How do I create the default folders for a specific Project?

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• How do I build the set of default File Folders for saving my Project information?

  Project folders are automatically created for a Project along with all the modules that are associated with the Project. Go to the Menu and select Files & Photos and pick a Project you wish to see the Files & Folders. Here you will see all the ...

• 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 create a default Scope of Work for an Estimate?

  To create a default Scope of Work for an Estimate, open the Estimate by going to the Menu and selecting Estimates. Once in the Estimate, click on the gear icon on the top right to enter the Settings for the Estimates. Here, under General Settings, ...

• How do I modify the Project folder tree in the Project files tab?

  You can create new Folders in the Project Files tab but you won't be able to modify the folder tree at the moment.