The Projects page lists all the Service Provider's projects and allows them to filter, search, display and download projects in a variety of ways.
Projects enable the Service Provider to effectively manage complex Customer orders. A single Project can contain multiple parts, with each part representing an individual Quote Request or Rate Card order. Projects can be saved, sorted, copied, downloaded and closed.
What you can do on this page:
- Searching / Filtering / Displaying Projects
- Creating a new Project (Quote Request Workflow)
- Downloading Project details in CSV or Excel formatSearching / Filtering / Displaying Projects
- Search Options
- Filter Options
- Display Options Saving a Search
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