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How to Use Projects in Partner Portal

Managing multiple quotes and orders for the same customer, job, or signage program just got easier. Projects gives you a central place in Partner Portal to organize related work and keep it together throughout the project lifecycle. You can favorite frequently used projects, archive completed work, and move or remove records as your needs change. 

What You'll Learn

In this article, you'll learn how to: 

When to Use Projects

Use Projects when you have multiple quotes or orders that are related to the same customer, job, or signage system. Projects can be especially helpful for: 

  • Multiple signs for one customer: Keep quotes and orders for the same customer together.
  • Multi-phase sign packages: Organize work that will be completed or ordered in phases.
  • Franchise programs or rollouts: Keep related signage work together for ongoing or multi-location programs. 

Note: Projects are visible to other users in your company, so your team can access and manager related work from one place. 

Create A Project

1. From the Projects Dashboard, select + New Project in the upper right corner of the screen. 

2. Enter a name for your project.

3. Select Create.

Once your project is created, you can add quotes and orders from the Quotes, Orders, or Projects dashboards. 

Add Quotes To A Project

You can add related quotes to an existing project from the Quotes Dashboard.

1. Locate the quote you want to add.

2. Click and drag the quote to the desired project.

3. Or, select the More Options menu and choose the option to add the quote to a project. 

You can organize multiple quotes in one project to keep related work together and make quote information easier to find. 

Add Orders To A Project

You can add related orders to an existing project from the Orders Dashboard.

1. Locate the order you want to add.

2. Click and drag the order to the desired project.

3. Or, select the More Options menu and choose the option to add the order to a project. 

Grouping related orders in a project gives you one place to manage4 the work and track progress. 

View Project Details

Projects gives you a centralized view of related quotes and orders so you can quickly find the information associated with a project. 

From a Project, you can:

  • Review and edit the quotes and orders associated with the project
  • View project activity in one place
  • Access and edit quotes and orders within your company

This centralized view helps you and your team stay aligned throughout the project lifecycle.

Favorite a Project

Favorite projects you reference frequently so they're easier to access.

Add to your favorites by: 

1. Use the Bulk Action bar by hovering over the Job Name and clicking the box that appears to the left of the job name:

  • Select Add to Favorites
  • Or click and drag the job to the Favorites tab.

2. Select the More Options menu:

  • Select Add to Favorites

3. From the Favorites screen, use the + Add Projects to Favorites 

Favoriting keeps important projects within easy reach without requiring you to search through your full project list.

Archive a Quote or Order

You can archive completed or inactive projects to keep your workspace focused on active work. Archived projects remain accessible when you need to reference their information. 

Archive a project by:

1. Use the Bulk Action bar by hovering over the Project Name and clicking the box that appears to the left of the project name:

  • Select Add to Archives
  • Or click and drag the job to the Archives tab

2. Select the More Options menu:

  • Select Archive Project

3. From the Favorites screen, use the + Add Projects to Archives

Archiving helps reduce clutter while preserving your Project history.

Move Quotes and Orders Between Projects

As projects develop, you may need to reorganize your quotes and orders. You can:

  • Move a quote or order from one project to another
  • Remove a quote or order that no longer belongs in a project

Keeping records in the right project helps maintain a clear view of the work from start to finish.


Use Bulk Actions

Use the bulk action bar to manage multiple projects, quotes, and orders at once. Bulk actions can help you quickly organize projects, including favoriting or archiving multiple projects. 

 

Keep Your Projects Organized

Projects gives you a simpler way to stay on top of related quotes and orders from the first quote through project completion. By keeping everything connected in one place, you can spend less time searching for information and more time moving work forward.

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