The center of the app — 16 tabs on one record. This guide orients you across all of them; several have their own dedicated, deeper guide linked below.
New Project on the Projects list. Only Project Name and Origin Date (defaults to today) are required — everything else, including Organization, Primary Contact, Category/Type, and Status, can be filled in later.
Toggle at the top of the Projects page between a plain List view and a Timeline (Gantt-style "Job Board") view. A separate Kanban View page exists too.
| Tab | Where to go deeper |
|---|---|
| Project | covered below — the record itself |
| Dashboard | covered below |
| Resources | covered below — read this one |
| Estimates | Build an Estimate |
| Proposals | covered below |
| Schedules | covered below |
| Notes | a plain notes log — nothing further to document |
| Communications | Sending Email/SMS |
| Invoices & Payments | Invoicing, Payments & Credit Memos |
| Vendor Quotes & POs | Vendor Portal Workflow |
| Attachments | All Attachments (project-scoped view of the same thing) |
| Addresses | extra addresses beyond the primary — self-explanatory |
| Checklists | Checklists & My Tasks |
| Custom Fields | Add a Custom Field |
| Expenses | Expenses |
| Warranty | covered below |
Giving someone a Portal login happens on their Contact record (Create Portal Access). But having a login doesn't mean they can see this Project — that's controlled separately, right here on the Resources tab, per Project. Each resource has checkboxes: Is Client, Is Vendor, Is Signatory, Can Access Project, Client Visible, Vendor Visible.
Is Signatory plus a Sign Order value controls the sequence people are routed through for the built-in eSignature flow — not just a label.
Don't confuse this Project's own Dashboard tab (a per-project activity/key-facts snapshot) with the separate, company-wide Projects Dashboard page in the side menu (pipeline/cash flow across every Project).
Proposals holds the actual proposal documents for this Project (link one or more Estimates to a Proposal — see Build an Estimate for how that connection works). Schedules holds this Project's timeline items — the same data a client can optionally see (read-only) on their own Portal.
A checkbox right on the Project tab. If checked (the default for a brand-new Project), this Project is silently skipped by QuickBooks Online sync — it won't even appear as an option to sync until unchecked. Worth checking first if a Project "isn't showing up" for QuickBooks.
Unlike some other entities in this app, a Project's Custom Fields tab always shows the same four sections (Custom Text, Dates, Choice Fields, Checkboxes) regardless of Project Category or Type — there's no per-category field scoping here.
Warranty work is tracked as its own type (internal work, vendor work, or a simple check), separate from a general Service Request. A request stays open until a completion date is entered. Clients can also submit their own warranty requests directly from the Client Portal — see the Client Portal guide.