Workspace Tools
Cross-project dashboards, your material catalog, contacts and the tools that span your whole workspace.
19 articles
- What are the Project Pipelines?
- Can I configure the Stages of the Lead and Active Project pipelines?
- How do I change the Stage of my project in the Pipeline?
- How do I move a Project from the Lead Pipeline to the Active Project Pipeline?
- How do I move a Project to the Portfolio?
- What is the Analysis Dashboard and how does it work?
- What is the Estimating Dashboard and how does it work?
- What is the Accounting Dashboard and how does it work?
- Where does the data feed from on the Analysis Dashboard?
- Where does the data feed from on the Estimating Dashboard?
- Where does the data feed from on the Accounting Dashboard?
- Why does it say "This project doesn't have an estimation yet"?
- Why does it say "this project hasn't been analyzed" for some projects?
- What is the Companies and Contacts manager?
- What's the difference between a Company and a Contact?
- How is the Company and Contact info used throughout the software?
- Can I bulk import my Companies?
- What is the Tax and Insurance column in Companies and Contacts?
- What do the colors on insurance expiration dates mean?