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

How to allow Multiple Users to edit a Project at the same time

Allowing Multiple Users to Edit a Project

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

How to find Items that were directly added to Projects

Finding Project Items Not In Catalog

Project-Added Items

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.