This feature is only accessible by Admin users.

How to create a project

1. Select Create from the top left corner of the QuoteToMe interface, highlighted in orange. 
    
   
2. Click Create Project.
    
   
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.
     
     
4. Create the project team. 
   The project team size is unlimited.
   
   Consideration: include team members who have necessary purchasing / approval limits.
    
5. Select project team roles.
   For more information, see: Project Roles
   
   

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 POs.
 
This can be done at any time. To learn more, read our Add or Edit Cost Codes article.

Related Articles

• Project Teams & Shared Visibility
   
• Add or Edit Cost Codes
   
• Edit Your Project
   
• View Project List 

Need help?

There are three ways to reach our Customer Success team:
 

• Send an email to [email protected]
   
• Phone or text us toll-free at 1-833-712-5021
     
• Chat with us using the chat bubble icon in our web and mobile apps
  

     

  QTM business hours