Dashboard

The Projects Dashboard provides basic project information and the ability to change the project Status from New, to Active, to Archive. Only Active projects are visible to most users.

Project information editing is done under Admin > Company > Projects where you can set the project Status, enter the project Number (which can be used in your company's naming convention, Description, City, State, Zip, Target Start Date, Target End Date, Tax Exempt, and Color which is used in dashboards.