Projects

Creating a Project
In the Navigation area, select Customers >> [Customer Name] >> Projects for which the Project will apply.  If the customer record does not exist...
Tue, 13 Apr, 2021 at 2:44 PM
Copying a Project
In the Navigation area, select Customers >> [Customer Name] >> Projects Select the blue Copy button on the line of the Project to copy.  A cop...
Tue, 13 Apr, 2021 at 2:45 PM
Editing a Project
In the Navigation area, select Customers >> [Customer Name] >> Projects Select the green Edit button on the line of the Project to edit. You ...
Thu, 4 Feb, 2021 at 1:59 PM
Deleting a Project
In the Navigation area, click Customers >> [Customer Name] >> Projects. [PRO TIP] Projects with associated Work Events cannot be deleted. Cli...
Thu, 4 Feb, 2021 at 1:59 PM
Global Project Templates
Global Project Templates Projects (see Definitions) and Templates (see Definitions) are created within a customer record for use only for that customer. Gl...
Tue, 13 Apr, 2021 at 1:46 PM