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All project managers, account managers, corporate experts and other Projetex 7.0 users have their own tasks and their own preferences. That is why we made Projetex 7.0 easily customizable.
Projetex settings are divided into three logical groups: Server Administrator Corporate Settings, Workstation Corporate Settings and Workstation Current User Settings.
Projetex 7.0 settings concerning company's business activity are specified on the Corporate Settings window.
1. To open Corporate Settings window click menu Settings > Corporate command.
2. This will open Corporate Settings Window, listing all available corporate settings:
| • | Services — each group contains a separate list of services (most commonly these are language pairs). Also used in price, quote and job records. |
| • | Volume Units — in addition to standard volume units you can add custom units to account prices, quotes and jobs in. |
| • | Exchange Rates — set up exchange rates between your base currency and other currencies. These rates will be used to keep records in two currencies for your clients and freelancers. |
| • | Taxes — taxes are used in purchase orders and invoices. You can add or edit taxes here. |
| • | Discounts/Markups — add or edit discounts and markups here. Once added, these can later be inserted into purchase orders and invoices. |
| • | Countries — by default database contains the list of all countries (used in client and freelancer profiles). This list can be edited here. |
| • | Payments Methods — payment methods and their descriptions can be added to invoices. |
| • | Info — options to add custom categories of info notes for clients, projects and experts.
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Corporate Settings of Projetex 7.0 Workstation