Overview
In the Project Settings tab, there is a section called Additional Info, where Project Managers and Administrators can add more information about the project to help classify and categorise it.
What do the fields mean?
- Matter Number: Matter numbers are used to differentiate between individual matters for the same client.
- Company/Client: Enter the name of the company or client.
- Closing Date: Enter a closing date for this project. The closing date is a visual indicator and does not affect the project's behaviour.
- Stage: Select a project stage. The project stage is a visual indicator and does not affect the project's behaviour.
- Description: A text-based description of the project.
Who can see this information?
In cases where users only have access to one project on the site, the information in these fields can be viewed by any user with access to the Settings tab on the project level (Project Managers and Administrators) when they navigate to the Project Settings tab.
In cases where users have access to more than one project on the site, the information will be available to all users who have access to the projects when they navigate to the Projects list on the site level.