How do I view projects by billing method?

Updated on September 13, 2016 02:44am by Admin

In order to view projects by billing method you need to configure “Left panel views” settings in order to show “Billing method” in the projects home dashboard.

Steps to view projects by billing methods

  1. Log in and access "Projects App" from your "universal navigation" menu bar.
  2. Click on “By Billing Method” under "Lists" and select a billing method from the left navigation panel. For instance: Project Flat Fee
    by billing method
  3. You can view all projects under flat fee method as above.
  4. Select project check boxes to perform bulk actions.
    bulkaction billingmethod
  5. Click on “More Details icon to overview project information.
  6. You can also “Delete” projects from the dashboard.

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