new-project

New project, billing model & time logging

Use this in a consulting vault (one created from the consulting-vault-template).

Create a project

Create projects/<client-slug>-<short-name>.md:

---
type: Project
related_to: "[[<client-slug>]]"
status: active
billing_model: hourly        # hourly | fixed | retainer | milestone | outcome
currency: <CCY>
rate: <hourly rate>          # hourly only
# amount: <fee>              # fixed / retainer / outcome
# period: May 2026           # retainer
# outcome: <result text>     # outcome
---

related_to MUST match an existing clients/<slug>.md (the join key) — confirm the client exists first, or use the new-client skill. Ask the owner how this engagement is billed and set billing_model + its fields accordingly (it defaults to the firm's model from firm.md if omitted).

Per model

• hourly — set rate; log time (below).
• fixed / outcome — set amount (outcome also takes an outcome: description).
• retainer — set amount and period.
• milestone — add a ## Milestones table (milestone | amount | status); mark a row done when it's billable.

Log time (hourly projects)

Time lives in a ## Time table — append one row per session, header/divider intact:

## Time
| date       | hours | description        |
|------------|-------|--------------------|
| 2026-05-04 | 3.5   | Discovery workshop |

"log 3 hours on Acme for discovery" → append a row dated today to the right project. Hours are decimal. Billing adds a billed column automatically when you invoice; just keep adding rows without it — unstamped rows are treated as unbilled.