In the Project settings tab you can view and edit settings and billing details related to your project. You can also set the work types and products that can be entered from the Time & expenses view. In the same tab you can also set Project member cost exceptions if the cost per hour differs from the user's default cost.

General

In the General section you can view and edit the project's short name (15 characters) and keywords. You can also see to which Business unit and Cost center the project is linked.

Even though Cost centers are linked to Business units, changing the Business unit here does not automatically change the Cost center.

In this section you can also define if users can join the project from the Time & expenses view or not. The Joining status selection only affects users who have permissions to join projects.

Billing details

In the Billing details section you can define project-specific billing details, such as our and your references. The data given here will be shown on invoices, excluding invoices that include several projects. If your project has several billing customers, you can add details in the Billing customer section and change the default billing customer.

If needed, you can update a new default billing customer for the project. This means that from now on all invoices for the project will be created in the name of the new default billing customer, but the project itself will remain under the original customer. This is useful, for example, when changing the project customer is not possible due to existing billing.

Change the default billing customer in the Project settings tab under Billing customer > Add new billing customer > select the desired customer from the list or add new customer > set the billing customer as default by clicking the Default billing customer toggle if you want all new invoices to be created in the name of the new customer.

Custom fields

If you have created your own custom fields for customers in the Settings, the fields can be seen here.

Work types, products and cost exceptions

Here you can define work types and products available for the project via entries in the Time & expenses view. You can also add cost exceptions for project members by clicking the Add cost exception button. As default all active work types and products are selected, but you can narrow them down if needed.

Project work types:

  • Allow entering work hours with all work types: All work types are listed in the Time & expenses view when entering hours.
  • Use project-specific work type selection: A list of all active work types is shown and you can select the work types used for the project. When using this option, you also need to define a default work type which overrides the user's default work type. If a phase has its own default work type set, it will override the project and user default work types.

Project products:

  • Allow entering all products: All products are listed in the Time & expenses view when entering fees.
  • Use project-specific product selection: A list of all products is shown and you can select the products used for the project. You can also use this option to prevent users from adding products via the Time & expenses view.

Invoice settings

In the Invoice settings section, you can review and edit various layout and formatting settings and download an example PDF file. As a default, the settings come from an invoice template that can be seen on top of the view. All projects use an invoice template as a basis for invoices, but you can also make project-specific changes that override the settings from the chosen template.

If you have made any changes, you have the possibility to revert all or specific fields back to template values. The option to revert all changes appears on the top right corner of the section when there are one or more fields that differ from the template values. To revert only a specific field, click the revert icon next to a field with a value that differs from the template value.

  • Show company logo and invoice title: Defines if company logo and invoice title are shown on invoice PDF (comes from template).
  • Show footer on invoice: Defines if footer is shown on invoice PDF (comes from template).
  • Color scheme: Choose the color scheme used on invoice PDF.
  • Invoice row descriptions: Add tags and free text to create descriptions for invoice rows.
    • When using tags, always use the Add tags button to add new ones because each section has its own tags in use.
    • When adding more than one tag, a comma and a space are automatically added between tags.
  • Free texts: Add optional free text above and/or below the invoice rows.
  • Invoice columns: Define what information is shown on invoice rows.
    • Description and Total price are always shown.
  • Breakdown attachment columns: Define what information is shown on invoice breakdown, if attached to invoice.
  • Invoice row grouping: Select if total amount of work hours, travel expenses and fees are shown as subtotals on invoice.
  • Work hours, travel expenses and products: Mark the check box to enable grouping, then define how items should be grouped. You can also define if you wish to attach a breakdown.
  • Attachments: View attachments added to template.

It is not always possible to group all similar items to one row. For example, the same fees with different unit prices will be shown in separate rows. Also, when using financial integration with cost centers, one invoice row cannot include multiple cost centers.



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