Project Insight user, team members, project managers, administrators, clients, partners, sub-contractors
- Learn how to add time and expense codes for quality reporting
- Understand the different settings available
The Time, Expense and Invoice options control how functionality for time, expenses and invoicing works.
If your team members are going to track time and expenses, then you need to enter time settings, expense settings and time and expense codes.
If you are managing invoicing data in Project Insight, then you need to enter invoice settings, set invoice classifications, representatives and terms.