Completing a Project

Projects and project visits can be completed in the Project Completion tab. From this tab, each individual visit in a project can be completed in the same manner as completing an individual job. In addition, you can close all of a project's visits at the same time. For more on projects, see the Project Overview section.

To complete a project:

  1. Click Office Duties from the Navigator bar.

  2. Click the Project Completion tab. The Project Completion tab appears.

Tip!

Tip:
The lines displayed in bold are the lines that correspond to the entire project. The lines not in bold beneath them correspond to the project’s individual visits. If the line is grayed out, the visit has not yet occurred. If the line is not grayed out, the visit has already occurred. Note that all visits and the entire project line item all share the same invoice number (if using Automatic Billing The default billing method. An invoice is created immediately after a job is completed or printed and automatically billed to the default customer or bill payer. Only one Invoice is created per Job.).

  1. Select the check box corresponding to the project and/or individual visits you want to complete. Note that if you select a level check box, all of the project's visits will automatically be selected.

  2. Click Complete. The Completion Wizard appears.

  3. Fill out the details in Completion Wizard in the usual manner. For details, see the Completion Wizard section.

  4. If you selected an entire project, or multiple visits of a project, the visits will appear in the Completion Wizard successively.

See Also:
Project Overview

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