Users with the Account Administrator permission can edit projects in the Projects section of the Admin area.
To make changes to existing projects, follow the steps below:
1. Click the Account Name > Admin.
2. In the Account Setup section, click the Projects subheading.
3. Click the Edit icon next to the project you want to edit, or click the three dots icon and select Edit from the drop-down.
4. In the Details tab, edit the project details as required.
Project Name - change the project name, this will be what users will see when selecting a project.
Description (optional) - edit or add the project description, the user can see this when 'View Projects' is clicked when selecting a project.
Reference (optional) - edit or add a reference for the project. This is typically the reference or code that can be used to map to your accounting package.
Active - tick the checkbox to make the project visible to your users. Where the checkbox is unticked, the project will be marked as inactive and will be hidden from your users.
Note: You can still report on inactive projects.
5. In the Billable tab, adjust the Billable conditions for the project.
Billable - adjust whether the project is billable or not.
Categories - select if you'd like the project to only be billable when a certain category is selected by clicking the collapsible menu, then tick or untick the checkboxes next to the relevant categories.
Note: The project Billable option must be set to 'Depends on Category' when selecting categories.
6. In the Applies to tab, edit the expense types the project should be applied to by ticking the corresponding checkboxes.
Note: If you have the Invoicing module, tick the 'Invoicing' checkbox to make the category available in the Invoicing module.
7. In the Approval tab, edit the approval flow assigned to the project when utilising project level approval flows.
Note:
Project-level approval flows take priority over department-level approval flows and user-level approval flows.
You must have already created the approval flow in order to assign this to the project.
8. In the Visibility tab, expand the collapsible headings and tick or untick the checkboxes to adjust which departments, user groups and users can select the project.
9. Click Update to save the changes.