Projects List
- Clearing updates
- What are project groups and how can I use them?
- What do the different colored numbers on the dashboard indicate?
- What tasks will show up on my dashboard?
- Viewing Projects: Simple vs Detailed
- What is the difference between viewing "All Projects" and "My Projects"?
Project Types & Phases
- Can I change a free no-client project to an active client?
- How do I search my projects for key information?
- What are the different project phases?
- Prospect projects
- Can I move an active project back to prospect?
- How do I delete a project?
Scheduling
- Can someone else edit the Draft Schedule at the same time as me?
- Date calculations for Finish-to-Finish dependencies with 0-day tasks
- How can I communicate weekend work to my team and trade partners?
- How can I create task reminders for myself?
- How can I view and edit multiple project schedules at once?
- How do holidays affect the schedule?
Estimating
- Why is a markup locked on my estimate and selections?
- What happens when I show markup in client allowances?
- Exporting an Estimate or Budget
- What financials can my client see from my estimate?
- How can I color code items to easily identify them when copying from a selection template?
- Why can't I move or delete the last markup/margin option?