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Getting started and best practices for projects you have won!
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29 articles in this collection
Written by
Andriy,
Kimberly Hirsch,
and
Ashok P
Getting Started
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
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
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
Put Projects in Action
Getting Started with Project Tasks
Learn the concepts related to Project Tasks
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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
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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
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Written by
Ashok P
Updated over a week ago
Define Project Tasks
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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
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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
Communicate on Projects
Configure Email Notification Preferences
I don't want to get Email notifications for all changes in my Opportunities and Projects
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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
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Written by
Ashok P
Updated over a week ago
Notes and @ Mention
Add Project Notes with @ Mentions to Project Activities
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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
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Written by
Ashok P
Updated over a week ago
Communicating on Projects
Explore the options to communicate with your team on Projects
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Written by
Ashok P
Updated over a week ago
Manage Changes to the Original Scope of Work
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
Order Products and Update Thier 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
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
Configure Payment
Add Payment Terms
Set up payment terms for projects and their change ordersĀ
Written by
Kimberly Hirsch
Updated over a week ago
Set up Payment Schedule
Set up the payment schedule for projects and their change orders
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Written by
Ashok P
Updated over a week ago