- New Project form
Use the New Project Form to create new projects. Most of the fields are optional, and generally only appear in the headers of various reports.


Project Name
The only required field: the name of your project

Crew Chief
Optional: The crew chief's name, or whomever is responsible for this paperwork. Printed in the headers of most reports.

Color Code
Optional: The color code given to the project, to distinguish it from other projects, usually while still in prep. Printed in the headers of most reports.

Number Code
Optional: The internal project or order code assigned by the vendor.

Ship Date/Time
Optional, but highly recommended. Generally used as the "End of Prep" date, when the project needs to be ready for transportation. Projects are sorted by this field in the project list and "Current Project" dropdown. We suggest entering this info to keep your project list properly sorted.

Return Date/Time
Optional: The date/time the project is scheduled to return to the shop. Printed in the headers of most reports.

---

- Project List
The Project List shows all the projects you've created or been invited to. From here you can Activate, Edit, Share, and Copy your projects. The list is sorted by Ship Date. If a project has no ship date, then it's sorted by when it was created.


Activate
activates the project.

Edit
Edits the Project. The "New Project" form will convert to "Edit Project".

Share
Share you project with other users. Here you can add and remove users to a Project so they can also work on your project.
Details can be found the Sharing Help section