Manage Projects

Projects are what time entries and invoices are attributed to. Workers select a project when logging time.

Two kinds of project

Every project is one of two kinds, chosen when you create it.

Kind	What it is	Has a budget?
Chantier client	A job for a customer, with a deadline and a plan	Yes — budget, estimate and deadline
Poste de coût (permanent)	Standing internal overhead: formation, outillage, dépôt	No — none of the three

A poste de coût never finishes, so it has no Terminer action and no variance to report. Its detail page shows consumption over time instead: hours since 1 January, what they cost, the trend against the same period last year (1 January to the same day), and a bar chart of the last 12 months. Years and months follow the workspace's timezone. The workspace refuses to store a budget, deadline or estimate on one — including if you switch an existing chantier over to it.

Create a project

1. Go to Admin → Projects
2. Click New project
3. Choose the type de projet — Chantier client or Poste de coût
4. Fill in:
   • Name — project name (required)
   • Client — free text; use something like "Interne" for in-house work
   • Zone — optional numeric zone for grouping projects
   • Responsible — the user who manages this project (they receive the responsible role)
   • Start / End dates — optional project timeline
   • Task list — select the task list to associate with this project
5. Click Save

Budgets, the hourly rate and the estimate are set afterwards, on the project's detail page.

Budgets and the hourly rate

A chantier is tracked against two independent budgets, either of which can be left empty (the page then reads "Sans budget" for that one):

• Budget HT main d'œuvre — consumed by labour, calculated as hours × the project's hourly rate.
• Budget HT factures — consumed by the supplier invoices attached to the project.

The taux horaire is what an hour on this project is worth. Leave it empty and the workspace default applies — set it under Admin → Settings → Coût de la main-d'œuvre (see Default hourly rate). The empty field says which rate that is ("Taux de l'organisation : 45,00 €"), or "Aucun taux par défaut" when the workspace has none. With neither set, the project reports no cost at all rather than a misleading 0 € — the list shows "—".

A project's own rate always wins over the default, so changing the default only revalues the projects that left their rate empty — including their past hours, since cost is calculated when you view it, not stored.

Cost of labour is not payroll

This figure is hours × the project rate, a standard cost for tracking a job against its budget. It is not what anyone is actually paid. Payroll variables come from Export paie on the Heures page.

Heures estimées is a single number for the whole project. The estimated-vs-actual chart spreads it across the project's months by working days — it is an approximation, and it has no public-holiday calendar, so August and the May bridges count as ordinary months.

View project details

Click a project row to open its detail page. From there you can:

• See hours worked, cost of labour against the budget, and attached invoices
• Compare estimated against actual hours month by month, with the cumulative écart — measured against what the plan expected by today (the months already behind you, plus the elapsed part of this one), not against the whole estimate. A project with no period has no plan to date, so its écart is measured against the whole estimate and says so
• See who worked on it and for how long
• See all time entries attributed to the project
• See all invoices linked to the project
• Edit project settings, budgets, rate and estimate

Read the project list

The list carries a row per project with its hours, cost of labour, budget consumption, unpaid invoices and last activity, plus the totals for whatever you have filtered to. The search box matches the project's name, client, responsible and task list.

The Budget consommé column shows whichever of these applies first:

Shown	Meaning
⚠ Dormant	No time logged in the last 30 days
Poste de coût	A permanent project, which has no budget by definition
Sans taux	A labour budget is set, but neither the project nor the workspace has an hourly rate, so the hours cannot be valued against it
Sans budget	No labour budget set
A bar and a percentage	Labour cost against the labour budget

The Coût HT total counts only projects that have a rate. When some do not, the header says how many were left out — treat the total as a floor, not the organisation's spend.

Mark a project as completed

A project has three states: active, completed, and archived.

Marking a project completed signals that the work is finished. Completed projects are hidden from normal end-users to keep their project list focused on live work, but they remain fully visible to admins (roles owner, admin, and superadmin) — so you can still pull reports and attach late-arriving invoices to the right project.

1. Open the project detail page
2. Click Terminer (Complete)

Completing is reversible: open the project and click Rouvrir (Reopen) to return it to active.

In the projects list, use the Voir les terminés menu action to switch to the completed view. Completed projects no longer appear in the worker time-entry picker, but admins can still select them when linking an invoice.

Archive a project

Archiving a project hides it from entry forms so workers can no longer select it. Historical data is preserved. Archiving is independent of completion — a project can be archived directly without first being completed.

1. Open the project detail page
2. Click Archive project (or the archive icon in the projects list)
3. Confirm the action

Archived projects are hidden from the list by default. Toggle the Show archived filter to view them.

Restore an archived project

1. Enable Show archived in the projects list
2. Open the archived project
3. Click Restore project