Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

In the general section you will find settings that are related to different parts of the Project module. 

There are settings specific to related functions, which are in the same settings menu.

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

Additional fields

Invoicing

Hide the following invoice policies

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