Project Tab Overview
Details and Settings tab
Here you can type a name and description for the project and assign a Project Manager.
Totals tab
At a glance you can view the charges, costs and profits based on the orders linked to the project.
Included Installation Orders tab
This tab will show you all Install Orders linked to the project.
Add |
Click to select an Install order to add to the project. |
Edit |
Select an order and click Edit to jump to the order in the Install module. |
Remove |
Remove an order from the project. |
Quick View |
Select an order and click Quick View to open the order in a new window. |
View by status – select Open, Closed, Invoiced or All on the right.
Included Invoices tab
This tab will show you all invoices for the linked service or install orders.
Add |
Click to select an invoice to add to the project. |
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Edit |
Select an invoice and click Edit to jump to the invoice in the Invoicing module. |
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Remove |
Remove an invoice from the project. | ||
Quick View |
Select an invoice and click Quick View to open the invoice in a new window. | ||
View by Invoice Status – select Open, Closed or All on the right.