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As a project manager in Beebole, you set up the work your team tracks against and keep it on budget. This guide covers the core flow — create projects, plan tasks, set rates and budgets, run reports, and approve the time logged on your projects. Each step links to the page with the full detail.
How much you can configure depends on the role your administrator assigned you. The tasks below assume your role grants management rights over your projects.

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Set up your projects

Open Projects in the sidebar to create the projects your team logs time against. Projects belong to categories — the broadest cut of your work, such as Clients, Internal, or Activities — and can nest into subprojects as deep as you need. Create a project, place it in a category, and add subprojects to break the work down. See Projects for the full hierarchy and project settings.

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Plan the work as tasks

Open Tasks in the sidebar to plan the work to be done. A task is a planning item you can schedule, assign to people, and link to a project so it inherits that project’s rates and approval rules. The same tasks appear in two views:
  • Gantt — a timeline view for scheduling tasks, durations, and dependencies.
  • Kanban — a board view for moving tasks through their status workflow.
Add a task with Add Task, then schedule it on the Gantt chart or track its status on the Kanban board. The Tasks overview explains how both views share the same underlying tasks.

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Set rates and budgets

To turn hours into money, set billing and cost rates on your projects, and add budgets to cap spend or effort.
  • Rates — set a billing rate (what you charge) and a cost rate (what the work costs) on a project; Beebole resolves the right rate for each entry. See Billing.
  • Budgets — set a ceiling in billing currency, cost currency, or hours on a project, and split it across people or subprojects. See Budgets.

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Run reports

Use Reports in the sidebar to analyze your projects — hours logged, billing, costs, and profitability — grouped by project, person, task, or period. Save a report configuration to reuse and refresh it later. See Reports for grouping, filtering, and saved reports.

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Approve time on your projects

When approval is configured, the timesheets your team submits enter a workflow where you review the work logged on your projects. Open the approval view, check each submitted period, and click Approve to validate it or Reject to send it back with a comment. See Approval for how the stages work.

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Related content

Projects

Create projects, organize them by category, and nest subprojects.

Tasks overview

See how Gantt and Kanban share the same underlying tasks.

Budgets

Cap spend or effort on a project and split it across the team.

Reports

Analyze hours, billing, costs, and profitability across projects.

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Frequently asked questions

Open Projects in the sidebar, create a project, and place it in a category such as Clients or Internal. You can add subprojects to break the work down as deep as you need.
Both views show the same Beebole tasks. Gantt is a timeline for scheduling tasks, durations, and dependencies, while Kanban is a board for moving tasks through their status workflow.
Set a billing rate and a cost rate on the project in Beebole. The billing rate is what you charge the client; the cost rate is what the work costs you. Beebole resolves the right rate for each time entry automatically.
Yes. Add a budget to the project in Beebole as a ceiling in billing currency, cost currency, or hours, and split it across people or subprojects to track progress against the limit.
When approval is configured, open the approval view in Beebole, review each submitted timesheet, and click Approve to validate it or Reject to return it with a comment.