Projects

Top  Previous  Next

Clicking Main Menu then Projects on the Menu Bar will display a list of all your projects. You can sort the list by any column by clicking the column heading. Click the same column heading again to sort in the opposite direction.



To find a project just click a field in any column you want to search (i.e. Project Name) and start typing. Quick Estimator™ 2005 will move to the nearest match. Keep typing until you find the one you want. If there is more than one match (i.e. you have two projects named "Smith Project") just hold down the Shift key and hit Enter. Quick Estimator™ 2005 will move to the next match.

F If you have the Full version you can also find projects by project barcode. If you have a barcode scanner you can scan a project barcode on an estimate for example into the Find By Project Barcode field and Quick Estimator™ 2005 will open that project if found. If you don't have a barcode scanner, you can type the barcode number in instead and hit the Enter key. You will find the barcode number printed beside the barcode. See the example below. Project barcodes are also printed on all project reports.



Click the Options button and select View Notes to display project notes. Select again to hide.

Click the Options button and select Add New Project to add a new project.

Double-click a row to open a project in the Projects screen where you can view or edit the complete details for the project.

The Projects screen is where you add, edit and delete projects. The top part of the screen stores the project information and the lists at the bottom shows any estimates belonging to that project and any documents you have linked to the project. Each project can have more than one estimate. You can double-click an estimate to open the Estimates screen and view that estimate. You can also double-click a document in the Related Documents list to edit of view it.



Use the Browse drop-down list to browse through your projects. You can also search for a project by typing a project name in the Browse drop-down list. As you type the list will filter out the closest matches. Keep typing until you find the one you want. Hit the Enter key to move to that project.

F If you have the Full version you can also find projects by project barcode. If you have a barcode scanner you can scan a project barcode on an estimate for example into the Find By Project Barcode field and Quick Estimator™ 2005 will jump to that project if found. If you don't have a barcode scanner, you can type the barcode number in instead and hit the Enter key. You will find the barcode number printed beside the barcode. See the example below. Project barcodes are also printed on all project reports.



The Options button when clicked will display the drop-down menu shown below.


Select Add New Project to add a new project.

Select Add New Estimate For Project to add a new estimate for a project. See the Estimates topic to learn more about estimates.

Select Add Linked Document to link any documents you have on your computer that relate to the current project. This will open the Related Documents screen. See the Related Documents topic to learn more.

Select View Photos to view any photos you have in the Photo Gallery belonging to that project. If there are no photos you will have an option to add some. See the Project Photos topic.

Select Print to print one or more projects. See the Printing Projects topic the learn more about printing projects.

Select View Map to view a map of the project address or select Get Directions to get turn by turn directions to the project from your address using Mapquest. This requires an internet connection and that you have chosen a country on the User Information screen. While viewing the directions, there is an option to reverse the directions so that it will show directions from the project to your address. You can print out the map or directions for yourself or for giving to your crew. You must have at least entered a street address, a city and a state for both the project and for your own address. This feature may not work well in some rural areas.

F If you have chosen to use the QuickBooks® link on the Setup / Defaults then the Add To QuickBooks® option will be visible. Select it to add the current project to your QuickBooks® company file. QuickBooks® must be running with your company file open. If the customer the current project belongs to has not been added to QuickBooks®, Quick Estimator™ 2005 will add it automatically. See the About QuickBooks® Link topic to learn more.

F Select Archive Project to archive the current project. This will not delete the project, just remove it from view so they won't show up on any lists. To restore a project from the archive, click Archives on the top Tool Bar and click Project Archive. Locate the project you want to restore and check the Restore check box. When you archive a project, all estimates belonging to that project are also archived. See the Project Archive topic.

To delete a project select Delete Project. Remember when you delete a project, all estimates belonging to that project are also deleted.

Adding A New Project

The first thing you must do when creating a new project, is select the customer the project belongs to from the Customer drop-down-list. This field cannot be blank. When you have selected the customer, the rest of the fields will become available. You must select a customer from the list, you cannot just type one in. If the customer you want is not on the list, click the to add them. When you select a customer the address information and a default project name will be entered for you. You can edit any of this information.

Next you must enter a project name in the Name field. This field cannot be blank. Quick Estimator™ 2005 will have entered a default name based on the customer name when you selected the customer.

Fill in as much information as you can. The minimum information required is the Customer and Project Name.

If you are not using the Replication feature, the Project # will be automatically entered for you. You can edit the number as required. If you are using the Replication feature then you will have to enter the Project # yourself. The replication feature is only available in the Full version.

You can select a project type from the Project Type drop-down list. Also you can select the foreman for this project from the Foreman drop-down list. To add to or edit this list, click the button to the right of the drop-down list.

If you select a Estimate Due date and you have checked Estimate To-Do List on the To-Do List tab of the Setup / Defaults section, Quick Estimator™ 2005 will create a To-Do List item for you to remind when the estimate for this project is due.

There are four custom fields you can use to store additional information about a project. To edit the names of the custom fields, click Setup / Tools on the Main Bar, then click Set / Defaults and then click Custom Fields.

If you have chosen the Custom tax method on the Setup / Default screen, then the following section will be visible on the projects screen.

This lets choose a different tax setup for each project. If you have entered default taxes on the Setup / Default then these will already be entered for you. Select different taxes if you want or select < NA > for no tax. Make sure and check off the categories that each tax applies to. If you make changes to the tax setup for an existing project that you have already created estimates for, you must click the Update All Estimates button to recalculate those estimates.

Also see the Adding A New Customer & Project quick step-by-step guide.

---