Various Project actions are generic and can be performed on any kind of Project at any point in the Project workflow.

Edit Project

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This function allows you to edit Project-specific information such as the Title and Administrator.

Select the Project from All Projects.
On the Project Parts page, click the Edit Project button.
The Edit Project: box form will display.
Edit fields as required.
Click Save.

Close / Reopen Project

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A Project can be closed if all its Parts have been completed (orders received and invoiced), or if the Customer no longer wants to continue with the order(s). A closed Project can be re-opened at any time and will return to the status it had before it was closed.

To close a Project:

Select the Project from All Projects.
On the Project Parts page, click the Close Project button.
A confirmation box will display:
Click Yes.

To re-open a Project:

Click the Re-open Project button.
A confirmation box will display:
Click Yes.

Copy Project

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This function allows you to create a new Project containing the same Parts as the copied Project. This can save a lot of time if, for example you want to create a similar Project for the same or a different Customer. You can copy the Project and amend it, rather than having to recreate everything from scratch.

Select the Project from All Projects.
On the Project Parts page, click the Copy Project button.
The Copy Project box will appear.

NOTE: Suppliers and prices are not automatically copied with the rest of the Project. If you want to copy them as well, check the checkbox
Click Copy.
The new Project reference number is the next number after the current highest Project number. For example, if the current highest Project number is ZZZ/337, the new Project reference will be ZZZ/338. The status of all Parts in the new Project is set to 'New'.

Project Summary

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The Project Summary provides a single page overview of the key aspects of the Project. Each Project Part is listed with the name of the selected Suppliers and the services they provide. For each service the highest, lowest, average and chosen price is listed.

NOTE: To be able to view a Project summary, at least one Project Part must have the status 'Quoted'.

Select the Project from All Projects.
On the Project Parts page, click the Project Summary button.
The Project Summary page displays.
To keep a copy of the summary, click Save.
The Project Summary is saved, but can be edited and re-saved as required.

Page:

Part Information
Page:

Project Actions
Page:

Supplier responds to Quote Request from Service Provider
Page:

Service Provider processes Goods Receipting
Page:

Service Provider enters prices for Supplier

Edit Project

Close / Reopen Project

To close a Project:

To re-open a Project:

Copy Project

Project Summary

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