Projects
Create projects to centralize essential information, key roles, and critical data.
Creating & Setting Up Projects
- Create a New Project
- Create a New Project from a Template
- Set Project Color
- Assign a Project Number
- Set Project Type
- Set Project Address
- Set Project Scope of Work
- Set Project Currency
- Set Initial Project Price
- Set Initial Project Duration
- Assign a Cost Code List to a Project
- Assign Key Roles
- Set Project Status
- Add a Project Image
- Add a Company User to a Project
- Set Project Taxes
Working with Project Templates
Managing Company Projects
- Favorite a Project
- Duplicate a Project
- Create a Project Summary Report
- Replace a Project Image
- Remove a Project Image
- Create a Project Team Report
- Remove a Company User from a Project
- Download All Project Files
- Archive a Project
- Delete a Project
- View Archived Projects
- Reactivate an Archived Project
- Edit Project Details
FAQ: Projects
- What is a Project Start?
- Can I see how many Project Starts my Company has left?
- Will deleting a Project give me another Project Start back?
- My team hasn't created any Projects in ConstructionOnline yet, but I see several Projects on my Project List. What are they?
- What does it mean when a Project is "Live" versus "Pending"?
- Why is my Project greyed out on the Left Sidebar?
- Can I convert my Project back to an Opportunity?
- Why can't I see my Project?
- Why can't my client/sub see their Project in the Portal?
- Why can't my Company User see a Project?
- Can I change my Project's Color?
- Can I change my Project's Type?
- Can I customize the numbers assigned to my Projects?
- What are Project Quick Links?
- Can I only create Estimates through Projects?
- Can I create a template with Project information I need to enter repeatedly?
- Is there a way I can track all of my Project data?
- Can I download all of the data from a Project?
- Can I export a list of all of my Company's Projects?
- How do I archive a Project?
- Can I access/download data from an archived Project?
- Can I delete a Project?