Projects

If you’re charging a customer for your work, you have the flexibility to charge fixed amounts as work is completed and/or set time-based billable rates. Hourly rates can be set for each team member.

Projects list

On the projects list page you’ll see a table with the columns below;

Name: Project title/name
Client: The name of the client
Members: Team members attached to the project
Amount: The current total cost of the project
Cost: Cost of the project so far
Billing Method: Shows the billing method type

Create Project

To create a new project, go to the Projects tab on the main sidebar, and click on the +New Project button. This will open the project create modal offering a series of text and numerical inputs.

The form contains:

Name: Project title/name
Customer: Select the relevant client from the client list.
Start Date: Project start date
Due Date: Expected end date for the project
Billing Method: There are four billing methods and each one is explained below;
Est. Hours: Estimated number of hours for the project.
Description: Summary of the project.

Tip

You can create a new client while creating a new project. Simply click on the New Client link, situated next to Customer field. A pop-up modal will open, enabling you to complete the new client’s details. Then continue creating the project for this new client.

Billing Methods

Hourly Staff Rate

If you have Staff in your account, their rate is how much your Client will be billed regardless of the Task the hours are logged against. This method is really useful if you have multiple Staff working on a Project all with different rates.

Hourly Task Rate

Your Client will be billed based on the Tasks that are assigned to the Project. It doesn’t matter who tracked the time, only the Task Rate is being taken into consideration. This method is really useful if you charge different rates for different Tasks regardless of who did the work.

Hourly Project Rate

It doesn’t matter who tracked the time, or which Task was chosen, your Client will always be billed at one consistent rate for that Project.

Fixed Project Amount

It doesn’t matter how many hours were logged, the Project will always be billed at the Flat Project Amount. You set the Flat Project Amount from the Edit Project screen.

Time Entries

Manual Entry

To enter time manually click on More button and choose Timesheets.

Click New Entry button

Select a task from the dropdown list.

Choose a start time and end time

Enter time entry description and choose whether it’s billable or unbillable.

Click Save when completed.

Start Timer

To start a timer.

Open specific task and click Actions at the top bar of the task details slide panel. Click Start Timer to start timer for this task.
Whenever there is a timer running, the left sidebar will show the number of running timers next to Projects link.
You can stop the timer by following the same process of starting the timer above.

Invoice Project

In Sereni, you and your team can track your time to Projects. Those Projects are assigned to individual customers, and you can invoice your clients easily based on that tracked time by generating an Invoice with time entries on it.

To generate an invoice.

Open the project dashboard click Invoices to start invoicing your project. Click New Invoice to begin.
Select Add billable time entries if you want to invoice unbilled time entries.
Select Add billable expenses if you want to add unbilled expenses to the invoice.

Click Save to generate project invoice.

Tip

Billed time entries will all be marked as Billed.