You can find basic settings information in this article. Navigate to Admin zone -> Main menu -> Global settings -> tab Projects.
Enable Projects module - Mark this checkbox to enable this module
Contracts (project-based) - This checkbox must be marked if you want to use cases in your projects
Subcontracts (project-based) - This checkbox must be marked if you want to use sub cases in your projects
Don't show system id in overviews - ID of projects, cases, subcases in the overview
Custom nomenclature for Projects - This allows you to specify and use custom nomenclature for projects module. After marking this checkbox, click Editation of alternative texts to edit the nomenclature.
Custom nomenclature for Cases - This allows you to specify and use custom nomenclature for project-based cases. After marking this checkbox, click Editation of alternative texts to edit the nomenclature.
Default parameters and texts
VAT - enter your tax rate
Export to PDF - The page footer
- These and some more may be configurable in CDESK -> Billing -> Parameters.
Enable - You can specify internal professions by enabling this option and clicking the classifier icon.
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