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Project Display Settings

Updated

Overview

The Project Display settings in BQE CORE allow you to configure how projects, phases, and breadcrumbs are labeled and formatted throughout CORE and on client-facing documents such as invoices, statements, and retainers. You can customize the display format by combining project and phase fields and adding separators to create meaningful naming conventions for your company.

By default, the same display format is used throughout CORE and on client-facing documents. However, you can choose to configure a separate display format for invoice PDFs, statements, retainers, and other client-facing documents under the On Invoices and Statement PDFs section.

Note: Changes made to the Project Display settings affect only how projects and phases are displayed and do not change the underlying project data.

Field Descriptions

How To

Configure Project Display Settings

Field Descriptions

Field Name Field Description
Settings > Projects > Project Display >
Within CORE
Projects

You can set the format in which the project names are displayed in CORE screens, reports and drop-down lists. You can add or remove various fields and add separators to set the naming format and order. CORE lets you choose the display name for Projects and Project Phase. While setting the naming format, you can preview it in real-time.

Example: For Projects, you can select Client ID - Project ID - Project Name as the display name. For Project Phase, you can select Root Project ID - Parent ID - Phase ID- Phase Name. The default format is [Text] [Separator] [Text].
Project Phase Specifies how project phases are displayed throughout CORE, including screens, drop-down lists, and reports. You can combine project and phase fields, add separators, and arrange them in the desired order. A preview is displayed as you make changes.
Project Breadcrumb

You can customize the breadcrumb layout and appearance for the Projects screen using the drop-down lists that represent both the projects and their phases.

In the first drop-down list (representing the root projects), you can select any of the following:

  • Root Project ID + Root Project Name (default)
  • Root Project ID
  • Root Project Name

Additionally, there are more drop-down from which you can choose how the phases display:

  • Phase ID
  • Phase Name

Note: The Project Breadcrumb setting applies only to project screens within CORE and is not used on client-facing documents.
On Invoices and Statement PDFs
Use same Project Display settings, as for Within Core When checked, CORE applies the Within CORE display format to client-facing documents, including invoice PDFs, statements, and retainers. When unchecked, the Projects and Project Phase fields below become available and you can configure a separate display format for client-facing documents.
Projects Specifies how project names are displayed on invoice PDFs, statements, retainers, and other client-facing documents. You can add or remove project fields and separators to define the display format and order. A preview is displayed as you make changes. This field is available only when Use same Project Display settings, as for Within Core is unchecked.
Project Phase Specifies how project phases are displayed on invoice PDFs, statements, retainers, and other client-facing documents. You can combine project and phase fields, add separators, and arrange them in the desired order. A preview is displayed as you make changes. This field is available only when Use same Project Display settings, as for Within Core is unchecked.

Configure Project Display Settings

To configure project display settings, follow these steps:

  1. Open the Settings screen from the side menu.

  2. Click Projects > Project Display.
  3. On the Within CORE panel, configure the display format for Projects, Project Phase, and Project Breadcrumb as needed. Check Field Descriptions above for details.
  4. Under On Invoices and Statement PDFs, do one of the following:
    • Check Use same Project Display settings as for Within Core to apply the same display format to client-facing documents.
    • Uncheck Use same Project Display settings, as for Within Core, to configure a separate display format for invoice PDFs, statements, retainers, and other client-facing documents. Set the display format for Projects and Project Phase as needed.
  5. Review the preview displayed for each setting to confirm the format before saving.
  6. Click Save.

Note: Custom invoice templates are not affected by the display settings configured under On Invoices and Statement PDFs.

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