Project Views

The Project screen offers three views from which you may enter and modify project data. Click the Views button to open the list and choose the option best suited to your setup.

The Limited Project view allows you to do basic project setup with minimal data and time involved. The Default Project view allows you to do all project setup with the exception of Billing information. The Extended Project view allows you to access all available data elements used to define a project. The Project screen is further divided into a series of tabs made accessible in the views.

Simple

The Simple view provides basic data setup and limited access to the components of a project. In this view you have access only to a subset of general information and pricing. You may also define tasks.

Default

The Default view allows you access to all available data elements that define a project with the exception of Billing information.

Extended

The Extended view allows you access to all available data elements that define a project.