Once you have finished a Project, you can remove it as an option in both the ‘Jobs’ field and on the Projects table.
To do so, you will need to have the ‘Edit’ permission enabled in your Projects settings. If you don’t have this permission active, please contact your Client Relationship Manager at Voly.
Once the Edit permission has been enabled in your Project settings, go to Settings > Projects. There, you will have the option to tick or untick an ‘Active’ and ‘Display’ option from the Projects setting tile.
Having ‘Active’ ticked on a Project allows for invoices and transactions to be associated with the jobs both in the Projects table and on a transaction/invoice line level. If a Project is ‘Active’, ‘Display’ will also automatically apply as you cannot have an ‘Active’ project without it being visible for reporting purposes.
‘Display’ allows for you to see the Project in the ‘Projects Table’ for reporting purposes, but you will not be able to assign invoices to the Job ids. You can select for a Project to be displayed only, and this can be applied to both connected and disconnected projects.
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