How Do I Apply Project Control?

See Also

To apply project control:

 

  1. Open Project Control screen from the Management menu .

  2. Enter or select a Project ID from the list.

  3. Click Assign to open a panel of options. Select the Employee option.

  4. Select the Assign box for the desired employees on the grid. You can filter this list using any of the Show options in the Assign panel.

  5. Review or change the Classification for the employee. BillQuick Online can use it while recording time and expense entries.

  6. Repeat these steps for Activity or Expense by selecting the appropriate option.

  7. Click Copy To to copy these project control settings to another project or a group of projects.

    Click the Reassign Employee link to replace an employee assigned to a project with another employee. This might happen when an employee becomes unavailable for work and re-assignment is required.

  8. When you have finished, click Save.

  9. To un-assign an inactive item to a project, select the check box ‘Show only Assigned’ and clear the check box Show Active. It displays active as well as inactive items previously assigned to a project.