Viewing and Editing a Project Draft

Project drafts contain essential information fundamental to planning out a project. This article will show you how to edit an existing project draft, learn how to create a new project draft here.

 

  1. Click mceclip0.png from the Side Menu
  2. Click the project you wish to edit, or click mceclip1.png and then mceclip2.png

mceclip3.png

  1. If required, click mceclip4.png along the tab list to open the Details tab

mceclip5.png

Tip: Editing customer information is only possible before the project is active. Project Title, Description, Attachments, Notes, Insurance Policy, and Quote Expiry are all editable.

 

Project Documents

mceclip6.png

  1. Click mceclip7.png to add additional documents to the Project
  2. Click mceclip8.png under mceclip10.png to attach a file to a quote. mceclip11.png indicates the file will be attached to the quote
  3. Click mceclip8.png under mceclip13.png to attach a file to an invoice. mceclip11.png indicates the file will be attached to the invoice
  4. Click mceclip14.png to delete the file

 

Notes

mceclip16.png

  1. Click mceclip19.png to add additional notes to the Project
  2. Click mceclip20.png under mceclip22.png to attach a note to a quote. mceclip24.png indicates the note will be attached to the quote
  3. Click mceclip20.png under mceclip23.png to attach a note to an invoice. mceclip24.png indicates the note will be attached to the invoice
  4. Click mceclip26.png to delete the note

 

Insurance

mceclip27.png

  1. Click the drop-down under mceclip28.png to add an additional Certificate of Currency to the Project
  2. Click mceclip29.png under  to attach a Certificate of Currency to a quote. mceclip30.png indicates the file will be attached to the quote
  3. Click mceclip31.png to delete a Certificate of Currency from the Project

 

Quote Expiry

mceclip32.png

  1. Click the field under mceclip33.png to change the length of the quote
  2. Click the drop-down under mceclip34.png to change the expiry period of the quote

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Saving Changes

  1. Click mceclip36.png to save any changes made to the Details tab
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