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Project Folder Help

Selecting a Project
To select a project folder, follow these simple steps:

  1. Click the arrow on the pull down menu to display all the project folders.
  2. Click on the selected folder name to display its contents.

Naming a Project (only in the Add to Project Folder screen)
To create a new project folder with customized name, follow these simple steps:

  1. Click in the box to highlight the default text, "My Project".
  2. Type your customized project name.
  3. Then click anywhere on the screen outside the box
  4. Click on the Add button on the bottom of the screen

You have now created a new project folder. It will appear in the drop-down Select Project box on the view Project Folder screen.

Delete Product
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To select a product for deletion, follow these simple steps:

  1. Click in the gray area to the left of the product's row.  The entire row will be highlighted in blue.
  2. Click the Delete button.
  3. Confirm your desire to remove the product by clicking the OK button.

The product will be removed from the project  folder.

If a deleted product has required accessories these will be automatically removed from the project folder as well.

Clear Project
Click the Clear All button to remove an entire project folder and all its contents.

Change Quantity
The default quantity for all products is 1, and will be displayed in the Quantity column.

To changed the quantity of a product, follow these simple steps:

  1. Click in the cell to highlight the default quantity.
  2. Type the new quantity.
  3. Press the Enter key.

The price shown in the Extended Price column will be updated.

Change Color
The color or finish you selected for your product will be displayed in this column.

To change the color or finish of your product, follow these simple steps:

  1. Click in the cell to display the arrow for the pull down menu.
  2. Click on the arrow to see a list of available colors and finishes.
  3. Select a new color from this list.
  4. Press the Enter key.
  5. The Suggested List Price column will be updated.

Printing and Print Specifications
Click on the Print button to print the current project folder.

To simultaneously print specification sheets with the project folder, click the "Print all specification sheets" check box before clicking the Print button.

Adding Customized Information
Click the Customize button to display a form for adding unique information to the printed project folder.

Legend
Items indicated by "REQ" in the type column of the 'Add to Project Folder' screen are Required Accessories of the main product that appears above it.