Check out this article to learn how to create projects in Holded. Or read this other one to learn more about Projects in general.

Get there

Advanced options allow you to include more details about the associated contact, due date, as well as billing and cost forecast data.

Using advanced options when creating projects

Choose a template and fill in the basic project information
Click on Show advanced options
Select the contact associated with the project by clicking on the drop-down and using the search bar
Indicate the due date of the project via the calendar
Activate the Billing option by using the toggle
This option allows you to choose the hourly rate method used to calculate the billable amount for your project.

Select the corresponding billing rate:

Project hourly rate	Add this option if an hourly rate is set for the work agreed with the client.
Member hourly rate	Revenue is calculated from the hourly rate set for each employee.
Billing category hourly rate	Billing will be calculated according to the rate chosen for each category.
Fixed fee	Logged hours will have the same cost, regardless of the employee or category.

Use the following toggle to activate the Budgeting option
With this option, you have the possibility to create a budget to follow the progress of the project and set limits on the use of resources.

Select the type of budget and cost from the drop-down menu:

Total cost per member	A budget available for each user is delimited.
Total cost per billing category	Maximum amount available for each category.
Total project hours	The amount available is measured by setting a limit on working hours.
Hours per billing category	The project budget depends on the hours registered per category.
Hours per member	A maximum number of hours per team member is defined.

If you decide to add this information later, you can always do it from the Settings > Billing options within the project.