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HelpProject & Resource Managers

Clients

  • Setting up project and client codes17 Jan 2022
  • Adding tax profiles for invoicing14 Oct 2020
  • Setting up a client21 Oct 2014
  • Allocating a project’s costs to multiple clients19 Oct 2016
  • Tracking costs and billing for a client21 Oct 2014
  • Setting default billing rates and expense codes for a client21 Oct 2014
  • Allowing a client to approve timesheets and expenses before billing21 Oct 2014
  • Client representative approvals (video)17 Jul 2017
  • Assigning co-managers to projects, clients, or programs21 Oct 2014
  • Running client reports21 Oct 2014
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