A Project and Its Detail Page
Manage your project name, status, description, image, and tags directly on the Home tab, plus track budget and progress from one central page.
Find all important project information, edit details, keep track of your budget and progress, and manage activity and notifications.
You can edit most fields directly in the project: just click in, make changes, and you're done. For additional actions, use the Action button in the top right.
How to use the project detail page
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Open a project and go to the Home tab
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Click into a field to edit it directly inline
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Use the Action button in the top right for additional actions (e.g., delete project)
Change the project name
The project name helps you identify your project. Choose a unique name.
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Click on the project name
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Edit the name directly inline
Set a status
Every project has a current status. It's displayed in overviews and often determines whether a project appears in selection fields or lists (usually only active projects).
You can set the available statuses in Project settings.
Edit description/briefing
The project briefing is the description for your team members. Keep all important information here and add relevant links and documents.
The text editor supports headings, lists, dividers, images and files, as well as styles like bold, italic, strikethrough, underline, and code formatting.
Set a project image
- Click on the project image > Upload image
- Or click on the Action button > Edit and upload an image there. You can delete the image using the X next to it.
If a customer is assigned to the project and they already have an image, that image will be displayed for the project by default.
Manage tags
Tags are labels you can use to categorize projects and add keywords for filtering. This makes it easier to find projects again and recognize them more quickly in overviews.
In the editing window, you'll see all tags that have already been used in existing projects.
More on this: Tags in awork.
The Project KPIs
Change the due date
A project can have an end date, but doesn't have to. If you also set a start date in the red box, the project will be displayed in the timeline and planner.
A project end date in awork doesn't include a time. Tasks do have times.
Manage project budget
The project budget in the purple box is a time-based budget that can be planned for a project and often corresponds to the customer budget you've sold.
One-time budget
A one-time project budget is assigned once. Users with the necessary permissions can edit the budget at any time via the purple Budget box.
Retainer budget
With the Retainer budget, you set a recurring monthly budget. Click on the budget and enter the information in the pop-up.
Total tracked
In the green box you can see the total time tracked on the project and tasks.
If time tracking is disabled for the workspace, the green box won't be displayed.
Tasks
The blue box shows the total number of tasks in the project.
Project progress calculation
If a one-time project budget is active, progress is calculated as a percentage based on the project budget.
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Budget (purple box): Planned on tasks out of Budgeted
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Total tracked (green box): Total tracked time out of Budgeted
Note on the sum of planned effort in the budget:
Each task list has its own planned effort. The list effort serves as a minimum or planning buffer. It doesn't automatically correspond to the sum of task planned efforts.
If the sum of task planned efforts is greater than the sum of list planned efforts, then that is the total effort of the tasks.
awork uses the higher value.
If a Retainer budget is active, progress is calculated based on the Retainer budget.
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Budget (purple box): Budget to date. Hover over the box to see the used budget for the current month.
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Total tracked (green box): Total tracked time in relation to Budget to date
Hover over each box for detailed information.
- Tasks (blue box): Completed tasks out of Total number of tasks (For both one-time budget and Retainer budget)
Configure the Retainer budget
Monthly budget
Set the monthly time-based budget in the Monthly contribution field.
Choose budget basis
In the Budget based on dropdown menu, you can specify whether only Billable time counts toward the budget or All time counts. By default, all already active projects have the All time option selected.
Set the Retainer time period
For the Retainer, you always need to specify a start and end date (as a month).
- Enter Custom data and set the time span manually
- Use the same dates as project start and end and adjust to the project time period to sync the Retainer's start and end date with the project (month).
- If the project start and end dates are set, a red error message will appear asking for date information.
- If the project's start and/or end date changes, the Retainer will be synced.
Carryover options
Here you set what happens with unused or over-consumed hours in the next month.
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Carry over unused hours (e.g., Budget 200h, Month A: 180h consumed > Month B: 220h available)
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Deduct over-consumed hours (e.g., Budget 200h, Month A: 220h consumed > Month B: 180h available)
You can choose both options, one, or neither. With both options enabled, the system calculates hours precisely, taking unused and pre-used hours into account. Without options, the monthly Retainer remains static.
Assign a customer
Projects can have customers, but don't have to. Customers help you assign projects to clients, categorize them, and evaluate or bill time across projects.
When creating a new project, you can select an existing customer or quickly create a new one.
Tip: If you maintain customer logos properly, projects with customers will automatically use the logo and your project overview will be more organized.
More on this: Customers in awork.
Project members, roles, and project managers
Adding members to a project serves two purposes:
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Display as "My Project" so it appears on your dashboard (if active) or as a suggestion in time tracking
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Specific project permissions through a project role that defines rights on the project (unless you already have global rights)
More on this: Rights management.
Project manager
Every project has exactly one responsible person. You select them in the member selection window using the checkbox between the username and project role.
Project responsibility is shown in the project overview with the person's image and can be used for grouping and filtering.
If Autopilot (Smart Alerts) is enabled, this person receives special emails intended for project management.
This assignment has no other implications.
Activity, comments, and mentions
The activity log shows all important project changes in chronological order.
Updates to time tracking and tasks are only visible to users who have permission to see the project's tasks and time entries.
In activities, you can leave comments, upload files, and mention other users with "@". Mentioned people receive an explicit notification, regardless of general project notifications.
You can also mention the following groups:
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@Workspace - Every user in the workspace will be notified
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@Project - Every user assigned to the project or who has enabled the bell icon for the project will be notified
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@"Team" (e.g. @Marketing) - Every member of the team will be notified
Requirements to receive these notifications:
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Have Someone mentioned you in a comment notifications enabled in your account settings
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Project is visible according to rights management
Subscribe to or unsubscribe from notifications
In the Home tab, you'll find a Bell icon in the top right. When it's enabled, you'll receive notifications about project updates, for example when someone changes the status or leaves a comment.
For each user assigned to the project, these notifications are automatically enabled. You can disable them if needed.
In your Account settings, you also decide which project notifications you receive and through which channel (e.g. email).
FAQ
Where do I find the project details?
You'll find all project information under the Home tab in the project. You can edit most fields directly inline there.
How can I edit project fields most quickly?
Just click into the field you want to edit in the Home tab. For additional actions, use the Action button in the top right.
Who gets notified with @Project?
With @Project, all users assigned to the project or who have enabled the bell icon for the project are notified. Additionally, notifications must be active in profile settings and the project must be visible according to rights management.
I deleted a project. Can it be restored?
Yes. If you accidentally delete a project, our Support team can restore it. Contact the Support team and share the project title.
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