In this article, we have compiled frequently asked questions related to projects.
Q: How can I see the entire sales pipeline?
A: You can choose either the Projects List view or the Kanban view. By default, users are presented with the List view, but you can access the Kanban view by selecting Kanban below the search fields.
Q: How can I remove closed subprojects from the project list view?
A: From the right side of the project list, select the eye icon (Actions) and choose Show tree structures
Q: Can I send sales invoices for a project to multiple companies?
A: A project can use multiple billing addresses/clients if it does not cause any issues with the financial management interface being used. It should also be noted that in reporting, all invoicing is attributed to the project's client, even if invoices have been sent to multiple recipients. Another option for billing multiple clients is to create subprojects under the main project.