Answers to the most common questions about creating projects, controlling project access, payments, expenses, and more.
The Daily Project Summary email is the most efficient way to get up to speed on a project. It contains the most recent information in an easy to read format. To receive a daily project status summary, simply follow a project and Intervals will dispatch a digest of the previous day’s activities to your inbox […]
Intervals allows you to set a project to billable or unbillable when editing or creating a new project. The billable yes/no preference is on the project profile page. This option controls the default setting for the Add Time dialogue for that specific project. When a project is set to billable, the Billable checkbox on the […]
If you happen to have project numbers/codes that are not numerical or that are not sequential, there is not a way to add an additional field to projects at this time but a workaround is to append or prepend the number/code to the project name. We have seen Intervals customers that have pretty customized job […]
You can and Intervals handles this scenario really well. When we first built Intervals we were doing a healthy amount of web development on the Pelago side of our business. We typically did custom development projects that were followed up with maintenance contracts. We would offer pricing discounts on our hourly rate based on how […]
Intervals is designed in a fashion that does not include traditional task dependencies like the waterfall method and MS Project utilizes (Finish to Finish, Start to Start, lag, lead, etc.) and is built more around Agile project management philosophies where tasks are more free form in nature and milestones are utilized heavily. The closest functionality […]
There is a one to one relationship with clients and projects and a project cannot belong to more than one client at this time. This is done primarily from the project level permissions Intervals features where non administrators (managers, resources and executives) only see projects where they are members of the project team and for […]
Intervals does not natively do estimates that a client signs off on at this time. We are contemplating adding estimates but the feature is not on the development plan at this time. One of the challenges we have learned is that people do bids in very different ways. When we used to do primarily web […]
The most common use for work types is for the type of activity being performed as opposed to the person, but Intervals is pretty flexible with how it handles work types and you can create rates per person. We have seen a lot of different ways to do it. For example: Junior Copywriting Senior Copywriting […]
It really depends on how big the job is. Think of a project as a “container” for multiple tasks. If in order to execute the “job” you need to have multiple tasks to complete it, create a project that houses all the tasks that make up that job. If the job has a short lifespan […]
Work types and modules are an integral part of the project hierarchy in Intervals. Modules are typically used for a phase of a project or for a feature being developed. They are “categories” where time and tasks are attached for reporting and for management. For example, say designing a logo can be placed in a […]