A project and its details page

Find all the important information about your project, edit its details, keep an eye on your budget and progress, and manage activity and notifications.

You can edit most fields directly in the project: click, make your changes, and you're done. For other actions, use the Aktions-Button in the top right.

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How to use the project details page

1. Open a project and go to the Home tab

2. Click a field to edit it inline

3. Use the Aktions-Button in the top right for other actions

Change the project name

The project name helps you identify your project. Choose a unique name.

1. Click the project name

2. Edit the name directly inline

Set the status

Every project has a current status. It's shown in overviews and often determines whether a project appears in selection fields or overviews, which is usually limited to active projects.

You can set the available statuses in Project settings.

Edit the description/brief

The project brief is a description for your project members. Use it to capture all the important information and add relevant links and documents.

The text editor supports headings, lists, dividers, images and files, as well as styles such as bold, italic, strikethrough, underline, and code formatting.

Set the project image

• Click the project image > Bild hochladen
• Or click the Aktionsbutton > Bearbeiten and upload an image there. You can delete it using the X next to the image.

Manage tags

Tags are labels you can use to categorize projects and add keywords for filtering. This makes it easier to find projects and recognize them in overviews.

In the edit window, you'll see all the tags already used on existing projects.

Learn more: Tags in awork.

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Project KPIs

Change the due date

A project can have an end date, but it doesn't have to. If you also set a start date in the red box, the project will appear in the timeline and planner.

Project end dates in awork don't include a time. Tasks do have a time.

Manage the project budget

The project budget in the purple box is a time budget that you can plan for a project. It often corresponds to the budget sold to the customer.

One-time budget

A one-time project budget is allocated once. Users with the necessary permissions can edit the budget at any time using the purple Budget box.

Retainer budget

A retainer budget lets you set a recurring monthly budget. Click the budget and enter the details in the pop-up.

Total time tracked

The green box shows the total time tracked on the project and its 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.

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How project progress is calculated

If a one-time project budget is active, progress is calculated as a percentage of the project budget.

• Budget (purple box): Geplant auf Aufgaben out of Budgetiert

• Total time tracked (green box): Gesamt erfasste Zeit out of Budgetiert

If a retainer budget is active, progress is calculated based on the retainer budget.

• Budget (purple box): Budget bis heute. Hover over the box to see the budget used in the current month.

• Total time tracked (green box): Gesamt erfasste Zeit relative to Budget bis heute

• Tasks (blue box): Erledigte Aufgaben out of Gesamte Anzahl Aufgaben (for both one-time and retainer budgets)

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Configure the retainer budget

Monthly budget

Set the monthly time budget in the Monatlicher Beitrag field.

Select the budget basis

In the Budget basierend auf dropdown menu, you can choose whether only Abrechenbare Zeiten count toward the budget or whether Alle Zeiten count. For all projects that are already active, Alle Zeiten is selected by default.

Set the retainer period

You must always specify a start and end date for the retainer, as months.

1. Enter Benutzerdefinierte Daten and set the period manually
2. Select Gleiche Daten wie Projektbeginn und -ende verwenden to match the retainer period to the project period. This syncs the retainer's start and end dates with the project dates, by month.
   • If the project start and end dates are set, a red error message will appear asking you to enter the dates.
   • If the project start date and/or end date changes, the retainer will sync with it.

Carryover options

Here you can choose what happens to unused hours or hours used in excess in the following month.

• Ungenutzte Stunden übertragen (e.g. budget of 200h, 180h used in Month A → 220h available in Month B)

• Zu viel verbrauchte Stunden abziehen (e.g. budget of 200h, 220h used in Month A → 180h available in Month B)

You can select both options or neither. If you select both, the system calculates the hours precisely, taking unused and previously used hours into account. With neither option selected, the monthly retainer stays fixed.

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Assign a customer

Projects can have a customer, but they don't have to. Customers help you assign projects to clients, categorize them, and analyze or bill time across projects.

When creating a new project, you can select an existing customer or quickly create a new one.

Learn more: Customers in awork.

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Project members, roles, and project owners

Adding members to a project serves two purposes:

• Display as "My project", so the project appears for you if it's active, for example on your dashboard or as a suggestion in time tracking

• Specific project permissions through a project role, which defines permissions for the project if global permissions don't already apply

Learn more: Permission management.

Project owner

Each project has exactly one project owner. You can select them in the member selection window using the checkbox between the username and project role.

The project owner is shown in the project overview with their profile image and can be used for grouping and filtering.

If Autopilot (Smart Alerts) is enabled, this person receives separate emails intended for people managing the project.

There are no other implications to assigning a project owner.

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Activity, comments, and mentions

The activity log displays all important changes to the project in chronological order.

In the activity feed, you can leave comments, upload files, and mention other users with "@". Mentioned people receive a specific notification, regardless of their general project notification settings.

You can also mention the following groups:

• @Workspace: Every workspace user will be notified

• @Projekt: Every user assigned to the project or who has enabled the bell icon for the project will be notified

• @"Team" (e.g. @Marketing): Every team member will be notified

Subscribe to or turn off 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.

In your account settings, you can also choose which project notifications you receive and through which channel, such as email.

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FAQ

Where can I find the project details?

You'll find all the information about a project in the Home tab. You can edit most fields directly inline.

What's the quickest way to edit project fields?

Just click the relevant field in the Home tab. For other actions, use the Aktions-Button in the top right.

Who gets notified when I use @Projekt?

@Projekt notifies all users assigned to the project or who have enabled the bell icon for it. They must also have notifications enabled in their profile settings, and the project must be visible to them according to permission management.

I deleted a project. Can it be restored?

Yes. If you accidentally deleted a project, our support team can restore it. Contact the support team and share the project title.