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Working with Projects
Defining Project Goals
Last Updated: January 5, 2026Entering 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 goals are simply a long text, there is...
Closing a Project
Last Updated: January 5, 2026How 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 highlighted in the screen shot above. This closes or marks as 100% complete...
Deleting a Project
Last Updated: January 5, 2026Deleting 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 then click “Mark As Deleted”. Effect of Deleting...
Internal vs. Billable Projects
Last Updated: January 5, 2026Internal 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 as internal projects. While internal costs may have...
What is a Work Breakdown Structure?
Last Updated: January 5, 2026A 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 the project first broken down into major elements or components,...