Create a project
1. From your 360 portal, click on Projects in the Lists section
2. Click on New Project
Project Details
Enter your project details
Project Name – is your reference name for the project. This can be the name of the building, such as “Australia 108”, or something else to help you easily identify it.
Branch – is the account you want this project linked to (If applicable)
Job Number – is your job reference and will be used on all orders placed for this project.
PO Number – is your blanket purchase order number for the project and will be used on all orders placed for this project. (If applicable)
Additional Details
Now, add additional details to your project.
Click on the project name in the My Projects screen.
Archive – moves the project to the archives section. You can use this when the project is completed or no longer active. You will still be able to view the history, etc.
Set as Default – sets the current project as the default for all orders for your user account
Project Details – is where you can edit the project references, etc.
Project Team – lets you set which users on your account are permitted to order for this project.
Project Address – is the delivery address for the project
Delivery Notes – lets you save notes to go on all orders for the duration of the project. This can be map references, delivery requirements, etc. From here you can also check the Call before delivery checkbox.
Notes – is a place for you to put in notes for your own reference
Google Maps Reference – lets you save the Google Maps latitude and longtitude to go on all orders for the duration of the project. Click here for help to get your coordinates in Google Maps
More Project Features
Orders – gives you visibility of your order history for this project
Carts – is where you will find saved carts for this project
Quotes – is the home of quotes created for this project
Drillcarts – is where you can use the Drillcarts assigned to this project
Submittals – is your history of submittals created for this project
Product History – is your go-to for all products ordered for this project. Here you can create VOC/PVC reports for Green Star jobs
Project Team – is where you can manage which users have permissions to order for this project.
