Creating a Project

Knowledge Base > Projects > Creating a Project

in Projects

Projects and Quotes are different in Orgo.  Projects are designed to help you manage and track a lot of different pieces of information over a long period of time. Projects allow you to have multiple quotes attached to it and can even be created before a quote for a project exists.

To open a project:

Projects > Click on desired project title

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The project summary screen gives you all of the information available regarding the project including:

User

Status

Stage

Category

Timeline

Factories: amounts are quotes that are attached to the project

Customers

Awarded Customers

Consultants

Spec Credits

Project History

You can Edit a project by clicking the edit button on the Project Summary page.

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Spec Credits attached to the project can be added by clicking Add Spec Credit.  You can also view a PDF of the attached Spec Credit by clicking on the PDF icon.

SpecCreditPdf.png

 

Once a quote is attached to a project, the title of the quote will then be displayed in purple on you Quotes screen.

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To create a new project:  Projects> Click New

NewProject.png

NewProjectScreen.png

Once a Project has been created you can add quotes to it by going to the Quotes tab from the Project summary screen and click on the Add Symbol.

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Select your quote from the pull down bar and then click Link.  This will add the quote to your project as well as the factories and dollar amount involved with the quote to your Project Summary.