Project Manager FAQs

I can't find a job i've already ordered. Where is it?
On your Jobs List screen under Project Management, you can change the 'Created on or before' date to see jobs from different times. Make sure that t...
Tue, 13 Oct, 2020 at 10:39 AM
Why have my costs been divided into two options in the client estimate email?
The client estimate email presumes that where there are two print costs that these are different options for print. If you would like one cost, you can tick...
Fri, 10 Aug, 2018 at 9:13 AM
How do I add projects?
Click on the Add Projects icon at the top of the page.  Sometimes you will be asked to add an Account to the Project. If there are no Accounts to choose f...
Mon, 12 Oct, 2020 at 2:52 PM
I can’t add myself or my colleague as a project manager on a job.
You might have selected the wrong user type on your/ their contact details screen. Go to the contact details page and select 'Project Manager' from ...
Tue, 13 Oct, 2020 at 10:41 AM
How can I unlock a user
Locked out accounts are displayed on your home screen.  For steps on how to unlock accounts, please see our unlock a user guide.
Fri, 10 Aug, 2018 at 9:24 AM
A client has placed an order but I can't see it on the site.
Go to home screen and select the drop down ‘All Accounts (No filter)’ to view all requests on the site.
Fri, 16 Nov, 2018 at 4:16 PM
How do I create an organisation?
For information on creating an organisation, please see our detailed Add an organisation user guide.  If you want to add a new supplier, we have an addi...
Wed, 8 Jun, 2022 at 11:42 AM
How do I change the supplier I want to use?
Open the Cost page on the Job Bag, and click the Modify button. Without changing any of the specs, click Calculate, and the system will list all potential s...
Mon, 12 Oct, 2020 at 2:49 PM
How to send Provisional Enquiries
To check that the supplier selected for a piece of work is able to do the job before sending them the final job, click the Provisional Enquiry button next ...
Thu, 1 Dec, 2022 at 3:57 PM
Can I add another order to my existing job?
Yes. Just click on the Costs icon when in the job bag to add another item/order. If the job has already been completed and is in a charging batch then y...
Tue, 13 Oct, 2020 at 10:44 AM