Assigning Retainers to Projects

ASSIGNING RETAINERS TO PROJECTS


For time entries created against a Project to be recorded against a Retainer, the Retainer must be related/assigned to a Project.

To Relate/Assign a Retainer to a Project:

  1. Open the Project Record
  2. Enter the Retainer Name (Ref Number) in the Retainer Field.
  3. Click Save.

ADMIN NOTE

Time Entries recorded against the Project prior to the assignment of a Retainer will NOT retroactively apply to the Retainer.


Next Steps:
Creating Retainers
Editing Retainers
Deactivating and Deleting Retainers
Time Entries on Projects Related to Retainers

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