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Project settings

In Project settings tab you can view and edit general and billing information related to your project. You can also set what work types and products can be seen when entering hours and/or products in Time & expenses view.

General

In the General section you can see and edit projects short name (15 characters) and keywords. You can also see to which Business unit the project is linked to. If your company is using Cost centers, that information is also shown here. Note that even though cost centers are linked to business units, changing business unit here does not automatically change the cost center.

In General you can also define if users can join the project from Time & expenses view or not.

Billing information

In the Billing information section you can define project specific billing information like our and your references. The data given here will be shown on invoices unless creating grouped invoices.

If your project has many billing customers you can add all of them under Billing customers and set default billing customer.

Work types & products

In this section you can define work types and products available in Time & expenses view when entering hours and/or products for the project. As default all active work types and product are listed but you can narrow down the list if needed.

Project work types:

  • Use existing work types from settings: All active work types are listed in Time & expenses when entering hours
  • Use project-specific work type selection: 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 and that default work type overrides employee's own work type. If phase has a default work type, it will override project and employee work type defaults.

Project products:

  • Use existing products from settings: All active products are listed in Time & expenses when entering fees
  • Use project-specific product selection: List of all active products is shown and you can select the products used for the project. When using this option, you can also not select any products this way fees can only be added on project financials tab only.

 

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