Home > SI Documentation (v12) > User Guide > Projects > Project Editor > Home Tab

Home Tab



The Home Tab within the Project Editor has many features/functions.



Adding Items to a Project



The primary reason for a Project's existence is so that you can add Items to it. There are many ways to add Items to a Project, click here for details.




Here you can change how your Items within a Project display. Click here for details.



You can use the Quick Filter to filter your list of Items within the Project Editor:



Depending on your view, you can also use the Search field to filter or use column filters:



Project Information



Project Information form contains general information about the Project, some of which was entered when creating a new Project.


project information status.jpg


To edit other settings like Locations, Systems, and Contract Percentages, click the Settings tab in the Project Editor.


There is a unique setting here that wasn't a part of the New Project Wizard and that is the ability to choose your Company Address that will display on your reports.


company address button.png


Your default company address will be used, uhh, well by default. Click the "Use specific company address" to either type in a new address click the "Select" link to choose from any of the addresses you've entered for your Company Information.


specific company address.png

Scope of Work



To add/edit the Scope of Work for a Project, click the [Scope of Work] button in the Open section of the Ribbon, click here for details.

Open Wire Connections



Click here for details.




The Project Comments form allows you to add any information you wish to track. Each entry is automatically tagged with the date, time, and User name of who made the comment. You can export your comments to PDF if desired.





The History button will open a form that will show the Check In/Out history of the Project, as well as list any changes to fields:


Link to Mobile Quote



This will open a form that will let you choose a Mobile Quote that you want to link to the Project.

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