To edit properties of the Project Types, you must have the permission /editAllocationRates
If you have the correct Permission, you can follow these steps:
- Menu > Admin Tools
- Open the Project Type Editor
- Select the Project Type you want to edit
- Edit the details as required – Please Note: Changes are saved immediately
Please Note: Some fields, such as Default Currency and the Next Number range, are disabled, as editing these can cause serious data issues.
| Field Name | Description |
|---|---|
| Status | Available or Hidden |
| accountcodefield | |
| accountcoderequired | |
| additionalsettings | |
| address | Your Address, appears on Quotes and Invoices by default |
| allocationtype | Read Only - Predefined |
| bankingdetails | Your Bank Details |
| companyname | Appears above Address on Invoices |
| costofsales | |
| customterms | Appears on Quotes and Invoices eg. Payable within 30 days |
| dayspayable | Calculates Invoice payment due date, by 'X' days from Invoice Date eg. 30 |
| defaultcurrency | Enter the Currency eg. USD or GBP (WARNING: CAN CAUSE SERIOUS DATA ISSUES) |
| defaultendtime | Default Working End Time. Must be formatted as 24 hour clock eg. 00:00 |
| defaultratecard | Enter the number of the Rate Card you want to use eg. 1 |
| defaultstafftieronquotes | Uses Staff tier by default on new Quotes eg. 1 2 3 |
| defaultstarttime | Default Working Start Time. Must be formatted as 24 hour clock eg. 00:00 |
| depositinvoicefootertext | Custom Footer text to appear in Interim Invoices (allows html) |
| depositinvoiceterms | Custom Invoice terms to appear in Interim Invoices (allows html) |
| depositnominal | Dictates nominal code used when exporting Interim Invoices from iCFM |
| disclaimertext | Appears above Footer on each page of your Quote |
| distributioncode | |
| dontusevat | Invoices will exclude VAT if True eg. 1 or include VAT if False eg. 0 |
| email | Company email address to display on PDFs (Purchase Orders, Quotes, Invoices etc) |
| fax | Company fax address to display on PDFs (Purchase Orders, Quotes, Invoices etc) |
| footertext | Appears as Footer on each page of your Quote |
| hideindashboard | |
| indirectsalary | |
| initialvalue | |
| invoiceaddress | Your Address details for Invoice, if different to above |
| invoicefootertext | Custom Footer text to appear in Allocation Invoices (allows html) |
| invoicelogofile | Logo that appears on Invoices (URL) |
| invoicepostcode | Your Address details for Invoice, if different to above |
| invoiceprefix | Appears before Invoice number (numbers or text) |
| jobsavedclientholdcashemail | |
| lastallocationdate | Read Only |
| lastallocationuser | Read Only |
| location | Enter the Depot Code here eg. NYC, to link the Project Type to a Depot |
| logofile | Enter Image URL |
| logoresizeheight | Enter pixel for image height OR width to resize. Fixed Aspect Ratio eg. 160 |
| logoresizewidth | Enter pixel for image height OR width to resize. Fixed Aspect Ratio eg. 160 |
| maxquotediscount | Maximum discount allowed to confirm Quote without Authorisation required eg. 20 |
| messagequeueurl | |
| name | read only |
| nextnumber | read only |
| nominalprefix | |
| orderby | Dictates Project Type order |
| postcode | Your Post Code, appears on Quotes and Invoices by default |
| profitcentre | |
| projectliveemail | Email address to receive alerts when Project live |
| projectmadeliveemail | |
| purchaseorderfooter | Custom Footer text to appear in Purchase Orders (allows html) |
| purchaseorderprefix | Appears before Purchase Order number (numbers or text) |
| quoteauthemail | Email for Authorisation of Quotes where required |
| quoteconfirmedemail | Email address to receive alerts when Quote Confirmed |
| quoteheadertext | Appears above Section Summary on Quotes |
| quotesummarytext | Custom text to appear in Quotes (allows html) |
| quotetemplateID | |
| quoteterms | Custom Terms & Conditions text to appear on Quotes (allows html) |
| quotevaluetoemail | |
| quotewhotoemail | |
| registeredofficedetailsfooter | Registered Office Details, appears at bottom of Invoice |
| regularinvoiceterms | Your Payment details, appears above Bank details on Invoice |
| reportsubfolder | n/a |
| requirequoteauthbeforeprint | Enter 1 to require Quote Authorisation to print PDF |
| riskassessmentdiscountthreshold | Maximum discount on Quote before Risk Assessment required |
| riskassessmenttotalthreshold | Maximum total on Quote before Risk Assessment required |
| runrate | |
| sga | |
| tags | |
| taxid | Company Tax ID |
| taxnumber | Registered VAT number |
| telephone | Your Telephone Number |
| website | Your Website |
| workinghoursperday | Standard working hours per day |
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