D-Tools

Getting Started with Projects

I have gone to the project page and I don't see a place to create a project. Where do I create a project?

How do I create a project?

Kimberly Craven

Ashok P

Getting started and best practices for projects you have won!

Projects

How to share your accepted quotes / BOM with your installers, technicians, project manager, engineers, programming, and more

Share accepted quotes with your team

How to use Project Stages to keep track of your projects

Customizing the project stages

Best Practices

User permission required to move projects through various stages

Changing the project stage

Export all products or a handful of them into a PDF or CSV file to share the file with the installers

Sharing the product list with installers

Put Projects in Action

Learn the concepts related to Project Tasks

Getting started with Project Tasks

Adding task templates

Add Project Tasks to a Project one-by-one

Adding tasks to a project

How to use Task Templates in a projects and reduce the effort to define Project Tasks manually

Applying a task template to a project

Defining project tasks

Project Tasks

How to create an event with one or more project tasks, assign resources, and schedule it

Scheduling project tasks as events

How to add tasks and schedule events for multiple projects in one single view

Cross-Project scheduling

Events

An introduction to the Item Status functionality on Cloud

Item Status

How to change the Order status and the Install status of the products

Changing Item Status

How to use the Ready to Order functionality to cater to the purchasing approval process or to order products in bulk and avail discounts

Marking products as Ready to Order

How to order products from in the project details view

Ordering products from within a project

Product Procurement

Reserving stock items for projects

Product Allocation

How to view the Job Cost metrics of a project

Viewing job costing

Project Analytics

Explore the options to communicate with your team on projects

Communicating on projects

I don't want to get email notifications for all changes in my opportunities and projects

Configuring email notification preferences

How to use Real-Time Chat for instantaneous and interactive communication with your team

Real-Time Chat

How to add project notes with @mentions in projects and opportunities

Notes

How to add to-dos in projects and opportunities and assign resources and due dates for completion

To-Dos

Communicate on Projects

Everything you need to know about Change Orders to start using them in your Projects

Getting Started with Change Orders

Understanding how the “Project Manager Approval” process for Change Orders works on Cloud

Project Manager Approval for Change Orders

External Change Order

Internal Change Order

How to use separate numbering sequences for Internal and External change orders within a project

Using separate numbering sequences for Change Orders

Creating the change order

How to add new changes in the Project to an existing CO

Adding New Changes to an Existing Change Order

How to review the changes in the Change Order before sending it for Project Manager’s approval

Reviewing the Change Order

Applying Templates to Change Order Proposals and Change Order Emails

Templates for Change Order Proposals and Emails

How to share Change Order Proposal with the customer

Sharing the Change Order

How to push Change Order Estimates to QuickBooks

Create Change Order Estimate in QuickBooks

Manage Changes to the Original Scope of Work

Project Time tracking

How to log the project hours as an Office user

Logging project hours in the Office user view

How to log the project hours as a Field user

Logging project hours in the Field user view

Track Time Spent on Projects

Project Payments

Finalizing the Payment Schedule of a Project

Payment Schedule of a Project

How to create and share a Payment Request for a Project milestone

Request Payment for a Project Milestone

Collecting Payment for Change Orders

How to export the collected and upcoming payments for a project and its change orders to CSV