Project Management

Projects in Dime.Sheets are the primary way to organize and categorize time. Every time entry is linked to a project and task, giving you a clear picture of where your team's effort is going.

Creating a project

Navigate to Projects and click New Project. Fill in the project details:

• Name -- A descriptive name for the project.
• Client -- Optionally link the project to a client. This is used for filtering and reporting.
• Start date / End date -- The planned project timeline.
• Budget (hours) -- The total estimated hours for the project. Dime.Sheets tracks actual hours against this budget in real time.
• Description -- Additional context about the project.

Tasks

Each project contains one or more tasks that break work into trackable categories. Tasks are required for time entries -- users always select both a project and a task when logging time.

To manage tasks, open a project and navigate to the Tasks tab:

• Add Task -- Create a new task with a name and optional hour estimate.
• Archive Task -- Remove a task from active use without deleting historical time entries.
• Reorder Tasks -- Drag tasks to control their display order in time entry dropdowns.

Common task structures include work phases (Design, Development, Testing, Deployment) or activity types (Meetings, Development, Code Review, Documentation).

Team members

The Team tab controls who can log time against a project. Only assigned team members see the project in their time entry dropdowns.

When adding a member, assign a project-level role:

• Regular -- Can log time against the project.
• Project Manager -- Can log time and approve time entries for this project.

Project membership is separate from organization-wide roles. A user with the Regular organization role can still be a Project Manager on specific projects.

Budget tracking

The project dashboard shows:

• Total budget -- The planned hours set during project creation.
• Actual hours -- Sum of all approved and submitted time entries.
• Remaining -- Budget minus actual hours.
• Burn rate -- Current weekly average hours, with a projection of when the budget will be exhausted.

When actual hours exceed 80% of the budget, the project is flagged with a warning. At 100%, it is flagged as over budget.

External identifiers

Projects and tasks have an optional External ID field used for ERP integration. When syncing with Business Central or another system, this field maps the Dime.Sheets entity to its counterpart in the external system. See Integrations for details.