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Projects

  • Where can I set Core to create automatic project notes?
  • Can we create projects that we haven't won yet?
  • Can we update the billing contact and invoice templates of phases to that of parent project?
  • Why are employee pay rates pulled into overhead project?
  • How to handle ongoing projects to Core?
  • Why can't I edit the Forecasting values?
  • Can I clone project phase as a phase of another project?
  • Can I assign two project managers to a project?
  • Can I change the parent project of phases?
  • Does assigning groups to parent projects automatically assign it to their phases?
  • Why does my Project Performance show incorrect profitability?
  • Can I extend the project address section?
  • Do I need to create fee schedules for each phase of a project?
  • Can I prevent time entries on a project?
  • What values show under Other Tasks in Forecasting?
  • How to prevent time and expenses on projects that reach contract amount?
  • Can I bill consultation work without setting up projects?
  • Does applying project assignment to parent project apply to phases as well?
  • Why can't I assign budgets to projects?
  • Why is budget displaying incorrect charge amount?
  • Can I filter Projects screen by custom fields?
  • Can I create fee schedules based on job titles?
  • How can I see which projects a fee schedule is assigned to?
  • How do I assign fee schedules to projects?
  • Do I need to include contract amount for fixed fee projects?
  • Can I add phases from project templates to existing projects?
  • What is the easiest way to determine the project costs?
  • Can we change contract type during the life of projects?
  • How can I create estimates as PDFs?
  • How can I remove project memos from invoices?
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