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 invoicing addresses/accounts if it does not cause any issues with the financial management interface being used. In PSA reporting you can view invoicing by project's account or invoice's account. Another option for invoicing multiple accounts is to create subprojects under the main project.