Projetex Operations > Managing Experts > Adding/Editing Experts

Navigation: Projetex Operations > Managing Experts >

Adding/Editing Experts

Previous page

Return to chapter overview

Next page

Adding corporate expert

1.	Click New Corporate Expert button above the Corporate Experts list on the Main tab of Corporate Experts window.

2.	Fill the following fields in New Corporate Expert dialog:

•	Enter a name of the corporate expert in Name text field.

•	Enter the code for the expert record in the Code text field (12 symbols maximum) or click AUTO button to generate the code automatically (it will usually contain the first letters of the Name in this case).

•	Click OK button to confirm or Cancel button to discard the entered information.

3.	Click the appropriate buttons in corporate expert profile to enter Contact Info, Next Codes, AHC (average hourly cost) and FTP connections.

Adding freelancer

1.	Click New Freelancer button above the Freelancers list on the Main tab of Freelancers window.

2.	Fill the following fields in New Freelance Expert dialog:

•	Enter a name of a freelancer in the Name text field.

•	Enter the code for the freelancer record in the Code text field (12 symbols maximum) or click AUTO button to generate the code automatically (it will usually contain the first letters of the Name in this case).

•	Select the Expert Currency using the corresponding drop-down list.

•	Click OK to confirm or Cancel to discard the entered information.

3.	Click appropriate buttons in freelancer profile to enter Postal Address, Contact Info, Web-site, Payment Terms, VAT number, Next Codes, Locale Format and FTP connections.