Various Part actions are generic and can be performed on any kind of Part at any point in the Project workflow.
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Add Part
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 Image Added
This function allows you the Service Provider to add a Part to a Project. - Select the Project from All Projects.
- On the Project Parts page, click the Add Part button.
You will be redirected to the Add Part page.
- Follow the normal workflow for adding a Part.
For more information see Finding a Quote Request item and Finding a Rate Card.
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Unlock / Lock Current Part
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| This function allows you to lock and unlock a Part. <<why would an admin want to? To stop others changing it? Is it linked to access rights? Why does the warning only mention changing suppliers, rather than anything?>>
Select the Project from All Projects.
On the Project Parts page, click the Unlock Current Part button.
A warning message appears:
Image RemovedClick Yes. |
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Delete Selected
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This function allows you allows the Service Provider to delete a Project Part. - Select the Project from All Projects.
- On the Project Parts page, click the Delete Selected button.
A warning message appears:
 Image Removed
You are asked to give a reason for deletion, but can delete without it.
Is the reason stored / sent anywhere?
Click Yes Image Added
- Click Yes.
The reason provided is stored in the Audit trail.
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Copy Selected
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This function allows you allows the Service Provider to copy a Project Part. This can save you a lot of time if you need to create multiple similar Parts. You can copy a Part and amend it rather than having to re-enter all the details from scratch. - Select the Project from All Projects.
- On the Project Parts page, click the Copy Selected button.
A copy of the Part is created with the status New.
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Quote Selected
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<<Not sure what to say about this. Need to ask K&M>> See Claritum App Questions 6 Image Added This function allows the Service Provider to send multiple Project Part quotes to the Customer with one action. - Select the Project from All Projects.
- On the Project Parts page, click the Quote Selected button.
The Quote email page will display. Edit as required and click the Send button.
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