Projects
Group multiple opportunities together and quote for them all at once using a project.
12 articles in this collection
Written by Michael McGovern
Written by Michael McGovern
What is a project?
Group multiple opportunities together and quote for them all at once using a project.
Written by Michael McGovern
Updated over a week ago
Updated over a week ago
The projects main screen
See all projects on your system using the Projects main screen.
Written by Michael McGovern
Updated over a week ago
Updated over a week ago
Create a project
Create a project
Start organizing larger events or jobs by creating a project.
Written by Michael McGovern
Updated over a week ago
Updated over a week ago
Add a new opportunity to a project
Create new opportunities directly from a project page.
Written by Michael McGovern
Updated over a week ago
Updated over a week ago
Add an existing opportunity to a project
Has a job grown more complex? Transition to a project by adding the opportunity to a new project.
Written by Michael McGovern
Updated over a week ago
Updated over a week ago
Work with a project
Check-in items across opportunities in a project
Bring gear from opportunities across a project back into stock using the project detail view.
Written by Michael McGovern
Updated over a week ago
Updated over a week ago
Close a project
Close a project to remove it from your main projects screen.
Written by Michael McGovern
Updated over a week ago
Updated over a week ago
Invoice a project
Invoice a project
Learn about project invoicing and how to invoice a project.
Written by Michael McGovern
Updated over a week ago
Updated over a week ago
Create a percentage or part invoice from a project
Sometimes you might need to raise an invoice for a particular percentage or figure. Use part invoicing to do this.
Written by Michael McGovern
Updated over a week ago
Updated over a week ago
Work with opportunities in a project
Project Job Planner
See all of the opportunities in a project for a period using the project Job Planner.
Written by Michael McGovern
Updated over a week ago
Updated over a week ago
Costing and profitability
How is project revenue calculated?
Use the revenue summary at the top of a project to see how much you’re making from each opportunity.
Written by Michael McGovern
Updated over a week ago
Updated over a week ago
Get an overview of your total revenue and costs
Use the Revenue & Costs Summary to see a full breakdown of all income and costs.
Written by Michael McGovern
Updated over a week ago
Updated over a week ago