Details Tab

Welcome to the Project Detail Tab

Below is an explanation of each section of the Details tab.

Project Name	This is the name by which the project will be known in DesignSmart
Client Company	The client's company name will appear here, if the client is associated with a company
Client Name	The client's name
Project ID	This can be numbers, letters, or a combination. If your firm uses QuickBooks Desktop, this ID will be limited to eight characters. The Project ID will be the prefix for every Proposal, PO, and Invoice number. For example, the first PO for the project 24-0009 will be 24-0009-01
Status	This is where you set the project status. When a project is first created the status is set to Active. You can manually change the status.
Project Budget	You can enter the budget for the project here if known.

Core Details

Min Client Deposit	When a project is created the Default Client Deposit from the System Settings will auto-populate. You can change the deposit for this project in this section.
Terms	These are the client's invoice payment terms. If you use the QuickBooks Connector, these terms will come from QuickBooks.
Ship Method	This will be the default ship method for the project and it will appear on POs, but you can change the ship method when the PO is created.
Merchandise Tax %	This is the tax rate that is charged for materials. It is used for creating proposals and invoices. If you use the QuickBooks Connector, these tax rates will come from QuickBooks.
Service Tax	This is the tax rate this is charged for service, or time, invoices. If you use the QuickBooks Connector, these tax rates will come from QuickBooks.
Staff ID	Enter the initials of the primary project manager or designer.
Required Ship Date	This date will appear on all Purchase Orders, but you can change it when you are creating the PO. We recommend that you enter a date that is in advance of the installation date. When you enter the ship date that appears on an order acknowledgment, DesignSmart will confirm if the ship date is prior to this date on the PO.
Class	This is only see if your firm uses classes in QuickBooks.

Additional Information

The client's address will appear when the client is selected.

If the client has a new address, change the address in the Address Book, then click on the Update this address button below.

You can change the billing address below by clicking on the box and changing the address.

If the address for the project is the same as the Billing Address, click on the Copy From Billing button.

Otherwise, click in the white box and enter the address.

You can predefine up to four ship-to addresses for a project. For more information, please click here.

Here, you can add a PO billing address that will only be used for this project. This field is optional.

If there is a PO Billing Address then it will appear on the PO. If not, then there will only be a ship-to address on the PO.

If you want to track the estimated hours vs. actual hours spent on a project you can enter a value in the Estimated Hours field.