Projects

Projects are the central container in Plutio. Every project has its own tabs for tasks, invoices, proposals, contracts, files, conversations, time

Creating a project

A new project can come from three places: the create form, a template, or an accepted proposal. However the project starts, the outcome is the same: a...

How to use project budget

Project budgets let you set a spending limit for a project and track how much has been used. Set a project budget Open a project.

Project activities tab

Every action that happens inside a project is recorded automatically. The activities tab displays a chronological feed of task changes, invoice events,...

Project calendar and timesheet tabs

The calendar and timesheet tabs surface time-related data scoped to the project: scheduled events on the calendar, and tracked hours on the timesheet.

Project conversations tab

Conversations linked to the project keep all communication tied to the work. Messages, shared files, and decisions stay attached to the project they...

Project custom fields

Custom fields extend projects with data that the built-in fields don't cover. Each custom field has a type, a label, and optional configuration, and field...

Project custom pages tab

Custom pages scoped to the project turn task data, time entries, invoice totals, and transaction records into visual reports.

Project files tab

The files tab is a project-scoped file manager where documents, images, PDFs, and other files can be uploaded, organised, and shared.

Project invoices tab

Tracked time turns into invoice line items, and invoices created from within a project pre-fill with the project's client and details automatically.

Project-level permissions

You can control who can do what inside each project. On top of workspace-wide role permissions, you can set permissions at the individual project level.

Project overview tab

The overview tab surfaces the numbers that matter most: task completion, tracked time, budget usage, invoice totals, and upcoming deadlines, all on one...

Project proposals and contracts tabs

Proposals and contracts created within a project are automatically linked to that project and pre-filled with the project's client.

Project settings

Each project has its own settings that control permissions, linked contacts, the project menu editor, default task board, and per-role configuration.

Project tasks tab

Tasks within a project can be viewed five ways: board (Kanban columns), list (table rows), calendar (by due date), timeline (Gantt-style), and agenda...

Project transactions tab

A complete financial picture of a project goes beyond invoices. The transactions tab captures income and expenses that don't flow through invoicing:...

Project wiki tab

Documentation, standard operating procedures, and client-facing guides can live right inside the project.

Projects overview

When you click Projects in the main menu, you land on a page showing every project in your workspace.