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Frequently asked questions for Projects ​

What is the difference between 'All projects' and 'My projects'?

All projects shows every project in the organization, regardless of whether you have tasks assigned in them.

My projects only shows projects where at least one task is assigned to you. If you created a project but did not assign any task to yourself, it will not appear in this section.

Why don't I see a project I created in 'My projects'?

A project only appears in My projects if it contains at least one task assigned to you. Creating a project alone is not enough — you also need to have a task in it.

This is expected behavior. The concept of a personal project is not supported by the system.

Why is my task not showing in the project report?

Only tasks that have a start date, an end date, and a workload estimate are included in the project report calculations.

If any of these fields are missing, the task can still exist and receive reported time, but it will not appear in report metrics.

Can I move a task from one milestone to another?

Yes. Open the task editor by clicking on the task name in the planning view, then change the milestone field to the desired milestone and click Save.

Can a task exist without a milestone?

Yes. Tasks in a project can belong directly to the project without being linked to any milestone. Milestones are optional grouping containers.

Why don't I see workload data for my resources?

Workload data requires two things:

  1. The collaborator must be configured as a human resource with a work hours contract in the Humans app.
  2. The collaborator must have at least one task assigned with a time frame and workload estimate.

If either is missing, the workload view will not show meaningful data.

What are the default roles in Projects?

Projects includes five default roles:

  • Project Admin — can create and manage projects, milestones, and tasks.

  • Project Viewer — can view projects, milestones, and tasks.

  • Budget Admin — can activate budgets and manage budget lines and expenses.

  • Invoice Manager — can view expenses and create them in the Invoices app.

  • HR Admin — can view workloads for contacts with assigned tasks.

  • Related page: Default roles

How do I activate budgeting for a project?

Budgeting is not active by default. To enable it, open the project dashboard, select Budget lines from the sidebar, and click Activate budgeting. A default "General expenses" budget line will be created automatically.