There are a lot of moving parts when a designer starts a new project. Aspects include the items being quoted, proposed and purchased, as well the extensive time and expsenses logged throughout a project's lifecycle. We can all agree it is easier when all that related information exists in one place, which is exactly what the project page does for you!
In these Best Practices, and Short Video, we are going to show you how to navigate your project page in Designer Link 2.0. The bottom of this page also includes Related Articles and Frequently Asked Questions.
VIDEO TUTORIAL
And that is how you naviagate through your project pages. For further information please make sure to reach out to our help desk via the chat icon in the bottom right corner of your Designer Link 2.0 browser, or you can always email us directly at [email protected].
BEST PRACTICES
BEST PRACTICES
Custom View
This tab shows a comprehensive list of all your project's items. This flexible tab allows your team to edit columns you want to see, sort as needed, and even filter or search for the items you wish to view. From this tab you can also select items and use the actions drop down to handle a number of tasks.
Room View
This tab shows a comprehensive list of all your project's items. However, in this view, the items are grouped together under each Room. If no Room is assigned for an Item it will appear under the "-No Room-" section. From this tab you can also select items and use the actions drop down to handle a number of tasks.
Group View
This tab shows a comprehensive list of all your project's items. However, in this view, the items are grouped together under each Group Item. Each Component Item will be listed directly below each Group Item. If an Item is not part of a Group Item, that Item will appear under the "-No Group-" section. From this tab you can also select items and use the actions drop down to handle a number of tasks.
Proposals/Estimates
This tab shows a comprehensive list of all your project's proposals. Each Item that is part of that proposal will be listed directly beneath it. From here you can easily view the Client Approval Status and Internal Proposal/Estimate Status for each Proposal/Estimate. Any items without a Proposal will also be displayed so you can take action as needed.
Invoices
This tab shows a comprehensive list of all your project's Invoices. From this tab you are able to see all Item Invoices and all Time & Expense Invoices along with the payment information for each. For Item Invoices you are able to see the payment made to date and any remaining balance due the Client owes for that Invoice. For the Time & Expenses Invoices you are able to see whether the Invoice has been paid or not, and the last successful QBO sync date.
Purchase Orders
This tab shows a comprehensive list of all your project's purchase orders. Each Item that is part of that purchase order will be listed directly beneath it. You're able to view the Approval Status, Vendor Name, and more. Any items without a Purchase Order will also be displayed so you can take action as needed.
Time & Expenses
This tab shows a comprehensive list of all your project's time entries and expenses. This flexible tab allows your team to edit columns you want to see, sort as needed, and even filter or search for the entires you wish to view. From this tab you can also select items and use the actions drop down to handle a number of tasks.
Alert View
This tab shows you helpful alerts that pertain to each Project. It is an automated software view that alerts designers about unapproved purchase orders. Additionally offers insight into purchase orders and proposals not synced to yet. Also provides other information such as items with a late delivery.
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
Why can't I see the groups in my group view, or the rooms in my room view?
These respective views show the items not attached to a group or a room as well. You likely just need to increase the number of rows shown, or move to next page.
Can I save my view from last time I was logged in?
As long as you are using the same broswer, DesignerLink should remember what your view was when you were last logged in. You cannot create a preset view however.
Can I export my view?
The only 2 view tabs you are able to export include the Room View and the Time and Expenses View. If you need to export any further information, please use the Reports Page instead.