To enter a new project click on File Data
Then click Create New File
Add all known project information. Then hit save.
***Please Note: Make sure to add your name to the file as the Account Manager, Estimator or Take-Off person. Depending on your permission level you may not have access to the file after saving if your name is not listed on the file. If you save without adding your name to the file and have limited viewing permissions you will need to reach out to your system administrator or initiate a LiveChat for help.
Once you save this window will appear and ask you in you would like to add Master Client Information. Select YES
If your Master Client has already been added to the system you will need to select the letter of that company on the left. If not, you will need to Add New Client.
Add all known Client Information. Under name add the company name and the contact at that company under contact. Then hit save.
You will then see the contact you added has been selected at the top. Then hit Finish and Close on the right.
Then it will take you back to the file. You will find the Master Client information has been added to the file in the Client Information area.
To add a comment to the project select Add Comment
A new window will pop up. Add comment to the note area and then hit save comment.
You will then see your comment listed in chronological order in the Project Comments area.