How It Works/Step 01 - Create & Allocate
Step 01 - Create & Allocate

Management sets the stage before the first hour is logged.

Every successful project starts with a clear mandate. PeopleFold gives managers the tools to create projects, define budgets, and allocate team members - so the team logs time against real assignments, not guesswork.

3

Billing models

Live

Allocation view

Hour

Cap per member

Create New Project

Project Name

Dockside Revamp

Client Name

Arismeta

Department

IT

Priority

Medium

Budgeted Hours

10

Billing Rate (₹/hr)

500

Cost Rate (₹/hr)

800

Start Date

10-09-2026

End Date

09-12-2026

Project Type

Fixed Price

Billable Project

Turn off for internal or non-billable work

Description

Services (Verticals & Work Types)

Frontend
10
hrs
html

Members

Rakesh Sharma
5:00
hrs
5h allocated · 5h remaining
+ Add member
+ Add service
Total service hours10h

Everything managers need to set the team up for success

Four capabilities that turn a project brief into a fully structured, trackable engagement before a single hour is logged.

Project creation with billing model

Every project starts with a name, client, billing model (Fixed, T&M, or Retainer), and a total budget. This becomes the financial baseline that all burn rate tracking is measured against.

Team member assignment with hour caps

Assign specific team members to each project with a weekly or total hour allocation cap. Members can only log time against projects they're assigned to - preventing scope drift.

Service vertical and work type setup

Define the service verticals and work types applicable to the project. Every time entry logged against this project will be tagged - ensuring billable categorisation from day one.

Real-time allocation visibility

As soon as a project is created and team members assigned, managers see live allocation dashboards - who is allocated where, how many hours remain, and where capacity is available.

Next in the loop

Project created. Now the team starts logging time.

Team members see their assigned projects and hour allocations immediately. The weekly grid is ready - time to log.