NH: Project Setup

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About this course

WHAT AM I LOOKING AT?

This course is designed to teach you the basics of setting up a project and configuring your sites settings to best replicate your intended project management workflow. It will include topics such as - How to add a project, Project Workflow (BT to QB/Sage and QB/Sage to BT), Flat View vs Project View, Project Dashboard Settings, All tabs, Custom Fields, Bill Rates/Custom Rates, Basic Task Setup, Project Vitals.

 

Curriculum27 min

  • Project Setup Overview 25 min
  • BigTime Configuration Checklist
  • Assessment 2 min
  • Next Course

About this course

WHAT AM I LOOKING AT?

This course is designed to teach you the basics of setting up a project and configuring your sites settings to best replicate your intended project management workflow. It will include topics such as - How to add a project, Project Workflow (BT to QB/Sage and QB/Sage to BT), Flat View vs Project View, Project Dashboard Settings, All tabs, Custom Fields, Bill Rates/Custom Rates, Basic Task Setup, Project Vitals.

 

Curriculum27 min

  • Project Setup Overview 25 min
  • BigTime Configuration Checklist
  • Assessment 2 min
  • Next Course