Internal projects

Internal projects

Not everything you track needs to be billed. Internal projects let you plan and manage your own agency's work — R&D, marketing, ops — using the same milestones and time tracking, without any client or invoicing attached.

  1. When creating a new project, choose Internal project instead of Client project.
  2. Give it a name and any tags — there's no client to link and no Billing step to complete.
  3. Use milestones, time tracking, team allocations, and budgets exactly as you would on a client project.

Good to know

  • An internal project can never be linked to a client, and this can't be changed after the project is created — choose carefully at set-up.
  • Because there's no client, the Invoices, Deliverables, and Billing Plan tabs don't appear on an internal project.
  • Time logged against an internal project is always treated as non-billable, even if you'd normally mark time as billable elsewhere.
  • Internal projects still show up in your profitability reporting (as cost with no revenue) but are left out of cash-flow forecasts, since they'll never generate an invoice.
  • Internal projects are shown with an "Internal" badge on your projects list, so they're easy to tell apart from client work at a glance.

FAQs

Can I convert an internal project into a client project later?
Not currently — if a project turns out to need billing, create a new client project instead.

Do internal projects count toward my plan's limits?
They're a project like any other in your workspace, so check your plan's project or usage limits if you're unsure.

Can my team log time against internal projects?
Yes — time tracking works the same way, it's just never billable.

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