Project Page Enhancements
The enhanced Project page can be accessed when editing existing projects and when creating new projects via the New > Projects menu item.
New Fields and Functionality
New and Updated Fields Defined
- Project Type:
- Now defaults to Residential
- *This does not apply to the 'quick add' + symbol on the Project Dashboard
- Project Value:
- Derived from the value entered in the quoting sheet
- Accepts manual edit via the pencil icon
- Saves to the quote sheet and/or creating a new PDF from quote sheet will overwrite manually entered values
- Special Pricing toggle:
- Flags projects with special pricing
- This setting must be toggled on and off manually.
- Target and Actual dates:
- Schedule section now tracks Target and Actual dates.
- Fields affected: Design Complete, Cut Complete, Delivery Complete and Design Time
- Design Complete: Actual:
- Will be date stamped if a Material List is set to "Design Complete" or "Ready for Optimization"
- Accepts manual entry
- Designer Time:
- Estimated Time to Complete field in Design Work Queue
- Sales Status:
- Includes "Preliminary/Active" and "Drafting Service Only"
- Project Status:
- Includes "Submittal" and "Awaiting PO"
- Sqft of Framing:
- New metric for tracking/reporting
- Design Work Status:
- Enhanced to allow tracking of "Outsourced" design work
- Defaults to "Not Started"
- Outsourced toggle:
- When checked will activate Workgroup, Workgroup Status, Workgroup Time
- Workgroups can be defined by a Site Administrator in the Admin app.
- Select Location and under Design Workgroups add a line for Workgroups which will then be available from aforementioned Workgroup drop-down.
Note: Workgroups can be added and/or made Inactive, but they cannot be removed.
- Select Location and under Design Workgroups add a line for Workgroups which will then be available from aforementioned Workgroup drop-down.
- Software Platform:
- Added as a way to log which software was used for design