D-Tools

Ashok P

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

How to arrange the Items in a Project in the desired order

Arranging the Items in the Desired Order

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 arrange the Items in Client reports in the Desired Order

Arranging the Items in Client Reports in the Desired Order

Reports Tab

How to publish reports to the Customer Portal

Publishing Reports to the Customer Portal

Customer Portal Tab

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.