How do I add or modify the default Estimate status values to represent our workflow?
To modify the Default Estimate Status values, go to Estimates from the Menu and click on the Gear icon which is on the top right corner and then open the Estimate Settings page.
Scroll down to Custom Status Labels and you can change the name and color to modify.
Related Articles
How to add an item on the Schedule of Values?
Adding an item to SOV can be done in multiple ways. The best & quickest way is to Import. You can Import from an Estimate, Change Order or Work Order. You can also add an item Manually if the item is not in your database. To add items to SOV go to: ...
How do I change and track the Status of my Projects? Can I modify the default Project Statuses that are provided?
The default project status can be changed using the "gear" icon in the Project module. in this area, the project status names can be changed as well as the color and order of the Project Status names.
How do you import an estimate to Schedule of Values?
Estimates can be imported to SOV after you have created the Project you wish to link this Estimate to, to do so go to: Menu > Projects > Schedule of Values > Edit > Import From > Import from Estimate > Select Estimate from Dropdown > Add Items to ...
Assigned Projects & Default Project
Assigned Projects and Default Projects are great tools that help you limit the amount of data you and your employees see by only showing you the data that you need/want to see. NOTE: You should NOT Assign a project or Default Project to you or anyone ...
Assigned Projects & Default Project
Assigned Projects and Default Projects are great tools that help you limit the amount of data you and your employees see by only showing you the data that you need/want to see. NOTE: You should NOT Assign a project or Default Project to you or anyone ...