O4 Projects

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Projects are intended to serve as the largest category of a job. O4 Projects provides several tools and features to allow users to manage their projects efficiently, including new O4-exclusive reports. This page lists the features available in O4 Projects.

Inside Sales View vs. Outside Sales View- this article explains the difference between the Inside Sales View vs. the Outside Sales View of a project in O4.

Creating a Project in O4- the articles below explain how to create and edit a project in O4.

Manipulating Prices in a Quote- the articles below discuss manipulating pricing in the quote's bill of materials. 

Printing Quotes- the articles below discuss the various prints available for quotes in O4.

Reports- the articles below describe the reports from the Tools menu on the Projects Listing page. Note: the O4 Spec Registration option under the Tools menu provides a quick way to generate the O4 Quote Backlog report with the "Spec Registration Backlog" view applied. 

 

Articles in this section

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