Xpert-Timer Manual > All about projects > New Project / Project Properties

Click on the "New Project" button or use the shortcut Ctrl + N to create a new project.

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Make sure you read the chapter "Intelligent Quick entry" in regards to creating new projects.

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Following dialog will open:

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Project name	Use any name you want for your project. If you only want to create a main project, you'll only see the option to create a main project. If you click with your mouse on a main project and then hit the button to create a new one, you'll see the main project in your dialog as well. You could delete this main project in order to create a new main project instead.
Project number	Enter project number for your reference. The project numbers are not created automatically and they must be numbers in order to sort them.
Project type	In order to filter your projects later, choose a project type.
Priority	You can sort your projects by priority in your project manager. Make sure you enter the data here in order to use this filter effectively.
Project state	Choose between different project states. Make sure you use them, otherwise the project list in your project manager will get too long. You can filter for "Active" projects in your project manager to display only the projects you are currently working on.
Completed to	This estimated, percent entry must be entered manually. You'd have to guess the completion of your project and enter the percentage.
Used time	This is the percentage of used time. Calculated on your entered estimated hours.
Hours so far	This is the total time stopped on the project so far.
Planned start / planned completion	Enter the estimated start and finish date for your reference.
Estimated hours	Estimated duration of the project, shown in hours. If you do so, the time left for the project can be displayed as a countdown on the timebar.

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Billing

Not chargeable: You work on a project you cannot bill to a client, nor include it in the calculation for the project. These might be your smoking breaks or private telephone calls.

Internal calculation: You work on a project that should be included in the internal time summary but cannot be billed to a customer. This could for example be "Guarantee work" or Support for software. The price for the project will appear as zero, but the internal price will still be calculated.

Chargeable: These are the projects that are included in the summary of time for the client and the calculation for the project.

Options

Timeable project - Is this box checked you can stop time on the project. Please note, that a main project should never be a "timeable project" as the time sum of the sub projects should add up to the sum of the main project. Now if you book time on the main project, this sum doesn't add up to the correct sum any more. Therefore please try to avoid adding time on your main project.

Interrupt

If you get interrupted in your work flow very often, you can set an interrupt project. This way you can use it every time you get interrupted, and when you hit "Stop" on the project, the timer will automatically jump back to the previous project you've worked on. (the one you got interrupted from).

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Description

Enter all necessary information to the project you want your team to see. If you run the mouse over the project name in the project manager, this information will be displayed.

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Automatically ask for comment

You can have Xpert-Timer ask you to enter a timestamp comment on different occasions. For example, when you start a project, or when you stop a project. Have a look at the drop down box, to find out the different options. You can also set a standard text for your comment.

Users

Point to the tab "Users" to find out, what co-workers are assigned to the project. In this tab you can also assign new co-workers to the project. You can do this also in the dialog "Assign projects".

Use the option "Notify users", so they will see a popup windows on the desktop as soon as they are assigned to a new project.

The graphic shows all assigned users and the total time they've worked on the project so far.

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Billing

You can assign a specific price to every user as well asevery project. As soon as you create a billable project the "Billing" tab will be visible. Enter a flat rate or a price per hour. The price in your timestamp listed will be calculated based upon these entries.

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You can choose between different charge rates. The individual charge rate is specifically for this project. The charge rate from main project is set in the settings of your main projects or you can use the hourly rate you entered in the user settings.

In case you want to round your timestamps to the full billing unit when stopping the time, you can turn the function "Round timestamps" on. Note, that all timestamps will be set to the full billing unit. In case you only need to round the timestamps for reporting purposes, you should do this in the timestamp list instead. This way you can keep your original timed minutes, but you can print the rounded timestamps for your client report. All rounded timestamps are marked with an (R) in your timestamp list.

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Profit/Loss

This small calculation shows you how much you've earned for your project and how much you've invested so far.

Documents

The tab "Documents" displays all documents linked to this project. Here you can group, filter and again save your view for the documents. Please read the chapter "Document management" for further details.

In order to add documents, you can simply drag&drop them on this dialog.

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Sub projects

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In the tab "Sub projects" you find a list of all sub projects of the main project, as well as the time used per month. Use the right mouse button in order to add new projects or edit existing ones. If you click on the column headers, you can show additional columns or hide them.

You can show or hide the graphic. The setting is found in the configuration.

Timestamps

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The timestamp tab shows you the times you have worked on the project. If a time has been entered manually it will be marked with a "M". Click again on the column header to display more columns. If you right click on the timestamps you can group then by certain criteria, and print them.

Activity report

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In the menu item "Activity report" you find all finished tasks of the project.

You can sort the entries by date if you click on the header "Activity".

Here you can also add a new entry by clicking on: .

Reimbursable expenses

All reimbursables you have entered during the runtime of a project are listed here. Please find further details in the chapter "Reimbursable ledger"

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To-Dos / tasks

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In this tab you see all to-do items listed. You can sort them by clicking on the column header. Again, if you right click you get the context menu to print the tasks.

To add new tasks, click on or delete tasks using . Please find many more details in regards to To-Dos in the chapter "To-Do List".

Additional settings

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Xpert-Timer lets you send reports through e-mail automatically in 3 situations. On progress change, on status change and through the quick status. Click on the button "Edit email text" in order to change the standard text in your e-mails.

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Before you send the email, you'll have a chance to edit the text again.

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Charts

Here you see a graphical display of the hours you spent on the project per month. In the drop down field you can choose between displaying the time used per month or the graphical project progression in %.

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If you right-click on the chart you can print it, copy it to the clipboard to mail it to someone or save it.