Gain more control of your projects with the new extended project header. To access, click on more on the upper right hand side of the project header to see tabs for General Information (Goals, Location & Phases), Project Resources, Schedule & Progress, Service Rates, Financials, Comments, Attachments and History. Extended project header includes:

• Project financials are based on rolling up task planned and actual hours, remaining / forecast hours, costs, and revenues and invoiced amounts.
• Track one or more customer purchase orders and customer PO funds / funds remaining (not yet invoiced).
• Recognized revenue can be automatically calculated via a variety of revenue recognition methodologies or manually adjusted
• Not only can you implement project specific rates but now you can implement project specific rate codes. Need to bill your time as a partner on one project but as an engineer on another? Not a problem with project specific billing rate codes. Of course if you don’t put in a project specific billing rate code then the billing rate defined in the employee’s compensation tab still applies, as before. Please remember that rates are valid from a certain date and priced based on a pricing unit such as hours or items delivered.

We have enabled quicker opening speeds for tasks by creating an extra menu item in the standard delivered menu under “Tasks” called ‘Create Task’. You should still manage, track and edit your tasks using either Projects or My Task