A project belongs to one client and carries the commercial terms for the work: budget, billing type, the rate card that prices time, and who owns and manages it.
Creating a project
- Go to Projects and click New project.
- Choose From scratch, or From template to start from a saved project template and copy in its phases.
- Pick the client, then fill in the project ID, billing type, rate card and any other details.
- Click Create project.
| Project status | Meaning |
|---|---|
| Draft | Being set up; not yet running. |
| Active | Work in progress. |
| On hold | Paused, retained for later. |
| Completed | Delivered. |
| Cancelled | Stopped before completion. |
| Archived | Removed from active views, fully retained. |
Fields that affect billing and reporting
| Field | What it does |
|---|---|
| Billing type | Fixed, hourly or non-billable. Sets the default for the project's phases. |
| Rate card | Determines the hourly rate applied to time logged against the project. |
| Budget | The agreed value, used for comparison in reporting. |
| Business unit | Classifies the project for filtering and reporting. |
| Project code, PO number | Your own references, shown on documents. |
| Owner, manager | Who is accountable and who runs it day to day. |
Grouping and tagging
Project groups collect related projects across clients; a project can belong to several. Tags are free labels for filtering; a project can carry any number. Business units classify a project to a single company or entity. All three are created in Settings (Business Units, Project Groups, Tags), shared workspace-wide, and applied from the project itself.
Project templates
A template stores a project's phase structure (names and billing types, not amounts, rates or progress), so recurring engagements start the same way each time.
- Go to Settings → Project Templates and click New template.
- Name it, set the default billing type new projects should start with, and add phases in order.
- Click Create template.
When creating a project, choosing From template and selecting it copies its phases onto the new project. Editing a template afterwards does not change projects already created from it.
Archiving or deleting a project
Click Delete on the project. If it has no invoices, contracts or time entries attached, it is permanently deleted along with its tasks, phases and group memberships. If it has any of those attached, deletion is blocked and Rizqo offers to archive it instead, which keeps everything and just removes it from active views.
Updating several projects at once
Select more than one row on the Projects list to reveal Archive, Restore and Bulk update. Bulk update can set status, project groups, manager, billing contact, billing type, project type, and start or due date, applied to every selected project.
Importing projects from a spreadsheet
Bring in existing projects, with their phases, from a CSV instead of creating them one by one. Only managers and admins can import.
- On the Projects list, click Import, then Download CSV template.
- Fill in the template. Project ID, Project Name and Client are required; to include phases, add one extra row per phase using the same Project ID.
- Upload it, and choose what to do with a row that matches an existing project by Project ID: Skip it, Update it, or Stop the import.
- Click Validate and preview, check the row counts and any warnings or errors, then click Import.
The column names are Rizqo's own, and some are easy to misread if you're used to another tool's terms for the same idea:
| Column | What it means in Rizqo |
|---|---|
| Project ID | Required. Rizqo's own reference for the project (shown on documents), the same field the app itself calls Project ID. This is the match key: re-importing with the same Project ID updates that project instead of creating a new one. |
| Project Name | Required. The project's title. |
| Client | Required. The single client company this project belongs to. |
| Project Manager | Who runs the project day to day. Matched by name against your workspace members; if no match is found, the project still imports, just unassigned. |
| Billing Contact | Which of the client's contacts proposals and invoices for this project are addressed to. If the name doesn't match an existing contact, Rizqo creates one on that client rather than blocking the import. |
| Project Budget | The agreed value for the whole project. It's only used for comparison in reporting. Rizqo doesn't stop you logging time or invoicing past it. |
| Billing Type | Fixed, Hourly or Nonbillable. Controls how time logged straight to the project (not to a phase) is billed, and is the default new phases start with. |
| Rate Card | Which saved set of hourly rates prices time logged against this project. Leave blank to fall back to manual or workspace-default rates. |
| Project Type | Main, Internal or Non-billable. A classification label only. Unlike Billing Type, it doesn't change how the project is invoiced. It's there for your own filtering, separate from Business Unit and Project Groups. |
| Project Group(s) | One or more reporting groups this project belongs to (e.g. Retainer, Web). A group not already in your workspace is created automatically. |
| PO Number | Your client's own purchase order reference for this project, shown on your documents. Not the same field as Project ID, which is Rizqo's own reference. |
| Start Date, Due Date | The project's schedule. |
| Status | The project's lifecycle status: Draft, Active, On hold, Completed, Cancelled or Archived (see the Project status table above). |
| Notes | Free text. |
| Phase Name | The name of one billable stage within the project. To add phases, use one extra row per phase, repeating the same Project ID. This is how the import tells that several rows belong to one project. |
| Phase Billing Type | Fixed, Hourly or Non-billable for that one phase, overriding the project's own Billing Type. |
| Phase Fixed Amount | For a Fixed phase, the total amount agreed for that stage. You invoice it as a percentage as the phase progresses. |
| Phase Status | Active or Archived: whether the phase itself is still open. This is separate from the project's own Status. |
| Phase Progress | A number from 0 to 100 for how complete that phase is. This is what determines how much of a Fixed phase's amount is currently ready to invoice. |