This video describes all of the menu and tab changes along with admin setup and reports.


What’s covered in this video:

  • Organization tab
  • Financials tab
  • New Reference Option under Reports
  • Reports tab with additions of reports and change in menu order displayed
  • People and Project list new Legal Entity field
  • New Roles available for Financials license
  • Project profile Budget and Accounting tabs
  • Project Billing setup with invoice formats and emailing invoice setup
  • Admin Setup tab Property changes, ability to add cost report with new fields, and invoices with CP, TM, and Labor formats all on one invoice
  • New Admin Export of additional objects


Click here to go to the Knowledge Center for the full article.