How To Guide

The How To Guide provides easy to understand introductions to specific features of Projector.

• Scheduling
  • Scheduling Overview
  • Requesting Resources
  • Booking Resources
  • Role and Resource Browser Workflow MP
• Enterprise Configuration
• Time and Expense Approval
  • Configure Clients to Approve Time
  • Client Time Approval Tutorial
  • Configure Clients to Approve Expenses
  • Client Expense Approval Tutorial
  • Configure Expense Approval
  • Configure Time Approval
• Invoicing How To
  • Create Invoice / Credit Memo
  • Edit Invoice
  • Approve Invoice
  • Preview / Re-Render Invoice
    • Template Editor
      • Third Party Template Editor Help
      • Template Field Lists
    • Invoice Template Manager
    • Invoice Template Examples
    • Legacy Invoice Template Examples
  • Issue Invoice / Credit Memo
  • Mark Invoice Paid / Unpaid
  • Void / Delete Invoice
• Budgets, Tracking, and Alerts
• Accounting Integration
  • Accounting Integration Overview
  • Projector Accounting Transactions
  • Configuring the Accounting System Integration
  • Managing Accounting Transactions
  • Synchronizing Projector with Accounting Systems
  • Accounting Period Close Process
  • Account Mappings
  • Account Mappings Revcorp
  • Cost Center Mapping to QuickBooks
• Workflow Management System User Guide
• Rate Management
  • Rate Management Key Concepts
  • Analyzing Profitability
  • Managing Rates
• Delegated Authentication Implementation Guide
• Measuring Utilization
  • Measuring Utilization - Variance Report
  • Measuring Utilization - Utilization Report
  • Measuring Utilization - Ginsu Report
  • FTEs REs and Headcount
• Management Portal - Rev Rec
  • Revenue Recognition Overview
  • When to Use Revenue Recognition
  • Managing Revenue Recognition in Projector
  • Reversing Revenue Recognition