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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.
You must have a Level 3-Account Admin role or the Add projects permission in your role.
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9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information