The Project Page is the information hub for your projects. This page can be accessed when editing existing projects and when creating new projects via the New > Projects menu item.
Fields Defined
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Project Type:
- Defaults to Residential
- *This does not apply to the 'quick add' + symbol on the Project Dashboard
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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
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Special Pricing toggle:
- Flags projects with special pricing
- This setting must be toggled on and off manually.
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Target and Actual dates:
- Schedule section now tracks Target and Actual dates.
- Fields affected: Design Complete, Cut Complete, Delivery Complete and Design Time
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Design Complete: Actual:
- Will be date stamped if a Material List is set to "Design Complete" or "Ready for Optimization"
- Accepts manual entry
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Designer Time:
- Estimated Time to Complete field in Design Work Queue
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Sales Status:
- Includes "Preliminary/Active" and "Drafting Service Only"
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Project Status:
- Includes "Submittal" and "Awaiting PO"
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Sqft of Framing:
- Metric for tracking/reporting
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Design Work Status:
- Tracking of "Outsourced" design work
- Defaults to "Not Started"
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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.
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Software Platform:
- Log which software was used for design