How to Create a Project

Learn more about what a project is, along with where and how you can create them.

On this page:

What is a project?

Where and how can I create a project?

Choosing your starting stage

Selecting your products

FAQ

What is a Project?

Projects are essentially folders that keep your sales forms, purchase forms, files, and details about a particular opportunity or order in one place. 
You can refer to and track your projects by their:

1. Project name - the name you assign the job
2. Project number - project numbers are assigned automatically as a job is created. You can find any of your project numbers by looking at the top of your forms within commonsku

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Where and how can I create a project?

You can create a new project from the:

1. Clients tab
2. Projects tab
3. Client page
4. Contact page
5. Dashboards
6. Most Recent Icon
7. Global Search Bar

To create a new project from the Clients tab:

1. Select an account from the client list
2. Click Actions on the right slide-out menu
3. Click New Project
4. Select a pre-existing client from the drop-down list, or click + New Client at the bottom of the drop-down to add a new client to commonsku
   1. If you are adding a new client (optional):
      1. Type the client's name
      2. Select their industry from the drop-down menu
      3. Click Create Client
5. Enter a Project Name
6. Select an Event Type from the drop-down
7. Select your Starting Stage
8. Click Continue

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To create a new project from the Projects tab:

1. Click New Project 
2. Select a pre-existing client from the drop-down list, or click + New Client at the bottom of the drop-down to add a new client to commonsku
   1. If you are adding a new client (optional):
      1. Type the client's name
      2. Select their industry from the drop-down menu
      3. Click Create Client
3. Enter a Project Name
4. Select an Event Type from the drop-down
5. Select your Starting Stage
6. Click Continue

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To create a new project from a client page:

1. Click Actions
2. Click New Project 
3. Select a pre-existing client from the drop-down list, or click + New Client at the bottom of the drop-down to add a new client to commonsku
   1. If you are adding a new client (optional):
      1. Type the client's name
      2. Select their industry from the drop-down menu
      3. Click Create Client
4. Enter a Project Name
5. Select an Event Type from the drop-down
6. Select your Starting Stage
7. Click Continue

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To create a new project from a contact page:

1. Click Actions
2. Click Create New Project 
3. Select a pre-existing client from the drop-down list, or click + New Client at the bottom of the drop-down to add a new client to commonsku
   1. If you are adding a new client (optional):
      1. Type the client's name
      2. Select their industry from the drop-down menu
      3. Click Create Client
4. Enter a Project Name
5. Select an Event Type from the drop-down
6. Select your Starting Stage
7. Click Continue

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To create a new project from either your Sales, Production, Finance, or Management Dashboards:

1. Click New Project in the top right corner.
2. Select a pre-existing client from the drop-down list, or click + New Client at the bottom of the drop-down to add a new client to commonsku
   1. If you are adding a new client (optional):
      1. Type the client's name
      2. Select their industry from the drop-down menu
      3. Click Create Client
3. Enter a Project Name
4. Select an Event Type from the drop-down
5. Select your Starting Stage
6. Click Continue

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Choosing your Starting Stage

You can choose to start your project from the following stages:

• Opportunity
• Presentation
• Estimate
• Sales Order

To start from an Opportunity:

1. Select O (Opportunity) as your Starting Stage
2. Click Continue

3. Select a Client Contact from the drop-down, or click + New Contact at the bottom of the drop-down to create a new contact 

   1. If you are adding a new contact (optional):
      1. Enter all required contact details - required fields are indicated by a *

      2. Click Create

1. Enter a budget for the order
2. Select an in-hands date
3. Click Done

To start from a Presentation:

1. Select P (Presentation) as your Starting Stage
2. Click Continue
3. Select a client contact from the dropdown, or click + New Contact at the bottom of the drop-down to create a new contact
   1. If you are adding a new contact (optional):
      1. Enter all required contact details - required fields are indicated by a *
      2. Click Create
4. Enter a budget for the order
5. Select an in-hands date
6. Select a presentation style
7. Click Select Products

To start from an Estimate

1. Select E (Estimate) as your Starting Stage

2. Click Continue

3. Enter a budget for the order

4. Select an in-hands date

5. Select a billing contact, or click + New Contact at the bottom of the drop-down to create a new contact

   1. If you are adding a new contact (optional):

      1. Enter all required contact details - required fields are indicated by a *

      2. Click Create

6. Select a billing address, or click + New Address at the bottom of the drop-down to create a new address

   1. If you are adding a new address (optional):

      1. Enter all required contact details - required fields are indicated by a *

      2. Click Create

7. Select a shipping contact and address, or select Same as Billing

8. Click Select Products

To start from a Sales Order

1. Select SO (sales order) as your Starting Stage

2. Click Continue

3. Enter a budget for the order

4. Select an in-hands date

5. Select a billing contact, or click + New Contact at the bottom of the drop-down to create a new contact

   1. If you are adding a new contact (optional):

      1. Enter all required contact details - required fields are indicated by a *

      2. Click Create

6. Select a billing address, or click + New Address at the bottom of the drop-down to create a new address

   1. If you are adding a new address (optional):

      1. Enter all required contact details - required fields are indicated by a *

      2. Click Create

7. Select a shipping contact and address, or select Same as Billing

8. Click Select Products

Selecting your products

To add products to your new presentation, estimate, or sales order:

1. Use the Connected Suppliers, ESP, SAGE, Distributor Central, Bookmarks, Tagged, Previous Orders, Collections, or Company database
2. Enter your search criteria
3. Click Search

Click the product you need; the product's background will turn blue once it's added to the presentation

 

FAQ

• What if I created a project for the wrong client?

What if I created a project for the wrong client?

1. Create a new project
2. Copy/paste any notes from the original project to the new project's overview
3. Go back to the original project and click Actions > Delete Project
4. Select "Yes" to delete the project