Overview

Core's Project Management helps you organize and track IT projects with status workflows, team assignments, budget tracking, and ticket linking for complete visibility of project work.

Contracts

Linked contracts appear on the project Details tab. Staff with permission can remove a link with the X beside each contract (confirmation required). Unlinking does not delete the contract.

Sharing Project Hours

On a project's Details tab, technicians can create a project-hours display for customer-facing visibility. The display shows monthly tracked hours for the project and can include a monthly hour target, such as 10 hours, so usage is easy to compare month by month.

Use Share with helpdesk admins to choose the specific customer helpdesk admins who should see the display in their portal dashboard. Portal users can view the chart only; technicians keep control of the project, hour target, and sharing settings.

Planning Project Tasks

Open a project's Tasks tab to plan work as lightweight tasks alongside linked tickets. Use board or list view, create and reorder sections, assign technicians, set due dates and priorities, and record blockers between tasks or tickets. Calendar view groups every dated task and ticket by due date; scroll within a busy day to inspect all of its work.

Filters and saved views help you focus on specific assignees, priorities, tags, work-item types, or due-date ranges. Completed sections contribute to project progress, and lightweight tasks can be promoted to recurring tickets when the work needs an ongoing service workflow.

Use My Tasks in the sidebar for a personal board of assigned project tasks and tickets. Search by title, project, or ticket number when the queue is large. You can organize your own buckets and ordering there without changing another technician's layout. If another tab changes the same position first, Core refreshes the board instead of overwriting that newer order.

Creating Projects

New Project

1. Navigate to Projects
2. Click New Project
3. Enter project details:
   • Name: Descriptive project title
   • Company: Client the project is for
   • Description: Project scope and objectives
   • Start Date: When work begins
   • Target End Date: Expected completion
   • Actual Close Date: When work actually finished (optional — fills in automatically when you mark the project completed)
4. Configure additional settings
5. Click Create Project

Project Fields

Status Workflow

The Projects list opens with the Active status filter applied. Use the Status filter to include planning, completed, archived, or other statuses.

Default Statuses

Projects progress through status stages:

1. Planning - Initial scoping and preparation
2. In Progress - Active work underway
3. On Hold - Paused for external factors
4. Completed - Work finished
5. Cancelled - Project terminated
6. Archived - Hidden from normal project lists while history is preserved

Changing Status

1. Open the project or find it in the Projects list
2. Open the project Actions menu
3. Choose the new status

Use Archive from the same menu when work should leave normal project views but keep budgets, time entries, resourcing, and reporting history. Empty projects with no associated records can also be permanently deleted from the menu. If the project is linked to Asana or Everhour, archiving it in Core prompts you with a direct link to archive it in each of those tools too — Core does not change them for you.

Custom Statuses

Create custom statuses in Settings > Projects > Statuses.

Team Assignment

Assigning Team Members

1. Edit the project
2. Go to Team section
3. Add team members:
   • Project Manager: Primary owner
   • Team Members: Contributors
4. Save changes

Roles and Responsibilities

Define project roles:

• Project Manager: Overall responsibility
• Technical Lead: Technical decisions
• Engineers: Implementation work
• Account Manager: Client relationship

Budget Tracking

Setting Budget

1. Create or edit the project
2. Enter the Budget amount
3. Optionally break down by category:
   • Labor
   • Hardware
   • Software
   • Other

Tracking Costs

Track actual vs budgeted costs:

• Time entries: Labor costs from logged time
• Expenses: Direct project expenses
• Running total: Real-time budget consumption

Budget Reports

View budget status:

1. Open the project
2. Go to Budget tab
3. See:
   • Budgeted amount
   • Spent to date
   • Remaining budget
   • % consumed

Resourcing

Project resourcing lives on the project Resourcing tab and in the Operations > Resourcing grid. Use it to plan future labor by searched person or placeholder resource, spread planned hours across working days, review confirmed vs penciled demand, export the plan, swap future demand from a chosen date, and convert placeholder resources into assigned people.

The Operations > Resourcing grid also lets managers search projects, update start and end dates, adjust the project manager, open the budget editor, and expand each project to edit person or placeholder assignment rows.

For the full workflow, see Operations.

Forecast and Project Billing

Open a project's Forecast tab to review active or approved payment schedules from active, non-archived linked contracts with the same month controls and billing-item detail used in Operations → Forecast. Authorized billing users can start a manual schedule there; Core opens Contract Billing to finish and approve the draft before it appears in Forecast.

On Details > Project Information, authorized users can change the project's Billing setting between Billable and Not Billable. Marking a project not billable removes it from Forecast and, after confirmation, clears any Bill with another project link.

For billable spin-offs or change orders, use Bill with another project from Operations → Forecast to keep the child project visible while its payment plan lives on another eligible project for the same company. The child shows $0 and links to the billing target; Core allows one direct link only and protects a target while projects depend on it.

Linking Tickets

Adding Tickets to Projects

Link related tickets:

1. Open a ticket
2. Select the Project field
3. Choose the project
4. Save the ticket

Or from the project:

1. Open the project
2. Go to Tickets tab
3. Click Link Ticket
4. Search and select tickets

Viewing Project Tickets

See all tickets for a project:

1. Open the project
2. Click Tickets tab
3. Filter by status, assignee, or priority
4. Track completion progress

Time and Progress

Time Tracking

Time logged on project tickets aggregates to the project:

• Total hours logged
• Breakdown by technician
• Billable vs non-billable split

Progress Indicators

Track project progress:

• Ticket completion percentage
• Budget consumption
• Time remaining to target date
• Milestone completion

Project Templates

Creating Templates

Save project structures as templates:

1. Create a project with standard structure
2. Click Save as Template
3. Name the template
4. Choose which elements to include:
   • Default tasks
   • Team structure
   • Budget template

Using Templates

Start projects from templates:

1. Click New Project
2. Select From Template
3. Choose the template
4. Customize for this project

Reporting

Project Reports

Generate project-specific reports:

• Status report: Current state and recent activity
• Budget report: Financial tracking
• Time report: Hours logged by category
• Ticket summary: Work item status

Exporting

Export project data:

1. Open the project
2. Click Export
3. Choose format (PDF or Excel)
4. Include desired sections

Best Practices

• Define scope clearly: Document objectives upfront
• Link all related tickets: Keep work visible
• Track time consistently: Enable accurate budgeting
• Update status regularly: Keep stakeholders informed
• Review budget weekly: Catch overruns early
• Document decisions: Use project notes for context

See also

• Managing Tickets
• Time Tracking
• Company Management

Overview

Core's Project Management helps you organize and track IT projects with status workflows, team assignments, budget tracking, and ticket linking for complete visibility of project work.

Contracts

Linked contracts appear on the project Details tab. Staff with permission can remove a link with the X beside each contract (confirmation required). Unlinking does not delete the contract.

Sharing Project Hours

On a project's Details tab, technicians can create a project-hours display for customer-facing visibility. The display shows monthly tracked hours for the project and can include a monthly hour target, such as 10 hours, so usage is easy to compare month by month.

Use Share with helpdesk admins to choose the specific customer helpdesk admins who should see the display in their portal dashboard. Portal users can view the chart only; technicians keep control of the project, hour target, and sharing settings.

Planning Project Tasks

Open a project's Tasks tab to plan work as lightweight tasks alongside linked tickets. Use board or list view, create and reorder sections, assign technicians, set due dates and priorities, and record blockers between tasks or tickets. Calendar view groups every dated task and ticket by due date; scroll within a busy day to inspect all of its work.

Filters and saved views help you focus on specific assignees, priorities, tags, work-item types, or due-date ranges. Completed sections contribute to project progress, and lightweight tasks can be promoted to recurring tickets when the work needs an ongoing service workflow.

Use My Tasks in the sidebar for a personal board of assigned project tasks and tickets. Search by title, project, or ticket number when the queue is large. You can organize your own buckets and ordering there without changing another technician's layout. If another tab changes the same position first, Core refreshes the board instead of overwriting that newer order.

Creating Projects

New Project

1. Navigate to Projects
2. Click New Project
3. Enter project details:
   • Name: Descriptive project title
   • Company: Client the project is for
   • Description: Project scope and objectives
   • Start Date: When work begins
   • Target End Date: Expected completion
   • Actual Close Date: When work actually finished (optional — fills in automatically when you mark the project completed)
4. Configure additional settings
5. Click Create Project

Project Fields

Status Workflow

The Projects list opens with the Active status filter applied. Use the Status filter to include planning, completed, archived, or other statuses.

Default Statuses

Projects progress through status stages:

1. Planning - Initial scoping and preparation
2. In Progress - Active work underway
3. On Hold - Paused for external factors
4. Completed - Work finished
5. Cancelled - Project terminated
6. Archived - Hidden from normal project lists while history is preserved

Changing Status

1. Open the project or find it in the Projects list
2. Open the project Actions menu
3. Choose the new status

Use Archive from the same menu when work should leave normal project views but keep budgets, time entries, resourcing, and reporting history. Empty projects with no associated records can also be permanently deleted from the menu. If the project is linked to Asana or Everhour, archiving it in Core prompts you with a direct link to archive it in each of those tools too — Core does not change them for you.

Custom Statuses

Create custom statuses in Settings > Projects > Statuses.

Team Assignment

Assigning Team Members

1. Edit the project
2. Go to Team section
3. Add team members:
   • Project Manager: Primary owner
   • Team Members: Contributors
4. Save changes

Roles and Responsibilities

Define project roles:

• Project Manager: Overall responsibility
• Technical Lead: Technical decisions
• Engineers: Implementation work
• Account Manager: Client relationship

Budget Tracking

Setting Budget

1. Create or edit the project
2. Enter the Budget amount
3. Optionally break down by category:
   • Labor
   • Hardware
   • Software
   • Other

Tracking Costs

Track actual vs budgeted costs:

• Time entries: Labor costs from logged time
• Expenses: Direct project expenses
• Running total: Real-time budget consumption

Budget Reports

View budget status:

1. Open the project
2. Go to Budget tab
3. See:
   • Budgeted amount
   • Spent to date
   • Remaining budget
   • % consumed

Resourcing

Project resourcing lives on the project Resourcing tab and in the Operations > Resourcing grid. Use it to plan future labor by searched person or placeholder resource, spread planned hours across working days, review confirmed vs penciled demand, export the plan, swap future demand from a chosen date, and convert placeholder resources into assigned people.

The Operations > Resourcing grid also lets managers search projects, update start and end dates, adjust the project manager, open the budget editor, and expand each project to edit person or placeholder assignment rows.

For the full workflow, see Operations.

Forecast and Project Billing

Open a project's Forecast tab to review active or approved payment schedules from active, non-archived linked contracts with the same month controls and billing-item detail used in Operations → Forecast. Authorized billing users can start a manual schedule there; Core opens Contract Billing to finish and approve the draft before it appears in Forecast.

On Details > Project Information, authorized users can change the project's Billing setting between Billable and Not Billable. Marking a project not billable removes it from Forecast and, after confirmation, clears any Bill with another project link.

For billable spin-offs or change orders, use Bill with another project from Operations → Forecast to keep the child project visible while its payment plan lives on another eligible project for the same company. The child shows $0 and links to the billing target; Core allows one direct link only and protects a target while projects depend on it.

Linking Tickets

Adding Tickets to Projects

Link related tickets:

1. Open a ticket
2. Select the Project field
3. Choose the project
4. Save the ticket

Or from the project:

1. Open the project
2. Go to Tickets tab
3. Click Link Ticket
4. Search and select tickets

Viewing Project Tickets

See all tickets for a project:

1. Open the project
2. Click Tickets tab
3. Filter by status, assignee, or priority
4. Track completion progress

Time and Progress

Time Tracking

Time logged on project tickets aggregates to the project:

• Total hours logged
• Breakdown by technician
• Billable vs non-billable split

Progress Indicators

Track project progress:

• Ticket completion percentage
• Budget consumption
• Time remaining to target date
• Milestone completion

Project Templates

Creating Templates

Save project structures as templates:

1. Create a project with standard structure
2. Click Save as Template
3. Name the template
4. Choose which elements to include:
   • Default tasks
   • Team structure
   • Budget template

Using Templates

Start projects from templates:

1. Click New Project
2. Select From Template
3. Choose the template
4. Customize for this project

Reporting

Project Reports

Generate project-specific reports:

• Status report: Current state and recent activity
• Budget report: Financial tracking
• Time report: Hours logged by category
• Ticket summary: Work item status

Exporting

Export project data:

1. Open the project
2. Click Export
3. Choose format (PDF or Excel)
4. Include desired sections

Best Practices

• Define scope clearly: Document objectives upfront
• Link all related tickets: Keep work visible
• Track time consistently: Enable accurate budgeting
• Update status regularly: Keep stakeholders informed
• Review budget weekly: Catch overruns early
• Document decisions: Use project notes for context

See also

• Managing Tickets
• Time Tracking
• Company Management