D-Tools

An introduction to the Project Templates functionality in SI

Project Templates

An introduction to Quantity-Based Projects and Unit-Based Projects

Quantity-Based and Unit-Based Projects

Ashok P

Projects

Project Explorer

What are the different ways to create new projects in SI

Creating a New Project in SI

How to create a project in SI from an Won opportunity in D-Tools Cloud

Creating an SI Project from a D-Tools Cloud Opportunity

How to create a project in SI from a third-party integration

Creating an SI Project from a Third-Party Integration

Creating Projects

Viewing Projects

What are the different ways to edit projects

Editing Projects

Managing Projects in SI

How to check in and check out projects and undo check outs

Checking In and Checking Out Projects

How to add and manage additional project Files

Working with Additional Project Files

How to lock and unlock projects and project reports

Locking and Unlocking Projects

How to mark a project as Fully Approved or Partially Approved

Marking a Project as Approved

How to export project details and projects

Exporting Project Details and Projects

Archiving and Unarchiving Projects

Checking Job Cost

Checking Revenue

Checking Backlog

Managing Projects

Deleting Projects

An introduction to the Revisions functionality

Tracking Project Changes using Revisions

Creating a Revision

How to compare two revisions of a project

Comparing Revisions

Managing Revisions

Revisions

An introduction to the Change Orders functionality

Change Orders

Creating Change Orders

Managing Change Orders

Change Order Reports

How to use the Find Serial Numbers feature to search for products by their serial numbers

Finding Serial Numbers

Serial Numbers

Project Editor

How to add items and packages using the Add buttons

Adding Items and Packages using Add Buttons

Adding an Item using the New Button

Cloning Items within the Project

How to add or clone items in the Drop Zone

Adding or Cloning Items in the Drop Zone

How to add miscellaneous items to a project

Adding Miscellaneous Items

How to mark an item in a project as Optional

Adding Optional Items

Adding Items

How to manage the POE associations of the PSEs and PDs in a project

Managing PoE Associations

How to use the View button to get different views of the project

Using the View Button for Different Views

View Button

How to add items in a project to new or existing packages using the Add Selected Items To feature

Adding Selected Items to New or Existing Packages

Editing Project Details

How to use the  Open Wire Connections feature to export or disconnect wire connections in a project

Exporting Wire Connections

How to manage the scope of work in a project

Adding the Scope of Work

How to manage the checklists in a project

Adding Checklists

Project Tab

How to use the Assign feature to update multiple products simultaneously

Updating Multiple Products Simultaneously

How to use the Convert feature to convert accessories into items and vice versa

Converting Items to Accessories and Packages to Items

How to use CSV Export and CSV Import features in a project

Importing and Exporting Project Items via CSV File

How to use the Lock and Unlock features for the project, project reports, and project items

Locking the Project, Project Reports, and Project Items

How to use the Recalculate feature in a project to recalculate the pricing for Calculated items

Recalculating Pricing for Calculated Items

How to use the Regenerate Component ID feature in a project to create sequentially numbered component IDs

Regenerating Component IDs for Multiple Products Simultaneously

How to use the Replace feature in a project to replace items with other items

Replacing Items

How to use the Round Prices feature to round the prices of the products and labor items in the project

Rounding Prices of Products and Labor Items

How to use the Update Case feature to update the case in manufacturer, category, and subcategory names

Updating the Case in Manufacturer and Category Names

How to use the Update Install Status feature to update the Install status of multiple products simultaneously

Updating the Install Status of Multiple Products Simultaneously

How to use the Update Order Status feature to  to update the Order status of multiple products simultaneously

Updating the Order Status of Multiple Products Simultaneously

How to use the Update Package Items feature to update the items within packages

Updating Items within Packages

How to use the Update Similar Items feature to update items of the same manufacturer and model

Updating Similar Items

How to use the Split Bulk Wire and View Wire Connections features to work with the wires used in a project

Working with Wires used in the Project

How to use the Update From feature to update project data

Updating Project Data Manually from Tasks and Purchase Orders

Tools Tab

How to compare the fields of products and labor items in a project with those in the catalog using the Compare and Sync with Catalog feature

Comparing and Syncing Items with Catalog

How to compare the unit cost of products in a project with their unit cost in the catalog using the Compare Product Cost feature

Comparing Product Cost With Catalog

How to use the Update From D-Tools Library feature to compare differences in items' fields in the project and those in the D-Tools Library

Updating Items from D-Tools Library

How to use the Update To Catalog and Update From Catalog features to sync the updates to items in the project and those in the catalog

Syncing Item Updates Between Project and Catalog

How to look up information about products

Finding Product Information

Catalog Tab

How to use the Layouts feature to choose display and grouping options of Items

Using Layouts for Custom Views

Layouts Tab

How to use the SI integration with QuickBooks

Using QuickBooks Integration Features

QuickBooks Tab

Generating Reports

How to set a cover page specifically for the project

Setting the Cover Page Image

How to use the Foreign Currency Conversion feature to show the item pricing in reports in a foreign currency

Converting Pricing to Foreign Currency

How to use the Arrange Items feature to define the order of the items

Arranging the Display Order of Items

Reports Tab

How to publish reports to the Customer Portal

Publishing Reports to the Customer Portal

Customer Portal Tab

How to create a Visio file from Project Explorer

Creating a Visio File

Creating Custom Visio Templates

Creating an Elevation Drawing

Creating a Line Drawing

Creating a Plan Drawing

How to insert a floor plan on the Visio Page

Inserting a Floor Plan

Creating a Schematic Drawing

How to insert Drawing pages from a project to another project

Inserting Drawing Pages

How to copy and paste products from one Visio or AutoCAD page or drawing to another

Copying and Pasting Products Between Visio and AutoCAD

How to use the D-Tools PDF Cloud Converter to import PDF files created in AutoCAD into Visio

D-Tools PDF Cloud Converter

How to use the Product Tree functionality in the D-Tools SI window within Visio

Using the Product Tree

Visio Interface

Visio Shapes

Line Shapes

Elevation Shapes

Plan Shapes

Schematic Shapes

Coverage Shapes

Package Shapes

An introduction to Location and System shapes

Location and System Shapes

Cable Tray Shapes

Annotation Shapes

Pinout Shape

Wire Shapes

Wire Run Shape

An introduction to the Off-Page Reference shape

Off-Page Reference Shape

Types of Shapes

Editing Symbol Legend Shapes

Creating Graphic Line Ends

Assigning Categories to Visio Shapes

How to manage category assignments to Visio shapes

Managing Category Assignments to Visio Shapes

How to manage Visio shape assignments to categories and subcategories

Managing Visio Shape Assignments to Categories

How to assign a product and category to a Visio shape

Assigning Product and Category to Visio Shapes

How to assign a Visio shape to a category and product

Assigning Visio Shape to Categories and Products

Changing Shape

How to generate a side view of a Visio shape

Generating Side Views for Visio Shapes

Exporting and Importing Stencils

Linking Visio Shapes to Products

How to insert an alternate shape for a product

Inserting Alternate Shapes to Products

Locking Stencils

How to the set the Selection settings for shapes

Selection Settings for Shapes

How to configure the Shape Display settings

Shape Display Settings

Working with Visio Shapes

Creating an AutoCAD File

AutoCAD Interface

Sample Projects

Working With the Gantt Chart View

Gantt View

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