To help manage costs you can set project budgets, record expenses and track timesheets against the project and tasks. If you’re charging a customer for your work, you have the flexibility to charge fixed amounts as work is completed and/or set time-based billable rates. Hourly rates can be set for each team member.

Projects list

On the projects list page you’ll see a table with the columns below;

  • Name: Project title/name
  • Client: The name of the client
  • Team: Team members attached to the project
  • Budget: Percentage used budget (Uses project estimated hours)
  • Total Time: Total time spent on the project
  • Amount: The current total cost of the project
  • Expenses: Total expenses for the project

Create Project

To create a new project, go to the Projects tab on the main sidebar, and click on the +Create button. This will open the project create page offering a series of text and numerical inputs.

The form contains:

  • Name: Project title/name
  • Client: Select the relevant client from the client list.
  • Progress: Client progress (0-100)
  • Team: Select team members.
  • Start Date: Project start date
  • Due Date: Expected end date for the project
  • Currency: Currency used in the project
  • Billing Method: There are four billing methods and each one is explained below;
  • Est. Hours: Estimated number of hours for the project.
  • Description: Summary of the project.
  • Project Settings: Per project settings to disable/enable on client section.
  • Tags: You can assign multiple tags to projects by entering them directly in the provided field e.g design,logos etc.


You can create a new client while creating a new project. Simply click on the New Client link, situated on the right side of the Client field. A pop-up modal will open, enabling you to complete the new client’s details. Then continue creating the project for this new client.

Billing Methods

Hourly Staff Rate

If you have Staff in your account, their rate is how much your Client will be billed regardless of the Task the hours are logged against. This method is really useful if you have multiple Staff working on a Project all with different rates.

Hourly Task Rate

Your Client will be billed based on the Tasks that are assigned to the Project. It doesn’t matter who tracked the time, only the Task Rate is being taken into consideration. This method is really useful if you charge different rates for different Tasks regardless of who did the work.

Hourly Project Rate

It doesn’t matter who tracked the time, or which Task was chosen, your Client will always be billed at one consistent rate for that Project.

Fixed Project Amount

It doesn’t matter how many hours were logged, the Project will always be billed at the Flat Project Amount. You set the Flat Project Amount from the Edit Project screen.

Time Entries

Manual Entry

  • To enter time manually click on Time Entry button.
  • Select a task from the dropdown list (optional).
  • Enter time in the format {hours}:{minutes}:{seconds} i.e 01:10:30 means 1 hour, 10minutes and 30 seconds.
  • Alternatively, you can choose a start time and end time by checking Use start and End Dates checkbox.
  • Enter time entry description and choose whether it’s billable or unbillable.

Click Save when completed.

Start Timer

To start the project timer.
  • Click on the green stop watch icon at the top bar of the project overview page.
  • Running timers will be displayed on the top navigation section of the CRM.
  • You can stop the timer by clicking on the red spinning clock icon that appears at the top bar of the project overview page.

Invoice Project

In Workice CRM, you and your team can track your time to Projects. Those Projects are assigned to individual Clients, and you can Invoice your Clients easily based on that tracked time by generating an Invoice with time entries on it.

To generate an invoice.
  • Open the project dashboard and click on the ellipsis/more button (…) at the top bar of the project page.
  • Click Invoice to start invoicing your project.
  • The total unbilled time will be displayed on the modal.
  • If there are unbilled expenses, they will be listed for inclusion.
  • Choose how you want the time entries to be formatted (displayed) on your Invoice – you can select Task per line or Single Line.

Click Save to generate project invoice.


Billed time entries will all be marked as Billed.

Duplicate Project

To duplicate a project, click on the ellipsis/more button and select elements to duplicate i.e tasks, expenses,comments, issues etc. A new project will be generated similar to the duplicated project.

PDF Preview

You can download project summary as PDF by clicking on ellipsis/more button and select PDF. A PDF document will be downloaded with the projects summary i.e Time Entries and Tasks.


To mark a project as complete. Click Done accessible via the ellipsis/more button.

Bulk Actions

If you need to perform an action for a number of projects, you can do it in one click with the bulk action feature. To use the bulk action feature, mark the relevant projects in their checkbox at the far left of the parojects list. Once you’ve marked the projects, select an action to perform on them in the buttons below the projects list page.

  • Invoice: Invoice selected projects.
  • Archive: Archive selected projects.
  • Delete: Delete selected projects.