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Create and edit a project.

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Under Projects, New project needs a job number and a name.

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The client, a contact and a budget can come now or later.

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Create it.

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Most firms run their own first meeting, so a written brief is optional.

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Add a picture of the property, and it heads the overview.

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Edit project changes the details at any time: the client, the location, the billing and ship-to addresses, tax and currency.

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Under Areas and rooms, add an area for each room or zone you’ll specify, and room types where a job repeats a room, like a hotel’s guestrooms.

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Then add the first items.

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New specification takes one item, from the product library, a template, or typed in, or several from the library at once.

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The Project menu can duplicate a project, or save it as a template for the next one.

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When the job is done, archive it: it leaves the lists and becomes read-only, and its outside links close.

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Nothing is deleted, and it can be brought back.

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That’s a project, created and edited.

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More videos: portspace.io/videos