Projects and clients

OtiumWork uses two first-class entities for billable work attribution:

• Client — a billing entity (e.g., "Acme Corp"). Has a stage (prospect / active / archived), billing email, notes. Lives at /admin/clients.
• Project — work done for a client (e.g., "Acme Q3 feasibility study"). Has status, budget, start/end dates, team assignments. Lives at /projects.

Every work event can be linked to a project; every project belongs to a client; reports aggregate up the chain.

Who can do what

	Employee	Employee who is the project's PM	Manager	Admin
Create project	✓ (auto-assigned as member)	✓	✓	✓
Edit project	Only if you created it	✓ for the projects you manage	✓ for your team's	✓
Assign people to project	—	✓ for the projects you manage	✓ for your direct reports	✓
View project detail	Only if you're assigned or created it	✓	✓ for your team's	✓
Plan on the Gantt (add tasks, drag dates, set assignee / status / %)	—	✓ for the projects you manage	✓	✓
Create client	—	—	✓	✓
Change client stage	—	—	✓	✓

Project managers with the plain "employee" role

Running a project doesn't require the manager role. Someone counts as a project's PM — and gets the rights in the column above, on that project only — if either:

• they're named in the project's Project manager field (project edit), or
• their role on project in the team list is PM, Project Manager, Program Manager, or Lead (case-insensitive).

A PM-employee sees the projects they manage on /projects with the planning (Gantt) strip, and can assign work to anyone staffed on those projects. They still don't get the company-wide capacity grid, the KPI strip, profitability, or any dollar figures — those stay manager/admin (and Finance-flag) territory.

Client stages

• Prospect — you're doing pre-sales work, not yet a paying customer. Hours here count as pre-sales investment (/reports/presales).
• Active — paying customer. Hours on active-stage clients count as billable.
• Archived — dormant or lost deal. Hours stay in history but are ignored by active reports.

When a prospect signs, flip their stage to active from /admin/clients — pre-sales hours retroactively count as converted investment.

Project status

• planned — not started yet (shows on Gantt but not in active views)
• active — in progress
• on_hold — paused
• completed — done and billed
• canceled — shut down before completion
• archived — historical / imported (hidden from /projects by default; click + Show N archived to reveal)

Jumping to a specific project

The filter bar on /projects and /projects/gantt has a Jump to → dropdown listing every non-archived project alphabetically. Picking one navigates straight to that project's detail page (per-task table + per-person time-spent breakdown). On the unified Gantt at /projects, project name labels are also clickable.

Budgets + alerts

Projects can have: - Budget hours — e.g., "200 hours allocated" - Budget dollars — hard spend ceiling - Alert threshold — default 80%; when logged hours × hourly_rate crosses this fraction of budget, admins get an email alert

Linking events to projects

Three ways:

1. Desktop client correction — right-click tray icon → Review recent events → pick project from dropdown.
2. Web review page — /events/mine, edit inline or use bulk-link.
3. Rules — admins create pattern-based rules at /admin/rules that auto-link matching events.