Projects and customers

Create a project#

1. 1Step 1: Click Projects in the top navigation.
2. 2Step 2: Click Create project.
3. 3Step 3: Enter a Project name (for example "Johnson kitchen remodel") and a Customer name, then click Create.

Add cut lists to a project#

• In a project, click New sheet cut or New linear cut to start a cut list that's already assigned.
• Click Assign cutlists, search, tick the cut lists that belong to the project, and click Save.
• Or, while editing a cut list, choose the project from the dropdown in the header.

What a project shows#

• The Customer, and when the project was Created.
• Its Cutlists, with the yield of each.
• Stock used: a combined list of library materials (Item name, Code, Qty) across all its cut lists. Handy as a shopping list.

Edit or delete a project#

Use Edit to change the name or customer. Delete removes the project only. Its cut lists become unassigned but aren't deleted.

Limits#

Pro includes up to 250 projects per workspace. Business and Team are unlimited.