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Projects

Getting started and best practices for projects you have won!

Andriy avatar Kimberly Hirsch avatar
19 articles in this collection
Written by Andriy and Kimberly Hirsch

FAQ: Can I change just the quantity on a change order

On a change order, to change the quantity, currently you will need to delete the item and add the same item with a new qty.
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Written by Kimberly Hirsch
Updated over a week ago

Project Tasks

Setup and manage tasks on a project
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Written by Kimberly Hirsch
Updated over a week ago

How do I create a project?

I have gone to the project page and I don't see a place to create a project. Where do I create a project?
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Written by Kimberly Hirsch
Updated over a week ago

Getting started with Projects

Learn how to manage projects in D-Tools
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Written by Kimberly Hirsch
Updated over a week ago
Best Practices

Share accepted quotes with your team

How to share your accepted quotes / BOM with your installers, technicians, project manager, engineers, programming, and more
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Written by Kimberly Hirsch
Updated over a week ago

Customize Project Stages to match your workflow

Let everyone on your team know what stage a project is in and where it needs to go next
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Written by Kimberly Hirsch
Updated over a week ago

Project Changes

An overview of how to make changes to won Opportunities
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Written by Kimberly Hirsch
Updated over a week ago
Change Orders

Getting Started with Change Orders

Everything you need to get started and using change orders
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Written by Kimberly Hirsch
Updated over a week ago

Building a Change Order

The necessities of adding, removing, or replacing items, and updating items like price, labor, and others
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Written by Kimberly Hirsch
Updated over a week ago

Customize Change Order Proposal

Customizing the change order proposal to fit your company design
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Written by Kimberly Hirsch
Updated over a week ago

Manage Change Orders

Manage your change orders states and stay on top of them
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Written by Kimberly Hirsch
Updated over a week ago
Project Plan

Field User

Field Users, Field User view
Andriy avatar
Written by Andriy
Updated over a week ago

Cross-Project Scheduling

Project planning and scheduling just got a whole lot easier!
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Written by Kimberly Hirsch
Updated over a week ago

Project Time Tracking

Clock In & Out, Track Employee Hours, and Export Time Sheets
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Written by Kimberly Hirsch
Updated over a week ago
Item Status

Mark Products as Ready to Order

For integrators working on overlapping projects that need to order across multiple projects, or have purchasing processes in place
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Written by Kimberly Hirsch
Updated over a week ago

Ordering Products from within a Project

Everything you need to know about ordering from a project
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Written by Kimberly Hirsch
Updated over a week ago

Update Item Status

Update the item status of each item through project installation
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Written by Kimberly Hirsch
Updated over a week ago

Select and Export Products

In the item status view, you can select all or a handful of products and export into a PDF, CSV, or Excel file
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Written by Kimberly Hirsch
Updated over a week ago
Payment Terms

Project Payment Terms

Manage project and change order payment term statuses
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Written by Kimberly Hirsch
Updated over a week ago