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Core Help Center

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Recent activity by Core Help Center
  • How can I batch update rates in Reviewer?

    There is no Batch Update feature in the Time and Expense Reviewer screen in Core. However, it does have the Actions > Update Rates option, which updates the rates of the selected entries in one go....

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  • Is there a way to create multiple time entries from to-dos?

    Sometimes a To-Do item can span several days. Besides creating time entries when the To-Do is 100% completed, whenever you change its percent complete value, Core gives you an opportunity to make a...

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  • How can I change non-billable time entries to billable in bulk?

    You can use the Batch Update feature in the Time Entries screen to make bulk changes to time entries, including their billable status. Check the Core Help for details.

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  • How can I reorder my project phases?

    You can place your project phases in any order you want. You can do so by selecting the main or parent project in the Projects screen and then going to its detail view Structure tab. All its phases...

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  • Is there a way to remove project rules in a batch?

    Yes, you can do that by going to Projects > Actions > Batch Update to make batch changes to the projects. When you update parent projects for rules, Core prompts you to implement the changes to the...

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  • Is it possible to have inactive phases within active projects?

    Yes, it is possible to have active/inactive or any other project status for a phase, irrespective of what the main or parent project has. You can go into each phase record detail and change the Sta...

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  • How to prevent project manager from seeing costs?

    In Core, there are security permissions to hide cost rates throughout the application. You can set the desired security profile and then assign it to the relevant employees (users). Each Core scree...

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  • Are all the users of my current application migrated to Core?

    Although all your employee data is migrated to Core, only the Owner account is able to log in to the migrated company file. However, the Owner can add other users to Core from the Manage Users scre...

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  • Can I view my payment details?

    The Core account owner can log in to view the Manage Subscriptions screen and check the billing information. All the invoices and payments posted to this account are listed there. Check the Core He...

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  • How do I delete my account?

    To delete your account, log into Core and go to your company menu. Select Account > Manage Subscriptions and then cancel your subscription from there. Check the Core Help for details.

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