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It is typical to have some projects in your installation that are ongoing. For example a G&A project to record non-billable employee time. Projector recommends that you use year long engagements to track these projects. By creating a new engagement for each year you will optimize performance editing projects and running reports. Your employees will also be happy when they do not need to scroll through five years of scheduling data to get to the most recent month! |
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When creating your new engagements you will probably want to make use of |
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the clone project feature. These steps should work for most customers.
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If you are breaking up an existing G&A project |
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, you may want to make multiple new engagements, defined by year, and then transfer time in bulk to the appropriate engagement. |