Home > SI Documentation (v14) > User Guide > Projects > Project Editor > Adding Items to a Project > Add Buttons

Add Buttons

One method for adding Items to a Project within the Project Editor is to click either the Add button ion the Home tab and selecting Products, Labor, or Packages:

 

add button project editor.jpg

Products

 

The Add Products interface shown below:

 

add products form.jpg

 

Find what you are looking for via the Search field, Quick Filter, or column filters:

 

searching and filtering.jpg

 

Use the quantity fields next to the Items to change the quantity if desired:

 

quantity.jpg

 

You can change the Price Type if you wish:

 

 

At the bottom of the interface you can choose your Location(s) and System for the Products you are adding:

 

locations and systems.jpg

 

Click Add or Add and Close to add the items to the Project.

 

add and add and close.jpg

 

Adding Labor Items is very similar to the to adding Products.

Packages

 

When you click Add->Packages the following form will open:

 

add packages general.jpg

 

When you select a Package on the left, the General tab for the Package is the default. At the bottom of the interface you can choose the Locations(s) and Systems or you can choose the "Items in package can be in different location and system" option.

 

There is a Price tab to review the pricing for the Package:

 

package price tab.jpg

 

There is an Items tab that will display the items in the Package:

 

package items tab.jpg

Add From D-Tools Library

 

The Add->From D-Tools Library feature downloading a new Product from the D-Tools Library directly to the Project.

 

add from d-tools library.jpg

 

This opens up the Add Products From Library interface where you can choose what Products you wish to add. Once you close the Add Products from Library interface, the Products will then be added to the Project. The Products may also be automatically added to your Catalog based on the following option in the Add Products from Library interface:

 

add to project only.jpg

 

The Products will be assigned to whatever Location(s) and Zone that you have selected in your Drop Zone.

 

Keep in mind that Products added to the Project this way will have Validation Errors due to missing pricing.

 

validation errors.jpg

 

Once you edit the Product's price fields, you may want to then use the Update to Catalog feature depending on your User Group Permissions.

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