This form has links to sub-forms so that you can set restrictions for the expense type. You can therefore determine the: • projects where it can b...
Thu, 15 Apr, 2021 at 9:35 PM
Identify any custom fields that are set for Expense Types and are to be prompted during expense entry. Existing ones are listed and you can click: • ...
Thu, 15 Apr, 2021 at 9:31 PM
Input is over several tabbed forms. Select each one from the available links. More: Expense Type General tab Expense Type Defaults tab Expense Type Re...
Thu, 20 May, 2021 at 2:22 PM
All resources and projects must have a location specified. This is required when planning. They may be geographical locations or anything you wish. When...
Mon, 15 Mar, 2021 at 4:12 PM
NOTE: If you are managing projects with project workflows enabled, processing is different and is described at Projects (Project Workflows). All plann...
Thu, 15 Apr, 2021 at 9:45 PM
All planning is based on a project and all time and expenses are booked to specific projects. Therefore, a project must be created for each distinct block o...
Mon, 15 Mar, 2021 at 4:16 PM
Code is the unique identifier for the project. You will enter an unused code when adding a record and then cannot change the code once it is ...
Thu, 20 May, 2021 at 2:32 PM
This tab is only available if Enable Project Documents is selected at Project Settings. If so, you can attach various documents to the project. For each...
Mon, 15 Mar, 2021 at 4:15 PM
This tab is only available if Enable Project Documents is selected at Project Settings. If so, you can attach various documents to the project. At th...
Thu, 15 Apr, 2021 at 9:40 PM
Check Allow Posts if notifications can be posted for the project.
Mon, 15 Mar, 2021 at 4:15 PM