Editing my projects
To amend information related to a project, go to its file and click the ✏️ Edit button.
Editing a project
👆 You can choose the information you want to edit:
The name of your project,
The start date and the end date,
The client the project is associated with,
The tags,
The billing,
The assignments.
⚠️ A billable project can now be switched to non-billable mode.
Bulk editing
From the Projects menu, you can edit certain elements of your projects in bulk!
You can:
Merge projects
Change project status
Link a client
Merging projects
🔄 To merge your projects:
Select “merge”
Select the projects you want merged,
Chose the target project (all data will be merged to it),
Merge! ✅
👇 Reminder👇
You can merge:
• A billable project to another billable project.
• A non-billable project to another non-billable project.
• A non-billable to a billable project.
You can’t merge:
• A billable project to a non-billable project.
Changing project status
🔄 To change project status in bulk:
Select “Status”
Select the projects whose status you want to change
Set a new status
Apply ✅
Link a client
🔄 To link multiple projects to a client:
Select “Customer”
choose the customer
Select the projects you want to associate with the specific customer
Apply ✅
Change the billing status
🔄 To change the billing status:
Click on the "actions" button of the relevant project.
Select "switch to non-billable."
Confirm ✅
⚠️ This action is irreversible, and all financial data will be overwritten ⚠️
You have the possibility to export your data before changing the billing status!
