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Project Management

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  • How do I add a new Project?
  • Can I move a project from one client to another?
  • How to Permanently Delete a Project
  • Project Billing Methods?
  • How do I add a contact for a project?
  • Can I make a Project Non-Billable?
  • Client Level Email on Invoice for a Project
  • Can I change the invoice Attn or address per project?
  • Can I assign a project to multiple clients?
  • Documents
  • I bill each of my projects separately under my client, how do I do this?
  • Can I add scheduled entries from the project?
  • Does the user have to be assigned or subscribed to a project in order to be able to add time?
  • Can I allow a user to only see certain projects under a client instead of all of them?
  • Can I change the creation date of a project?
  • What is Payment Due Upon and how do I use it?
  • Can I customize the Project Management screen?
  • How do I apply due dates to projects?
  • My project balance is not the same as my client balance.
  • A project with billable entries says billable amount is $0.00. Why?
  • What is the Project Mnemonic?
  • How do I make a non-project or non-case related entries?
  • What is a Subscriber? How can I Unsubscribe?
  • Can I save documents on the Project and open and save them anytime?
  • Can I change a project ID?
  • How do I close a project?
  • How do I find closed Projects to re-open them?
  • I want to delete a project (or case/matter) but I don't see the "Delete" button in the Project Details.
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