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Libbpatt
Level 2

projects

I would like to set up projects in Enterprise.  I see instructions for Online, but not Desktop.  Is it available, and if so, how to I get to it?  

3 Comments 3
BigRedConsulting
Community Champion

projects

When using Desktop, I think the equivalent functionality uses "Jobs", which are sub-customers.  Add a Job by right-clicking a customer in the customer center and then selecting Add Job.

Libbpatt
Level 2

projects

Not exactly what I was looking for.  I need to keep track of costs for a specfic effort - research projects, etc. - which would all roll up into one class.  Is that possible?  

BigRedConsulting
Community Champion

projects

Yes, you can uses classes and then create reports filtered for one or more classes.

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