Moha: Created page with "

Details and Settings tab

Here you can type a name and description for the project and assign a Project Manager. File:Project_Details.jpg

Totals tab

At..."

2011-06-11T02:20:36Z

Created page with "<h3>Details and Settings tab</h3> Here you can type a name and description for the project and assign a Project Manager. File:Project_Details.jpg <h3>Totals tab</h3> At..."

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<h3>Details and Settings tab</h3>

Here you can type a name and description for the project and assign a Project Manager.

[[File:Project_Details.jpg]]

<h3>Totals tab</h3>

At a glance you can view the charges, costs and profits based on the orders linked to the project.

<h3>Included Installation Orders tab</h3>

This tab will show you all Install Orders linked to the project.

[[File:IncludedInstallation.jpg]]

{| class="MsoTableGrid" style="border-collapse: collapse; border: medium none"
| style="width: 62.75pt; padding: 0in 5.4pt" width="84" valign="top" |
'''Add'''
| style="width: 245.2pt; padding: 0in 5.4pt" width="327" valign="top" |
Click to select an Install order to add to the project.
|- style="height: 24.75pt"
| style="width: 62.75pt; padding: 0in 5.4pt; height: 24.75pt" width="84" valign="top" |
'''Edit'''
| style="width: 245.2pt; padding: 0in 5.4pt; height: 24.75pt" width="327" valign="top" |
Select an order and click Edit to jump to the order in the Install module.
|-
| style="width: 62.75pt; padding: 0in 5.4pt" width="84" valign="top" |
'''Remove'''
| style="width: 245.2pt; padding: 0in 5.4pt" width="327" valign="top" |
Remove an order from the project.
|-
| style="width: 62.75pt; padding: 0in 5.4pt" width="84" valign="top" |
'''Quick View'''
| style="width: 245.2pt; padding: 0in 5.4pt" width="327" valign="top" |
Select an order and click Quick View to open the order in a new window.
|}

View by status – select Open, Closed, Invoiced or All on the right.

[[File:byStatus.jpg]]

<h3>Included Invoices tab</h3>

This tab will show you all invoices for the linked service or install orders.

{| class="MsoTableGrid" style="border-collapse: collapse; border: medium none"
| style="width: 0.95in; padding: 0in 5.4pt" width="91" valign="top" |
'''Add'''
| style="width: 4.75in; padding: 0in 5.4pt" width="456" valign="top" |
Click to select an invoice to add to the project.
| style="border: medium none; padding: 0in" colspan="2" width="60" |

|-
| style="width: 0.95in; padding: 0in 5.4pt" width="91" valign="top" |
'''Edit'''
| style="width: 373.5pt; padding: 0in 5.4pt" colspan="2" width="498" valign="top" |
Select an invoice and click Edit to jump to the invoice in the Invoicing module.
| style="border: medium none; padding: 0in" width="18" |

|-
| style="width: 0.95in; padding: 0in 5.4pt" width="91" valign="top" |
'''Remove'''
| style="width: 387pt; padding: 0in 5.4pt" colspan="3" width="516" valign="top" |
Remove an invoice from the project.
|-
| style="width: 0.95in; padding: 0in 5.4pt" width="91" valign="top" |
'''Quick View'''
| style="width: 387pt; padding: 0in 5.4pt" colspan="3" width="516" valign="top" |
Select an invoice and click Quick View to open the invoice in a new window.
|-
| style="border: medium none" width="91" |
| style="border: medium none" width="456" |
| style="border: medium none" width="42" |
| style="border: medium none" width="18" |
|}

View by Invoice Status – select Open, Closed or All on the right.

[[File:byStatus.jpg]]

Project Tab Overview - Revision history

Moha: Created page with "

Details and Settings tab

Totals tab