Limits, troubleshooting & FAQ

What is the difference between Project Tasks and standalone Tasks? They use the same engine. Project Tasks belong to a project plan and roll up to its schedule and budget; standalone Tasks exist on their own. Both appear on the shared board and calendar.

How do project budget actuals get populated? Actuals come from logged time (via Time Tracking) and project procurement/costs. As hours and costs post, they roll up against the budget allocation per phase.

Can a task move between projects? Yes. Reassigning a task’s project moves its effort and cost roll-up to the new project’s budget.

How is workload calculated? Workload sums the assigned effort of each person’s active tasks across all projects, compared against their available capacity in the Resource Capacity view.

Does an accepted quotation create a project? No. A quotation continues to a sales order or invoice. Create the project directly, from a template, or from a marketing campaign.

Can an internal project be invoiced? No. Internal projects record all costs, but their hours are always non-billable.

Are the Tasks app and Projects app priced separately? Tasks is free for every company. Projects is part of the Collaboration pack.

Why can’t I see a person in capacity or workload? Only people in the Members directory appear there. Add them under Members first.

How many rows can I import from CSV? Up to 500 rows in a single task import.