Help Centre

Joining a Project: Three Simple Methods  You can join a project in the system using any of the following methods:  From the Projects Page Navigate to t...

Cancelling an Order To cancel an order: Click the three-dot menu (⋯)  Select Cancel from the dropdown options. Desktop Version Mobile ...

Edit Your Project Name You can only edit a project name on QTM if it’s not integrated. To edit: Click directly on the project name. An editable fiel...

Applying a Deductive Charge to a Purchase Order To apply a deductive charge to a purchase order: Locate the line item you want to adjust, or add a ne...

How to Download a Copy of Your Purchase Order Scroll to the Attachments section. Look next to the Purchase Order category. Click the file name  ...

Updating a Purchase Order with a Change Order  Need to update a purchase order that’s already been issued? Create a Change Order to make adjustments wit...

Can I Add a Cost Code to My Project? Yes, but it depends on your role and whether the project is integrated. For Field Users If you're in the f...

Changing Suppliers: What You Need to Know Has the purchase order already been issued? If yes: You cannot change the supplier once the PO is issued. You...

How to Fix a PO Assigned to the Wrong Project If you issued a PO under the wrong project, the project cannot be changed once the PO has been sent. T...

How to Extend the Due Date on an RFQ If no quotes have been returned, you can extend the RFQ due date. To do this: Click the three-dot menu (⋯) on t...