Active Projects vs Inactive Projects in Billing Link

Step by step instructions with screenshots to designate a project as active or inactive.

In Billing Link, you now have the ability to designate projects as Active or Inactive. 

Notes:

  • By default, all projects are set as Active.
  • Only Active Projects will be displayed on the Projects Summary Report.

View Active Projects or Inactive Projects

All projects are located on the Homepage. 

  • To view Active Projects, simply click Active Projects
  • To view Inactive Projects, simply click Inactive Projects:

To change a project's status

There are two ways to Inactivate a project within Billing Link

Trash Can Icon

On the Homepage in Billing Link,

  • Select the Project you would like to change to highlight it.
  • In the column labeled Commands, click the Trash Can icon.
    • Note: Clicking the Trash Can icon on the homepage does not delete the project, it moves it to Inactive.  To completely delete the project, it first has to be Inactive.
  • A Confirmation Message will appear.  To confirm that you'd like to set the project as inactive, click OK:

The project will now be archived.

Pencil Icon

On the Homepage in Billing Link,

  • Select the Project you would like to change to highlight it.
  • In the column labeled Commands, click on the pencil icon in the project's row:
  • The Edit [Project Name] window will appear.  To make the project Inactive, uncheck the box below Active and click SAVE:

This project will now only show under Inactive Projects.  To change it back to an Active Project, add a checkmark on the Project's Properties window.