Solavel Docs

SolaProjects

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SolaProjects is the Solavel app for planning and delivering project work. You create projects, add the people who work on them, break the work into tasks, plan milestones and sprints, log time, share progress with clients, and — when SolaCount is connected — see each project's financial picture.

This page explains what the app contains, how the sidebar is organized, what your plan and role decide, and how SolaProjects connects to SolaCount. Start with Getting started if you are setting up for the first time.

Where to find it

  • From the Solavel Portal: Workspace Home → Your apps → SolaProjects → Open app (it opens in a new browser tab). You only see Open app when your organization has SolaProjects on its plan and you have been given access to it (see Team).
  • URL: every SolaProjects page lives under /projects/. The app opens on the Dashboard at /projects/dashboard.
  • Switching organization: click the organization pill in the top bar (since 10 October 2026 it is no longer at the top of the sidebar). It lists the organizations where you are an active member; organizations from another Solavel account are listed separately under Other workspaces and open through a fresh sign-in. Choosing the organization you are already in just closes the menu. See Top bar and account menu.

The screen layout

Area What it contains
Top bar Menu toggle, the SolaProjects logo (goes to the Dashboard), the organization pill (switch organization), the command palette search, the Plan expired · Renew badge when a paid plan has lapsed, Quick add, the notifications bell with an unread count, a language button, the light/dark toggle and the account menu (Solavel portal, your other apps, plans, Sign out). Same structure as the SolaHR top bar. See Top bar and account menu.
Sidebar — Workspace The app-wide pages (see below). The sidebar can be expanded (icons and labels) or collapsed to an icon rail.
Sidebar — Project When you are inside a project (or have one selected), a project picker followed by that project's tabs.
Breadcrumbs Shown only inside a project, for example Projects › Al Noor Showroom Fit-out › Tasks. Workspace pages (Dashboard, Projects, My Tasks, My Time, Notifications) have no breadcrumb row; they carry their own page title instead.

Command palette

Click the search box in the top bar or press Ctrl K (Cmd K on Mac) and type to jump anywhere. Results are grouped into Workspace pages, Current project tabs and your projects (grouped by project code). Use the arrow keys and Enter to open a result, Esc to close. Shortcuts outside text fields: G then D (Dashboard), P (Projects), T (My Tasks), N (Notifications).

Sidebar navigation

The sidebar has two groups: Menu (workspace pages, always shown) and Project (a project picker plus the selected project's tabs). Every item below has its own guide page.

Menu (workspace) group

Item URL What it is for Who / plan
Dashboard /projects/dashboard Live counters (active, overdue, due, at-risk), SolaCount card, charts, recent activity, recent projects and your latest tasks; personal widget layout. See Dashboard. Everyone · all plans
Projects /projects/all Find, open, star, create, duplicate, archive and restore projects. See Projects. Everyone sees their projects; create = admins/creation grant; archive = owner/admin · Free limited to 5 projects
Project Groups /projects/portfolios Portfolios that roll up health, progress, open work and budget. Shown only when enabled for the workspace. See Project Groups. Everyone views; only the owner manages
My Tasks /projects/my/tasks Read-only list of tasks in your projects, yours first. See My Tasks. Everyone · all plans
My Time /projects/my/time Your personal timesheet and quick non-billable time logging. See My Time. Everyone · Standard+
Notifications /projects/notifications Mentions, follower comments, SolaCount connection messages, preferences and email digest. See Notifications. Everyone · all plans
Integrations /projects/settings/integrations The organization's SolaCount connection: connect, pause, disconnect, check. See Integrations (workspace). Everyone views; owner/admin/accountant acts · Professional+ with SolaCount

Project group

Pick a project in the picker (or open one); its tabs appear below. The sidebar remembers your last project.

Tab URL (after /projects/{project}) What it is for Who / plan
Overview / Header, task counters, overdue/blocked/due-soon lists, recent documents and the Finance section. See Overview. All project members · finance needs SolaCount
Tasks /tasks Board, List, Table; filters, saved views, bulk updates, task panel. See Tasks. Managers edit all; Members their own; Viewers guest-visible only
Team /team Members and roles, guest invitations, dashboard share link, intake forms. See Team. Managers/admins manage · sharing Standard+
Files /files Project documents, templates, versions, comments, share links. See Files. Managers edit; everyone reads; sharing Standard+
Calendar /calendar Dated tasks by month and the resource calendar. See Calendar. All project members (read-only)
Time /time Project time entries. See Time tracking. Standard+
Time Approval /time/approval Approve or reject submitted time. See Time approval & billing. Managers · Professional+
Customer Approval /time/customer-approval Customer sign-off of time; only on projects that require it. See Time approval & billing. Managers
Billing /time/billing Approved billable time ready for invoicing. See Time approval & billing. Managers/finance
Budget /budget Planned budget by category vs actuals. See Budget and finance. Managers
Divisions /divisions Financial divisions of a project, when available for your organization. Managers/finance
Planning /planning Milestones, epics, sprints, backlog. See Planning. Sprints/epics Standard+
Automations /automations Rules triggered by project events. See Automations. Hidden unless plan includes it (Professional+)
Integrations /integrations Webhooks, tokens, API tokens, native integrations. See Integrations (project tab). Hidden unless plan includes it (Premium+)
AI /ai AI assistant for the project. See AI assistant. Hidden unless plan includes it (Enterprise)
Playground /playground Whiteboard boards. See Playground. Standard+
Reports /reports Project reports and snapshots. See Reports. Professional+
Activity /activity Day-by-day history with category filters. See Activity. All project members
Timeline /timeline Roadmap, baseline, critical path, burndown. See Timeline. All project members
Settings /settings Project details, billing, finance switch, visibility, archive. See Settings. Managers/admins

Plans and what they unlock

SolaProjects is sold in five tiers: Free, Standard, Professional, Premium and Enterprise. SolaProjects Premium is also included in the SolaCount Premium and Advanced bundles.

Feature Free Standard Professional Premium Enterprise
Projects, tasks, members, milestones, documents, planning, calendar, timeline Yes Yes Yes Yes Yes
Number of projects Up to 5 Unlimited Unlimited Unlimited Unlimited
Time tracking, sprints and epics, Playground, public share links — Yes Yes Yes Yes
Time approval, reports, automations, SolaCount finance link — — Yes Yes Yes
Integrations (webhooks, API tokens, native integrations) — — — Yes Yes
AI assistant — — — — Yes

How the plan shows up in the app:

  • Navigation follows the plan. The AI, Automations and Integrations tabs are hidden when your plan does not include them, so you are never offered a page that would immediately refuse you.
  • Other paid features show a plan notice. When you open a feature your plan does not include, the page shows Not available on your plan — "This feature isn't included in your organization's current plan." with a View plans button that opens the Solavel portal's plans page in a new tab. Nothing is lost; upgrading restores it. If your organization has no SolaProjects plan at all, you are taken to the portal instead of seeing an error. See Plan access and upgrade links.
  • Expired paid plan. If a paid plan lapses, SolaProjects keeps running on the Free tier and the top bar shows a banner with Renew plan. Paid features show Your paid plan has expired — "This feature isn't included in the free tier SolaProjects is currently running on. Renew to restore access."
  • Plan information temporarily unavailable. If the app cannot confirm your plan for a moment you see We couldn't verify your plan — "Plan information is temporarily out of date. Try again in a moment." This is a temporary connection issue, not a plan change.
  • Project limit. On Free, creating a sixth project is refused with "Your plan allows up to 5 projects. Upgrade your SolaProjects plan to create more."

Plans are managed in the Portal; see Billing & plans.

Roles and access

Access to SolaProjects has two layers.

1. Your application role (set in the Portal)

An owner or someone allowed to manage access gives each member a SolaProjects role on the Portal Team page.

Role What it allows Scope
Organization owner Everything in SolaProjects, including creating, editing and managing project groups. All projects
Projects Administrator Sees and opens every project; creates, edits, archives and restores projects; manages members, tasks and project financials; approves everyone's time. Cannot create or edit project groups, and does not administer the organization or other apps. All projects, except explicit restrictions
Projects Manager Edits the projects where they are a project Manager; adds and removes members there; creates, assigns and deletes tasks there; views financials and approves the team's time. Creating projects needs a separate creation grant. Projects they belong to
Projects Member Views their projects and tasks, updates tasks assigned to them, logs and submits their own time. Projects they belong to

Notes:

  • Only active organization members with a SolaProjects role (or the owner) can open the app. A suspended membership grants nothing.
  • A Projects Administrator role cannot be self-assigned by an owner. See Application roles and User roles.
  • Owners and administrators can also be given explicit restrictions on individual projects in the Portal; a restriction always wins.

2. Your project role (set inside the project)

Inside each project, members have a project role — Manager, Member or Viewer — managed on the project's Team tab. Everyone except owners and Projects Administrators only sees projects they are a member of. See Team.

Eligible people

Only active organization members who have SolaProjects access can be chosen as a project manager, added to a project or assigned work. Anyone else is refused with: "Only active organization members with Projects app access can be assigned."

Connection to SolaCount

SolaProjects works on its own. Connecting it to SolaCount (Professional plan or higher) adds financial visibility without copying or recreating your projects:

  • your existing projects become available in SolaCount with their current records and IDs ("SolaCount connected. Your project IDs were preserved."),
  • invoices, expenses and bills can be linked to projects,
  • approved billable time can become draft invoices,
  • each project's Overview shows a Finance section with revenue, cost, profit, margin and linked SolaCount documents, and the Budget tab compares budget with actuals.

The connection is managed at Integrations (/projects/settings/integrations) and must be completed by an organization owner or a Finance administrator. Other users see the status and can use Notify an administrator. See Budget and finance and SolaCount's Projects finance.

Confirmations and outcome notices

SolaProjects uses the same confirmation and feedback pattern as the rest of Solavel:

  • Actions with consequences — archiving or restoring a project, duplicating a project, deleting or moving a task, deleting a project group — open a confirmation dialog that explains what will happen. Archiving also asks you to type the project code.
  • After an action you see a short notice such as Project created. or Task updated. Notices survive moving to another page.
  • If your connection drops mid-action, you see Status not confirmed — "We could not confirm whether the change completed. Check the current status before submitting again." Use Check current status before trying again, so you do not create duplicates.
  • If your session expires you are asked to reload and sign in; keep a copy of any unsaved text first.

Language and appearance

SolaProjects follows the language and theme saved on your Solavel account. Arabic switches the layout to right-to-left. Use the moon/sun button in the top bar to switch between dark and light mode, and the globe button (it reads العربية or English) to switch the page between English and Arabic. SolaProjects is translated into those two languages only; if your Solavel account is set to another language, SolaProjects shows English. On phones these two buttons are inside the account menu. This guide uses the English labels.

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