Settings & permissions Organization 6 Business units Company settings Financial details Revenue recognition Tax rates See all 6 articles System settings 5 Column sorting priority Network restrictions Project name display Quick links Search settings Work time, travel expense & product registries 8 Absence types Overtime types Product categories Registry settings Time entry types See all 8 articles Time & Expenses 3 Flextime Travel reimbursements Work hour entries Users 6 Activate a user Add a new user Remove a user User custom fields User keywords See all 6 articles Pricing 2 Advanced pricing Price list Customer & contacts 7 Contact keywords Contact methods Contact roles Customer custom fields Customer numbering See all 7 articles Sales & proposals 5 Lead sources Proposal email templates Proposal statuses Proposal templates Sales statuses Project management 6 File and link keywords Phase settings Project custom fields Project keywords Project numbering See all 6 articles Calendar & Tasks 4 Activity types Calendar resources Project task statuses Project task types Invoicing 3 Invoice statuses Invoice templates Invoicing defaults Key performance indicators (KPIs) 2 KPI creation KPI usage Permissions 3 Activity permissions Permissions in detail Permissions
