The Projects tab within the detail of a specific customer displays any projects that are attached to the customer.
- Actions: View Project or Duplicate Project.
- Created Date: The date the project was created.
- Project Name: The unique name given to the project at the time it was created.
- Status: Draft, Sent for Approval, Pending Approval, Active, Complete
- Total Amount: Total amount for the project
Use the Add Project button in the upper right corner of the page to begin creating a new estimate already populated with this customer's information.