Difference between revisions of "FAQ:PRO/Queries-Client and project/en"
(Created page with "*Where do I enter new codes for fees, purchases and other? In {{pth|Base registers/Pro/Fee codes}}, {{pth|Base registers/Pro/Purchase codes}}and in {{pth|Base registers/Pro/O...") |
(Created page with "*Why can I not select a certain employee as project manager? In the employee register in {{pth|Base registers/Pro/Employees}}, check the box {{kryss|Possible as project-, cli...") |
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In {{pth|Base registers/Pro/Fee codes}}, {{pth|Base registers/Pro/Purchase codes}}and in {{pth|Base registers/Pro/Other codes}}. |
In {{pth|Base registers/Pro/Fee codes}}, {{pth|Base registers/Pro/Purchase codes}}and in {{pth|Base registers/Pro/Other codes}}. |
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| + | *Why can I not select a certain employee as project manager? |
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| − | *Jag kan inte välja en viss medarbetare som projektledare, varför? |
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| + | In the employee register in {{pth|Base registers/Pro/Employees}}, check the box {{kryss|Possible as project-, client- or production manager}}, in the tab General. |
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| − | På medarbetaren i {{ptn|Basregister/Pro/Medarbetare}} måste rutan {{kryss|Möjlig som projektledare, kundansvarig, produktionsledare}} vara ikryssad, i fliken Allmänt. |
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*Jag har lagt in avvikande priser på kunden, men de syns inte på projekten? |
*Jag har lagt in avvikande priser på kunden, men de syns inte på projekten? |
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Revision as of 11:49, 26 October 2015
| Published | unknown |
|---|---|
| Module | Project |
| Version | 546 |
| Revision | unknown |
- Why can I not open a new project; i get an error message saying "Could not save: project number already exists"?
The project number counter is not in step with the numbers, probably because projects have been changed between clients. Adjust the number counter in Base registers/PRO/Clients and Projects on the client in the tab Parameters 2, field Latest project number.
- How do I change ID on a project?
Use Classic 04-21-70. Note, that the ID you want to change to must be new. It cannot be taken by another project on the same client.
- How do I change ID on the client?
Change client code in Classic 04-20-30.
- Can I change currency on a certain project without changing it on the client?
Yes, go to the project in Base register/Pro/Client and project. In the tab Parameters 2, uncheck the box "Synchronize project with client". Then change the invoicing currency in the Invoicing tab.
- How do I change our reference on a client invoice?
Go to the project in Change and select a new project manager.
- Can I block a project from time reporting?
Yes, on the project in Base registers/Pro/Client and projectIn the tab Parameters 2, uncheck the box "Synchronize project with client".Then uncheck the box "Time reporting".
- I have changed address on a client but it won't move to the projects, why?
Look at the project in Base registers/Pro/Client and projectIn the tab Parameters 2, make sure that the box "Synchronize project with client"is checked.
- Where do I enter special hourly rates?
In Base registers/Pro/Client and project, tab Price Fee. The price list can be connected to the client or project in the Price Fees-tab.
- Where do I enter new codes for fees, purchases and other?
In Base registers/Pro/Fee codes, Base registers/Pro/Purchase codesand in Base registers/Pro/Other codes.
- Why can I not select a certain employee as project manager?
In the employee register in Base registers/Pro/Employees, check the box "Possible as project-, client- or production manager", in the tab General.
- Jag har lagt in avvikande priser på kunden, men de syns inte på projekten?
Förmodligen är priserna inte uppdaterade på projektet. Det görs i Basregister/Pro/Kunder och Projekt inne på kunden, i fliken Pris arvode. Tryck på Uppdatera projekt och kryssa i de projekt i listan som ska uppdateras med priserna. Alla nya projekt kommer därefter automatiskt att få denna prislista.
