You will set the initial statuses for a report when you add it. Subsequently, as you progress the report, you can alter the statuses and enter notes for ...

The tasks for a project must be set up before resources can be assigned to carry out the work. When adding or maintaining tasks, input is over several tabbe...

The tasks for a project must be set up before resources can be assigned to carry out the work. When adding or maintaining tasks, input is over several tabbe...

Data is input over three tabbed forms so you can identify the contract, determine what is to be billed and define the invoice. When you save the invoice det...

Values selected for invoicing through the filter dates are shown. The Allocated Time and Expense amounts represent those that have been linked to a purch...

This option is only available if Combined Resourcing is enabled. Any resources that have been supplied to the project are displayed to the right of the Gant...

When you create an invoice or credit note, it has a Draft status and you can save and close it in the normal way. It will remain on the invoice list as a dr...

The available actions will depend on whether the task is checked out for update or not. Certain of them are also selected by right clicking at the task list...

The available toolbar actions will depend on whether the task plan version is checked out for editing or not. Certain of them are also selected by right cli...

Many of these details can be obtained from the client record but may be overridden for the contract. •      Use Default Invoice Template will, if checke...