Fresh Projects

00:00: The naming of the project, its stages and the structuring thereof can be managed by

00:04: the Project Manager to ensure that the setup of the project suits the internal as

00:08: well as external processes.

00:11: This is best done in the beginning of the project before any costs have been

00:15: assigned to it.

00:17: Open up your project,

00:19: and click on the three dots

00:22: Click "Project Structure"

00:25: Once here,

00:26: you can make any necessary changes to the Project Name and Project Code as well as

00:30: enter any additional Notes and a Project Description.

00:34: Groups allow you to categorise sub-projects into different classes.

00:39: This feature can be Enabled or Disabled, depending on the project structure required.

00:45: When enabled, you will be asked to enter the names of the required groups.

00:52: Under the Breakdown,

00:53: you will be able to make any changes to the names of the groups and sub-projects as

00:57: well as add any new ones.

01:00: Any notes for that sub-projects can be added in the text-entry box beneath Description.

01:04: description.

01:07: To hide a sub-project from employees when capturing their Timesheets or Expenses,

01:11: click on the padlock icon.

01:14: To block a sub-project from invoicing,

01:17: click on the key icon.

01:20: To make notes mandatory for this sub-project when staff members capture it in their

01:24: timesheets,

01:25: click on the page icon.

01:28: To hide a sub-project from invoicing,

01:30: click on the invoice icon.

01:33: To set a sub-project to a Zero billing rate , click on the strikethrough icon

01:39: To mark a sub-project as an External Pass Through Cost,

01:42: click on the sub-consultant icon.

01:46: To delete a stage,

01:47: click on the bin icon.

01:50: Click "Save" to save all changes made to your Project Structure

01:55: To save this project structure as a template to use on further projects choose "Save

01:59: as Template"

02:02: You have now successfully edited your Project Structure.