Setting Up Project Management
The steps below can help you get started using Project Management:
To set up Project Management:
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Enable the Project Management feature, and if necessary, the Advanced Billing feature.
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Optionally set up Auto-Generated Numbering for projects.
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Optionally choose to restrict time entry by only resources assigned to the project.
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Optionally set up items to automatically create projects.
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Set up new project records to track projects.
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Set up project task records to track tasks for each project.