Project Templates in Nexus let you take a completed project and convert it into a reusable structure: same categories, same to-do items, same allocations, just with the progress reset to zero.

But templates are only as useful as the thinking that goes into them. So we are curious:

• Do you use templates for every project type, or only for very specific repeat work?

• How detailed do you go? broad strokes, or down to individual task items?

• Have you found a naming convention or folder structure that keeps them manageable as you accumulate more?

If you haven't tried them yet, that's worth knowing too. What's been the blocker?

You can’t see what’s going on.

A few small things that help instantly:
• Keep timelines updated (even roughly)
• Don’t leave tasks sitting “in progress” forever
• Use clear stages or statuses

Visibility reduces stress fast.

Right now, how clear is your project visibility: 1-10?

Even if it feels basic, it’s often the simple workflows that help others the most.

Looking forward to hearing how you’re all using it.

Each person can then track their own time, and ProWorkflow will automatically calculate the total cost based on each staff member’s individual hourly rate.

This is a great way to keep your project costing accurate when multiple team members with different rates are working on the same task.

Cost Rate being what it costs your business to deliver the work.
This includes time (based on cost rates), contractor fees, and any project expenses.

Charge Rate being what you charge your client.
This can be billable time (using charge-out rates), fixed fees, or invoice totals.

When you compare the two, you can clearly see which projects/items are profitable, where you might be undercharging, and opportunities to improve efficiency

In ProWorkflow Nexus, you can apply Cost Rate & Charge Rate to your Hourly Rates Library and Product/Service Library

Which then can be directly applied to your Items:

Once we fully migrate to Nexus, will we still be able to access our Classic Projects, including the completed ones?

The answer to this is ABSOLUTELY!

In Nexus, you will see a Classic Tab within each of these sections: Projects, Quotes, Invoices and Reports.

When you click on Projects > Classic Tab, you will see all the projects you had Active in Classic. If you need to access archived or completed projects, you can do so by navigating to your Projects Archive, just as you would in Classic.

In Nexus, we have implemented Workstages to address the need for processes within the Active, Completed, or Deleted stages.

This means that when your Project/Item is Active, it can be Pending, On Hold, In Progress, Feedback Required, etc.

When a Project/Item is Completed, it can be Completed, Cancelled or even Ready to Invoice.

Equally, when a Project/Item is deleted, you can still give it different stages, such as Archived or Deleted.

You can add as many stages as you need in your Work Stages settings, and this will be very handy when you want to filter views by Workstages, or when you want to see how the project/item has progressed over time in the work history of your Project or Item.

Solution in Nexus:
Tasks are now set up as Items. This gives you the flexibility to track things like materials, quantities, unit costs, and fixed expenses, not just time.

Items in Nexus allow you to:

• Track quantities and cost per unit (e.g. materials, printing, stock)

• Add fixed-cost expenses (e.g. licences, fees, one-off charges)

• Assign costs and returns, helping you calculate profit at both the phase and project level

To customise your items, navigate to your settings > Item Types

Any time you add an Item, you'll be prompted to choose an Item Type:

Full article here.

• Real-Time project profitability

• Split rates for more flexible billing

• Customizable budgeting and billing options

• Expanded Financial Settings

We’re excited to start sharing more updates, tips, and insights here over the coming weeks.

This community is still small, and while this space has been live for a little while, we will now begin to actively use it to share insights and best practices using ProWorkflow.

Jump in anytime. Even a 👍 helps us know what’s useful