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ON THIS PAGE YOU WILL FIND: | ||||||
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ACCESS THE CLIENT CARD
Projects can be created and managed via the client card.
Go to the resources module > resource default grid
Select the client > open the client card
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PROJECTS NAVIGATION
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NUMBER | FUNCTIONALITY |
1 | The project settings tab is where you can create, delete and edit projects |
2 | The project conversations tab allows you to view or create conversations against the project |
3 | Use the add project icon to create a new project |
4 | Use the delete project icon to delete a project |
5 | The enable/disable project icon allows you to disable the project as long as there’s no associated jobs |
6 | Use the project settings sidebar to amend any details relating to the project you have selected |
7 | The jobs tab shows all the standard jobs that are related to the selected project |
8 | The retainer jobs tab shows all the master and delivery jobs that are related to the selected project |
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