Projects and Phases (PSX)

4 articlesAvailable forPSX

(PSX) Creating Projects

Learn how you can create a Project manually, by using Project Categories, or from a Project Template.

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(PSX) Adding & Editing Project Phases

Projects can go from simple to complex depending on the services or number of hours required. See how to add and edit phases.

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(PSX) Time Codes

Understanding and tracking your team’s time is an essential aspect of professional services companies. Create Time Codes and define what parts of your projects should contribute to billable or productive time.

Available forPSX

(PSX) Precursive Project Milestones

It’s good to know how your project is progressing, and it’s even better if you can link it to payments and revenue. This is what project milestones are about. Learn how to set them up and take your project planning to the next level.

Available forPSX