To enter a new project, click on File Data
Then click 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.
Next, you’ll want to make sure you select the company information. You can do this by typing the company name in the drop down. If you don’t see the company name, you can click “add this company.”
If you select a pre-existing company name, you can click the “plus” button to add them to the project. If you don’t see the contact you’re looking for, you can select “new contact” and enter the contact information and hit “add.”
If you scroll down to the External Email section, you can compose and send emails to your contacts by clicking compose email.
You can also attach files and adjust the priority of the email. When completed click submit to send (and click refresh to see your email stored on the left side of the email area):
To add a comment to the project click the plus sign:
A new window will pop up. Add comment to the note area and then hit save
You will then see your comment listed in chronological order in the Project Comments area.
In this section you can also access Project Logs and Project Milestones by clicking on those titles: