Home > SI Documentation (v18) > User Guide > Projects > Project Explorer > Creating Projects

Creating Projects



There multiple ways to create/add Projects in SI within the Project Explorer.


project explorer.jpg

Quantity-Based or Unit-Based


In v18 we introduced the option to have Quantity-Based Projects or Unit Based Projects. Historically Projects in SI were Unit-Based meaning that all products displayed as one line item with a quantity of 1. Click here for details.

Create Project


create new project.jpg


The Create->New function will open the New Project Wizard:




Click here for details.

Create Project From D-Tools Cloud




This feature allows you to import a Won Opportunity from D-Tools Cloud into SI. Click here for details.

Create Project From Template


create from template.jpg


The Create->From Template function allows you to create a project based off of a saved template. Click here for details.


To create a Template, simply select an existing Project in the Project Explorer and click Create->Template:


create template.jpg


You will be prompted to name the Template as well as add a description. You can choose whether or not to import any additional files like Visio or AutoCAD drawings:


new template.jpg

Clone Project




The Clone function will make a copy of the selected Project. Click here for details.

Import Project


import project.jpg


The Create->Import Project function allows you to import SI Projects, either ones you've previously exported or Projects you receive from other SI users outside of your company. This is also how you can import Sample Projects. Click here for details.

Create Project from Mobile Quote


new from mobile quote.jpg


This allows you to to create a Project from a Mobile Quote. This will open a dialog prompting you to choose a Quote that has been synced from Mobile Quote to SI.


mobile quote.jpg


Click here for details.

Create Project from Integration


create from integration.jpg


This allows you to to create a Project from a Third-Party Integration with SI. Click here for details.

Last modified


This page has no custom tags.


This page has no classifications.