This page lists all of your active projects.
Click on the project number to view/edit a project.
The project details page is split into various tabs :
Project Details Tab
This tab lists all the project details.
If you enter a postcode, the map icon will become active allowing you to click on it to see the address on a map.
This tab lists the stages of the project. To add a new stage, click on the plus icon above the table on the right. To edit a stage, click on the stage number.
Stages can have associated dates. A stage date can be anything you like and can be used as reminders, for example. Stage dates also appear on your dashboard calendar.
To make a date an "all day" event on the calendar, select 12:00 AM as the time.
You can attach files to a project to keep everything related to the project in the same place. To add a new file, click on the plus icon above the table on the right.
You can select multiple files at once to make it quicker.
You can also download and or delete files in bulk. Click the check box neto to the files in question then click either the download or delete button at the top right above the table.
Files not marked as "Public" are NOT visible to the client
To invoice for a project, you must have one or more stages set to "Complete". Click on the plus icon at the top right of the table, then select the stage(s) you want to invoice for. An invoice will be created with the stages you select on it, ready for you to email to the client.
To view and or edit an invoice, click on the invoice number.
This tab is so that you can email a client about this specific project.
Click on the plus icon at the top right to send a new email. Click on the date to view and or reply to an email.
are for when you need to outsouce part of a project to an external person or company. It allows you to track the involvement of the consultants so everyone viewing the project is up-to-speed with what is going on.
The projects report has the following options: From/To Dates Select dates here to see projects started between those dates. Completed Date From/To Select dates here to see only projects completed between those dates. Owner Select a user to only see ...
This page lists all of your archived projects. To un-archive a project, click on the project number to view it, then uncheck the "Archived" check box and click the "Update Project" button.
Introductory Video Client List This page lists your active clients. View Client Details To view a client, click on either their client number, company or name. The client details page is divided into 6 tabs, allowing you to see all the information ...
Here is a list of your active quotes. To add a quote, click the plus icon at the top right of the quotes table. If you have created some project templates, selecting one will copy all of the template stages to the quote once you click the Add Quote ...
To add users, go to "Setup > Users" then click the plus icon at the top right above the table. The permissions of your users are controlled by permission groups. User Dashboards There are two dashboards that you can set for your users. Project ...