Organizing Quotes and Orders with Projects
Managing a signage project can mean juggling multiple quotes, orders, and project details at once. Projects gives you one organized place to group related Partner Portal quotes and orders, helping you get a clearer view of your project activity and spend less time searching for individual items.
What is Projects?
Projects gives you a new way to organize related quotes and orders in Partner Portal. Use it to keep work associated with the same customer, location, or job together instead of managing each item separately.
What You Can Do With Projects
Projects is designed to give you more control over how you organize your work in Partner Portal. Here are some of the ways you can use it to create a more organized workflow.
- Group related quotes and orders.
- Favorite important quotes and orders.
- Find project activity faster.
- Create a more organized way to keep related work together
- Archive completed quotes and orders.
When Should You Use Projects?
Keeping related work together from the start can make it easier to find information and manage the project as it progresses. Rather than managing each quote or order separately, you can organize the related work under one project.
Projects can also be useful for larger or ongoing jobs, such as:
- Multiple signs for a single customer
- New construction or facility renovations
- Multi-location signage programs
- Projects with multiple quotes or orders
- Completed projects you may need to reference later
Ready to learn more? See How to Use Projects in Partner Portal for step-by-step instructions on creating and managing projects.
