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Project Management
Project Management
Get Started
Managing Note Types
Clients
Who is a client
Can a project belong to more than one client?
How to find a specific Client and go to its Details page
Filters on the Client List page
Projects
Getting started with projects
Projects - what are they?
Adding your first Project
The 5 Views of a project
What are Service Types / Work Types
How can I create an Internal Project?
Who is a Project Manager, and what do they do
How to find a specific Project and go to its Details page
The Project List Page
Filters on the Project List page
Where do I add a new project?
The use of project notes to add more detail to a project
Cloning a Project
5 ways to calculate Project % completed
Deleting and Archiving a Project
How can I restore or un-archive a project?
Understanding Project Tags and Managing Them
FAQ
Can a project belong to more than one client?
Is it possible for a project to have more than one project manager?
Tasks
Creating Tasks
Task Priorities: What are they?
The four roles of a task: Owner, Assignee, Collaborator, and Follower
Introducing ProjectToolBelt Boards
How to duplicate or clone a task
How to mark a task as completed
Task Notes
How is a Task's progress calculated?
Sub Tasks / Summary Tasks / Roll Up Tasks
Introduction to Sub Tasks
Managing Tasks in Table View
Managing Tasks in the Board View
Using Subtasks in the Board View
5 ways to calculate Summary task % completed
How to convert a Subtask into a Regular Task
How do the attributes of subtasks combine in summary tasks?
Budgets
What is a Budget in Projects?
What are the Start Date and End date of a Project Budget?
What is the difference between the Billable Rate and Labor Rate in ProjectToolBelt?
Expenses
How to Enable Expense Tracking at the Task Level
Can I add an expense to a task?
How to prevent users from adding expenses to specific Projects and Tasks
Billing
How to set up a project for billing
Understanding the Difference Between Fixed Amount and Based on Billing Schedule Billing Methods
How to assign billing rates and Labor costs to team members
Invoicing
Multicurrency handling when creating invoices
Custom Fields
A Quick Introduction to Custom Fields
Custom Field Types
Number Custom Field
Date Custom Field
Single line Custom Field
Multiple line Custom Field
Website / URL Custom Field
Multiple Choice Checkboxes Custom Field
Roles and Permissions
How can I give permission to a person to create customers?
Is it possible to allow an employee to create tasks for all projects?
Would it be possible for me to permit an employee to create Projects for all customers?
Can I permit an employee to view the information on all Projects of all customers?
Our Projects are location or department-based; how can I give permission only for projects of a particular location?
Multi Currencies
How to set the currencies for a Client
How does Multicurrency Work in Projects
How to set a currency for your project
How to handle project Expenses in Multiple Currencies
Project Resources
What Is an Unnamed Resource or Placeholder in Project Management, and Why Do We Need Them?
How to assign a Unnamed Resource (placeholder) to a project
Financials
How ProjectToolBelt Calculates Earned Revenue
What is the difference between Earned and Invoiced Revenue, and how are they calculated?
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