Starting, Saving & Modifying Projects
A new project can be started from an estimate or from the upper navigation menu using + New Project. Any data entered in the estimate is carried over to...
Mon, 7 Feb, 2022 at 2:03 PM
The Files & Instructions page allows upload of documents, and addition of special filing or translation instructions, if any.
Mon, 7 Feb, 2022 at 2:04 PM
While working on a project, the Save button can be used at any point to save a draft. Drafts are found in the Saved tab of the Project List.
Mon, 7 Feb, 2022 at 2:05 PM
Project List is the home page of the Services Portal. The Project List is customizable and allows filtering. By clicking on column headers, the columns can...
Thu, 10 Feb, 2022 at 3:29 PM
Clicking on a Reference Number in the Project List and it will open the Project Details page. This page details all information about the order, including t...
Mon, 7 Feb, 2022 at 2:06 PM
Project progress can be tracked using the Status column. The following statuses are displayed.
Mon, 7 Feb, 2022 at 2:07 PM