> Projects / Project Review Screen / Project Details

In this section

Details

Additional

Billing Address

Fund Details

Analysis Groups

Budgets

Fees

Phases

Project Details

When you make a time entry, you associate it with a project, rather than directly against a client.

This makes it possible to have several projects running concurrently.

Each client can have an unlimited number of projects, and each project can be billed separately or collectively.

See Editing Projects for more information.

Project Details tab

To open a project, carry out these steps:

  1. Click Projects in the left-hand pane.
  2. Select a client in the list that displays.
  3. Select a project associated with the client. A set of tabs opens in the main desktop. One of these is the Project Details tab.

Phases

You can break a project down into phases.

Add Project Wizard

The Add Project Wizard wizard guides you through the process of setting up a project.

Assigned Employees

You can limit an employee's access so that they can work only on specific projects. For more information, see Edit Projects.

See also

Project Management


Go to top