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      Back to home
      1. Knowledge Base
      2. Projects
      • Getting Started
        • User Profile
        • Company Employees
        • Cloud Integrations
        • Company Public Profile
        • Company Cost Codes
      • Projects
      • Contacts
        • ClientLink & TeamLink
      • Files & Photos
        • Add, Edit, or Delete
        • Share, Copy, or Move
      • Sales Management
        • Lead Tracking
        • Opportunities
      • Financials
        • Estimating
        • Selections
        • Change Orders
        • Financial Reports
        • QuickBooks Online Integration
        • QuickBooks Desktop Integration (Socket)
        • Items Database & Company Costbooks
      • Communication
        • Envoy™ Chat
        • Messages
        • Inbound Emails
        • Call Logs
        • Requests for Information (RFIs)
        • Submittals
        • Transmittals
      • Calendars & Schedules
        • Calendars
        • Scheduling
        • Scheduling Reports
      • Project Tracking
        • Daily Logging
        • To Dos
        • Punch Lists
        • Checklists
      • Time Tracking
      • Redline™
        • Redline™ Planroom
        • Redline™ Takeoff
      • Reporting
        • GamePlan™
        • ScoreCard
      • Customer Service
      • SuiteLink
      • ConstructionOnline Drive
      • ConstructionOnline Mobile App
      • ClientLink/TeamLink Portal

      Projects

      Project Details, Project Team, Project Templates, and Project Reports
      • Create a Project
      • Delete a Project
      • Assign a Project Number
      • Set Project Type
      • Set Project Status
      • Set Project Address
      • Set Project Scope of Work
      • Set Project Color
      • Set Initial Project Duration
      • Set Project Currency
      • Set Initial Project Price
      • Add a Company User to a Project
      • Remove a Company User from a Project
      • Favorite a Project
      • Duplicate a Project
      • Create a Project Template
      • Archive a Project
      • View Archived Projects
      • Activate an Archived Project
      • Create a Project Announcement
      • View Project Announcements
      • UDA Technologies
      • Contact UDA Support