O4 Projects

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.

• Creating an O4 Project
• The General Tab of a 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

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

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

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

• O4 Project Type Review Report
• Follow Up Listing
• O4 Quote Backlog