Fresh Projects

Fresh Projects Versions 1

• Which version of Fresh Projects am I using?

Timesheets 6

• How to Unsubmit Timesheets
• Capturing Timesheets
• How to Delete Timesheet Entries
• Approving Timesheets
• Extracting Timesheet Reports

View all 6

Expenses 2

• Creating Expense Types
• Capturing Expenses

Leave 4

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

Admin 5

• Manage Employee Permissions
• Non‑Project Time
• Creating Job Categories
• Adding a New Contact
• How do I clear cache?

Projects 19

• Creating a New Project
• Scheduling Out Income
• Scheduling Out Expenses
• Setting the Project Budget
• Calculating the Fee at a Project Level

View all 19

Invoicing 11

• Raising an Invoice for a Lump Sum Fee
• Raising an Invoice for Disbursements
• Finalising an Invoice
• Voiding an Invoice
• Raising a Credit Note for a Voided Invoice

View all 11

Financials 7

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

View all 7

Pipeline 1

• Pipeline - Track Leads & Opportunities

Project Planner 1

• Project Planner – Resource Scheduling

Custom Views 2

• Custom Views: Projects
• Custom Views: Employees

Integrations 1

• Configure Power BI with Fresh Projects API

Tasks 1

• View and add Tasks