How do I customize conversion in projects app?

Updated on September 13, 2016 01:01am by Admin

If the project gets approved by customer or tasks gets completed, then you can convert the project into invoice or timesheet. Based on your requirement, you can move this project into next level. For this configuration you need to enable the conversion option as shown in below steps.

Steps to customize conversion

  1. Log in and access Projects app from your universal navigation menu bar.
    Projects
  2. Click on “More icon and select “Settings located at the app header bar.
    Settings
  3. Click on “Conversion” from the left navigation panel.
    Conversion
  4. You can view “Conversion” as listed below:
    • Timesheet
    • Invoice
  5. By default, all associated information will be in “Toggle ON” status.
  6. You can “Toggle OFF” associated information by clicking on “ON” button. For Instance, Here we are hiding “Time Sheets” in conversion dashboard.
    Timesheet disable
  7. Go to the homepage and view a project, you cannot view “Time Sheets” tab (Due to Hide) as shown below:
    Generate Invoice

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