Production Tab For Items
The Production Tab lets you manage production details for individual items and access an estimate's project management tools like scheduling, tasks, budget, and payments.
Overview
At the estimate level, the Production section of the left-hand sidebar houses your project management tools, including scheduling, tasks, budget, vendor orders, bills and expenses, and payments.
Before You Begin
- Have the estimate you want to work in open and ready.
1. Within a project, look at the left-hand sidebar, below the Pre-production section.
2. Under the Production section header, you'll see direct links for Change orders, Schedule, Tasks, Budget, Vendor orders, Bills and expenses, and Payments.
3. Click any of these directly to open that tool -- there is no separate Production page to click into first.
Each of these individual tools is covered in depth in its own article.
Why This Matters
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Centralizes your project management tools -- scheduling, tasks, budget, vendor orders, bills and expenses, and payments -- in one place within the estimate.
Summary
The Production section of the left-hand sidebar is home to an estimate's broader project management tools, including scheduling, tasks, budget, vendor orders, bills and expenses, and payments -- click any of them directly to open that tool