Project templates

Project templates

You can create project templates that contain all of your project stages. Then, when you are creating a quote, you simply select the template and all of the relevant stanges are automatically added to the quote.

    • Related Articles

    • Project types

      When you are adding projects, you can assign them to a project type to make it easier to report on. Click on one to edit it, click on the red bin to delete it.
    • Project chat

      When you create a project, a chat room specifically for that project is also created. You can access the chat rooms from any page by clicking the chat icon at the top right in the header. To tag people in a chat message (they will receive a ...
    • Active quotes

      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 ...
    • Archived projects

      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.
    • Time recording report

      Use this report to see times recorded against project stages, compared to the quoted hours for those stages. You can choose from the following options: Report Report on time by project stage or total time by project. Project Select a project to only ...