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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
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 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
Assign Timekeepers to specific Matters/Projects. Go to Clients>Settings, select access assigned matters only to activate the assignments tab under the Matter/Project. After turning on the Matters setting, drill into the Matter Details, click on Assignments tab. Select the Timekeeper/Professional assigned to that matter. Note * You can also assign Read more
Project specific invoice settings are defined here:
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
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
The date of the prior balance entry can be altered by deleting the previous balance entry and re-entering. Note: You will receive an error when trying to delete the balance if it is tied with records in TimeSolv.
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.
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
Project’s general settings are set here:
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
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
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