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.

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    • Project map

      Your project map lists all of your projects that have a "Start Date" set, but have not been completed. When you first view the page you will see a map of the UK. Select a user at the top right of the map to see their ongoing projects on the map. ...
    • 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 ...
    • Project stage forecast

      Your project stage forecast report lists all of the project stages that are assigned to you that have not been completed or invoiced yet. To access this report, click on the "Forecast" figure on your dashboard. Alternatively, you can click on the ...
    • 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 ...