Projects in DesignerLink 2.0 are essential to the organization of your firm. A project does not even have to be reserved for a single client you have. You could have 2 separate projects for the same client, or use the capabilities to create a showroom, or an inventory project as well.
In this Short Video and Best Practices, we are going to show you how to create a Project in Designer Link 2.0. The bottom of this page also includes Related Articles and Frequently Asked Questions.
VIDEO TUTORIAL
BEST PRACTICES
BEST PRACTICES
BE THOROUGH
The more emphasis you put inputting all information, the more time you will save later when going through the ordering process.
CREATING PROJECTS IN QBO
If you create a project in QBO, please do not also create one in DesignerLink, and vice versa. Your projects will sync with the other software, so there is no need to make duplicate objects.
PROJECTS PAGE
PROJECTS PAGE
Navigating the Projects Page
All - Projects created.
My Projects - Projects you are the project lead on.
Active - Projects in progress.
Archived - Projects that have been archived. Examples include projects that never got started, or that were used for training.
Cancelled - Projects that have been cancelled.
Completed - Projects that have been completed.
Sorting Projects
Use Search textbox, search by Project Name
Navigate to each
Use the table to sort by column
Hover over the item and time budgets to show how much of the budget has been used in USD
Archive Projects that no longer apply
Use “Add Time” button to quickly log time for any project
RELATED ARTICLES
RELATED ARTICLES
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
If I change the name of my project at a later date, will it affect any bookkeeping or data?
No the project name is only used for appearance on the vendor/client facing documents. So feel free to change the name of your project as you wish.
Why can't I use a dash in my project name?
We use QuickBooks compatibility characters, meaning some text cannot be included. For the full list of valid characters you can use please see here.
Can I change a tax rate for a single item in my project?
No, project tax rates are universal, and typical for most tax laws. Set your tax rates when editing your project to have them applied to all future items appropriately.
And that is how you can create a Project. 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].