OASIS Online Projects

Projects are intended to serve as the largest category of a job. OASIS Online provides several tools and features to allow users to manage their projects efficiently, including new Online-exclusive reports. 

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.

Creating a Project- The articles below explain how to create and edit a project in OASIS Online.

• Creating a Project
• The General Tab of a Project
• Adding a Customer to a Project
• Adding Conversations to a Project
• Bill of Materials Quick Edits
  • Collapsible Options
  • 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 OASIS Online.

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

Reports- The articles below describe the reports available from the Tools menu on the Projects Listing page.

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

Note: The 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.