How Do I Edit A Client/Project/Activity

This guide will show you how to edit your current clients/projects and activities. If you would like to change the name of an item, add or remove reference codes, assign filters or check which template is being used this guide can help. We will refer to the levels as follows 

Level 1 - Clients
Level 2 - Project
Level 3 - Activity 

Please note this is the most common configuration for a client structure but yours may be different. If you have a different client structure or you are unable to complete any of the steps in this guide please use the Submit a request button in the top right of this page to contact our team for help.

Please note if you select an item that was created as part of a template you will not be able to edit it. Instead you will need to edit the template it was created from. 

 Editing a Client

1. Click Admin:
   
   
   
   
   
2. Click Clients > (Client You Wish To Edit) > Edit:
   
   
   
   
   
3. Here you can Edit the Client details. Below is a list of common fields and their functions
   
   
   
   
   Code - Used internally by Tempora for client identification
   Description - How the client shall appear in Tempora
   Short Description - Name used on a few select reports where the long description will not fit
   Time Entry Level - Ticking this box will allow users to enter time for this item
   Internal - This will mark the item as internal and will be excluded from billing.
   Clone from Template - This option will show if the item uses a template. This is set during the creation of the item and cannot be changed afterwards. 
   Expiry Date - If a date is added here the item will become inactive after this date.
   Account Code - This field can be used to add a reference code. This is often used to help export and import data to different systems like Sage.  
   External Ref. - This field can be used to add a reference code. This is often used to help export and import data to different systems like Sage. 
   
   

4. (Optional) For additional information on each field, please expand all sections and click the help icon in the bottom right to activate the user tour.

   
5. Make any changes you would like and click Save
   
   
   

 Editing a Project

1. Click Admin:
   
   
   
   
   
2. Click Clients > (Client name) > Project > (Project You Wish To Edit) > Edit:
   
   
   
   
   
3. Here you can Edit the Project details. Below is a list of common fields and their functions
   
   
   
   
   Description - How the client shall appear in Tempora
   Short Description - Name used on a few select reports where the long description will not fit
   Time Entry Level - Ticking this box will allow users to enter time for this item
   Internal - This will mark the item as internal and will be excluded from billing.
   Clone from Template - This option will show if the item uses a template. This is set during the creation of the item and cannot be changed afterwards. 
   Expiry Date - If a date is added here the item will become inactive after this date.
   Account Code - This field can be used to add a reference code. This is often used to help export and import data to different systems like Sage.  
   External Ref. - This field can be used to add a reference code. This is often used to help export and import data to different systems like Sage. 

4. (Optional) For additional information on each field, please expand all sections and click the help icon in the bottom right to activate the user tour.

   
5. Make any changes you would like and click Save

Editing an activity 

1. Click Admin:
   
   
   
   
   
2. Click Clients > (Client name) > Project >Project name) > Activities > (Activity You Wish To Edit) > Edit:
   
   
   
   
   
3. Here you can Edit the Activity details. Below is a list of common fields and their functions
   
   
   
   
   
   Description - How the client shall appear in Tempora
   Short Description - Name used on a few select reports where the long description will not fit
   Time Entry Level - Ticking this box will allow users to enter time for this item
   Internal - This will mark the item as internal and will be excluded from billing.
   Clone from Template - This option will show if the item uses a template. This is set during the creation of the item and cannot be changed afterwards. 
   Expiry Date - If a date is added here the item will become inactive after this date.
   Account Code - This field can be used to add a reference code. This is often used to help export and import data to different systems like Sage.  
   External Ref. - This field can be used to add a reference code. This is often used to help export and import data to different systems like Sage. 

4. (Optional) For additional information on each field, please expand all sections and click the help icon in the bottom right to activate the user tour.

   
5. Make any changes you would like and click Save
   
   
   
   
   

You may also be interested in the following guides

How Do I Add A New Client/Project/Activity
How Do I Add Time Entry Items With A Template