Managing Recurring Projects

Managing Recurring Projects

There are three ways to manage recurring projects in Clarity, each way has its own advantages:

  1. Through each client record - this helps you manage recurring project(s) for a specific client - See How
  2. Through recurring project search options - this helps you search for and manage projects for any client  - See How
  3. On a recurring project you can view and modify future schedules - See How

    • Related Articles

    • Manage a Client's Recurring Projects

      To manage a clients recurring project, go to the client record and scroll all the way down past the project list and you will see the list of recurring projects: From that list you can click on the project prefix name and modify the schedule as ...
    • Manage Projects and Project Search

      The Projects screen is a very powerful search and management tool.  You can use the search screen to filter the list of projects you have in your firm and generate an interactive list of projects.  This is useful for project management and ...
    • Search Recurring Projects

      The recurring schedule screen lets you search for and manage recurring schedule for all clients.  To start the search, click on the Recurring Schedule Menu Item On the Recurring Schedule page, you will be presented with a search screen: On the screen ...
    • Change a Recurring Project Schedule

      When you are in an instance of a recurring project, you can view and/or modify the schedule. On the project Detail page you will see a button next to the project name with the schedule detail.  To modify the project schedule, click on the button. The ...
    • Create Recurring Projects

      Recurring projects allows you to schedule a particular project type or project template to recur for a client.  For Example, if you do bookkeeping project for a client, you would want to have a bookkeeping project created for that client each month. ...