Tutorial: Basic Client & Project Settings
Along with the typical Names, Dates, and ID fields, you can set other useful information about Clients and Projects. Categories are modifiable and a great tool for sorting your Clients and Projects. Studiometry has a default list of Categories which you can delete and modify however you'd like in the Categories section of the Preferences window.

In addition to Category, each Project has a Status, another sorting tool used to track your progress with a Project. Potential statuses could include "Potential," "Invoiced," and "Completed."

You can apply different colors to Projects and Clients to visually distinguish between items in lists. Colors can be set manually or automatically according to Category or Status. Studiometry also allows you to color Projects according to their associated Client's color. These colors show up everywhere in Studiometry, including the To Do Tracker, Invoice Tracker, Payment Tracker, and Search Window in addition to the Client and Project lists in the main window. Color settings can be set in the Display section of the Preferences window, and you can also manually change a Client or Projects Color by clicking on the colored box in the appropriate information panel in the main window.

Continue to Tutorial: Basic Preferences


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