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Projments is an integrated project management workspace for agencies, consultancies, and professional service firms. It combines time tracking, budgets, files, and team chat in one place so the work and the conversation about the work live side by side.

The workspace hierarchy

Everything you do flows through a clear five-level structure. Hours roll up automatically from time entries to clients.

Clients

The organizations you work with.

Projects

Engagements with budgets and timelines, attached to a client.

Submissions

Delivery phases or milestones inside a project.

Tasks

Individual work items assigned to a teammate.

Time entries

Hours logged against a task — manually or via the timer.

First steps

1. 1Create a workspace from the Workspaces switcher in the sidebar.
2. 2Invite teammates from Settings → Members and assign each a permission set.
3. 3Add at least one Client, then create a Project under it.
4. 4Break the project into Submissions (phases), then Tasks (the work).
5. 5Start a timer or log time manually as you work.

The Dashboard is the home page of every workspace. It surfaces the metrics that matter most for the day — running timers, project health, recent activity, and outstanding work — without needing to open each module individually.

What you'll see

• Active timers and today's tracked hours across the team.
• Project status cards: budget burn, deadline risk, and recent updates.
• Tasks coming due and recently completed.
• Activity feed: who did what, where, and when.

A workspace is a fully isolated environment with its own clients, projects, members, settings, and billing. Use separate workspaces for different companies, brands, or large departments where data should not mix.

Common actions

• Create a workspace from the workspace switcher in the sidebar.
• Switch workspaces from the same switcher — your last-used one is remembered between sessions.
• Manage settings from Settings → General inside the workspace.
• Leave a workspace from the Workspaces page; the owner can transfer ownership before leaving.

The Notification Center collects every event that needs your attention: mentions in comments, new task assignments, chat replies, and project activity. Real-time updates are pushed instantly through Pusher.

What triggers a notification

• Someone mentions you with @ in chat, a comment, or a collaboration post.
• A task is assigned to you or a task you own is updated.
• A reply lands on a thread you're part of.
• A workspace owner or admin announces a change that affects you.

Tune what you get

Open Settings → Notifications to choose which events generate a desktop push, an in-app bell, or both. You can mute individual projects or quiet hours without disabling the bell entirely.

Chat keeps fast conversations with teammates close to the work. Start a one-on-one DM, open a group thread, or jump into a project's collaboration room without leaving Projments.

Things you can do

• Start a new conversation by clicking the compose icon at the top of the chat list.
• React to messages with emoji to acknowledge without replying.
• Edit or delete a message you sent — within the editing window.
• See unread badges in the sidebar so nothing slips by.

Calls let you spin up a voice or video meeting from any DM or chat thread. Calls run on LiveKit so quality stays good across regions, and recordings can be saved to the workspace for later review.

How to start a call

1. 1Open a chat or project room with the people you want to talk to.
2. 2Click the phone icon for voice, the camera icon for video.
3. 3Share your screen at any time using the screen-share button in the call bar.
4. 4Copy the meeting link to invite an external guest who isn't in the workspace.

The Time Tracker (also called Worklog in some places) is the heart of the workspace. Hours logged here roll up automatically into project budgets, client invoices, and reports.

Two ways to log time

• Live timer. Pick a task and click Start. The timer keeps running across page reloads and reconnects after a network blip.
• Manual entry. Add an entry for a specific date and duration when you forgot to start the timer or are logging time for someone else (with permission).

Billable vs non-billable

Each entry can be marked billable. Reports separates billable from internal hours so you can invoice with confidence. Default billable behaviour is set per project.

Turning hours into money

Logged hours don't stop at reports. In Expenses → Pay for logged hours you can price completed entries at each member's rate and raise the payment as a single approved expense. Only finished entries count — a timer that's still running isn't money yet.

A project ties a client, a budget, a team, and a stack of submissions and tasks together. Status, hours, and expenses all roll up to the project level so you always know where you stand.

Project views

List

Sort and filter every project across the workspace; great for portfolio reviews.

Timeline

A Gantt-style view to see overlap, deadlines, and capacity at a glance.

Project detail

Open one project to manage its team, submissions, files, expenses, and chat room.

What lives on a project

• A linked client, a budget (hours and/or money), and a target deadline.
• The team — members and their per-project hourly rates.
• A description, custom fields, and a forecast curve based on logged time.
• Settings for billable defaults, statuses, and access.

Each project has a collaboration room — a focused feed for team updates, decisions, and questions that should stay close to the work rather than getting lost in a general chat.

What you can do

• Post updates with rich text and attachments; pin the important ones.
• Reply in threads so each topic stays self-contained.
• React with emoji to acknowledge without adding noise.
• Mention teammates with @ to pull them in; they get a notification.

Sheets is built for engineering and construction teams that work with PDF drawings. Upload a set, organize it by folder, and the system auto-detects revisions so version history stays clean.

Highlights

• Folders organize drawings by discipline, level, or phase.
• Versions auto-detect from sheet numbers — old revisions stay accessible.
• Color diff overlays two versions: red for removed, blue for added, black for unchanged.
• Markups let you draw, comment, and link the markup to a task that needs to be addressed.
• HD zoom uses tiling and hardware acceleration to keep large blueprints fast.

Files is a workspace-wide drive that holds anything you'd attach to a project — references, deliverables, exports, brand kits. Files can be organized into folders and shared with teammates whose permissions allow it.

Common actions

• Drag-and-drop or click to upload; multiple files at once are supported.
• Create folders to keep things tidy and move files between them.
• Download, copy a share link, or delete from the right-click menu.
• See storage usage on Settings → Billing.

Upload not working?

• Check that you haven't hit your plan's storage limit.
• Very large files may need a faster connection; the upload resumes after a brief drop.
• If a specific file type is rejected, contact support — some types are blocked for safety.

Submissions sit between projects and tasks. They represent a delivery phase, a milestone, or a discrete bundle of work the client is expecting on a date. Tasks attach to a submission so the team can see what's in scope for each shipment.

Views

List

Filter and sort across the workspace by project, status, or due date.

Timeline

See submissions on a calendar so you can spot overlap and crunch.

Working with submissions

• Create a submission from inside its parent project.
• Attach tasks: every task can belong to one submission.
• Move the status (planned → in progress → delivered) to track delivery phases.

Tasks are the day-to-day unit of work. Each task can carry an assignee, priority, status, due date, subtasks, and the time logged against it.

Three ways to look at them

List

Dense, sortable, filter-rich — the default for most teams.

Board

Kanban columns by status. Drag cards to update; great for daily standups.

Flow

A graph of dependencies so you can spot the critical path and the blockers.

Working a task

• Add subtasks or a checklist for the steps that make up the work.
• Log time directly from the task — the entry attaches automatically.
• Tag the task to roll it up across projects in reports.

Has this task been paid for?

A Payment column and filter show whether the hours logged on each task have been paid out — Unpaid, Awaiting approval, Partly paid, or Paid. The state is derived live from the labor expenses raised in Expenses → Pay for logged hours, so it is never stale.

The Expenses module captures the costs that hit a project's budget — software, subcontractors, travel, materials — and, with Pay for logged hours, the cost of the work itself. Each expense rolls up into project profitability and the Reports module.

States and approval

• Pending. Submitted by a member, waiting on review.
• Approved. Counted against the project budget and visible in reports.
• Rejected. Returned to the submitter with a reason.

⏱️ Pay for logged hours

Turn tracked time into money without leaving Expenses. Flip the Pay for logged hours switch at the top of the New Expense form and the amount field is replaced by an hours picker: choose the tasks or the people you are paying for, tick the rows, and the priced total becomes the expense amount. No spreadsheet, no re-typing hours, and no way for the amount to drift from the hours that justify it.

1. 1Open Expenses → New Expense and turn on ⏱️ Pay for logged hours.
2. 2Pick how to group the work: 📋 Task (what did this task cost?) or 👤 Member (what do we owe this person?).
3. 3Choose the specific tasks or members — or leave the picker empty to see everyone.
4. 4Narrow the scope with Project, a From / To date range, Billable entries only, or the search box.
5. 5Tick the rows you're paying for. Each row shows hours × rate = cost, and the footer keeps a running total.
6. 6Save. The total becomes the amount, and the expense goes through your normal approval flow.

The title is filled in for you — Labor — Ahmed (12h 30m) — and stays editable. The amount itself is locked while the switch is on, because it is the sum of the breakdown; the full line-by-line receipt stays attached to the expense and is visible in its side panel afterwards.

Never pay for the same hour twice

Every row remembers how much of it a previous expense already claimed. Unbilled hours only is on by default, so the picker offers exactly the hours nobody has been paid for yet — pay 6 of a task's 10 hours today and next month it offers the remaining 4, not all 10. Rows that are fully settled disappear from the list instead of inviting a double payment, and rows partly paid say so (· 6h already billed).

Where the rate comes from

• The task's assignee sets the price, not whoever logged the hours — so a task costs the same whichever teammate helped out.
• Project rate override wins. A per-member rate set in Project settings beats the member's default hourly rate.
• Member hourly rate is the fallback, from Settings → Team.
• No rate set? The row reads no rate, costs 0, and cannot be ticked — a banner names who is missing a rate rather than silently substituting somebody else's.
• Work with no assignee falls back to the rate of the person who logged it — there is nobody else to ask.

Seeing what's been paid

Tasks get a Payment column and filter that is derived live from these expenses — nothing is stored on the task, so deleting an expense un-pays its tasks the same instant.

Unpaid

No expense covers this task's hours yet.

Awaiting approval

An expense claims the hours but nobody has approved it. The hours are already reserved, so they won't be offered twice.

Partly paid

Approved expenses cover some of the logged hours — more time has been tracked since.

Paid

Approved expenses cover essentially all logged hours on the task.

Only approved expenses count as money paid. Converting an expense to a Sale carries the receipt with it, so nothing is un-paid by the conversion; duplicating an expense deliberately drops the receipt so the copy can't claim the same hours again.

The Sales module captures revenue entries tied to a project — invoices, paid retainers, one-off charges. Each sale rolls up into project profitability and the Reports module side-by-side with Expenses.

States and approval

• Pending. Submitted, waiting on review.
• Approved. Counted as confirmed revenue in the project budget and reports.

Contracts model the commercial side of a client engagement — total fee, milestones, invoicing schedule. Linking a contract to a project lets you watch logged hours and expenses against the agreed value in one place.

What a contract holds

• Budget (fixed fee or capped time-and-materials).
• Milestones with target dates, values, and statuses.
• The linked project (or projects) that consume the contract value.

Checklists are the lightest-weight way to capture a process. Use them for onboarding, pre-flight checks, QA gates, or any step-by-step you repeat across projects.

Working with checklists

• Drag and drop items to reorder them.
• Save a list as a template once you have it right; reuse it on the next project.
• Reset a checklist when starting a new cycle — items return to unchecked, structure stays.
• Attach a checklist to a task or workflow so progress is visible to the team.

Reports rolls up everything that's been logged into views you can filter, share, and export. There are three lenses today; pick the one closest to the question you're asking.

The three lenses

Overview

High-level health: tracked hours, project status, team utilization.

Time

Granular time data — by member, project, task, billable status.

Tasks & Submissions

Throughput, on-time delivery, and what's open vs closed.

The Calendar consolidates everything dated in the workspace: task due dates, submission deliveries, project deadlines, and scheduled meetings. Click any item to jump to its source.

Tips

• Filter by type (tasks, submissions, projects, meetings) to declutter the view.
• Switch between month, week, and day to match your planning rhythm.
• Drag an event to reschedule — the change syncs back to the source record.

Clients are at the top of the hierarchy. Every project must have one. Adding clients early means projects, hours, and revenue automatically aggregate into the right buckets when you open Reports.

What you can capture

• Name, contact details, and notes on the client.
• Custom fields — define your own (industry, region, tier) and they show up across the workspace.
• The list of projects linked to the client and the totals across them.

Tags are simple labels you can apply to projects, tasks, and expenses. They become powerful when you use them consistently — for client industries, work types, regions, or anything cross-cutting.

Suggested workflows

• Tag projects by industry to compare profitability across verticals in Reports.
• Tag tasks by skill (design, dev, copy) to surface bottlenecks.
• Tag expenses by category for clean exports to accounting.

The Team area in workspace settings is where you grow your team and shape how they work together. Invite by email, assign a role, and set the hourly rate that drives billing calculations.

What to configure per member

• Role. Owner, Admin, or Member — determines baseline access.
• Permission set. Fine-grained per-module access on top of the role.
• Hourly rates. A default rate plus overrides per project where rates differ.
• Assigned projects. Which projects the member can see and contribute to.

Permissions control what each member can see and do, module by module. They're the reason one teammate's sidebar may look different from another's — items they have no access to are hidden entirely.

Three tiers per module

Read

View only — useful for stakeholders who need visibility but won't edit.

Manage

Read plus create and edit. The default for active contributors.

Full

Manage plus delete. Reserved for trusted leads.

Roles: a quick map

• Owner — full access to every module plus billing. There is exactly one owner per workspace.
• Admin — full access except billing and ownership transfer.
• Member — exactly the access defined by their permission set, nothing more.

Settings is the control panel for the workspace. Most teams configure it once during onboarding and revisit only when growing into new processes.

Sections you'll find

General

Workspace name, logo, and core info.

Parameters

Custom fields and dropdowns used across modules.

Status

The status workflow for tasks, projects, and submissions.

Advanced

Power-user toggles like data exports and integrations.

Theme

Light/dark mode, accent color, and corner radius.

Notifications

Per-event push and in-app preferences.

Billing

Plan, seats, storage, and invoices.

Billing is where you choose a plan, add seats, attach storage, and review past invoices. Only the workspace Owner can modify the subscription.

Plans at a glance

Free

1 workspace, 1 project, basic List views, up to 50 tasks and submissions.

Starter

Up to 3 workspaces, 100 projects, Time Tracker, Chat, Notifications, Calendar, 20 GB storage.

Professional

Unlimited workspaces and projects, Sheets, Reports, Expenses, Contracts, Calls, Snapshots, 100 GB storage.

Common actions

• Upgrade or downgrade — changes take effect at the next billing cycle.
• Add a storage add-on (100 GB to 1 TB) on top of any paid plan.
• Resume a cancelled subscription before the cycle ends and keep all data.
• Download invoices and update the payment method.

Your profile holds your name, avatar, contact info, and security settings. Anything in Profile is per-user and follows you across every workspace you belong to.

What you can change

• Display name, email address, and avatar.
• Password and connected sign-in methods.
• Active sessions — sign out a forgotten browser remotely.

Sign-in trouble?

• Use the password reset link on the login page; it arrives within a minute.
• If your account status is not active, contact the workspace Owner — your invite may have lapsed.
• For account-level issues, open a support request from this Help Center.

The Projments Agent is a small desktop application that runs alongside the web app. While a timer is running, the Agent captures periodic screenshots and uploads them to the active time entry — useful for hourly engagements where a record of focused work is part of the contract.

Setting it up

1. 1Download the Agent for your OS from the Settings → Snapshots page.
2. 2Sign in with the same account you use for the web app.
3. 3Grant screen-recording permission when prompted by your OS.
4. 4Start a timer in the web app or directly inside the Agent.

Troubleshooting

• Screenshots not uploading? Check your network connection and that you're signed in to the same account in both places.
• Agent doesn't see screens? Re-grant screen-recording permission in your OS privacy settings.
• Timer drifts? The Agent uses the server clock; very large local clock skew can confuse the linkage.

If this Help Center doesn't answer your question, open a support request. Each request becomes a ticket with a thread of replies between you and the support team — no email forwarding, no lost context.

How it works

1. 1Open the Support Requests page (link below or from the Help dropdown in the app header).
2. 2Click "New request", give it a clear subject, and describe what you're trying to do.
3. 3You'll get an email and an in-app notification when the team replies.
4. 4Reply right inside the thread; the conversation stays in one place.