Project description and other
information
By default, TimeCache displays the client name and project/matter
name in its topmost line. You can show more details about a
project, including its job number, calendar shortcut, and optional
client code, estimate, purchase order number, and user-defined
custom field. They all lay hidden in a layer underneath the Job
Sheet's list of entries, along with a field displaying the
project's description and retainer information if there is a
retainer for the project being viewed. You can reveal these details
in one of three ways:
- Choose to reveal the first two lines of details
- Click the i icon in the toolbar at the top of the Job
Sheets panel to do the same
- Manually drag the disclosure widget (
), which is located in the middle
of the screen just above the entry list, to expose as much of the
project details as you'd like
This screenshot shows a project's
details with all optional fields. You may not see the same fields
if you do not have all options enabled in TimeCache Preferences.
The spelling checkmark appears when you click the Edit button to
edit the description.
The optional fields appear based on your settings in various
Clients & Project panels of the
TimeCache Preferences window.
Descriptions
TimeCache projects/matters can have descriptions up to 32,000
characters in length which can be viewed on screen and included in
reports. (But descriptions need to be kept to under what will fit
on a page if you intend to include them in printed reports and
invoices.)
Editing project information
To edit project information, click the Edit button in the top row of the details area to
turn on editing. The button is highlighted and its caption changes
to Save. Make changes to any of the
editable fields in the project details area and click Save or navigate to a different project to save
your changes.
You can also edit project details using the Edit project info command.
Hiding project details
To hide project details, choose , click the i
icon in the toolbar, or manually drag the disclosure widget
up.
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