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When creating your new engagements you will probably want to make use of the clone project feature. These steps should work for most customers.
If you are breaking up an existing G&A project, you may want to make multiple new engagements, defined by year, and then transfer time in bulk to the appropriate engagement. |
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Although Projector can "lazy load" projects, we still recommend yearly engagements as opposed to yearly projects. Reason being, some calculations are still engagement wide. If you need to link engagements together for reporting purposes, consider grouping them together via UDF, engagement type, client, etc. |