Adding To A Hierarchical List

Video Tutorial: Add Clients to a Hierarchical List

  

You can add clients and projects to BigTime using a hierarchical list. This video explains your client-project options: add a new client, add a project to an existing client (with the option to choose the client), or add a new client and project.

In this video you will learn how to:

  • Add a client, project, or both (a client and project) to BigTime.
  • Include a project code.
  • Edit auto-numbering for a project.

Where to go from here:

Creating a new client or project

The Project List View

 

 

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