Accounts, such as a client account, are created and then projects are created within that account as needed.

Details are entered into accounts and projects, allowing the users to track the progress of the project and various components of that project (such as the budget), and also view and update any account information over the life of the project.

Project information such as jobs, customers, and service items can be imported from a QuickBooks Timer file.

The administrator can allocate an organization user to an account and project, and can also assign multiple users to an account and project at one time.