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Project Collaboration
FREE SIGNUP
Features
Getting Started
Getting Started
Overview
Why use Projects?
Key notions
First Steps
Start a new Project
Link to a Client
Add a Task and Note
Project Details & Progress
Info
Owner and Access Rights
Address and Location
Files, Photos and Floor Plans
Schedule & Activity
Milestones
Status and Stage
Tasks, Notes, Jobs, Events
Finance
Budget
Add a Quote, Invoice, Purchase Order
Expenses
Project Resources & Processes
Site Control
Assets
Equipment
Products
Punch Items and Commissioning
Punch Items
Commissioning of Assets
Other Resources & Processes
Planned Time
Form-based Processes
Admin and Manager Functions
Monitoring
Dashboards
Setup Stages
Options
Custom Fields
Templates
Groups
Misc Options
Import/Export
Import Projects
Export Projects, Forms, Products, Files
Closed Projects CSV Export
