How to Create a Project for Time Tracking in Eemel.com
To track hours and invoice them, a project must first be created.
✅ Creating a New Project:
Go to Time Tracking → Projects
(If using Project Management module: Project Management → Projects)Click New Project (+) and fill in the following fields:
Client (*): Select the client for invoicing. Clients are managed via Sales → Customers.
Project Description (*): Enter the project name or description.
Status (*): Choose the project status (e.g., "In progress").
Agreement Date (*): Internal use only, set to today or the actual agreement date.
Visible in Time Tracking?: Choose Yes to allow time entries on the project.
Internal Project Number: Auto-generated sequential ID.
Client’s Order/Project Number: Optional field.
Deadline: Estimated completion date.
Supervisor: Select the project supervisor (from My Info → Users) — requires Project Management add-on.
Client’s Project Manager / Inspector: Select from internal users — also part of the Project Management add-on.
Additional Info (Internal): Notes for internal use only.
💰 Payment Installments (Project Management add-on):
Used for milestone billing or contract-based billing.
No.: Sequential number.
Amount: Net value of the payment item.
Invoicing Date: Estimated date, flagged if overdue.
Description: E.g., “30% billed upon project start”.
Final Invoice?: Mark if it’s the last installment.
PDF: Download the generated invoice.
Invoice: Click to invoice this item immediately (remember to save first).
Invoiced?: Update manually if invoiced outside the system.
Actions: Delete the payment item (not possible if already invoiced).