Difference between revisions of "FAQ:PRO/Queries-Client and project/en"

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*Why can I not open a new project; i get an error message saying "Could not save: project number already exists"?
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*Why can I not open a new project; i get an error message saying "Could not save: project number already exists"?
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The project number counter is not in step with the numbers, probably because projects have been changed between clients. Adjust the number counter in {{pth|Base registers/PRO/Clients and Projects}} on the client in the tab Parameters 2, field Latest project number.
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The project number counter is not in step with the numbers, probably because projects have been changed between clients. Adjust the number counter in Projects|Backoffice|Base registers| Clients and Projects on the client in the tab Parameters 2, field Latest project number.
   
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*How do I change ID on a project?
 
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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.
  
   
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*How do I change ID on the client?
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*Can I change currency on a certain project without changing it on the client?
  ⚫
Yes, go to the project in Projects|Backoffice|Base registers|Client and project. In the tab Parameters 2, uncheck the box "Synchronize project with client". Then change the invoicing currency in the Invoicing tab.
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Change client code in Classic 04-20-30.
  
   
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* Can I change currency on a certain project without changing it on the client?
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*How do I change our reference on a client invoice?
  ⚫
Go to Projects|Queries, open the project and select a new project manager.
⚫
Yes, go to the project in {{pth|Base register/Pro/Client and project}}. In the tab Parameters 2, uncheck the box {{kryss|Synchronize project with client}}. Then change the invoicing currency in the Invoicing tab.
  
   
  ⚫
*Can I block a project from time reporting?
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*How do I change our reference on a client invoice?
 
  +
Yes, on the project in Projects|Backoffice|Base registers|Client and project.In the tab Parameters 2, uncheck the box "Synchronize project with client".Then uncheck the box "Time reporting".
⚫
Go to the project in {{pth|Change}} and select a new project manager.
  
   
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*I have changed address on a client but it won't move to the projects, why?
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*Can I block a project from time reporting?
 
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Yes, on the project in {{pth|Base registers/Pro/Client and project}}In the tab Parameters 2, uncheck the box {{kryss|Synchronize project with client}}.Then uncheck the box {{kryss|Time reporting}}.
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Look at the project in Projects|Backoffice|Base registers|Client and project. In the tab Parameters 2, make sure that the box "Synchronize project with client"is checked.
   
  +
*Where do I enter special hourly rates?
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*Vi har ändrat adress på en kund men adressen vill inte flytta med till projekten. Varför?
 
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In Projects|Backoffice|Base registers|Client and project, tab Price Fee. The price list can be connected to the client or project in the Price Fees-tab.
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Titta på projektet i {{ptn|Basregister/Pro/Kund och Projekt}}, fliken Parametrar 2. Rutan {{kryss|Synkronisera projekt med kund}} måste vara ikryssad för att adressändring på kunden ska gå igenom på projektet.
  
   
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*Where do I enter new codes for fees, purchases and other?
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*Var lägger man in avvikande timpriser?
 
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In Projects|Backoffice|Base registers|Fee codes,Purchase codes and Other codes.
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Det gör man på kunden eller projektet i {{ptn|Basregister/Pro/Kund och Projekt}}, fliken Pris arvode. Alternativt i {{ptn|Basregister/Pro/Avvikande timpriser}}. Denna prislista kan kopplas till kunden eller projektet i fliken Pris arvode.
  
   
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*Why can I not select a certain employee as project manager?
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*Var lägger man upp nya arvode/inköp/övrigt koder?
 
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In the employee register in Projects|Backoffice|Base registers|Employees, check the box "Possible as project-, client- or production manager", in the tab General.
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Det gör man i {{ptn|Basregister/Pro/Arvodeskoder}}, {{ptn|Basregister/Pro/Inköpskoder}} och {{ptn|Basregister/Pro/Övrigtkoder}}.
  
   
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*I have entered special hourly rates on a client but cannot see them on the project; why?
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*Jag kan inte välja en viss medarbetare som projektledare, varför?
 
  +
Most probably the prices haven't been updated on the project.Go to Projects|Backoffice|Base registers|Clients and projects, in the client register, tab Price fees. Click on UPDATE PROJECT and check all the projects in the list that shall be updated with the prices. After that, all new projects will automatically get the prices.
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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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*Why can I not enter special hourly rates?
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*Jag har lagt in avvikande priser på kunden, men de syns inte på projekten?
 
  +
The client/project must have debit type Employee in order for special hourly rates to work.
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Förmodligen är priserna inte uppdaterade på projektet. Det görs i {{ptn|Basregister/Pro/Kunder och Projekt}} inne på kunden, i fliken Pris arvode. Tryck på {{btn|Uppdatera projekt}} och kryssa i de projekt i listan som ska uppdateras med priserna. Alla nya projekt kommer därefter automatiskt att få denna prislista.
  
  +
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*We want the same hourly rate on all employees, how do I do that?
  +
If the special price list is valid for everyone, write * in the employee field.
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  +
*Can one person report time with two different rates?
  +
Yes, one person can be on several rows in a special price list, provided that the feee codes are different.
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  +
*Is it possible to make backdated adjustments in the special price list?
  +
If you change rate on an employee or a fee code, you can adjust it by correcting time in Projects: Projects|Backoffice|Base registers|Transactions, tab Correct, then Fees. Select time in the field Registration date and press Search. Select the records you want to change, press BATCH CHANGE and make sure that the box Update price is checked. Save. Save again to confirm the changes.
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*In what order are the rates fetched when reporting time?
  +
When reporting work hours, Marathon primarily seeks for special prices on the project. Secondarily it looks for special rates on the employee (in the employee register) and if nothing is found, it fetches the employee’s normal rate
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  +
*I have changed the client’s hourly rate, how do I update that on the project?
  +
Press the function UPDATE PROJECT and select projects to be updated with the new prices

Latest revision as of 10:25, 29 May 2026

FAQ item
Published unknown
Module Project
Version 546
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  • 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 Projects|Backoffice|Base registers| Clients and Projects on the client in the tab Parameters 2, field Latest project number.


  • Can I change currency on a certain project without changing it on the client?

Yes, go to the project in Projects|Backoffice|Base registers|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 Projects|Queries, open the project and select a new project manager.

  • Can I block a project from time reporting?

Yes, on the project in Projects|Backoffice|Base registers|Client and project.In 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 Projects|Backoffice|Base registers|Client and project. In the tab Parameters 2, make sure that the box "Synchronize project with client"is checked.

  • Where do I enter special hourly rates?

In Projects|Backoffice|Base registers|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 Projects|Backoffice|Base registers|Fee codes,Purchase codes and Other codes.

  • Why can I not select a certain employee as project manager?

In the employee register in Projects|Backoffice|Base registers|Employees, check the box "Possible as project-, client- or production manager", in the tab General.

  • I have entered special hourly rates on a client but cannot see them on the project; why?

Most probably the prices haven't been updated on the project.Go to Projects|Backoffice|Base registers|Clients and projects, in the client register, tab Price fees. Click on UPDATE PROJECT and check all the projects in the list that shall be updated with the prices. After that, all new projects will automatically get the prices.

  • Why can I not enter special hourly rates?

The client/project must have debit type Employee in order for special hourly rates to work.

  • We want the same hourly rate on all employees, how do I do that?

If the special price list is valid for everyone, write * in the employee field.

  • Can one person report time with two different rates?

Yes, one person can be on several rows in a special price list, provided that the feee codes are different.

  • Is it possible to make backdated adjustments in the special price list?

If you change rate on an employee or a fee code, you can adjust it by correcting time in Projects: Projects|Backoffice|Base registers|Transactions, tab Correct, then Fees. Select time in the field Registration date and press Search. Select the records you want to change, press BATCH CHANGE and make sure that the box Update price is checked. Save. Save again to confirm the changes.

  • In what order are the rates fetched when reporting time?

When reporting work hours, Marathon primarily seeks for special prices on the project. Secondarily it looks for special rates on the employee (in the employee register) and if nothing is found, it fetches the employee’s normal rate

  • I have changed the client’s hourly rate, how do I update that on the project?

Press the function UPDATE PROJECT and select projects to be updated with the new prices

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