> ## Documentation Index
> Fetch the complete documentation index at: https://beebole.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Project Manager Guide: plan and run projects

> A Beebole guide for project managers: set up projects and categories, plan tasks on Gantt and Kanban, set rates and budgets, run reports, and approve time.

As a project manager in Beebole, you set up the work your team tracks against and keep it on budget. This guide covers the core flow — create projects, plan tasks, set rates and budgets, run reports, and approve the time logged on your projects. Each step links to the page with the full detail.

<Info>
  How much you can configure depends on the role your administrator assigned you. The tasks below assume your role grants management rights over your projects.
</Info>

## Set up your projects

Open **Projects** in the sidebar to create the projects your team logs time against. Projects belong to categories — the broadest cut of your work, such as **Clients**, **Internal**, or **Activities** — and can nest into subprojects as deep as you need.

Create a project, place it in a category, and add subprojects to break the work down. See [Projects](/help/documentation/projects) for the full hierarchy and project settings.

## Plan the work as tasks

Open **Planning** in the sidebar to plan the work to be done. A task is a planning item you can schedule, assign to people, and link to a project so it inherits that project's rates and approval rules. The same tasks appear in two views:

* **Gantt** — a timeline view for scheduling tasks, durations, and dependencies.
* **Kanban** — a board view for moving tasks through their status workflow.

Add a task with **Add Task**, then schedule it on the [Gantt](/help/documentation/gantt) chart or track its status on the [Kanban](/help/documentation/kanban) board. The [Tasks overview](/help/documentation/planning) explains how both views share the same underlying tasks.

## Set rates and budgets

To turn hours into money, set billing and cost rates on your projects, and add budgets to cap spend or effort.

* **Rates** — set a billing rate (what you charge) and a cost rate (what the work costs) on a project; Beebole resolves the right rate for each entry. See [Billing](/help/documentation/billing).
* **Budgets** — set a ceiling in billing currency, cost currency, or hours on a project, and split it across people or subprojects. See [Budgets](/help/documentation/budgets).

## Run reports

Use **Reports** in the sidebar to analyze your projects — hours logged, billing, costs, and profitability — grouped by project, person, task, or period. Save a report configuration to reuse and refresh it later.

See [Reports](/help/documentation/reports) for grouping, filtering, and saved reports.

## Approve time on your projects

When approval is configured, the timesheets your team submits enter a workflow where you review the work logged on your projects. Open the approval view, check each submitted period, and click **Approve** to validate it or **Reject** to send it back with a comment.

See [Approval](/help/documentation/approval) for how the stages work.

## Related content

<CardGroup cols={2}>
  <Card title="Projects" icon="folder" href="/help/documentation/projects">
    Create projects, organize them by category, and nest subprojects.
  </Card>

  <Card title="Tasks overview" icon="list-check" href="/help/documentation/planning">
    See how Gantt and Kanban share the same underlying tasks.
  </Card>

  <Card title="Budgets" icon="coins" href="/help/documentation/budgets">
    Cap spend or effort on a project and split it across the team.
  </Card>

  <Card title="Reports" icon="chart-bar" href="/help/documentation/reports">
    Analyze hours, billing, costs, and profitability across projects.
  </Card>
</CardGroup>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="How do I create a project in Beebole?">
    Open **Projects** in the sidebar, create a project, and place it in a category such as **Clients** or **Internal**. You can add subprojects to break the work down as deep as you need.
  </Accordion>

  <Accordion title="What is the difference between Gantt and Kanban in Beebole?">
    Both views show the same Beebole tasks. **Gantt** is a timeline for scheduling tasks, durations, and dependencies, while **Kanban** is a board for moving tasks through their status workflow.
  </Accordion>

  <Accordion title="How do I set what a project costs and charges?">
    Set a billing rate and a cost rate on the project in Beebole. The billing rate is what you charge the client; the cost rate is what the work costs you. Beebole resolves the right rate for each time entry automatically.
  </Accordion>

  <Accordion title="Can I cap how much a project spends?">
    Yes. Add a budget to the project in Beebole as a ceiling in billing currency, cost currency, or hours, and split it across people or subprojects to track progress against the limit.
  </Accordion>

  <Accordion title="How do I approve the time logged on my projects?">
    When approval is configured, open the approval view in Beebole, review each submitted timesheet, and click **Approve** to validate it or **Reject** to return it with a comment.
  </Accordion>
</AccordionGroup>
