Create a project from an estimate
You can create a project based on your estimate data.
To do this go to, estimate grid ➝ choose ‘Convert to Project’ on the row end menu ➝ enter the project name and click ‘Create Project’.
The project will now include all tasks from the estimate.
What happens when I archive/delete a project?
You can archive/delete a project by marking the check-boxes of projects on the grid and clicking ‘Archive’ or ‘Delete’.
Staff members will not be able to log hours to archived or deleted projects.
The data and amount of archived projects will be included in your reports. Data from deleted projects will not be included in your reports.
Add an expense to a project
If expenses are related to a project , you can attach them to the project through the expense page.
Mark the ‘Attach to project’ check-box and choose the client and project.
You will not see this information (attached expenses) on the project page. But you will be able to attach these expenses to the invoice generated from this project.
Your client will pay these additional expenses through the invoice.
Manager of Project
On the project page you can choose a manager for the project. As a default, it is the account owner.
The manager of the project will have access to change project data, archive or delete the project, and add new tasks or staff members to the project.
If this manager has a lead access (lead access can be chosen from the staff page) – they will be able to review timesheets of other project members.