Input is over tabbed forms. Select each one from the available links. More: Activity General tab Activity Restrictions Activity Timesheet Custom Field...

When creating forecasts, you can specify benefits that are expected to result from delivering the project. Here you can define the particular types of benef...

Audits provide detailed information about changes made to the Activity entity including what was changed, the original value and the resulting value, who ma...

    Code is the unique identifier for the benefit type. You will enter an unused code when adding a record and then cannot change the code once it is ...

Expenses that are recorded against projects can be allocated a category. These categories may then be specified in filters for reports or when processing ex...

  Code is the unique identifier for the category. You will enter an unused code when adding a record and then cannot change the code once it is saved...

You can set up and maintain contacts when processing client records or can select Contacts directly. Enter full identification and reference information for...

  Title First Name Middle Name(s) Last Name select the appropriate title for the contact and input the full name. Active is checked for conta...

You can enter multiple notes to provide information about the contact, identify any that are controlled notes, and attach documents to notes.

Audits provide detailed information about changes made to the Activity entity including what was changed, the original value and the resulting value, who ma...