ProLine

This guide will review all details to manage a project within your ProLine account.

Managing a Project: Project Information/General Overview

Managing a Project: Project Portal URL

This guide will review the activity tab within a project and how to filter, export and use the communication features within the tab.

Managing a Project: Activity Tab

This guide will review how to add events to a project and how to manage the events that have already been scheduled.

Managing a Project: Events

Managing a Project: Files

The Tasks tab within a project is where all tasks live including upcoming, past due, and completed tasks. This section helps your team stay organized and ensures that all work…

Managing a Project: Tasks

The Measure tab within a project allows you to view, create, and manage all measurement reports associated with that specific project in ProLine.

Managing a Project: Measure Tab

Managing a Project: Quotes - Estimates Tab

This article walks through everything you need to know about how to create, manage, and send orders effectively from within a project.

Managing a Project: Order Tab

This article walks through everything you need to know about how to create and manage jobs on the jobs tab within a project.

Managing a Project: Jobs Tab

This guide walks you through how it works, how to set it up, and how it compares to standalone invoicing.

Managing a Project: Billing - Running Balance Invoices

This guide walks through each component of the budget tab within a project so you can fully leverage its capabilities.

Managing a Project: Budget

This article walks you through how to view and manage campaigns associated with the main contact of any project.

Managing: Campaigns within a Project

Learn how to create custom invoices with line items from your price list, giving you full control over cost, margin, price, quantity, and subtotals for each item in your invoices.

Managing a Project: Billing - Invoice Line Items

Learn how to create and manage recurring services using Subscriptions in ProLine, enabling automated invoicing, event scheduling, and payment collection for repeat customers.

Managing a Project: Subscriptions

This article covers the Settings tab when configuring an individual quote from within a project.

Managing a Project: Quotes - Settings Tab

Laura Acosta

Guides to help with day to day management of a project. 

Managing a Project

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