O4 Projects

Projects are intended to serve as the largest category of a job. O4 provides several tools and features to allow users to manage their projects efficiently. This page provides provides a list of features available in O4 Projects.

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

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

• Creating an O4 Project
• The General Tab of an Project in O4
• Adding a Customer to a Project in O4
• Adding Conversations to a Project in O4
• O4 Bill of Materials Quick Edits
  • Collapsible Options in O4 Projects
  • Filtering the Bill of Materials
• Receiving RFQ Responses

Manipulating Prices in a Project- the articles listed below discusses manipulating pricing in the bill of materials of a project. This is used for reference to determine how pricing will change with a percent increase or decrease.

• The Math Function Tool
• The Formula Box Tool
• The Reprice Tool
• The Spread Profit Tool

Printing Quotes- the articles listed below discuss the various print options for a quote in O4.

• Printing a Specification Registration
• Printing a Request for Quote
• Printing a Bill of Material
• Printing a Customer Copy
• Printing a Manufacturer Breakout
• Printing an Office Copy

Reports- the articles below describe the reports available from the Project Listing Tools menu.

• Follow Up Listing
• O4 Quote Backlog
• O4 Spec Registration- this menu option provides a quick way to generate the O4 Quote Backlog report with the "Spec Registration Backlog" view applied.