The Project Info Tab

In this article we will be reviewing the project info tab and what information can be modified there.

Navigate to any project you would like to edit within the projects screen. Once in your project click the INFO tab in the top right corner as highlighted below.

Once in the info tab you will be taken to the project information tab which has all the information you entered when you created your project. You can edit the information or add new information here at any time.

Lets continue on to the client tab just next to the information tab in the top left as highlighted below.

Here you can select a client to add to your project. Simply choose the client from the drop down select existing client menu or hit the blue Add New Client button to create a new one.

Once you have chosen or created a new client you will get some additional options. Such as choosing the department in their company they work for, and choosing their contact info.

Once you have everything filled in as you want it for your client, be sure to hit the green save client button.

Lets proceed to the next tab in your project info, invoice right next to the client tab in the top left as highlighted below.

Now you will be on the invoice project info screen. Here you can set the client info for the invoice by clicking the check box same as client information if it is the same. Or entering the address the invoice needs to go to a different address than whats in the clients contact information.

Once you are done editing this section be sure to hit the green Save Invoice Information button just below the entry fields.

Next we will navigate to the project rate table by clicking the rate table tab next to the invoice tab as highlighted below.

Now you will be in the rate table for your project. If you already created a rate table for your company, then all the rates you created will be pulled over and match exactly. Even more so if you update the company rate table they will update here automatically.

If you choose to edit this table to make it specific to the project then it will become un-linked from the company rate table. Rates changed in the table will remain as the customized values you input and not be updated when you change your company rate table. Any change you make will un-link it and make it a custom project table.

If you choose to have a custom project rate table these are the things you can change here:

You can change the period you are factoring for if you have a project over a certain span of years by choosing the period and clicking the blue update periods button.

You can add a new row with the blue + Add Row button to add a new rate.

You can update the rates themselves, including the Resource Type, Resource Category, unit, rate in each year. Or delete rates that are not applicable. Just be sure to hit the blue Save Rate Table button once you have finished your adjustments.

Now lets navigate to the personnel tab of the project info section as highlighted below and right next to the rate table tab.

Now on the Personnel tab, this is where you can choose who is authorized to bill to your project.

There are two options:

The first option is All Personnel may charge to this Project at their Company designated Category, this allows everyone you have created in the Users section to use their billing rate category to bill against the project. No user could bill to a category they do not have the correct billing category to bill against.

Continue on to the next step where we will describe the second option of being able to customize users to bill as different categories than their company defaults.

The Second option in the Personnel tab is to Select the Personnel who may charge to the project and their Categories.

Once this is selected you can you use the drop down to select personnel that will be working on your project. You can also add different billing categories that they may be involved with to allow them to bill to those categories in your project.

Keep adding as many personnel as you need to your project this way, and you can always come back and edit their billing categories later.

Be sure to hit the green Save button once you are finished editing.

Now we will navigate to the final tab in the projects info section which is Manage. Click the manage tab next to the Personnel tab as highlighted below.

Now you're on the manage tab, the final tab in the projects info section.

Here you can close a project or delete a project.

Closing a project allows you to stop users from continuing to be able to charge their time to a project. You can always re-open a project if needed to allow users to continue billing time to the project.

Deleting a project is permanent and you will be asked to confirm your permanent deletion by entering the project name in the prompt box. Noting again that this is an action that removes all the project information you may have entered and is not recoverable.

That's it, we have reviewed the project info tab and edited some of the important project information for your project.