D-Tools

Everything you need to know to start using the Project Management functionality on D-Tools Cloud

Getting started with projects

How to download the list of products and labor items in a project into a  CSV and a PDF file

Downloading the list of items in a project

Ashok P

Everything you need to know about executing and completing projects on D-Tools Cloud

Projects

How to monitor the progress of the project from the Overview tab of the project

Project Overview

How to view your biweekly schedule using the My Calendar functionality

Viewing your biweekly schedule on My Calendar

How to view the overall schedule by resource, project, and month using the Global Calendar functionality

Viewing the overall schedule on Global Calendar

Learn how to break down project deliverables, schedule resources, and track project progress on D-Tools Cloud

Put Projects in Action

How to use Project Stages to keep track of your projects

Customizing the project stages

How to move a project through various stages

Changing the project stage

Project Stage

Everything you need to know to start using the Project Tasks functionality on D-Tools Cloud

Getting started with project tasks

Adding task templates

Defining project tasks

How to use task templates in a project and reduce the effort to define tasks manually

Applying a task template to a project

Adding tasks within a project

Adding checklist templates

Project Tasks

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

Scheduling project tasks as an event

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 the 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

How to reserve inventory-tracked items for projects

Reserving inventory-tracked 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

Learn about the different ways your resources can communicate with each other on D-Tools Cloud

Communicate on Projects

Everything you need to know to start using the Change Order functionality on D-Tools Cloud

Getting started with change orders

Understanding how the “Project Manager Approval” process work for change orders 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 a change order

How to enable taxes on a tax-exempt change order

Enabling taxes on a tax-exempt change order

How to add new changes in the project to an existing change order

Adding new changes to an existing change order

How to review the changes in the change order before sending it for the project manager’s approval

Reviewing a 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 a change order

How to push change order estimates to QuickBooks

Creating a change order estimate in QuickBooks

How to download the details of the change orders in a project via the Change Order Summary report

Downloading the Change Order Summary report

Learn how to create and manage change orders on D-Tools Cloud

Manage Change Orders

How to add time entries for projects and track project hours

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

Learn how to track the time spent for projects on D-Tools Cloud

Track Time Spent on Projects

Everything you need to know to start collecting payments for your projects

Project payments

How to edit the payment schedule of a project

Editing the payment schedule of a project

How to create and share an invoice for a project payment term

Creating an invoice for a project payment term

How to create an invoice with multiple project payment terms and change order payments

Creating an invoice with multiple project payment terms

How to collect the payment for a project payment term over multiple invoices

Creating multiple invoices for a project payment term

Collecting payment for change orders

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

Exporting project and change order payments

Learn how to collect payments for projects on D-Tools Cloud

Collect Payment for Projects

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