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Working with Projects
Defining Project Goals
Last Updated: June 3, 2025Outlines project goals and how to edit them Entering Project Goals When creating or editing a project (Tasks > Projects > select project) click on the “KEY INFO” tab and enter your project goals in the text box highlighted. Project...
Closing a Project
Last Updated: June 3, 2025Explains how to close a project and the impact of closing a project How to Close a Project To close a project click on the more button in project toolbar and select the option “Close Project” from the menu, as...
Deleting a Project
Last Updated: June 3, 2025This article explains how to delete a project Deleting a Project after Opening After opening your project click on the “more” toolbar button in the upper right corner of the main panel, and select the “Delete” menu option (highlighted) and...
Internal vs. Billable Projects
Last Updated: June 3, 2025Explains the difference between internal vs. billable projects Internal Projects Internal projects are used for work done inside the company to make improvements that are not funded by an external client. Investments, system upgrades, and operations/overheads would all normally count...
What is a Work Breakdown Structure?
Last Updated: June 3, 2025Explains what a work breakdown structure or WBS is (conceptual) A Work Breakdown Structure (WBS) is a method for breaking down a large project into separate components or elements for estimating, costing, and collecting revenues. It is typically hierarchical, with...