PLANNER™ Settings

How to Set Up Daily Settings
The Daily settings in the PLANNER™  will allow you to set the Daily Report Module, Track Work Labor and Allow Journal Entries.  First, go to Project Set...
Sun, 15 Dec, 2024 at 12:28 PM
Associating Multiple Budget Line Items to a Rollup Tag
The Budget Line Item selection control now allows users to select one or more budget line items into roll-up tags. This enhancement is crucial for tasks inv...
Sun, 15 Dec, 2024 at 12:28 PM
Daily Time and Journal Settings
Daily Time and Journal Settings : The "Daily Time and Journal Settings" screen will now show 2 tabs, to capture Journal and Work Labor setting...
Sun, 15 Dec, 2024 at 12:28 PM
Work Labor - Include Resource Details & Work Categories
Users can customize the "Work Labor" functions via PLANNER Settings → Daily Time and Journal Settings. This help document outlines the necessary s...
Sun, 15 Dec, 2024 at 12:28 PM