Creating a Project/Matter

To create a project: Click the Clients tab such that it defaults to Clients & Projects link which shows any existing clients and projects   Click the Create New Project link   Note: New project can also be created by drilling into a client and going to the Projects tab Read more

Delete a Project/Matter/Case

Note: You cannot delete a project/matter/case unless all linked transactions have been deleted. To delete a project/matter/case: Click the Clients tab Search for the desired project/matter Drill into the project/matter Click the Delete This Matter link such that after delete confirmation

Client – Matter/Projects

To create a new matter/project, click on the Clients tab in the main navigation and then choose Clients & Matters/Projects. All the matters/projects of a client are listed here and can be marked as consolidated. Click the New Matter button in the upper right corner to create a new matter/project Choose Read more

Client & Project Account Groups

To create/edit/delete a Bill and Payment account group, go to Clients>>Settings>>Account Groups as a firm admin. *Note the Account Groups are used for the integration with AccountEdge.  

Enabling Matter or Project Plan

The Enable Matter or Project Plan option is found in Clients>>Clients & Matters/Projects>><Some_Matter/Project>>>Budget tab. Enabling this option reveals two more check boxes: Task Required on Time and Expense Entry? Timekeeper Assignment Required? Clicking the Save button results in revealing the View Plan button.   Specify a Billing Arrangement option such as Read more

Matter or Project Plans

Matter/Project plans can only be created for firms that have the Enable Matter Plan? check box enabled in the Clients>>Clients & Matters/Projects>><Some Matter/Project Name>>>Budget tab Plan can be created by clicking the View Plan button such that a plan’s outline view is launched: Click the New Phase to create a new Read more

Project – Assignments

You can assign Timekeepers to specific Matters/Projects so that they cannot see all the other Matters/Projects for your firm. Follow the steps to restrict their access: Select Staff under the Account tab (Note: you may see the term Professionals rather than Staff here, depending on the type of TimeSolv account you Read more

Project – Calendar

The Calendar tab can be used to define the project specific events. Different users can be assigned permissions over the events. To do so: Click in the desired date cell such that the New Calendar Event form gets launched Events are defined on the Calendar Event tab Users can be Read more

Project – Contacts

Project specific contacts are define here:   Click the Edit link to view or edit the contact Click the New Contact link to create a new contact Click the Associations link to create associations with other projects      

Project – Notes

Project specific notes can be entered here: Enter some text in the Note edit field and click the Save button to create a new note Click the Edit link to edit the note Click the Delete link to delete the note

Project – Plan Role Assignments

Timekeepers are assigned specific plan roles; their cost and rates get populated depending upon their role. Both the timekeeper cost and rate are editable if the firm user has rights to edit them. These timekeepers can then be assigned to plan tasks. Go to Clients>Settings>Plan Roles  Create plan roles that Read more

Project Budget

In project budget, user can view and set hours, fees, expenses and bill and can limit them from exceeding.   Clients and project > Project details > Budget