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Projects: Connecting People, Time, and Billing

Ninerole's Projects module connects people, time, resources, and billing within one workspace, optimizing project management. It effectively manages clients and projects, overseeing milestones, tasks, and delivery progress. The system supports resources and allocation planning, enabling teams to plan capacity, assign resources, and track utilization efficiently. Timesheets allow for accurate capture of work hours with integrated approval workflows. Furthermore, the Billing and Analytics features monitor billing, revenue, and overall project performance, providing critical insights for financial management and project success.

Projects: Connecting People, Time, and Billing

Step-by-step guides

Configure New Client Profiles
Set up a client profile end to end — company details, primary contact, status and currency, billing and shipping addresses — then save it for use in projects.
Create and Save New Opportunities
Record a business opportunity against a client — owner, location, amount, pricing model, estimated revenue, probability, close date, and source.
Configure Client Staffing and Billing
Deploy an employee to a client — set the billing basis, rate, currency, and dates — then send the proposal for the client's confirmation.
Create and Configure Projects
Set up a new project end to end — name and code, client and manager, billing model, dates, budget, and value — then open its dashboard.
Manage Timesheets Efficiently
Log project hours from your personal workspace — add a time entry against a project, record the date and description, then submit the week for approval.

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Common questions

Why can't I create a project?

Almost always because the client does not exist yet. Create the client first, then the project. Full guide

How do I staff someone to a project?

Use client staffing to deploy employees onto the project and set the billing behind that deployment. Full guide

Why is a project missing from my timesheet?

You are not staffed to it. Ask your project manager to add you in client staffing. Full guide