Projects Main Page

The Projects main page is made up of two tabs:

• Projects - A project in Orders can be considered an electronic "folder" that contains quotes and purchase orders.
• Tasks - Tasks are a list of to-do's related to the contact. They can be general to-do's or specific to a project. 

---

Projects Tab

 The Projects tab displays a dashboard of these electronic folders to give you an overview of each projects.

Project

Is the highest level of the folder. The following columns are used for projects:

• Name - Created by the user. 
• Last Modified
• Status - You can manually update the status as the project moves along.
• Actions
  • Create quote
  • Edit name
  • Change ownership
  • Delete - This action in only available if a quote has not been created for the project. Once a quote is associated with the project then this action will be disabled.

Status options available for projects.

Quote

Is the second level of the folder. The following columns are used for quotes:

• Name - Quote # assigned by the system.
• Supplier
  • Supplier Connected - This field will display the name of the supplier. If there are multiple connected suppliers on the quote 'multiple' will display in this field.
  • Supplier Not Connected - Custom will display when a non connected supplier is on a purchase
• Last Modified
• Status - You can manually update the status of the quote as the project moves along.
• Actions
  
  • Open
  • Edit name
  • Change ownership
  • Delete - This action is only available when the quote is in Draft status. Once the quote moves to any other status this action will be disabled.

Status options available for quotes.

Purchase Order

This is the third and final level of the folder. A purchase order can either be submitted electronically (ePO) or manually depending on the connection with the supplier. The following columns are used for purchase orders:

• Name - Purchase Order # assigned by the system.
• Supplier
  • Supplier Connected - This field will display the name of the supplier.
  • Supplier Not Connected - Custom will display when a non connected supplier is on a purchase order.
• Last Modified
• Status - Status can only be updated on manual PO. The status for electronic POs are updated from the supplier. See Order Status for more information on status' for manual vs electronic POs. 
• Actions
  • Open
  • Change ownership
  • Delete - This action is only available when the PO is in Draft status. Once it is moved to any other status this action will be disabled.

Status options available for manual purchase orders.

---

Tasks Tab

For more information on Tasks see Contacts > Tasks.

Updated June 18, 2025 17:46