.
  • Everyone else sees only the projects they are an active member of. A blocked member no longer sees the project.

Within a project, each member has a role: Project manager, Developer, Viewer or Consultant. The project manager and developers can write in the project; viewers and consultants can only read it. Whoever creates a project becomes its project manager. Roles are described in detail in Managing a project team.

Finding a project #

  1. Open Projects › All projects.
  2. Filter the list with All, Active (active and on hold), Archived (archived and done) or Drafts. Each filter shows its number of projects.
  3. To search, click the magnifying glass to the right of My projects and type a name or code in the Name, code… field. Esc closes the search.
  4. Click a project to open it.

Each row shows the project’s name, its code and its number of members (“mbr”). The coloured dot shows its status: green for active, yellow for on hold, grey for draft, blue for done, red for archived. The My projects counter shows how many projects in the list you are an active member of.

Creating a project #

  1. Click New project, at the top of the list or in the Projects menu.
  2. The New project window opens. Enter the Project name (required).
  3. If the CRM is installed and you can read its accounts, choose the Client (CRM) if needed (optional). The project then becomes a project for an external client, linked to that account.
  4. Choose a Template:
    • Blank project: no pre-configured tasks;
    • Software development: 8 tasks, from environment setup to production deployment;
    • Client onboarding: 7 tasks, from the kick-off meeting to go-live;
    • Marketing campaign: 6 tasks, from the creative brief to KPI tracking.
  5. Click Create (or press Enter). The button stays greyed out while the name is empty.
New project window: the Project name field filled in, the Client (CRM) selector marked optional, then four templates as cards (Blank project, Software development with 8 tasks, Client onboarding with 7 tasks, selected, and Marketing campaign with 6 tasks) and the Cancel and Create buttons.
A template creates the project’s first tasks straight away.

The message “Project created” confirms the creation and the project opens. Its status is Active, you are its project manager, and the template tasks are created with the To do status. Then complete its information, team and finances in the Settings tab.

A won deal in the CRM can also become a project, with its client, contact and amount: see From a won deal to a project.

Project statuses #

The status is shown next to the project’s name. In the Settings tab, you choose between Active, Draft and Archived; a project can also be On hold or Done. Only an Active project accepts new allocations: employees can log time and expense reports against it only while it is active. Allocations already made stay on the project.

Archiving or deleting a project #

The bin icon, at the top right of the project, opens the Delete project window. It appears only if you have the Project permission at the Execute level and a role that can write in this project.

Delete project window for Refonte de l’intranet: a red warning that the action is irreversible and that the client contact details are erased, a blue Recommended alternative box suggesting disabling the project, the field for retyping the project name, and the Cancel, Disable project and Delete permanently buttons, the last one greyed out.
Disabling archives the project; deleting requires retyping its name.

Archiving (disabling) #

  1. Click the bin icon.
  2. Click Disable project. The message “Project deactivated” confirms it: the project moves to the Archived status and joins the Archived filter.

To reactivate it, open the same window again, now titled Archived project, and click Reactivate project. It returns to Active.

Deleting #

  1. Click the bin icon.
  2. Type the exact project name in the Type the project name here field (capitals included).
  3. Click Delete permanently. The message “Project deleted” confirms it.

A project that still contains tasks or sub-projects cannot be deleted: the Deletion blocked window lists what remains. Remove or reassign these items first, or archive the project. On deletion, the client contact details (name, email, address) are erased immediately.

What a team member sees #

An employee without management permissions sees only their own projects. If they have none, the screen shows “You are not a member of any project”. They have neither a New project button nor a bin icon. As a Developer, they create and edit tasks; as a Viewer or Consultant, they open tasks read-only. Financial amounts are shown only with the Budget — View or Margin preview permissions.

Projects screen seen by a project consultant: with no New project button and no bin icon, the list shows only her project; the Overview of Refonte de l’intranet shows its indicators, its planning baseline and a Workload card without the budget.
A consultant sees only her projects, with no management actions.

Good to know #

  • The Projects module is activated with Expense Reports or Attendance; it has no installation button of its own.
  • Projects are private: apart from cross-project managers, everyone sees only the projects they are an active member of.
  • Assigning a task to someone adds them to the project as a developer if they were not already a member.
  • A person who leaves the company is blocked in their projects: their history and tasks are kept.
  • Project events (added to a project, role changed, task assigned, milestone paid, project archived or reactivated…) arrive in the bell and by email. You choose what you receive in the Projects category of your preferences (see Choosing your notifications).

Frequently asked questions #

I can’t see the Projects entry in the menu. Why? #

Either neither Expense Reports nor Attendance is installed in your workspace, or your role does not have the “Project — Overview tab” permission. Ask your administrator.

I can’t see a project a colleague is talking about. #

Projects are private. Ask the project manager to add you to the team in the Collaborators tab. If you were in it and no longer see it, you may have been blocked.

Why can’t I delete my project? #

It still contains tasks or sub-projects. The “Deletion blocked” window says which. If you only want to put it away, disable it: it moves to the Archived status.

An employee can’t find my project to log their time. #

They must be an active member of the project, and the project must have the Active status. A project in draft, on hold or archived does not accept new allocations.

Updated on 11.11.2026