How to create a project

Step 1. Select Create from the top left corner of the QuoteToMe interface, highlighted in orange.  
 

Step 2. Click Create Project.

Step 3. Choose how you want to create the project:   

• Import from Accounting (Recommended): Sync project details from an existing project in your accounting software.
• Create Static Project: Specify project details manually in QuoteToMe without syncing with accounting software.
• Click Next to proceed.
  
  

Step 4. Create the project team. 

• The project team size is unlimited.
• Consideration: include team members who have necessary purchasing/approval limits.
  • See Creating Roles & Purchasing limits
     

Step 5. Select project team roles.

• For more information, see Creating Roles & Purchasing limits
  
  

Your project is now ready to use!

Next step: add project cost codes (optional)

In QuoteToMe, you can add project-specific cost codes for easy selection in your orders. This can be done at any time. 

• To learn more, read our Add or Edit Cost Codes article.

Need help?

There are three ways to reach our Customer Support team:
 

• Send an email to [email protected]
   
• Call us toll-free at 1-833-712-5021
     
• Chat with us in our web and mobile apps
  

     

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