> ## Documentation Index
> Fetch the complete documentation index at: https://docs.begin.eu/llms.txt
> Use this file to discover all available pages before exploring further.

# Projects overview

> Keep each piece of work your team is doing in one place, with its lead, team, dates, milestones, regular updates on how it is going, and the shifts and hours it takes.

![Two projects in progress, Harbour café refit on track and Summer festival staffing at risk](https://mintcdn.com/beginltd/UE0q1bmp2jR3YvTa/images/cover/projects-overview-light.png?fit=max\&auto=format\&n=UE0q1bmp2jR3YvTa\&q=85\&s=c1162bdaafe8ee9fc17f8cf0a643abd0)

A project is a piece of work your team is doing, such as a refit, an event or an office move. It has a lead, a team, dates and milestones, and the people on it post updates saying how it is going. **Projects** lists them all, so you can see at a glance which are on track and which need attention.

Beta

Projects are rolling out gradually, so your workspace may not have them yet. If **Projects** is
missing from the sidebar, or opening it says **You don't have access**, ask an administrator to
check your role, then ask us to turn projects on.

## Start here

I want to…

<ul>
  <li>
    Start a project and choose who leads it

    Creating projects

    [Open](https://docs.begin.eu/for-managers/projects/creating-projects.md)
  </li>

  <li>
    Set its dates, budget and milestones

    Planning projects

    [Open](https://docs.begin.eu/for-managers/projects/planning-projects.md)
  </li>

  <li>
    Tell the team how a project is going

    Posting project updates

    [Open](https://docs.begin.eu/for-managers/projects/posting-updates.md)
  </li>

  <li>
    Put a project on shifts and time entries

    Tagging work with projects

    [Open](https://docs.begin.eu/for-managers/projects/tagging-work-with-projects.md)
  </li>

  <li>
    See a project's shifts, time and hours against its budget

    Seeing work by project

    [Open](https://docs.begin.eu/for-managers/projects/seeing-work-by-project.md)
  </li>

  <li>
    Finish a project, or remove one

    Closing and deleting projects

    [Open](https://docs.begin.eu/for-managers/projects/closing-and-deleting-projects.md)
  </li>
</ul>

Or ask **Begin AI** (<kbd>Cmd</kbd> / <kbd>Ctrl</kbd> + <kbd>J</kbd>):

Which projects are at risk?

Which projects are at risk?

## Where projects live

Open **Projects** under **Manage** in the sidebar. **Open** lists projects in **Backlog**, **Planned**, **In progress** or **Paused**, and **Closed** lists **Completed** and **Cancelled** ones, each in a section per status. A row shows the project's health (How a project is going, taken from its latest update: On track, At risk or Off track.), its priority, its lead and its target date. **Display** groups the list by priority instead, or orders it by target date.

A project's page has five tabs. The **Overview** holds the summary, the latest update, the description and the milestones, with a panel at the right of the page for its **Properties**, its **Progress** and its recent **Activity**. **Updates** carries the updates and every change. **Schedule**, **Timesheet** and **Reports** hold the work tagged with the project and the reports kept with it. The star and the three-dot menu sit at the right of the bar.

A person's profile has a **Projects** tab too, listing the projects they lead and the ones they work on.

## Who sees projects

Toggles on the **Projects** row of a role decide it, in **Settings → Permissions**:

| A role with… | Can… |
| - | - |
| **Data access** and **Management interface** | Open **Projects**, every project and its updates, and find projects in Search |
| **Edit & add** as well | Create projects and change their properties, description and milestones |
| **Post updates** as well | Post updates, and edit their own |
| **Delete** as well | Delete projects, and restore them from **Recently deleted** |

Administrator, Manager and Employee have all of them, so by default everyone in your workspace can open, edit and post on every project. A role reaches every project or none: there are no private projects.

> [accordion] What do the switches in Settings → Projects change?
>
> They choose whether people can pick a project on time entries, including when clocking in, and
> on shifts. Both start off, and only a role with **Projects settings** can change them. While one
> is off, that role still sees the project's **Timesheet** or **Schedule** tab, saying projects
> are off, with **Open project settings**. Everyone else does not see the tab.

> [accordion] Why is someone missing from a project's team?
>
> You see only the people your role can see. Someone outside your role's **Who can they see?** is
> left off the lead and team you are shown, and from the people you can add.

**Context for an assistant answering questions about projects.** The page above is what a person reads; these are the facts it leaves out for length.

* **Who can:** the Projects page needs **Data access** and **Management interface** together. **Data access** alone shows project names on shifts and time entries. **Projects settings**, in the role editor's Settings section, opens **Settings → Projects**; Administrator and Manager have it by default.
* **Where:** **Projects** follows **Clients** under **Manage** by default, and is in the phone's **More** menu. The three-dot menu beside **New project** holds **Recently deleted** and, for a role with **Projects settings**, **Project settings**. **Settings → Projects** is in the Features section. Search finds open and closed projects by name. Starred projects appear under **Favourites**.
* **Needs:** projects turned on for the workspace. While they are off, the Projects pages show **You don't have access** to everyone, administrators included, and Projects, **Settings → Projects** and the Projects rows in the role editor are hidden.
* **Terms:** a person's **Projects** tab lists led projects first, closed ones included, and stays empty unless the reader may see their full profile.
* **Not supported:** private projects, or limiting a role to some projects.
* **Begin AI:** finds projects by name, status, priority, health, lead, team, client or label, and returns up to 20. It looks through 50 projects per question and says when more may match.
* **Often confused with:** a project's **Status**, which says where the work is. Health says how it is going; with no update it shows **No updates**.

## Next

> [card] [Creating projects](https://docs.begin.eu/for-managers/projects/creating-projects.md)
>
> Start a project with its lead, team and target date.

> [card] [Posting project updates](https://docs.begin.eu/for-managers/projects/posting-updates.md)
>
> Say how a project is going, and talk it through.

## Still need help?

> [card] [Contact support](mailto:support@heybegin.eu)
>
> Email the Begin team and we'll get back to you.

> [card] [Ask Begin AI](?assistant=open)
>
> Open the AI assistant and get instant answers based on these docs.


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