Скачать или смотреть How to add a Retainer Project

Learn how to add a retainer project step-by-step in this quick tutorial! Perfect for project managers and teams using a workspace management system. This video guides you through:

Adding a new client and entering essential details

Creating a project and selecting “monthly retainer” as the type

Assigning project managers, choosing billable or non-billable status, and setting privacy options

Filling in project details: start/end dates, value, extra income, and direct expenses (like production or media costs)

Defining the project scope: departments, team members, and estimating hours based on experience

Monitoring estimated profit and tips for targeting a 20–25% notional profit at the start

How to adjust allocations after the first month based on actual hours spent

Ideal for those onboarding retainer projects for the first time or looking to optimize their process.

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