How do I track Permits for a Project?

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• Where can I track all the payments done by me for any particular project?

  To track Payments done for any particular Project, go to the Menu and select Projects and open the respective Project. Click on the Financials tab and then scroll down to Payments. This will contain the history of the payments made.

• How do I create a Gantt chart for any project and track that project?

  You can let the Estimate create the Schedule for you based off the line items in the Estimate (Watch Estimating Video) and you can also create the CPM/Gantt Chart Schedule Manually by first adding start and finish dates in the Project Detail screen, ...

• How do I track costs against a Change Order in addition to the Original Contract or Estimate?

  To track costs against a Change order, add the line items and line item types to the Change Order, marking them Material, Equipment, Labor, Subcontract or Other. When the CO is Approved it will add the items to the overall budget of the project and ...

• How can I see a list of expired permits?

  You can sort the Permit table by clicking on the "Expires" column heading to see th eexpiration dates of all active Permits. This information is also available to display on the CALENDAR. You could also create a Custom Report in the REPORTS feature ...

• 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.