D-Tools

Ashok P

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

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