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.
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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 ...
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 ...
Basics of Projects
Purpose: To create a Project. Background: Projects in Contractor Foreman are where basic project information is contained as well as containing links where you can quickly access important project information such as Invoices, Estimates, to-Do's and ...
Basics of Change Orders
Purpose: To Create a Change Order. Background: In Contractor Foreman, Change Orders are used to document and track any changes that were made to the original contract amount. You have the ability to track who requested and who approved as well as ...