Project Creation

VIDEO | InEight in the Cloud - Associate Estimate with a Platform Project

You can create new projects in InEight Platform’s root and sub-organizations to which you can then associate Estimates jobs. For example, you can create new projects in a node of the organization dedicated to estimating, permitting estimators to create and manage projects for the opportunities they are pursuing while allowing the rest of the organization to maintain a higher level of security over active projects.

For more information about project creation, see Project Initiation in Platform.

Considerations

You must have a Level 3-Account Admin role or the Add projects permission in your role.