What is a Project?

A Project is a named grouping of Budgets inside a Workspace, with its own Owners, Members and status. It exists so a production company can keep every budget for one job together, limit who can see it, and track the job's progress separately from the numbers inside any single budget.

What it's for

A Project keeps a job's budgets in one place and restricts access to the people actually on that job. It also carries its own status, Work in Progress, Approved, Canceled or Archived, tracked independently of any budget's own status inside it.

How it works

Any workspace member, Editor or Admin, can create a Project from Projects → Add Project. The Create Project modal names the Project and lets you add Members from your workspace's team. The creator becomes the Project's Owner automatically, and a Project always keeps at least one Owner. Owners and Members both belong to the Workspace already, so a Project adds people you already work with rather than inviting new ones.

Once a Project exists, you file Budgets under it. Starting a Budget from scratch or from a template asks you to choose a Project before the Create Budget button turns on, so every Budget lives inside one Project, inside one Workspace.

Project membership sits between the Workspace and the Budget, and it is what decides who can open a given budget. Anyone on the Project's member list sees and works in its budgets, whether they are an Editor or an Admin at workspace level. That is why you can hand a freelancer exactly one job: add them to that Project and it is the only one they see. To give a colleague a budget, make them a Member of the Project it is filed under.

To rename a Project, open it and click its name at the top of the page. Type the new name, then press Enter or click anywhere outside the name to save it. Press Escape to keep the old name.

Good to know

Deleting a Project deletes every Budget filed under it, and its Members lose access straight away. To keep a job's budgets but close the job out, set the Project's status to Archived instead.