Project
Move beyond spreadsheets! Create beautiful specifications/ tear sheets and organize product library sensibly.
- What is Project Maps?
- How do I edit a project stage name?
- How can I create a Project from an Opportunity?
- How can I update my project’s reference number?
- How can I customize columns while viewing Projects?
- How do to add multiple users to a project?
- How to Create a Project?
- Create a project
- How do I assign a color/Flag to my project?
- How do I see the history of a project?
- How do I edit the project location?
- How do I remove the contact from a project?
- How do I associate contact to a project?
- How do I move the project from one stage to another?
- How can I see my projects in Kanban/Board view?
- How do I filter my projects?
- How do I edit project details?
- How do I delete a project?
- How can I enable/disable stages in a project pipeline?
Packages
- How do I delete an item from a package?
- How do I control which columns are displayed on the Package Schedule?
- How do I export my package?
- How do I delete a section?
- How to Duplicate a Package in .STUDIO
- How Suppliers Can Log In and Edit Assigned Packages
- Grant Suppliers Access to Edit your Packages
- Add Line Items/Products to packages
- Create a package
- Edit the package
- Delete a package
Planning
Sections
- How can I view my schedule by section?
- How can I view items in the trash?
- How can I view my schedule by brand?
- How can I view my schedule by product type?
- How can I view my schedule in the physical map view?
- How do I customize the section ranks on individual packages?
- How do I adjust the section sequence in Default Settings?
- How do I rename a section?
- Create new project sections per project
Activity
Notes
Documents
Finance
Team
History
Group
Project Management
Item
- How to Create and Link a New Part to an Item
- How to Add Attributes
- How to Unlink a Finish from an Item?
- How to Create and Link a New Finish to an Item
- How to add an Existing Finish to an Item
- How do I add an item that I previously specified?
- How can I restore a deleted product?
- How to Add a Vendor While Creating a Specification
- How do I revise a package item?
- How to approve an item?
- How can I see the history of an individual item?
- How can I export specific or selected items only?
- How to Duplicate an Item?
- How to Add an Existing Part to an Item
- How to Unlink a Part from an Item?