Create your projects
If you are visiting the dashboard for the first time, Gryzzly briefly explains how a project is structured.
To create a new project from your dashboard, you have two options:
- Start from scratch
- Duplicate an existing project to reuse its structure.
⚠️ Note: a project must have at least one task so that people can log time on it.
1. Create a project from scratch
To create a project from scratch, go to the Projects view and click the “+ Project” button in the top right corner of the screen.
Required fields:
On the creation screen, only the project title is required and not pre-filled.
The “Start date” and “Project managers” fields are required, but pre-filled.
- Project name: It is essential for identifying the project in the project list. You can then search for it in the search bar or sort your projects by name.
- Start date: pre-filled with today’s date
- Project managers: pre-filled with the project creator
About the project manager
Note: A project can have several project managers. Each person assigned as project manager gets access to the detailed views of time entries, to exports, and to editing the project and its tasks.
Customize your new project
Optional fields
The following optional fields let you customize your project:
- Project code: links your project to an identifier used in your organization (for example an internal code, a quote number, etc.)
- Client: add a client to a project; you can then analyze your clients based on the projects associated with them.
- Start date / end date: let you compare the share of time logged against progress toward the project deadline. This information is also used to build the planning view.
- Tags: Tags let you later find and analyze your projects by grouping or filtering them.
Billing section
The Billable / Non-billable selector lets you choose whether to attach a monetary budget to your project and its tasks. It also lets you set a target margin rate if the project is billable.
Assignment section
The “Assignment” section lets you define who can access and log time on your project. A project can be public or private.
If the project is set to Public: all users in your Gryzzly workspace can log time on the project and view its project page (within the limits of what their role can access)
If the project is set to Private: only the users or teams assigned to the project can log time on it and see it in their dashboard.
Finalize your project
Click the “Create” button to finalize the project. You will then be prompted to create tasks to populate your project.
See the task creation page to learn more.
2. Duplicate a project
To reuse the structure of an existing project, still from the Projects view, click the *** at the far right of the project row and select “Duplicate”.
A modal will appear to set up the new project, letting you:
- Change the project name
- Set a project code
- Select a client
- Choose which elements to carry over from the source project:
- Tasks: copies the full task structure of the source project
- Tags: applies the same tags to the new project
- Assignments: assigns the same people to the project
Then click the new project to edit it or edit its tasks if you wish.