Home > SI Documentation (v17) > User Guide > Projects > Project Explorer > Creating Projects

Creating Projects

Details

 

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

 

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Create Project

 

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

 

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Click here for details.

Create Project From D-Tools Cloud

 

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

Create Project From Template

 

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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:

 

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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:

 

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Clone Project

 

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

Import Project

 

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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

 

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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.

 

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Click here for details.

Create Project from Integration

 

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

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