Projects let you organise your work around grants, funding applications, or R&D claims (such as Belspo tax exemption claims, VLAIO grants, or EU Horizon projects).
Creating a project
- Go to the Projects page from the dashboard.
- Click New project.
- Enter a name, optional reference number (e.g. the grant application number), and the project’s start and end dates.
- Click Save.
Linking classifications
Each project is linked to one or more classifications. The linked classifications represent the work packages or activity categories relevant to the grant.
- Open a project and click the classifications button.
- Select the classifications that apply to this project.
- Click Save.
A classification can be linked to multiple projects. For example, a “Software Development” classification could be relevant to both a Belspo claim and a VLAIO grant.
Generating a report
The report wizard assembles a filing package (ZIP file) containing everything needed for a grant submission.
- Click the Report button on a project row.
- Select period — choose the reporting period (defaults to the project’s full date range). You can narrow this for annual or interim reports on multi-year grants.
- Review team — the system automatically identifies everyone who logged time against the project’s classifications during the selected period. You can exclude individuals by unchecking them.
- Select documents — for each included team member, choose which of their uploaded documents (CVs, diplomas) to include. Project-linked documents are also shown.
- Generate — click to create the ZIP file. It downloads automatically.
The ZIP contains:
- A time report (Excel) with per-employee hours broken down by classification
- A project summary with team roster
- Selected employee documents (organised by person)
- Project documents
- A manifest listing all included files
Project status
Projects can be in one of three states:
- Active — the default state for ongoing projects.
- Completed — for finished projects (still visible in the list).
- Archived — hidden from the default list. Use “Show archived” to see them.
You can change status using the action buttons on each project row.