Manage Your Projects

Create a New Project (Web only)
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...
Tue, 25 Feb, 2025 at 10:45 AM
Manage Project Cost Codes (Web only)
Overview Web-Only Feature: Cost codes can only be managed through the web version.  Key Actions: Add Cost Codes – Manually enter them or upload a CSV f...
Tue, 25 Feb, 2025 at 11:55 AM
Edit Your Project (Web only)
This feature is only accessible by Admin users.   How to edit your project Projects occasionally need to be updated throughout their lifetime. Here&...
Tue, 25 Feb, 2025 at 12:00 PM
Download Project Reports (Web only)
Overview Sometimes reports are required for an in-depth look into your projects. With Project reports you can export various lists of pertinent data. ...
Tue, 25 Feb, 2025 at 12:25 PM
Archive & Unarchive a Project
This feature is only accessible to Admin users. Overview Do you need to stop issuing POs from a project, while still completing current orders and util...
Tue, 25 Feb, 2025 at 2:08 PM