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:
- Open the Project Record
- Enter the Retainer Name (Ref Number) in the Retainer Field.
- Click Save.
Time Entries recorded against the Project prior to the assignment of a Retainer will NOT retroactively apply to the Retainer.