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These are genereal settings in the project module.

Restrictions:

Here its possible to limit which actions that should be available in the ACTION button on the project object page.

  • Edit project
  • Assign tasks
  • Create task
  • Create appointment
  • Quickedit
  • To pool
  • Transfer to quotation
  • Print
  • SMS
  • To template
  • Copy
  • Save as PDF
  • Apply update filter

For customers with vast amounts of data:

Unknown

Additional fields:

Quickedit fields:

  • Status
  • Responsible
  • Team
  • Note

Invoicing:

Here you hide the following invoice policies, so they aren't available when creating or editing projects.
Hours/products

  • Fixed price
  • Fixed price (except products)
  • Per planned visit
  • Per planned visit (max 1 pr. day)
  • Per real visit
  • Per real visit (max 1 pr. day)
  • No charge
  • No charge (except products)
  • No labels