Let's take a brief look at all the different Menus within a Project and what they're primarily used for.
Overview – This is where you can see a high level of details relating to your Project. This is where you can see the Status of the Project, Revenue, Profit, Location, Clients, Key Dates, etc.
Charges – This is where all your BOQ's relating to this individual Project will appear. This is the main portion in where you will build out your Quote Items
Variations – This is where you can create a separate set of BOQ's from the main portion or works of the Project.
Measuring Tool – This is where you can upload Drawings and create Markups which will create BOQ's and be linked to the Charges tab.
Application Rates – This is where you can see the Applications Rates for each BOQ and each of the Coats relating to a BOQ. Any changes will only affect that specific Project.
Inclusions/Exclusions – Here you can write out any Inclusions/Exclusions relating to the Project or select from the your Companies Inclusion/Exclusion Library.
Labour Costs – This is where you can see and edit all the Labour Types you have selected for this Project and the Rates associated with them. Any changes will only affect that specific Project.
Discounts – This is where you can apply Discounts to a Project in 3 different ways.
Export Documents – Here you will have a range of Folders and Documents that you can select from and export with prefilled information relating to this Project.
Comment – Here you can add any comments relating to this Project. You can create both Internal (only for your team) or External (for the Clients) Comments.
Attachments – Here you can upload Folders/Files relating to this Project and assign them to a particular Category so it's easy to find and download later.
Emails – This is where you will see all Emails sent from the system relating to this Project.
Tasks – Here you can see and create Tasks relating to this Project. You can also assign Tasks to other uses and set reminders for yourself/others.
Time – Here you can see the amount of Time you have spent working on this Project and the amount of Time after you've Submitted the Project. You can also log extra Time against a Project manually.
Invoice – Here you can create an Invoice based on the BOQ's in a Project and send it to your Client.
Product Purchasing – This is where you can see the Products associated with this Project, how many is recommended/calculated for this Project and then create a Product Purchase Order to order the selected Products.
Versions – This is where you can create/view a Projects Versions. This allows you to create a "save point" of a Project and make as many changes as you want and reload the Project to a previous point.