Projects
Track work and labour cost against jobs or projects — create them, assign staff, set budgets and colours, and archive the ones you no longer use.
Projects let you group rostered work so you can track hours and labour cost against a job, site, or cost centre. The feature uses a label you choose — Projects by default, though you can rename it to Cost centres, Jobs, or anything that suits your business. This guide covers the list, creating one, and archiving.
Who this is for
Owners and managers using the Shiftly web platform.
Before you start
- Open the account menu (your initials, top right) → Projects (or whatever you've named the feature).
Rename the label
The feature uses whatever label suits your business — Projects, Cost centres, Jobs, or anything else. The label is the highlighted heading at the top of the page: select it, type your own term, and press Enter. It updates everywhere the feature appears across the app — the scheduler, the shift form, and timesheets.
The projects list
The list opens with summary tiles — active projects, total hours, total cost, and staff — above a table of every project showing its code, name, status, scheduled and actual hours, cost, and staff count. An Unassigned row aggregates all work not tagged to a project.
Create a project
Fill in the details
Select Create new project, then enter:
- Name and a short code (both required).
- Assigned staff — leave as All staff so anyone can be rostered against it, or pick specific people.
- Budget (optional) — a dollar figure to track spend against on the reporting page.
- Colour — used to identify the project across the app.
Select Create project.
When your business is connected to Xero, this form also includes a Xero tracking category field so the project maps to a Xero tracking category. See Xero tracking categories.
Edit, archive, or restore
Each row's menu has Edit (change the name, code, staff, budget, or colour) and Archive. Archiving warns that it hides the project from pickers while preserving its historical data — past shifts and timesheets keep their project tagging. Archived projects can be restored from the same menu.
Related
Positions & classifications
Create the roles you roster against the award — position groups, pay above the award rate, scheduler visibility, and classification levels.
Project reporting
Read a project's hours, cost, and budget — stat tiles, budget burn-down, cost by staff, and scheduled vs actual, with a date filter and CSV export.