Projects your team and your CFO will both like.
Set rates once. Track everything against them. Budgets warn before you blow them. Team-based access keeps the right eyes on the right work.
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Built around how agencies actually run.
Rate hierarchy
Cost rate (what they cost you) and billable rate (what the client pays). Override either at project level or per-user-on-project for the consultants who command a premium.
Budgets + alerts
Set a budget in hours or dollars per project. See an in-app budget alert at 80% and 100% on the project. The project list shows a static budget-hours figure.
Activity types
Define your own taxonomy per tenant — Design / Dev / Strategy / Account Mgmt. Optional activity types per entry.
Teams
Group users into teams. Assign teams to projects and clients. Team Leads can manage members. Effective access is computed automatically — no permission spaghetti.
One model. Three levels of override.
The default rate comes from the user. Set a project-level rate to override for everyone working on that project. Set a per-user-per-project rate for the senior who bills more on this client. The reports honor the hierarchy automatically — no manual reconciliation.
- User-level: BillableRate + CostRate on every user
- Project-level: HourlyRate to override for the whole project
- Per-user-per-project: UserRates dictionary on the project
- Cost rate stays internal — only billable shows on invoices
- Profitability report uses both: revenue (billable) − cost (cost rate)
Know before you blow it.
Set a budget in hours, dollars, or both. Budget % is computed when you open the project page. See an in-app budget alert at 80% and 100% on the project.
- Hours and / or dollar budget per project
- 80% and 100% alert thresholds
- An in-app budget alert at 80% and 100% on the project
- Project list shows a static budget-hours figure
Access control without the spaghetti.
Create a team — say, the Brand team. Add 4 designers. Assign the team to 12 client projects. Now those 4 designers can log time on any of those 12 projects, and only those 12. A Team Lead can manage the team without being a CompanyAdmin.
- Team grants project access to all members
- Team Lead can add / remove members
- Per-user direct project access still works (it ORs)
- "Via Team X" attribution shown on the access screen
- Team-mediated access flips off when a user is deactivated
Move from Harvest or Toggl in under an hour.
Settings → Import accepts standard CSV exports. Projects and time entries come over on import; people are matched by email or name, and missing companies and projects are created in the same pass. A preview shows what will come in before anything is saved.
- Harvest and Toggl CSV formats supported out of the box
- Automatic project + company matching by name
Common questions
What if a person bills different rates on different projects?
Set a per-user-per-project rate in the project's UserRates. The reports and invoices use that rate first; if absent, fall back to the project rate; if absent, fall back to the user's default billable rate.
How do team-based and direct project access interact?
They OR. A user can see a project if they're directly assigned to it OR if they're on a team that's assigned to it. Removing the user from one path doesn't remove the other — the access stays as long as either path exists.
Can I archive a project?
Yes. Archived projects keep all their time entries (so historical reports stay correct) and are hidden from the active list. Un-archive any time.
Does the CSV import preserve historical IDs?
Time entry IDs are regenerated, but project and client names are preserved verbatim — so when you re-run a profitability report comparing two months, the projects line up.