Manage Your Projects

Create a New Project (Web only)
Projects are an integral part of using QuoteToMe. Learn how to import or create a project in just a few steps! Create a Project Follow the steps below ...
Tue, 18 Nov, 2025 at 4:07 PM
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 CS...
Thu, 20 Nov, 2025 at 3:10 PM
Edit Your Project (Web only)
This feature is only accessible by Admin users. This is only accessible on the web version of QuoteToMe.   Edit your project Projects occasional...
Thu, 20 Nov, 2025 at 3:27 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. ...
Thu, 20 Nov, 2025 at 4:01 PM
Archive & Unarchive a Project
Overview Do you need to stop issuing POs from a project, while still completing current orders and utilizing historical project data? Archiving a Proje...
Thu, 20 Nov, 2025 at 5:56 PM