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Projects and clients

How do I create a project and associate it with a client?

Creating a project in Mataee takes only a few seconds. Here's how to properly organize your time tracking from the start.

Accessing project creation

Go to Structure > Projects, then click the "New project" button. A form allows you to enter all the essential information.

Filling in the project details

When creating a project, you can define:

  • The project name: choose a clear and identifiable title (e.g., "Villa Dupont Renovation").
  • The client or company: select an existing client or create a new one directly from the form.
  • The hour budget (optional): set an hourly allowance to track project consumption.
  • The hourly rate (optional): useful for automatically calculating the financial value of time spent.

Understanding the Client > Company > Project hierarchy

Mataee organizes your data according to a logical three-level structure:

  1. Client: the person or entity you work for.
  2. Company: the business linked to the client (a client can have multiple companies).
  3. Project: the specific assignment on which you log time.

This hierarchy lets you easily group your projects by client and get consolidated views of your activity.

Start logging time

Once the project is created, it immediately appears in your project list and in the time entry selector. Your collaborators (if you work in a team) can also access it according to their permissions.

You can modify the project details, adjust the budget, or change the associated client from the project settings at any time.

To discover all project management features, check our features page.

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