Go to the Projects section of Liquid.
Press + Project to create a new Project.
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There, you can select existing Accounting Field(s) as either the Customer Name or Project Name or both.
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If you need to add an Accounting Field, press Add in Accounting Fields first to open a pop-up to create new Accounting Fields.
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Next, add a Project Description.
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Then, add the total Project Cost Estimate. This value can be changed at anytime.
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This budget is used to calculate the Total Project Cost Estimate and the Estimated Gross Profit.
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Before you can save the Project, you must add at least one Work Order to the Project.
To add a Work Order to a Project, press the + Work Order to Project button.
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You'll be prompted to select an existing Vendor.
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If the Vendor has not been added to the system, you can press Add them now to pull up the Invite Vendor workflow.
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After selecting an existing Vendor, you'll need to select the relevant Work Order.
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If the Work Order does not yet exist, you can press + Work Order to add a new Work Order.
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Then, fill out all fields for the new Work Order: Work Order, Deliverable Name, Rate Type, Amount, and Completion Date. You may also enter in a Total Estimate to help estimate Total Project Cost and Estimated Gross Profit, but that field is optional.
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Press Save to open the popup to confirm the Work Order, then press Send.
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If you'd like add another Work Order, you can press + Work Order to Project. If not, press Save to save the Project.
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