Watch the video below to learn how our new project structure lets you add an 'Opportunity' layer — making it easy to group multiple deliverables (like quotes, submittals, and O&Ms) under one project. Now you can assign different owners and due dates — like a Lighting and Gear quoter — all within the same project
Quick tip: Avoid duplicate projects and easily group deliverables by creating multiple opportunities within a single project — by scope, phase, or however you work best!