Type

On the Estimate Projects and Projects forms, select the project type. Although the type is required to successfully create a project, it is for reference only.

The type you enter in the forms above displays on the forms listed below:

  • Estimate Invoice Milestones
  • Estimate Project Resources
  • Estimate Project Tasks
  • Estimate Revenue Milestones
  • Project Change Orders
  • Project Tasks
  • Project Resource Shipping
  • Project Resources
  • Revenue Milestones