Project Management
- 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.
