Projects
Projects are the top-level container for a piece of work — they tie together the moodboards, sheets, quotes and people involved, and let you deliver a polished online Client View. The detailed areas are on their own pages below.
How to open it: top navigation → Projects (module-gated — if it isn't shown, the Projects module isn't enabled for your workspace). Use New Project to create one; Show archived reveals archived projects.
Inside a project
Plan & Estimating
The Blueprints estimating engine — measurements → priced estimate, options/allowances, versions, quote/e-sign, material list, change orders.
Blueprint Library
Reusable parametric estimate templates — build once, reuse on every similar job.
Rooms
Break a project into rooms with budgets and types.
Client View
The headline deliverable — bundle sheets into a PDF + revocable online page (3D, lighting, FF&E, approvals).
Other tabs
Overview, Products, Moodboards, Quotes, Billing, Finance, Sheets, Tasks, Timeline — and inviting collaborators.