Consolidated billing consists of a set of accounting features and preferences that affect the way you invoice your customers and accept payments toward those invoices. These features and preferences are described below: Consolidate Projects on Sales Transactions – When you enable this preference, you can create sales orders and bill customers for charges associated with multiple… Continue reading Using Consolidated Billing for Projects and for Payments
Month: November 2023
Resource Allocations
Resource Allocations are designed to help resource managers allocate and assign the right resources to projects based on availability, skill sets, and other criteria. After a resource has been allocated, or reserved, to a project, a project manager may then decide to assign that resource to a specific task. You can also allocate resources directly… Continue reading Resource Allocations
Projects and Milestone Billing
You can bill customers for project work at milestone intervals. Instead of being based on the materials used and time worked on the project, billing amounts are based on reaching preset project goals, or billing milestones. To use milestone billing, select Fixed Bid, Milestone as the billing type on the project. Then, create a new… Continue reading Projects and Milestone Billing
Using Project Management
When you use the Project Management feature, you can do everything that the basic Projects feature enables you to do, and more. To begin using Project Management, the details in this topic can help familiarize you with ways to use your account that optimize the feature. Project management records are created and tracked as individual… Continue reading Using Project Management
Data Management Best Practices
Establishing best practices is key to making data management a success in your organization. It is important to understand that this is a business project with IT support — not a project that’s driven by the IT group. IT-driven data management projects usually offer limited value because technology professionals lack business users’ deep understanding of… Continue reading Data Management Best Practices
Types of Data Management
Data management includes a wide array of functions and activities involving a broad range of people, from chief compliance officers to IT architects and data scientists. Some key focus areas are: Data governance: Data governance is a set of functions and approaches to manage organizational data through its life cycle. Data governance aims to ensure that… Continue reading Types of Data Management
Data Management Benefits Explained
Data management gives businesses more confidence in their data and helps make data more easily accessible across the organization. When business users can gain easy access to the data they need to make decisions, and they trust that the data is up to date and accurate, they can efficiently respond to changing market conditions. Data… Continue reading Data Management Benefits Explained
What Is Data Management?
Data management refers to a set of activities for efficiently gathering, organizing, securing and storing the business’s data. Effective data management enables companies to better analyze information, increase operational efficiency, enhance security and comply with regulations. Data management is more important than ever as companies undergo digital transformation and automate their business processes. Many businesses… Continue reading What Is Data Management?
Copy an issue layout to other projects
To copy an issue layout to other projects: From your project’s sidebar, select Project settings > Issues > Layout. Select an issue layout. Select Copy issue layout in the top right. Only Jira admins can see this button. Choose which screen’s layout you want to copy, then the projects you want to apply it to.… Continue reading Copy an issue layout to other projects
Adding custom field to checkout page
Log in to your WordPress Admin Dashboard: Go to your WordPress admin area. Usually, you can access it by adding “/wp-admin” to your website’s URL and logging in. Navigate to WooCommerce Settings: In the WordPress dashboard, go to “WooCommerce” > “Settings.” Go to the Checkout Tab: Inside the WooCommerce settings, navigate to the “Checkout” tab.… Continue reading Adding custom field to checkout page