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Knowledge Base
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