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When creating new resources and new users, this format is used to auto-populate their default display name. Afterwards you can change the display name to be anything you want. Changes here will not affect existing users and resources in the system, only new ones.

After making an edit here you will need to logout and then log in.

• {0} - First Name
• {1} - Middle Name
• {2} - Last Name

Tom Sherman

{0} {2}

• {0} - Resource Name
• {1} - Role Name
• {2} - Title Name

{1} ({0}) - {2}

• {0} - Role Name
• {1} - Title Name

There is a certain situation called a "double hop" where the amount incurred on an expense will not match the amount invoiced. Or in layman's terms, the receipt says $10, but the client is billed $10.05 due to FX conversions. In most contracts the client is expected to absorb the cost of these FX conversions between when an expense is incurred and an expense is invoiced. By ticking this setting you force the expensed amount to equal the invoiced amount and your company will absorb the cost of FX conversions. Please see the FX Rates, Expenses, Invoicing, and Reports article for more information.

When a project has Detailed Task Management enabled, resources are typically allowed to provide feedback through time entry on their task progress. This automatically updates your DTM plan based on resource feedback. For example, a task may be expected to take 10 hours. However, the resource reports through time entry that it will take them 12 hours.

With this setting off the resource cannot provide feedback on their progress through time entry.

A resource can subscribe to their Projector Calendar so that they can view it in applications like Outlook, iCal, or Google Calendar.

With this setting off the resource will not have access to their calendar through other applications.

This should almost always be off. If you turn it on, then a new option is presented in the QuickBooks and Dynamics GP accounting interfaces called Force the date of each transaction to fall within its accounting period. That option allows you to force transactions out of their natural Projector accounting period and to instead use date of synchronization as the accounting period. If you do this, Projector and your accounting system could be out of sync.

If you believe you have a legitimate reason for enabling this option, please contact the Projector Support desk to confirm.

It's often best to model Fixed Price cost contracts as Not to Exceed or to simply combine cost into your time contract. The reasons behind this logic are covered in How to clear deferred revenue on fixed price cost contracts.

When enabled, any unscheduled system revenue for a CLI falls on the "Revenue will be earned by date". When not enabled unscheduled revenue falls on the Actuals Cutoff Date of the report or dashboard.

For clients who use Projector for resource scheduling, this setting should most likely be turned off. The default is for this setting to be turned off.

For clients who are not using Projector for resource scheduling, this setting should most likely be turned on, and the revenue earned by date should reflect the expected end date of the of the underlying project(s).

When creating new resources, the new resource's location will default to either Blank or the Location of Creator as defined by the account setting for Default Location for New Resource.

The default setting is to initialize the new resource's location to the location of the user creating the resource. This works well when the new resource and the administrative user typically creating resources share a common location. If your administrative users are not sharing a location, setting the default to blank ensures that the creator must explicitly select a value rather than going with the default and potentially locating the new resource in the wrong location. Location impacts a resource's normal working schedule, holidays, and mileage rates.