Answers to the most common questions about creating projects, controlling project access, payments, expenses, and more.
We received the following support question from an Intervals customer: I need some assistance on changing a number of projects. Can we somehow update all projects to be non-billable? Marcus Aurelius When creating new projects there is a billable / unbillable setting that controls the default add time behavior for the project. More information on […]
The hourly rates for each work type are initialized from the default hourly rates when the project is created. From then on, the hourly rate is applied to any time entries tracked on the project or its tasks. If an hourly rate is updated mid project, all of the time entries for that work type […]
There is not a way to add an expense directly to a task, but there is one option that usually accomplishes the goal. When adding an expense there is a note field. The note field can be used to reference the task. If you need to track the person that the expense is associated with […]
We recently received the following email from a customer. How to handle departments? We have several departments in our company, and we are trying to find a way to mark each task with a department code. Is that somehow possible? There are a few different options on this front. When Intervals is used primarily as […]
If you are unable to find a project, most likely your search is set to only view active projects. To search for ALL projects, active & inactive: Navigate to the “Projects” Tab. Click on the gear icon on the far right and ensure the option “Show active projects only” is unchecked. Note: Inactive projects will […]
A project can be deleted by finding the project in the projects section then clicking on delete in the left-hand column. This will take you to a confirmation dialogue where the deletion must be confirmed. For a project that has a healthy amount of data accumulated we recommend setting the project to inactive. When a […]
In the reporting section there is a Gantt and when viewing an individual project in the project section there is a Gantt chart link to view a Gantt chart for that particular project. The Gantt chart helps you visualize your tasks, milestones and projects and includes the ability to drag around elements to reschedule your […]
Administrator level users can easily change a project from Inactive to Active. 1. Find the Inactive project navigate to the “Projects” Tab. Click on the gear icon on the far right and ensure the option “Show active projects only” is unchecked. If needed, you can add filter options in the left sidebar, to narrow down […]
Kanban functionality currently exists at https://kanban.myintervals.com/. You simply enter your API token from your Intervals account. Once logged you will be able to see all your data from Intervals. The Kanban view is not a separate platform, it is simply just a different view into your data that we have for you to use. Any […]
In Intervals a person’s project access can be modified in bulk by looking up the person in the people section and editing the Project Access section. When in edit mode you can toggle between showing only active projects or all projects. You can then update the projects you want them to have access to by […]