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Editing/deleting expenses
How do I edit/delete expenses? Note To access financial information, you must have the "Access billing information" global permission in your access level. Note To be able to edit planned or...
Editing/deleting payments
How do I edit/delete payments? Note To access financial information, you must have the "Access billing information" global permission in your access level. To edit or delete a payment: Hover...
Project expense permissions
Availability Overview Any access level comes with permissions for adding and/or editing expenses in both member and non-member project permissions, i.e. for projects where the user is a me...
Export expenses to CSV
Overview Note To be able to export expenses the minimum requirements are the "Access billing information" global permission and the ability to view them on the project or activity level. See Exp...
Export payments to CSV
Overview Note To be able to export payments, the minimum requirements are the "Access billing information" global permission. The Payments tab in the project financials module comes with exp...
Project templates
Availability Overview You can build projects from built-in templates as well as ones that you can create from some "typical" projects that are used regularly and save in advance. The pro...
Template status
Availability Overview Project statuses include a very useful status — Template. As the name suggests, it is assigned to projects that are to be used as a template, or a model, to create pr...
Creating projects based on templates
Availability Overview You can use projects as templates for quickly creating new projects with activities. A special status, Template, is used for this purpose. When you create a project f...
Duplicating projects
AvailabilityOverviewDuplication is one of the batch operations available for projects.A project is duplicated with all its activities. NoteYou cannot duplicate a project from one space into another...
Project health
Availability Important The project health is calculated independently of the health of its activities. Refer to this article to learn how activity health is calculated. Overview In te...