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Helpdesk

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Latest activity by Helpdesk
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    Helpdesk created an article,

    Test upgrading from one major version to another eg version 10 to version 12

    To make sure your system and your current EP database can handle a jump from one major version to another, make sure you do a test upgrade, first. You will also need the latest license - when your ...

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    Helpdesk created an article,

    Duplicating rate cards

    Since a rate card can be used in more than one project, editing the card's rates or versions and saving the changes will result in all the projects involved being affected. To avoid this, you can d...

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    Helpdesk created an article,

    Using rate cards

      Rate Card Overview   To be able to access project rate cards, you need Access billing information.   To manage rate cards (see Manage rate cards), including adding, editing, and deleting, yo...

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    Helpdesk created an article,

    Editing rate cards

    You cannot edit a rate card if it is used in a project you have no permission to edit. However, you still can duplicate it.   You should exercise caution while editing rate cards. You should be ...

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    Helpdesk created an article,

    Managing rate cards

    To access the Rate Cards page, you need the Manage System Settings global permission.     You can perform the following operations on rate cards: Adding, Deleting, Duplicating, and Editing. ...

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    Helpdesk created an article,

    Adding a Rate Card

    Rate cards can be added directly from inside a project when need be, or you can manage available rate cards on a dedicated page.      Adding rate card in the project's financials section To add a R...

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    Helpdesk created an article,

    Rate Card Versioning

    Rate cards (RC) offer a flexible way of applying multiple rates linked to project roles in project billing. A project may have any number of cards. Each card in turn can have any number of versions...

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    Helpdesk created an article,

    Duplicating roles

    You may want to duplicate an existing role at times. For example, you have a Coordinator role with the "Access all projects (not in portfolios)" disabled. You then may have need for a coordinator (...

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    Helpdesk created an article,

    Cross-project dependencies

    Easy Projects supports inter-project dependencies. It means you can set a dependency between activities not only within the same project, but between different projects as well.   This feature is...

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    Helpdesk created an article,

    Posting your new feature suggestions to the community

    To add your ideas about future changes to Easy Projects - for either new or existing features and functions - you'll want to follow the steps, below, to post your ideas in the community. Before yo...