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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
You may also save a matter/project phase as a template for future use. Click on the name of the phase and then “Save as Phase Template”
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 Matters to a Timekeeper by going to the Timekeepers profile and selecting the Matters.
Go to Account>Timekeeper (professionals, staff) select Timekeeper, go to Matters Tab. Quickly assign Timekeeper to specific matters.
The Calendar tab can be used to define the project specific events. Different users can be assigned permissions over the events. To do so:
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 your client for the matter, give it a name and assign a responsible professional, if you choose. You can also choose to consolidate the matter/project.
Once you have created a matter, you will see a variety of tabs that allow you thoroughly set up and customize your matter or project.
To view existing matters or projects, click on the Clients tab in the main navigation and then choose Clients & Matters/Projects. Search for the matter either by the matter/project name or the name of the client. You may also scroll through the list of clients and their matters/projects.
*Note you can only delete matters/projects that have no records in the system
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 will be given to Timekeepers.
After creating the role for a timekeeper, you will assign the roles to specific Timekeepers in their profile.
Go to Accounts>Professionals (Timekeepers, staff, etc) and click on the individual Timekeepers name and go to Matters tab. Select the Client-Matter and a “role” box will appear allowing you to select the plan role. Enter the cost/rate.
Assign the plan tasks and click Assign.
Note* Plan roles and project plan tasks must be created first before you can assign Timekeepers roles, tasks and cost/rates.
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:
Clicking the Save button results in revealing the View Plan button.
To create a project:
Note: New project can also be created by drilling into a client and going to the Projects tab
Note: The Assignments tab is available only when the project has a plan. The Calendar tab is available only for calendar enabled fields.