Projects

Getting Started with Projects

Learn how to manage projects in D-Tools

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?

Written by Kimberly Hirsch
Updated over a week ago

Share accepted quotes with your team

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

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

Written by Kimberly Hirsch
Updated over a week ago

Getting Started with Project Tasks

Learn the concepts related to Project Tasks

A

Written by Ashok P
Updated over a week ago

Build Effective Task Templates

Learn everything about Task Templates and how to create reusable Task Templates

A

Written by Ashok P
Updated over a week ago

Add Tasks to a Project

Add Project Tasks to a Project one-by-one

Written by Kimberly Hirsch
Updated over a week ago

Apply a Task Template to a Project

Use Task Templates in Projects to reduce your efforts to define Project Tasks

A

Written by Ashok P
Updated over a week ago

Define Project Tasks

A

Written by Ashok P
Updated over a week ago

Schedule Project Tasks

Get your Project running by creating Events that specify when the Project Tasks must be completed

A

Written by Ashok P
Updated over a week ago

Cross-Project Scheduling

Project planning and scheduling just got a whole lot easier!

Written by Kimberly Hirsch
Updated over a week ago

Project Time Tracking

Clock In & Out, Track Employee Hours, and Export Time Sheets

Written by Kimberly Hirsch
Updated over a week ago

Field User

Field Users, Field User view

Written by Andriy
Updated over a week ago

Configure Email Notification Preferences

I don't want to get Email notifications for all changes in my Opportunities and Projects

A

Written by Ashok P
Updated over a week ago

Real-Time Chat (New Feature)

Use Real-Time Chat for instantaneous and interactive communication with your team

A

Written by Ashok P
Updated over a week ago

Notes and @ Mention

Add Project Notes with @ Mentions to Project Activities

A

Written by Ashok P
Updated over a week ago

To-Dos

Add To-Dos as Project Activities and assign resources and Due Dates for completion

A

Written by Ashok P
Updated over a week ago

Communicating on Projects

Explore the options to communicate with your team on Projects

A

Written by Ashok P
Updated over a week ago

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

On a Change Order, open the Item sidebar and specify the new quantity of the Item

Written by Kimberly Hirsch
Updated over a week ago

Getting Started with Change Orders

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

Written by Kimberly Hirsch
Updated over a week ago

Build a Change Order

Learn how to add, remove, and replace items and update Price and Labor for a Change Order

Written by Kimberly Hirsch
Updated over a week ago

Customize Change Order Proposal

Customizing the change order proposal to fit your company design

Written by Kimberly Hirsch
Updated over a week ago

Manage Change Orders

Know how to stay on top of your Change Orders

Written by Kimberly Hirsch
Updated over a week ago

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

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

Written by Kimberly Hirsch
Updated over a week ago

Update Item Status

Keep the Item Status up-to-date to let all your team members easily track the Order status and Install status of the items.

Written by Kimberly Hirsch
Updated over a week ago

Share Products list with Installers

Export the list of all Products or a handful of them into a PDF or CSV file for Installers

Written by Kimberly Hirsch
Updated over a week ago

Add Payment Terms

Set up payment terms for projects and their change orders 

Written by Kimberly Hirsch
Updated over a week ago

Set up Payment Schedule

Set up the payment schedule for projects and their change orders

A

Written by Ashok P
Updated over a week ago