Setup Service Definitions

Procedure

  1. Navigate to Settings / Services
  2. Fill in fields for the service type
  3. Click Save & Close

Name: Enter a descriptive name for the service

Template: Select a template

Project Class: Select a project class

Line Type: Select a line type Standard, Recurring or Estimated

Target Quantity: Enter a target quantity

Target Project Type: Enter target project type

Target Project Status: Enter target project type status

Owner:  Enter a default owner for service

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