How to Create and Manage Projects on Tyms

Tyms allows you to manage customers and the services you provide to them using Projects. Projects help you organize work, track financial performance, and monitor progress from start to finish.

With projects on Tyms, you can:

• Track expenses incurred on behalf of a customer

• Monitor revenue earned from a project

• Analyze overall project profitability and progress

Projects are commonly used across industries such as SaaS, Real Estate, Advertising, and many others to streamline operations and reporting.

How to Create a Project on Tyms

Follow the steps below to create a project on Tyms.

Step 1: Log in to Your Tyms Account

Visit the Tyms application and log in to your account: https://app.tyms.io/auth

Step 2: Navigate to the Projects Module

• From the dashboard, go to the Projects module

• Click New to create a project

You can choose one of the following options:

• Create a project manually

• Import a project

Step 3: Create a Project Manually

• Click Project to start manual project creation

Step 4: Enter Project Details

Provide the required project information below:

• Project Name: Enter a clear and descriptive name for the project.
  Example: 3-Month Advertising Campaign , Housing Apartments

• Project Value: Enter the estimated or agreed value of the project.
  Example: USD 10,000,000

• Description: Describe the scope of the project and the services being rendered.

• Project Group: Select the appropriate group or category the project belongs to.

• Revenue Recognition: Choose how revenue should be recognized:

  Full Completion: Revenue is recognized only when the project is completed.

  Percentage of Completion: Revenue is recognized based on project progress. Example: Revenue is recognized when the project reaches 70% completion.

Step 5: Configure Additional Options (Optional)

Click Show More Options to access additional project settings:

• Start Date: Select the project start date

• End Date: Select the expected completion date

• Client: Assign the project to a specific customer

These options help improve project tracking, reporting, and financial analysis.

Next Steps

Once saved, your project will be available on Tyms for:

• Tracking project-related expenses

• Monitoring progress and performance

• Managing and recognizing revenue