New Project Wizard

Step 1

Client

Here you can select an existing client from the list or you can click the [Create Client] button to create a New Client from scratch, import from Outlook, or import from QuickBooks. If you type in a new Client name, you will be prompted to create a Client. This is a required field.

Client Number

This field can be filled in if you want to add a client number, e.g. - an identifier for the client from your accounting software.

Project Name

The Project name will print on most reports in SI 2015. This is a required field.

Project Number

This will auto-populate once the Project has been saved based on your Project Number Format settings. You can also manually type any number you wish in this field.

Progress

Set a Progress if desired. See Progresses.

Product Price Type

This defaults to Price Type "A", or to whatever you have renamed this to under Product Price Types. Change if desired.

Assigned To

The user you are logged in as will automatically populate this field. This field is used to limit access to a Project based on other User's Permissions.

Start/End Date

Enter the Start Date if you know it at this point in time.

Project Contact

You can manually enter who the Primary Contact is for the Project on the Client side, not the primary contact from your company. The Name field is what displays on the signature lines of the Proposal reports in SI 2015. Title, Phone, and Email are optional. This name will often be the same as the Client name.

You can also use the [Create Contact] button to enter a new Contact, choose and existing Contact, or import a Contact from Outlook. If the Client you have selected for the Project has a Primary Contact associated with it, these fields will auto-populate.

Step 2

Enter/edit the Site Address.

You can use the [Copy Billing Address] button or the [Change Address] button to select any other address you have associated with the Client.

Step 3

Enter/edit the Billing Address.

You can use the [Copy Site Address] button or the [Change Address] button to select any other address you have associated with the Client.

Step 4

Here you can apply a Price Rule that will be applied to all Products added to the Project. Click here for information on Price Rules.

Step 5

Choose your Taxes for the Project. See Tax Settings.

Step 6

Assign any Resources to the Project. See Users/Resources.

Your User/Resource information will automatically be populated and you can use the [Assign] button to add additional Resources. Resources are not required and can be added later, say when creating a Schedule for installation.

Step 7

If a Primary Contact is associated with the Client, their information will be pre-filled in here. Enter any additional Contacts to the Project, e.g. Spouse, Contractor, Builder, Architect, etc.. Use the [+] button to add a New or Existing Contact, or you can import from Outlook. This list can be printed via the Project Contact Information report.

Step 8

Enter a scope of work for the Project if needed. You can manually type in this field, paste text into this field, or use Snippets that you have created, see Snippets. All text entered into this field will be unformatted as this is a database field. If you wish to have a Rich Text Format (RTF) formatted Scope of Work, you will need to do this from within the Project once the Project has been saved. See Scope of Work. This can printed via the Scope of Work Document report.

Step 9

Create a list of Locations for this project. You can enter two things here, either a Location or a Child Location. You can have up to five levels of Locations, forming a hierarchy. You do not need to use all five levels. You can add Locations and Child Locations via the [Add] button if you want to choose from the list of Locations from your Control Panel, or you can click the [New] button if you want to manually type the names. Click here for more information on Locations.

The Abbreviation field can be used in your Component ID format if desired. The Description field will print on most SI 2015 Reports when the report is grouped by Location.

You can use the [Move Up] and [Move Down] arrow buttons to position your Locations in the order want them to print when grouping reports by Location.ex

In the example below, "Lower Level" and "Upper Level" are considered the two "top level" Locations. Beneath each is a Child Location level that lists out all of the rooms. So in this case, only two levels of the available five are used to create the Location list.

Step 10

Enter any Systems for the Project. You can add Systems via the [Add] button if you want to choose from the list of Systems from your Control Panel or you can click the [New] button if you want to manually type the names.

Step 11

Modify if needed the contract percentages. See Contract Percentages.

Step 12

If needed, enter any other information in the Custom Fields that you have defined. See Custom Fields.

When finished entering your Project information, click the [Save] button. The Project file will automatically open in the Project Editor interface.