How to create a new project:
- Click the
button to create a new project in QuoteWin - Fill in the project details and attributes into the new open record. At a minimum, you must enter a project name and customer. Other info may be populated automatically, but you can adjust it as needed.
- Click Save to create the project
Double click the project name to open the record up again, where you can edit or add new information.
Other Project functions and definitions:
- Delete will allow you to permanently remove a project from the system. This action cannot be undone.
- Copy (or Copy without attachments) will clone the selected projects. Simply enter the new project name and all information and pricing from the original project will be copied into the duplicate.
- Lock will help prevent other users from modifying the project. As the person locking the project, you will still be able to make modifications. However, other users will only be able to view the data, and not make changes.
- Unlock can be used by either person who locked the project, or a user with superuser unlocking privileges to open a locked project up back to normal permissions.
- Currency can be used to update or edit the different currency exchange rates for the specified project only. Each time a project is created, the global currency exchange rates from the administrative page are used, but can be changed or updated via the project currency button.
- Attachments will allow you to upload documents at the project level. The uploads can be configured to be shared with suppliers in SupplyWin or kept internal for QuoteWin users only.
- Checklist will take the user to the project checklist page, where you can add or edit checklist tasks. Keep in mind that the checklist template can be assigned during project creation to load a pre-configured task list.