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Creating a Client and Principal
Clients and Principals are very important in the project management and invoicing. All projects MUST
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Creating an Assignment
Assignments in Salesforce are what allow you to enter time and expenses on a billable project. Any w
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22000071288
Creating a Timecard / Time Entry
Time tracking is the basis of all project management. In our Org, we require you to enter time in Sa
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22000071289
Creating an Expense
In Salesforce, expenses are anything an employee personally paid for, and needs to be reimbursed, in