FuzzyBot: Importing a new version from external source

2025-08-20T09:13:13Z

Importing a new version from external source

FuzzyBot: Importing a new version from external source

2025-08-19T12:45:09Z

Importing a new version from external source

New page

{|class=mandeflist
|''Client ID'''
|Selected client is filled in automatically
|-
|'''Name'''
|Project name
|-
|'''Project manager'''
|The person who is logged in is suggested as project manager, but this can be changed.
|-
|'''Production manager'''
|The person who is logged in is suggested as production manager, but this can be changed.
|-
|'''Project description'''
|Possibility to write a description of the project
|'''Type'''
|Project type, used for follow-up. External (E), internal (I), group-wide or external within the group (G), projects for internal non-project-related work (9) and speculative or pitch projects (J)
|-
|'''Job type'''
|Type of job for the project. You can use up to three types.
|-
|'''Client contact'''
|Contact person at the client
|-
|'''Master'''
|For statistical purposes, projects can be linked to each other. For example, project SAS 0002 can be the master project for SAS 0004 and SAS 0005. In this way, the projects can be analysed either individually or all three together.
|-
|'''Special invoice text'''
|Possibility to write a special invoice text on the project’s invoices- The text will be suggested on every invoice, but you can remove it.
|-
|'''Our ref on invoice'''
|Fill in the field if someone else than the project manager shall be the reference on the invoice.
|-
|'''Time reporting'''
|Check the box if the project shall be available for time reporting in Marathon.
|-
|'''Group'''
|The project group that the project belongs to.
|-
|'''Cost centre'''
|If the revenue from the project shall be booked on a certain cost centre.
|-
|'''Fixed price'''
|In the project analysis and reports, it is possible to compare the registered and invoiced amounts with the fixed price.
|-
|'''Deadline'''
|Deadlines can be displayed in reports. Exceeded deadlines generate a notification on the start page.
|-
|'''VAT'''
|Enter VAT type for the project. It is important for the VAT calculation in Marathon.
|-
|'''Inv date'''
|The project’s invoice date (optional).
|-
|Copy from
|With Copy from, data from an existing project can be retrieved. In the window that opens, the project is retrieved and any information already entered is overwritten with the project data.
|}

@@ Line 1: / Line 1: @@
 {|class=mandeflist
-|''Client ID'''
+|'''Client ID'''
 |Selected client is filled in automatically
 |-
@@ Line 14: / Line 14: @@
 |'''Project description'''
 |Possibility to write a description of the project
 |'''Type'''
 |Project type, used for follow-up. External (E), internal (I), group-wide or external within the group (G), projects for internal non-project-related work (9) and speculative or pitch projects (J)
@@ Line 53: / Line 54: @@
 |The project’s invoice date (optional).
 |-
-|Copy from
+|'''Copy from '''
 |With Copy from, data from an existing project can be retrieved. In the window that opens, the project is retrieved and any information already entered is overwritten with the project data.
 |}

Translations:Project handling/10/en - Revision history

FuzzyBot: Importing a new version from external source

FuzzyBot: Importing a new version from external source