Manage Your Projects

Create a New Project (Web app only)
How to create a project   1. Select Create from the top left corner of the QuoteToMe interface, highlighted in orange.     2. Click Create Project....
Wed, 12 Feb, 2025 at 2:01 PM
Manage Project Cost Codes (Web app 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, 11 Feb, 2025 at 7:00 AM
Edit Your Project (Web app only)
This feature is only accessible by Admin users.     How to edit your project Projects need to be updated through their lifetime. Let's get start...
Tue, 14 Jan, 2025 at 10:46 AM
Download Project Reports (Web app only)
  Reports include the PO number + name, ordered by name, supplier name, date ordered, prices and item quantities, order URL and order status for all POs on...
Tue, 14 Jan, 2025 at 2:03 PM
Archive & Unarchive a Project
This feature is only accessible by Admin users.     Steps to Archive a Project   Go to the Projects Page located on the left side menu   Locate th...
Wed, 15 Jan, 2025 at 12:21 PM