Projects
Group the orders, documents, staff and profitability of a production or event, and follow the whole job from one place.
How projects work
What a project groups, its number and code.
Project lifecycle and statuses
Statuses, archiving and the Calendar.
The projects list and project page
Where everything is in Projects.
Create a project
Name, dates, client, type and tags.
Edit a project's details, contacts and location
Details, status, contacts, location and staff.
Archive or unarchive a project
Hide a project and bring it back.
Project types
Classify projects by type.
Work with projects through files, NEO, the API and workflows
Files, API, NEO and workflows.
Why can't I archive or edit a project?
Archive greyed out or edits refused?
Add an order to a project
New or existing orders, and removing one.
Follow equipment, subrentals and incidents across a project
One view of all the project's orders.
Create quotes and invoices for a project
One document for several orders.
Project profitability
What the whole project earns.