Projects
Configuration and administrative guides for managing your company in SubBase, including users, permissions, company settings, workflows, integrations, and system-wide controls.
By Gabby1 author5 articles
- Create and Manage Project GroupsGroup projects by region, division or client so the right people see them. How to build a group, and what removing a project or a user from it does.
- Edit Project SettingsChange a project's name, ID, group, watchers, assignees and addresses after it is created, or take a finished project out of use.
- Create a ProjectAdd a project so your team can raise requests, send RFQs, place orders and process invoices against it. Who can create one, and what each field does.
- Upload Multiple ProjectsCreate or update many projects at once from a spreadsheet, using Upload on the Projects page. Which columns matter, and what an existing Project Id overwrites.
- Projects OverviewEvery request, quote, order and invoice belongs to a project. What the Projects page shows you, and how project groups decide who sees what.