Project Audit (Project Workflows)
All changes made to a project (other than its settings) are recorded and can be viewed on the audit tab: You can look at today’s activity or any within ...
Mon, 15 Mar, 2021 at 4:15 PM
Projects - Adding and Maintaining
NOTE: You can normally only add and edit projects if permitted through your login profile, unless overridden by your login. If not, you may be able to add ...
Thu, 20 May, 2021 at 2:26 PM
Projects (Project Workflows) - Adding and Maintaining
NOTE: You can normally only add and edit projects if permitted through your login profile, unless overridden by your login. If not, you may be able to add ...
Thu, 20 May, 2021 at 2:28 PM
Project Planning Settings
  NOTE: This tab only appears for level 1 projects. Lower level projects take their settings from this level.   You need only select this tab if y...
Thu, 15 Apr, 2021 at 6:39 PM
Project Charges
When you set up a project, you will normally identify the specific resources that can be used.  Each of these resources has set cost and charge rates for st...
Mon, 15 Mar, 2021 at 4:15 PM
Project Restrictions
    NOTE: This tab only appears for level 1 projects. Lower level projects take their settings from this level.   This form has links to sub-for...
Mon, 15 Mar, 2021 at 4:15 PM
Costs and Charges - Adding and Maintaining
Input is over tabbed forms. Select the appropriate one from the links shown. More: Cost and Charge General Details Cost and Charge Restrictions
Thu, 20 May, 2021 at 2:26 PM
Exchange Rates - Adding and Amending
  •    Currency is the one for which the rate between it and the system currency applies. When adding a rate, select one from the list or click to create ...
Thu, 20 May, 2021 at 2:27 PM
Currencies - Adding and Amending
Enter data to the General tab:      Code is the unique identifier for the currency. You will enter an unused code when adding a record and then canno...
Thu, 20 May, 2021 at 2:28 PM
Login Group - Views tab
Check the Show boxes to indicate the views that are available to this login group. Additionally, for: Projects •    check Enable Insights Vi...
Tue, 7 Dec, 2021 at 9:45 AM