Fresh Projects

Timesheets 8

• Capturing Timesheets v1
• Timesheet Favourites v1
• Timesheets: Planned Projects v1
• How to Delete Timesheet Entries v1
• How to Unsubmit Timesheets v1

View all 8

Expenses 3

• Creating Expense Types v1
• Capturing Expenses v1
• Approving Expenses v1

Leave 8

• Enabling Leave v1
• Creating Leave Types v1
• Setting Up Leave Balances v1
• Applying for Leave v1
• Approving Leave v1

View all 8

Admin 8

• Adding a New Employee v1
• Removing an Employee v1
• Non-Project Time v1
• Setting Up Tracking Categories v1
• Creating Job Categories v1

View all 8

Projects 19

• Creating a New Project v1
• Setting the Project Budget v1
• Calculating the Fee at a Project Level v1
• Calculating the Fee at a Sub-Project Level v1
• Calculating the Project Fee using a Lump Sum Value v1

View all 19

Invoicing 13

• Raising an Invoice for a Lump Sum Fee v1
• Raising an Invoice for Time Based Fee v1
• Raising an Invoice for Disbursements v1
• Finalising an Invoice v1
• Emailing Invoices from Fresh Projects - V1

View all 13

Financials 8

• Cost Rate History v1
• Project Actuals v1
• Work in Progress v1
• Project Profitability v1
• Client Profitability v1

View all 8

Pipeline 3

• Pipeline - Track Leads & Opportunities v1
• Configuring the Pipeline Automation v1
• Using the Pipeline Automation v1

Purchase Orders 1

• Purchase Orders v1

Project Planner 3

• Project Planner - Add notes to Projects and Subprojects v1
• Project Planner - Resource Scheduling v1
• Import Budgets from the Project Planner v1

Integrations 6

• Adding the Calendar Feed to Outlook 365 v1
• Adding the Calendar Feed to your IPhone or IPad v1
• Adding the Calendar Feed to Google Calendar or Android v1
• Fresh Projects REST API V1
• API Tools - Zapier

View all 6

Freeforms 4

• Setting up a New Freeform Template as a Grading Criteria v1
• Assigning a Freeform to a Project v1
• Completing a Project Freeform v1
• Setting up a New Freeform Template for Document Storage v1

LiveSheets 2

• How to set up a new LiveSheets report v1
• How to use Advanced formulas in LiveSheets for insights

Work Patterns 1

• Work Patterns v1

Xero Integration 5

• Xero Integration - Linking Your Account v1
• Xero Integration - Linking Clients and Suppliers v1
• Xero Integration - Linking Expense Types v1
• Xero Integration - Posting an Invoice v1
• Xero Integration - Posting Expenses v1

QuickBooks Integration 5

• QuickBooks Integration - Linking Your Account v1
• QuickBooks Integration - Linking Clients and Suppliers v1
• QuickBooks Integration - Linking Expense Types v1
• QuickBooks Integration - Posting an Invoice v1
• QuickBooks Integration - Posting Expenses v1

Sage Business Cloud Accounting Integration 5

• Sage Business Cloud Accounting Integration - Linking Your Account v1
• Sage Business Cloud Accounting Integration - Linking Clients and Suppliers v1
• Sage Business Cloud Accounting Integration - Linking Expense Types v1
• Sage Business Cloud Integration - Posting an Invoice v1
• Sage Business Cloud Accounting Integration - Posting Expenses v1

Service Account Tools 6

• Importing Client Information (Bulk Upload) v1
• Import Contact Information v1
• Import Employee Information v1
• Import Project Information v1
• Import Invoices v1

View all 6

Fresh Projects Versions 1

• Which version of Fresh Projects am I using?

Timesheets 8

• Capturing Timesheets v2
• Timesheet Favourites v2
• Timesheets: Planned Projects v2
• How to Unsubmit Timesheets v2
• How to Delete Timesheet Entries v2

View all 8

Expenses 3

• Creating Expense Types v2
• Capturing Expenses v2
• Approving Expenses v2

Leave 8

• Enabling Leave v2
• Creating Leave Types v2
• Applying for Leave v2
• Exporting Leave Reports v2
• Approving Leave v2

View all 8

Admin 8

• Adding a New Employee V2
• Removing an Employee V2
• Non‑Project Time v2
• Setting Up Tracking Categories v2
• Manage Employee Permissions v2

View all 8

Projects 21

• Creating a New Project v2
• Setting the Project Budget v2
• Calculating the Fee at a Project Level v2
• Calculating the Fee at a Sub‑Project Level v2
• Calculating the Project Fee using a Lump Sum Value v2

View all 21

Invoicing 13

• Raising an Invoice for a Lump Sum Fee v2
• Raising an Invoice for Time Based Fee v2
• Raising an Invoice for Disbursements v2
• Finalising an Invoice v2
• Emailing Invoices from Fresh Projects v2

View all 13

Financials 10

• Cost Rate History v2
• Project Actuals v2
• Work in Progress v2
• Project Profitability v2
• Client Profitability v2

View all 10

Pipeline 3

• Pipeline - Track Leads & Opportunities v2
• Configuring the Pipeline Automation v2
• Using the Pipeline Automation

Tasks 1

• View and add Tasks v2

Project Planner 3

• Project Planner – Resource Scheduling v2
• Import Budgets from the Project Planner V2
• Project Planner – Add notes to Projects and Subprojects v2

Freeforms 4

• Setting up a New Freeform Template as a Grading Criteria v2
• Setting up a New Freeform Template for Document Storage v2
• Assigning a Freeform to a Project v2
• Completing a Project Freeform v2

Custom Views 2

• Custom Views: Projects
• Custom Views: Employees

LiveSheets 2

• Getting Started with LiveSheets v2
• Configuring Variants and Filters in LiveSheets v2

Work Patterns 1

• Work Patterns v2

Calendar Sync 3

• Adding the Calendar Feed to Outlook 365 v2
• Adding the Calendar Feed to Google Calendar or Android v2
• Adding the Calendar Feed to your iPhone or iPad

Integrations 4

• Configure Power BI with Fresh Projects API
• Fresh Projects REST API V1 (v2)
• Fresh Projects REST API V2 (v2)
• API Tools - Zapier on V2

Xero Integration 5

• Xero Integration – Linking your account v2
• Xero Integration – Linking Clients and Suppliers v2
• Xero Integration – Linking Expense Types v2
• Xero Integration – Posting an Invoice v2
• Xero Integration – Posting Expenses v2

Getting Started - Admin 10

• Granting Outlook admin consent
• Adding and Configuring Overheads
• Manage Email Blacklist Rules
• Managing your permission groups
• Project Aliases, Vendor Domains and External Code Mapping

View all 10

Getting Started - User 2

• Installing, pinning the add-in and linking your mailbox
• Complete user filing, restricting and asking walkthrough

Dashboards and Maintenance 4

• Reading the usage dashboard during rollout
• Understanding Filing Health
• Setting your on track and needs help thresholds
• User Account Removal

Filing Email 1

• Configure Auto Filing Rules for Bulk Filing

Troubleshooting 1

• Copying your add-in logs for support