Fresh Projects

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