Projects
How to create and manage your projects. Can't find an answer? Click the chat in the bottom right.
By Support1 author131 articles
- Project Overview
- Project Stages Explained
- Moving Project Stages
- Creating a Project Template
- Archiving Projects
- Room Breakout
- Adding a Service Package to a Project
- Including Service Packages in the Project Total
- Marking a Service Package as Sold
- Labor Breakdown
- How Can I See a Project's Total Cost?
- Sales Tasks
- Adding Discounts (and Tracking Deposits) in a Project
- How to Export your Option/Change Order Totals (Enterprise)
- How to Export a Project as a CSV File
- Project Import
- Adding Rooms and Systems
- How Rooms and Systems are Filtered
- Duplicating Rooms and Systems
- How to Set a Room Quantity
- How to Deactivate a Room or System
- Adding Items
- Megabuilder
- "Edit Items" Menu
- Creating Bundles
- Editing a Bundle
- How to Un-Bundle a Bundle
- Define Markups or Margins for Equipment
- What is Smart Rounding?
- Copy or Move Items to Another Room
- Turning a Room into an Option
- Copy to Project
- Strip Labor Tool
- Pushing/Pulling Data to/from the Database for Multiple Items at Once
- Dynamic Text Fields in the Builder
- Taxable Labor Options
- Room Scope
- Creating and Using Change Orders (& Options) in the Builder
- How to Replace Items with a Change Order (or Option)
- Using Change Orders to Replace Items with Owner Furnished Equipment
- How to Merge a Change Order (or Option)
- Marking a Change Order (or Option) as "SOLD"
- Changing an Item's Tax Status Within a Project
- How to Exclude Factors from Change Orders
- Cost Increase Detected
- How to Use the Engineering Scrub Stage
- How to Hide Items on Proposals
- Margin vs Markup
- How to Use Tags
- Create a Scope of Work with AI
- Hide a System on Proposals
- Restoring Deleted Builder Items
- Adding Custom Items
- Create Labor as a Line Item
- Labor and Subcontractor Line Items
- How to Add, Delete, or Edit Spec Sheets
- Pushing/Pulling Individual Item Data to/from the Database
- Locking Items
- Shipping Markup
- Quoting OFE (Owner Furnished Equipment)
- Flagging Items
- Updating All Instances of a Line Item in a Project with the Update Tool
- Replacing Items in a Project
- Turn On Asset Tracking
- How to add a Restocking Fee to a Change Order
- Quoting Wire or Cable by the Foot
- Item Lead Times
- Item Types
- Project Details
- Define Project Team
- Change Project Name
- Opening Budget, Probability, Close Date
- Change Client Name on a Project
- Change Short Description on a Project
- Change Labor Costs on a Project
- How to Add a Manufacturer Discount to a Project
- Tax Lookup
- Change Tax Rate on a Project
- Tax Discounts
- Make a Project Tax Exempt
- Adding Two Tax Rates for Canadian Projects
- Adding Payment Schedule
- Change Project Owner
- Add an Engineer and Project Manager
- Project Market Segments
- Upload Project Image
- Client Payments to Date
- Create/Change Version
- Duplicating a Project
- Deleting a Project
- Project Custom Fields
- Status Indicators on the Purchasing Tab
- Purchase Orders
- Purchasing Order Quantities
- Creating Purchase Orders for Partial Quantities
- How to Mark Items 'Received'
- Marking Items as "In Stock" on the Purchasing Tab
- Request for Quote
- Creating a Bill of Materials
- Changing the Purchasing Source on the Purchasing Page
- Sending a Purchase Order
- Global Purchasing