How do I add a new project?
I added a Project recently, and it isn't showing up in my list of Projects
Ensure Project is marked as 'Active'? Check by searching the Project name, then open the profile to make sure the 'Active' box is checked.
How do I upload a Project Document?
To add a Project Document, hover over the 'Project' Tab and click on 'List Projects' from the drop down list. This brings up the Project List Window. Click the Edit Project Details Button and Scroll to the bottom of the window and locate the Add an Attachment Link in the Additional Information Section of the page.
How do I determine the project type?
The following is a list of project types:
Cost: The customer pays all costs associated with a project.
Overhead: A cost or expense (such as for administration, rent, etc.) that relates to an operation or the company as a whole, does not become an integral part of products, and cannot be applied or traced to any specific unit of output. Overheads are indirect costs.
G & A: General and administrative, money spent on operating a business (rent, salaries, etc.) that is not directly associated with a deliverable.