two projo accounts: export project structure
complete
Benedikt Voigt
As discussed in UserGroup April 2021, various limited liability companies (or other company names) should be represented via different projo accounts.
The discussion video is as follows:
In this FeatureRequest, it is desired that when creating a project with the second office as a subcontractor, this project can be transferred to the second office.
It probably also makes sense to prepare a (monthly) report on performance compensation (based on external billing rates), doesn't it? However, if desired, this would be another feature request.
Arne Semmler
complete
Arne Semmler
To import a contract structure, you must first create a new empty contract. The new “Import” button then appears here under Contract structure. Here you can import a previously exported*.projo file. Service descriptions and order values, including the structure (service groups), are exported and imported. Importing into an existing project structure is not possible.
Arne Semmler
in progress
Exporting individual project structures is now possible, but must currently be explicitly activated under Settings->Projects->General and is still a work-in-progress. Just like importing