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Opserly Documentation

Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.

Create a project

Set up a billable or internal project with budget and customer linkage.

Projects group timesheets, expenses, purchase orders, and invoices under one engagement.

Create a project
  1. 1

    Open Projects

    Click Projects in the navigation.

  2. 2

    New project

    Choose New and select the customer, project name, and date range.

  3. 3

    Set budget

    Enter billable budget, optional cost budget, and invoice cadence if you bill on a schedule.

  4. 4

    Assign resources

    Add Resources with bill rate and pay rate per assignment so margin reporting stays accurate.

Assign a resource to a project →