> ## Documentation Index
> Fetch the complete documentation index at: https://docs.invup.me/llms.txt
> Use this file to discover all available pages before exploring further.

# Create your first project

> The container for the work: type, services, members, budget and lock dates.

A project is a body of work for one client. It is what time and expenses are logged against, and it is where most of your rate decisions land.

<Frame>
  <img src="https://mintcdn.com/invup/y9_fr1PKr_RkT7V9/images/projects-list.png?fit=max&auto=format&n=y9_fr1PKr_RkT7V9&q=85&s=8cd01c501b12a02d7ea9a5561bbbea0b" alt="Projects list showing several projects with client, hours and invoiced columns" width="3200" height="2000" data-path="images/projects-list.png" />
</Frame>

## Create a project

<Steps>
  <Step title="Name it and pick the client">
    Use the name the client uses. A case name, a matter number, a campaign, a building, a release.

    A project belongs to exactly one client. Work for two clients is two projects, even when it feels like one job.
  </Step>

  <Step title="Choose the project type">
    **Hourly** means you bill for the time spent, and rates drive what the work is worth.

    **Fixed** means you have agreed a sum for the whole job. Time is still tracked, because you still want to know what the job cost you, but it is measuring effort rather than setting the price.
  </Step>

  <Step title="Set dates and budget">
    Start and end dates, and an optional budget, are all optional. The budget is what turns the project view into something you can manage against rather than only report on.
  </Step>

  <Step title="Decide about services">
    This is the switch that changes how rates resolve. It is covered below.
  </Step>

  <Step title="Add members">
    Only project members can log time against the project. Adding people is what makes the project appear in their time entry picker.
  </Step>
</Steps>

## Services or no services

Enabling services on a project means work logged against it is categorized by type: research, drafting, site visit. Each type can carry its own rate.

Leaving services off means work is simply work, at one rate, adjusted per person where needed.

<CardGroup cols={2}>
  <Card title="Enable services when" icon="list-check">
    Different kinds of work are priced differently, or you need to report on which kind of work consumed the time.
  </Card>

  <Card title="Leave services off when" icon="clock">
    One rate covers the engagement, and the only variable is who did the work.
  </Card>
</CardGroup>

<Warning>
  Switching a running project from services to no services deactivates its service based member assignments, and you have to add members directly afterwards. Invup asks you to confirm before doing it. Decide this at the start where you can.
</Warning>

### With services enabled

Attach the services this project uses from your organization's library. Each attached service can carry a project specific rate that overrides the service's base rate.

Within a service, you can assign individual members and give each of them their own rate for that service on that project. This is the most specific rate in Invup, and it beats everything else.

### Without services

Add members directly to the project. Each member can carry a project specific rate.

Leave that rate empty and the project's own hourly rate applies. Leave the project rate empty too and the member's base rate applies.

## Watching a project

Once work is being logged, the project view answers the questions worth asking: total hours, billable hours, how much has been invoiced, how much has been paid, and what remains uninvoiced.

Uninvoiced billable work is the number to watch. It is revenue you have earned and not yet asked for.

## Locking a period

Setting a lock date locks every time entry on or before it. Members and contributors can no longer edit or delete those entries.

Lock a period once you have billed it. It is what stops a colleague tidying up an old entry that has already gone out on an invoice, and it removes an entire category of discrepancy between what you billed and what your records say.

Invup confirms the date before applying it, because the effect reaches backwards across the whole project.

## Deleting a project

A project holds time entries, expenses and the link to everything you have invoiced for that work. Where an engagement has simply finished, an end date records that more usefully than deletion does, and keeps the history readable.

## Next

<CardGroup cols={2}>
  <Card title="Invoice settings" icon="file-invoice" href="/setup/invoice-settings">
    Numbering, terms, branding and the reminders that chase payment.
  </Card>

  <Card title="Quickstart" icon="rocket" href="/getting-started/quickstart">
    Log an hour and turn it into an invoice.
  </Card>
</CardGroup>
